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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 52 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 AUB ATLANTIC UN BANKSHARES CORP Financial Services 11,365.0 $481K 0.01% $42.31 -3.5%
1022 ABCB AMERIS BANCORP Financial Services 5,335.0 $480K 0.01% +392.0 +7.9% $90.05 -5.2%
1023 MXL MAXLINEAR INC Technology 3,740.0 $479K 0.01% NEW $128.03 -50.5%
1024 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 34,583.0 $478K 0.01% +561.0 +1.6% $13.83 +6.9%
1025 CRL CHARLES RIV LABS INTL INC Healthcare 2,106.0 $478K 0.01% -102.0 -4.6% $226.78 +30.7%
1026 IVT INVENTRUST PPTYS CORP Real Estate 13,474.0 $477K 0.01% +70.0 +0.5% $35.40 -7.8%
1027 VTRS VIATRIS INC Healthcare 29,987.0 $477K 0.01% -2K -5.5% $15.89 +6.3%
1028 GKOS GLAUKOS CORP Healthcare 3,410.0 $477K 0.01% +1K +71.3% $139.76 +30.2%
1029 APTIV PLC 7,758.0 $476K 0.01% -2K -17.7% $61.38
1030 NVST ENVISTA HOLDINGS CORPORATION Healthcare 18,040.0 $475K 0.01% +1K +8.0% $26.35 +4.1%
1031 PSMT PRICESMART INC Consumer Defensive 2,433.0 $475K 0.01% $195.34 -11.5%
1032 USFD US FOODS HLDG CORP Consumer Defensive 4,645.0 $475K 0.01% -606.0 -11.5% $102.24 +5.4%
1033 WTFC WINTRUST FINL CORP Financial Services 2,949.0 $474K 0.01% +276.0 +10.3% $160.72 -4.8%
1034 ROBT FIRST TR EXCHANGE TRADED FD 8,416.0 $473K 0.01% $56.26 +7.7%
1035 VRTS VIRTUS INVT PARTNERS INC Financial Services 3,290.0 $472K 0.01% +849.0 +34.8% $143.50 +16.5%
1036 FIVN FIVE9 INC Technology 22,138.0 $472K 0.01% -339.0 -1.5% $21.32 +62.1%
1037 CNO CNO FINL GROUP INC Financial Services 9,247.0 $471K 0.01% +442.0 +5.0% $50.98 +8.2%
1038 SIVR ABRDN SILVER ETF TRUST Financial Services 8,376.0 $471K 0.01% +317.0 +3.9% $56.22 +17.3%
1039 EGP EASTGROUP PPTYS INC Real Estate 2,321.0 $470K 0.01% +52.0 +2.3% $202.65 -1.3%
1040 PTY PIMCO CORPORATE & INCOME OPP Financial Services 38,696.0 $468K 0.01% -856.0 -2.2% $12.10 -2.7%
Page 52 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%