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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 54 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NRK NUVEEN NY AMT FREE Financial Services 41,606.0 $449K 0.01% -4K -8.4% $10.79 -4.9%
1062 PFS PROVIDENT FINL SVCS INC Financial Services 18,954.0 $448K 0.01% +3K +16.3% $23.64 -0.3%
1063 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 8,932.0 $447K 0.01% +3K +60.6% $50.10 +9.3%
1064 SUSC ISHARES TR 19,301.0 $447K 0.01% -1K -6.3% $23.15 -1.6%
1065 PDM PIEDMONT REALTY TRUST INC Real Estate 48,744.0 $446K 0.01% +543.0 +1.1% $9.15 +6.1%
1066 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 10,177.0 $445K 0.01% NEW $43.75 -4.7%
1067 CBT CABOT CORP Basic Materials 4,896.0 $445K 0.01% -61.0 -1.2% $90.82 -6.9%
1068 GNTX GENTEX CORP Consumer Cyclical 17,568.0 $444K 0.01% -3K -16.4% $25.27 -8.7%
1069 GTX GARRETT MOTION INC Consumer Cyclical 12,643.0 $444K 0.01% NEW $35.10 -21.9%
1070 EPAC ENERPAC TOOL GROUP CORP Industrials 12,374.0 $444K 0.01% NEW $35.86 +4.6%
1071 MMS MAXIMUS INC Industrials 8,248.0 $443K 0.01% +497.0 +6.4% $53.76 +10.8%
1072 ICLN ISHARES TR 21,638.0 $443K 0.01% +9K +66.9% $20.49 -13.0%
1073 ARM ARM HOLDINGS PLC Technology 1,253.0 $443K 0.01% NEW $353.69 -27.8%
1074 OGE OGE ENERGY CORP Utilities 9,099.0 $443K 0.01% -2K -14.6% $48.66 -5.4%
1075 OII OCEANEERING INTL INC Energy 10,879.0 $441K 0.01% -653.0 -5.7% $40.52 +26.4%
1076 ALLE ALLEGION PLC Industrials 3,126.0 $439K 0.01% +455.0 +17.0% $140.51 +13.7%
1077 INGERSOLL RAND INC 5,347.0 $438K 0.01% -1K -18.9% $82.01
1078 UPRO PROSHARES TR 3,088.0 $438K 0.01% $141.77 +7.9%
1079 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,166.0 $437K 0.01% -117.0 -3.6% $138.16 +32.5%
1080 RBC RBC BEARINGS INC Industrials 679.0 $437K 0.01% -195.0 -22.3% $644.02 -21.0%
Page 54 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%