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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 53 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 MPLX MPLX LP Energy 8,270.0 $466K 0.01% +4K +104.2% $56.33 +5.6%
1042 IJJ ISHARES TR 3,151.0 $465K 0.01% -412.0 -11.6% $147.72 +0.3%
1043 MPB MID PENN BANCORP INC Financial Services 13,311.0 $464K 0.01% NEW $34.84 +5.4%
1044 NVR NVR INC Consumer Cyclical 68.0 $463K 0.01% -16.0 -19.1% $6813.40 -6.6%
1045 BUSE FIRST BUSEY CORP Financial Services 15,693.0 $463K 0.01% NEW $29.50 +2.4%
1046 CHY CALAMOS CONV & HIGH INCOME F Financial Services 33,974.0 $463K 0.01% NEW $13.62 -4.0%
1047 NXST NEXSTAR MEDIA GROUP INC Communication Services 2,584.0 $461K 0.01% -2K -42.8% $178.56 +0.7%
1048 AEGON LTD 53,062.0 $461K 0.01% +956.0 +1.8% $8.68
1049 DGX QUEST DIAGNOSTICS INC Healthcare 2,163.0 $458K 0.01% -98.0 -4.3% $211.94 +15.4%
1050 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 9,721.0 $458K 0.01% +1K +13.1% $47.13 -9.5%
1051 MAA MID-AMER APT CMNTYS INC Real Estate 3,293.0 $458K 0.01% +382.0 +13.1% $138.96 -7.3%
1052 UI UBIQUITI INC Technology 856.0 $457K 0.01% -16.0 -1.8% $534.27 +11.0%
1053 CCNE CNB FINL CORP PA Financial Services 13,508.0 $455K 0.01% $33.71 +0.8%
1054 LYV LIVE NATION ENTERTAINMENT IN Communication Services 2,480.0 $454K 0.01% -450.0 -15.4% $183.14 -1.4%
1055 ASTS AST SPACEMOBILE INC Technology 5,104.0 $454K 0.01% +789.0 +18.3% $88.86 -30.9%
1056 AVEM AMERICAN CENTY ETF TR 4,674.0 $451K 0.01% NEW $96.49 -1.3%
1057 PRGS PROGRESS SOFTWARE CORP Technology 13,408.0 $450K 0.01% +2K +15.8% $33.58 +34.7%
1058 LRN STRIDE INC Consumer Defensive 5,218.0 $450K 0.01% +111.0 +2.2% $86.24 -1.1%
1059 CRWV COREWEAVE INC Technology 4,517.0 $450K 0.01% NEW $99.54 -12.8%
1060 IDCC INTERDIGITAL INC Technology 1,586.0 $449K 0.01% -156.0 -9.0% $283.12 +18.2%
Page 53 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%