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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 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,162.0 $229K 0.00% NEW $54.96 -15.7%
122 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,925.0 $228K 0.00% NEW $118.54 -26.8%
123 UFCS UNITED FIRE GROUP INC Financial Services 4,312.0 $226K 0.00% NEW $52.44 +3.1%
124 HLI HOULIHAN LOKEY INC Financial Services 1,685.0 $226K 0.00% NEW $134.15 -3.2%
125 GEO GEO GROUP INC Industrials 7,554.0 $223K 0.00% NEW $29.55 +10.9%
126 IPAR INTERPARFUMS INC Consumer Defensive 1,987.0 $222K 0.00% NEW $111.86 +4.3%
127 CVCO CAVCO INDS INC DEL Consumer Cyclical 361.0 $222K 0.00% NEW $615.03 -6.1%
128 EXR EXTRA SPACE STORAGE INC Real Estate 1,507.0 $219K 0.00% NEW $145.42 -0.9%
129 RGA REINSURANCE GROUP AMER INC Financial Services 1,028.0 $219K 0.00% NEW $212.63 +16.0%
130 EDC DIREXION SHARES ETF TRUST 2,450.0 $218K 0.00% NEW $88.94 -10.2%
131 NXT NEXTPOWER INC Technology 1,807.0 $215K 0.00% NEW $119.09 -26.8%
132 RPM RPM INTL INC Basic Materials 1,936.0 $215K 0.00% NEW $111.15 -3.7%
133 TCAI TORTOISE CAPITAL SERIES TRUS 3,832.0 $214K 0.00% NEW $55.91 -17.0%
134 MGEE MGE ENERGY INC Utilities 2,614.0 $213K 0.00% NEW $81.55 -2.7%
135 POOL POOL CORP Industrials 991.0 $213K 0.00% NEW $214.86 -12.3%
136 OSBC OLD SECOND BANCORP INC DEL Financial Services 9,099.0 $212K 0.00% NEW $23.32 +8.3%
137 QRVO QORVO INC Technology 2,268.0 $212K 0.00% NEW $93.27 +2.0%
138 MOD MODINE MFG CO Consumer Cyclical 790.0 $211K 0.00% NEW $267.02 -29.9%
139 R RYDER SYS INC Industrials 798.0 $210K 0.00% NEW $263.77 -5.4%
140 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 5,573.0 $210K 0.00% NEW $37.76 +14.6%
Page 7 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%