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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 30 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 RGLD ROYAL GOLD INC Basic Materials 1,310.0 $262K 0.00% -58.0 -4.2% $199.63 +33.3%
582 ICF ISHARES TR 3,848.0 $260K 0.00% -176.0 -4.4% $67.63 +1.6%
583 ALLO ALLOGENE THERAPEUTICS INC Healthcare 125,062.0 $260K 0.00% -18K -12.3% $2.08 -1.9%
584 SKYW SKYWEST INC Industrials 2,607.0 $259K 0.00% -315.0 -10.8% $99.33 +1.6%
585 IGF ISHARES TR 3,874.0 $258K 0.00% -2K -35.9% $66.60 -0.6%
586 GTLS CHART INDS INC Industrials 1,230.0 $257K 0.00% -243.0 -16.5% $208.94 +0.5%
587 URTH ISHARES INC 1,267.0 $257K 0.00% -68.0 -5.1% $202.69 +3.1%
588 KBWB INVESCO EXCH TRADED FD TR II 2,746.0 $255K 0.00% -151.0 -5.2% $92.97 +3.8%
589 RPRX ROYALTY PHARMA PLC Healthcare 4,548.0 $255K 0.00% -1K -18.1% $56.08 +10.2%
590 MTD METTLER TOLEDO INTERNATIONAL Healthcare 198.0 $253K 0.00% -7.0 -3.4% $1277.51 +9.5%
591 MLPA GLOBAL X FDS 4,757.0 $252K 0.00% -3K -36.0% $53.08 +7.0%
592 TKO TKO GROUP HOLDINGS INC Communication Services 1,253.0 $252K 0.00% -657.0 -34.4% $201.33 -6.7%
593 INGR INGREDION INC Consumer Defensive 2,660.0 $252K 0.00% -4K -61.8% $94.70 +10.6%
594 CNP CENTERPOINT ENERGY INC Utilities 5,717.0 $252K 0.00% -3K -37.0% $44.05 -10.1%
595 FCFS FIRSTCASH HOLDINGS INC Financial Services 1,164.0 $252K 0.00% -516.0 -30.7% $216.31 +1.6%
596 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,865.0 $251K 0.00% -7K -57.3% $51.60 +3.8%
597 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,177.0 $250K 0.00% -27.0 -1.2% $115.00 +2.8%
598 AMER SPORTS INC 7,380.0 $250K 0.00% -696.0 -8.6% $33.84
599 OC OWENS CORNING NEW Industrials 1,555.0 $247K 0.00% -1K -46.8% $158.88 -8.3%
600 KGC KINROSS GOLD CORP Basic Materials 10,378.0 $245K 0.00% -2K -18.1% $23.64 +36.7%
Page 30 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%