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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 43 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 36,645.0 $658K 0.01% +6K +18.8% $17.96 -6.0%
842 BCC BOISE CASCADE CO DEL Basic Materials 8,432.0 $655K 0.01% +1K +14.8% $77.63 +1.4%
843 STLD STEEL DYNAMICS INC Basic Materials 2,851.0 $654K 0.01% -75.0 -2.6% $229.51 +2.2%
844 CCJ CAMECO CORP Energy 6,422.0 $654K 0.01% -820.0 -11.3% $101.86 -1.8%
845 HIG HARTFORD INSURANCE GROUP INC Financial Services 4,913.0 $654K 0.01% -81.0 -1.6% $133.11 +4.1%
846 FNF FIDELITY NATL FINL INC Financial Services 13,847.0 $653K 0.01% $47.16 +0.8%
847 DG DOLLAR GEN CORP Consumer Defensive 5,669.0 $653K 0.01% -804.0 -12.4% $115.12 +6.8%
848 REM ISHARES TR 29,474.0 $650K 0.01% -7K -18.8% $22.05 -1.2%
849 KFY KORN FERRY Industrials 9,754.0 $650K 0.01% +1K +13.8% $66.59 +29.6%
850 IBB ISHARES TR 3,403.0 $647K 0.01% +531.0 +18.5% $190.20 +9.9%
851 PYLD PIMCO ETF TR 24,389.0 $647K 0.01% $26.52 -1.4%
852 MSTR STRATEGY INC Technology 7,438.0 $647K 0.01% -175.0 -2.3% $86.94 +46.4%
853 PHO INVESCO EXCHANGE TRADED FD T 9,330.0 $645K 0.01% $69.08 +4.1%
854 AKBA AKEBIA THREAPEUTICS INC Healthcare 562,423.0 $641K 0.01% NEW $1.14 -22.9%
855 BLOCK INC 8,428.0 $640K 0.01% +144.0 +1.7% $75.99
856 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 3,185.0 $640K 0.01% +389.0 +13.9% $201.08 +5.2%
857 ATI ATI INC Industrials 3,230.0 $637K 0.01% -680.0 -17.4% $197.10 +6.9%
858 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 7,183.0 $636K 0.01% -578.0 -7.5% $88.58 -28.3%
859 FELE FRANKLIN ELEC INC Industrials 5,921.0 $635K 0.01% NEW $107.19 -6.2%
860 EVR EVERCORE INC Financial Services 1,854.0 $633K 0.01% -39.0 -2.1% $341.48 -15.0%
Page 43 of 85  ·  1,690 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%