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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 26 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SMLF ISHARES TR 4,317.0 $385K 0.00% -77.0 -1.8% $89.15 -0.0%
502 HAYW HAYWARD HLDGS INC Industrials 22,122.0 $383K 0.00% -144.0 -0.7% $17.31 -16.1%
503 SPXC SPX TECHNOLOGIES INC Industrials 1,562.0 $383K 0.00% -55.0 -3.4% $245.10 -16.1%
504 RYN RAYONIER INC Real Estate 17,971.0 $382K 0.00% -844.0 -4.5% $21.28 -2.2%
505 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,381.0 $382K 0.00% -145.0 -3.2% $87.10 +11.4%
506 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,321.0 $381K 0.00% -32.0 -1.4% $164.27 -2.8%
507 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,419.0 $379K 0.00% -17K -70.2% $51.05 +33.8%
508 SPHQ INVESCO EXCHANGE TRADED FD T 4,188.0 $377K 0.00% -101.0 -2.4% $90.10 -4.0%
509 DXCM DEXCOM INC Healthcare 5,602.0 $377K 0.00% -3K -35.1% $67.34 +32.1%
510 CDE COEUR MNG INC Basic Materials 23,111.0 $377K 0.00% -3K -12.8% $16.32 +31.4%
511 CFR CULLEN FROST BANKERS INC Financial Services 2,381.0 $368K 0.00% -2K -43.2% $154.55 +5.6%
512 BAX BAXTER INTL INC Healthcare 17,165.0 $366K 0.00% -7K -28.7% $21.34 +24.2%
513 GAP GAP INC Consumer Cyclical 19,501.0 $364K 0.00% -3K -13.4% $18.68 +13.2%
514 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 26,345.0 $359K 0.00% -552.0 -2.0% $13.63 -3.9%
515 WPC WP CAREY INC Real Estate 5,012.0 $359K 0.00% -230.0 -4.4% $71.58 -0.6%
516 MTZ MASTEC INC Industrials 859.0 $358K 0.00% -210.0 -19.6% $416.44 -40.3%
517 BURL BURLINGTON STORES INC Consumer Cyclical 1,128.0 $357K 0.00% -238.0 -17.4% $316.80 -0.9%
518 ROL ROLLINS INC Consumer Cyclical 8,450.0 $353K 0.00% -476.0 -5.3% $41.75 -12.1%
519 BOE BLACKROCK ENHANCED GLOBAL Financial Services 29,045.0 $351K 0.00% -2K -6.2% $12.09 +3.2%
520 MC MOELIS & CO Financial Services 5,255.0 $344K 0.00% -564.0 -9.7% $65.43 +2.7%
Page 26 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%