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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 59 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 SMLF ISHARES TR 4,317.0 $385K 0.00% -77.0 -1.8% $89.15 +0.2%
1162 WSFS WSFS FINL CORP Financial Services 5,005.0 $384K 0.00% +1K +37.0% $76.73 +2.2%
1163 HAYW HAYWARD HLDGS INC Industrials 22,122.0 $383K 0.00% -144.0 -0.7% $17.31 -17.7%
1164 SPXC SPX TECHNOLOGIES INC Industrials 1,562.0 $383K 0.00% -55.0 -3.4% $245.10 -16.2%
1165 DHT DHT HOLDINGS INC Energy 23,156.0 $383K 0.00% +382.0 +1.7% $16.53 +17.0%
1166 RYN RAYONIER INC Real Estate 17,971.0 $382K 0.00% -844.0 -4.5% $21.28 -3.1%
1167 ASGN EVERFORTH INC Technology 21,398.0 $382K 0.00% +13K +156.1% $17.87 +7.8%
1168 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,381.0 $382K 0.00% -145.0 -3.2% $87.10 +10.9%
1169 BOOT BOOT BARN HLDGS INC Consumer Cyclical 2,321.0 $381K 0.00% -32.0 -1.4% $164.27 -5.3%
1170 HRL HORMEL FOODS CORP Consumer Defensive 15,345.0 $381K 0.00% NEW $24.81 -14.2%
1171 ETG EATON VANCE TX ADV GLBL DIV Financial Services 16,125.0 $380K 0.00% $23.54 +3.0%
1172 CUZ COUSINS PPTYS INC Real Estate 12,644.0 $379K 0.00% +940.0 +8.0% $30.01 -1.7%
1173 ASCENDIS PHARMA A/S 1,421.0 $379K 0.00% NEW $266.71
1174 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 7,419.0 $379K 0.00% -17K -70.2% $51.05 +36.3%
1175 SPHQ INVESCO EXCHANGE TRADED FD T 4,188.0 $377K 0.00% -101.0 -2.4% $90.10 -4.4%
1176 DXCM DEXCOM INC Healthcare 5,602.0 $377K 0.00% -3K -35.1% $67.34 +32.6%
1177 CDE COEUR MNG INC Basic Materials 23,111.0 $377K 0.00% -3K -12.8% $16.32 +36.1%
1178 VMO INVESCO MUN OPPORTUNIT TR Financial Services 38,160.0 $377K 0.00% +794.0 +2.1% $9.87 -1.8%
1179 EAT BRINKER INTL INC Consumer Cyclical 2,233.0 $375K 0.00% +23.0 +1.0% $167.98 +38.8%
1180 HCC WARRIOR MET COAL INC Energy 4,616.0 $375K 0.00% +2K +51.0% $81.16 +33.4%
Page 59 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%