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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 44 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,594.0 $633K 0.01% -746.0 -10.2% $95.97 +23.9%
862 VIRTUS CONVERTIBLE & INC FD 39,738.0 $632K 0.01% +26K +192.7% $15.90
863 WCN WASTE CONNECTIONS INC Industrials 3,789.0 $632K 0.01% +40.0 +1.1% $166.68 -0.4%
864 COWZ PACER FDS TR 10,143.0 $631K 0.01% -64.0 -0.6% $62.20 +16.4%
865 NICE NICE LTD Technology 6,926.0 $629K 0.01% -1K -14.2% $90.85 +19.8%
866 DXC DXC TECHNOLOGY CO Technology 70,795.0 $627K 0.01% +10K +16.8% $8.85 +26.7%
867 NWBI NORTHWEST BANCSHARES INC Financial Services 41,255.0 $625K 0.01% +1K +3.7% $15.16 +1.2%
868 EIC EAGLE POINT INCOME COMPANY I Financial Services 62,090.0 $625K 0.01% NEW $10.07 -0.4%
869 AROC ARCHROCK INC Energy 15,357.0 $625K 0.01% -3K -17.4% $40.71 -23.3%
870 MAREX GROUP PLC 10,232.0 $624K 0.01% $60.95
871 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 10,897.0 $624K 0.01% +415.0 +4.0% $57.22 +13.0%
872 RYANAIR HOLDINGS PLC 9,620.0 $623K 0.01% -2K -14.6% $64.75
873 ENR ENERGIZER HLDGS INC Industrials 28,995.0 $622K 0.01% +836.0 +3.0% $21.44 +3.9%
874 CINF CINCINNATI FINL CORP Financial Services 3,354.0 $621K 0.01% -247.0 -6.9% $185.14 -7.1%
875 HRB BLOCK H & R INC Consumer Cyclical 16,060.0 $619K 0.01% +1K +7.7% $38.56 +36.1%
876 BCO BRINKS CO Industrials 6,553.0 $619K 0.01% -86.0 -1.3% $94.48 +17.4%
877 THG HANOVER INS GROUP INC Financial Services 2,888.0 $618K 0.01% +615.0 +27.1% $214.12 +6.3%
878 ATO ATMOS ENERGY CORP Utilities 3,581.0 $617K 0.01% -319.0 -8.2% $172.27 -3.3%
879 VGIT VANGUARD SCOTTSDALE FDS 10,434.0 $615K 0.01% +606.0 +6.2% $58.98 -1.3%
880 GDX VANECK ETF TRUST 8,098.0 $611K 0.01% -1K -14.5% $75.45 +32.1%
Page 44 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%