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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 58 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AGX ARGAN INC Industrials 497.0 $397K 0.00% +7.0 +1.4% $798.55 -42.4%
1142 ALLY ALLY FINL INC Financial Services 8,617.0 $396K 0.00% +1K +19.8% $45.96 -7.0%
1143 G GENPACT LIMITED Technology 14,392.0 $396K 0.00% +3K +22.2% $27.50 +36.5%
1144 UCTT ULTRA CLEAN HLDGS INC Technology 2,776.0 $396K 0.00% NEW $142.51 -47.5%
1145 FLOT ISHARES TR 7,739.0 $395K 0.00% $51.05 -0.0%
1146 FVD FIRST TR EXCHANGE-TRADED FD 8,195.0 $395K 0.00% $48.18 +4.8%
1147 DBX DROPBOX INC Technology 14,320.0 $393K 0.00% -2K -9.9% $27.47 +30.6%
1148 XFLT XAI FLOATING RATE & ALTER IN Financial Services 22,249.0 $393K 0.00% NEW $17.66 +9.9%
1149 OMCL OMNICELL COM Healthcare 9,458.0 $393K 0.00% NEW $41.52 -19.5%
1150 CDC VICTORY PORTFOLIOS II 5,268.0 $392K 0.00% $74.37 +3.3%
1151 TOL TOLL BROTHERS INC Consumer Cyclical 2,378.0 $392K 0.00% -2K -44.6% $164.74 -11.9%
1152 WMG WARNER MUSIC GROUP CORP Communication Services 14,463.0 $392K 0.00% $27.07 +4.1%
1153 DLTR DOLLAR TREE INC Consumer Defensive 3,233.0 $391K 0.00% +795.0 +32.6% $120.97 +5.0%
1154 PWB INVESCO EXCHANGE TRADED FD T 2,320.0 $391K 0.00% $168.46 -6.7%
1155 AGO ASSURED GUARANTY LTD Financial Services 4,854.0 $389K 0.00% -907.0 -15.7% $80.16 -5.4%
1156 MP MP MATERIALS CORP Basic Materials 6,942.0 $389K 0.00% +123.0 +1.8% $56.01 +5.4%
1157 ENSG ENSIGN GROUP INC Healthcare 2,419.0 $388K 0.00% -125.0 -4.9% $160.30 +8.3%
1158 QYLD GLOBAL X FDS 20,928.0 $386K 0.00% NEW $18.43 -0.8%
1159 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 30,101.0 $385K 0.00% +4K +15.7% $12.80 -1.1%
1160 SNEX STONEX GROUP INC Financial Services 3,251.0 $385K 0.00% -643.0 -16.5% $118.50 -42.3%
Page 58 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%