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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 5 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PFFA ETFIS SER TR I 13,409.0 $276K 0.00% NEW $20.58 +2.1%
82 COHU COHU INC Technology 3,737.0 $276K 0.00% NEW $73.82 -30.8%
83 USTB VICTORY PORTFOLIOS II 5,397.0 $273K 0.00% NEW $50.62 -0.2%
84 ATR APTARGROUP INC Healthcare 2,179.0 $273K 0.00% NEW $125.20 +8.0%
85 HUT 8 CORP 2,323.0 $268K 0.00% NEW $115.43
86 ARW ARROW ELECTRS INC Technology 1,253.0 $267K 0.00% NEW $213.42 -3.0%
87 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,092.0 $267K 0.00% NEW $244.77 -15.4%
88 FOF COHEN & STEERS CLOSED-END Financial Services 19,222.0 $267K 0.00% NEW $13.88 -2.5%
89 MSM MSC INDL DIRECT INC Industrials 2,226.0 $265K 0.00% NEW $118.91 +3.0%
90 BOND PIMCO ETF TR 2,863.0 $264K 0.00% NEW $92.21 -1.4%
91 ACLS AXCELIS TECHNOLOGIES INC Technology 1,390.0 $263K 0.00% NEW $189.45 -36.5%
92 OUSTER INC 4,189.0 $262K 0.00% NEW $62.52
93 OPLN OPENLANE INC Consumer Cyclical 6,349.0 $262K 0.00% NEW $41.24 -16.0%
94 VSAT VIASAT INC Technology 2,907.0 $261K 0.00% NEW $89.90 -20.5%
95 TTC TORO CO Industrials 2,677.0 $261K 0.00% NEW $97.42 +3.0%
96 ARDC ARES DYNAMIC CR ALLOCATION F Financial Services 20,327.0 $257K 0.00% NEW $12.63 -2.6%
97 QTEC FIRST TR EXCHANGE-TRADED FD 760.0 $254K 0.00% NEW $334.69 -6.6%
98 BMRC BANK OF MARIN BANCORP Financial Services 9,094.0 $252K 0.00% NEW $27.70 -3.3%
99 CHCO CITY HLDG CO Financial Services 1,899.0 $252K 0.00% NEW $132.64 +9.1%
100 RVMD REVOLUTION MEDICINES INC Healthcare 1,341.0 $251K 0.00% NEW $187.28 +15.0%
Page 5 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%