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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 24 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 UI UBIQUITI INC Technology 856.0 $457K 0.01% -16.0 -1.8% $534.27 +11.7%
462 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,480.0 $454K 0.01% -450.0 -15.4% $183.14 -0.3%
463 IDCC INTERDIGITAL INC Technology 1,586.0 $449K 0.01% -156.0 -9.0% $283.12 +21.6%
464 NRK NUVEEN NY AMT FREE Financial Services 41,606.0 $449K 0.01% -4K -8.4% $10.79 -5.8%
465 SUSC ISHARES TR 19,301.0 $447K 0.01% -1K -6.3% $23.15 -1.6%
466 CBT CABOT CORP Basic Materials 4,896.0 $445K 0.01% -61.0 -1.2% $90.82 -6.9%
467 GNTX GENTEX CORP Consumer Cyclical 17,568.0 $444K 0.01% -3K -16.4% $25.27 -5.5%
468 OGE OGE ENERGY CORP Utilities 9,099.0 $443K 0.01% -2K -14.6% $48.66 -4.3%
469 OII OCEANEERING INTL INC Energy 10,879.0 $441K 0.01% -653.0 -5.7% $40.52 +22.5%
470 INGERSOLL RAND INC 5,347.0 $438K 0.01% -1K -18.9% $82.01
471 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,166.0 $437K 0.01% -117.0 -3.6% $138.16 +31.4%
472 RBC RBC BEARINGS INC Industrials 679.0 $437K 0.01% -195.0 -22.3% $644.02 -20.2%
473 RNG RINGCENTRAL INC Technology 11,181.0 $436K 0.01% -601.0 -5.1% $38.98 +69.5%
474 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 11,229.0 $435K 0.01% -7K -39.9% $38.73 +60.3%
475 WEX WEX INC Technology 3,077.0 $434K 0.01% -324.0 -9.5% $141.09 +40.8%
476 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 4,249.0 $433K 0.01% -1K -21.2% $101.87 +12.7%
477 LULU LULULEMON ATHLETICA INC Consumer Cyclical 3,732.0 $426K 0.01% -159.0 -4.1% $114.17 +1.9%
478 ASX ASE TECHNOLOGY HLDG CO LTD Technology 9,413.0 $425K 0.01% -3K -24.9% $45.12 -17.4%
479 CPT CAMDEN PPTY TR Real Estate 3,677.0 $421K 0.01% -363.0 -9.0% $114.56 -6.1%
480 THC TENET HEALTHCARE CORP Healthcare 2,247.0 $420K 0.01% -130.0 -5.5% $187.11 +46.5%
Page 24 of 34  ·  674 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%