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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 48 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 GHY PGIM GLOBAL HIGH YIELD FD FO Financial Services 45,240.0 $547K 0.01% +28K +166.2% $12.10 -4.0%
942 NSA NATIONAL STORAGE AFFILIATES Real Estate 12,291.0 $547K 0.01% +3K +28.4% $44.47 -2.4%
943 ESI ELEMENT SOLUTIONS INC Basic Materials 11,424.0 $545K 0.01% -6K -35.8% $47.74 -26.4%
944 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 20,143.0 $541K 0.01% +5K +33.9% $26.85 -11.5%
945 IOO ISHARES TR 3,951.0 $540K 0.01% +255.0 +6.9% $136.60 +6.6%
946 FOXA FOX CORP Communication Services 10,339.0 $539K 0.01% -449.0 -4.2% $52.16 +31.8%
947 FNDF SCHWAB STRATEGIC TR 10,212.0 $539K 0.01% +2K +18.5% $52.76 +5.3%
948 MAN MANPOWERGROUP INC WIS Industrials 15,918.0 $538K 0.01% +4K +34.7% $33.79 +87.7%
949 JBT MAREL CORPORATION 3,705.0 $537K 0.01% +104.0 +2.9% $145.01
950 DEO DIAGEO PLC Consumer Defensive 6,674.0 $536K 0.01% +2K +40.4% $80.38 +15.0%
951 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 30,913.0 $536K 0.01% -1K -3.2% $17.35 -9.0%
952 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,224.0 $536K 0.01% -70.0 -5.4% $437.65 -16.9%
953 MTX MINERALS TECHNOLOGIES INC Basic Materials 7,219.0 $534K 0.01% +336.0 +4.9% $73.96 -2.5%
954 VVV VALVOLINE INC Energy 13,495.0 $533K 0.01% -808.0 -5.7% $39.53 -19.2%
955 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 6,701.0 $533K 0.01% +679.0 +11.3% $79.54 +41.5%
956 PDI PIMCO DYNAMIC INCOME FD Financial Services 31,746.0 $533K 0.01% NEW $16.78 -7.7%
957 DGCB DIMENSIONAL ETF TRUST 9,733.0 $532K 0.01% +77.0 +0.8% $54.67 -2.6%
958 NPK INTERNATIONAL INC 33,436.0 $532K 0.01% +1K +3.6% $15.91
959 RLJ RLJ LODGING TR Real Estate 44,816.0 $531K 0.01% +2K +4.1% $11.85 -3.1%
960 FSS FEDERAL SIGNAL CORP Industrials 4,126.0 $530K 0.01% +80.0 +2.0% $128.49 -8.6%
Page 48 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%