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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 61 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 COLD AMERICOLD REALTY TRUST INC Real Estate 22,901.0 $360K 0.00% +6K +34.7% $15.73 -4.4%
1202 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 26,345.0 $359K 0.00% -552.0 -2.0% $13.63 -4.1%
1203 EQNR EQUINOR ASA Energy 11,429.0 $359K 0.00% +2K +15.9% $31.40 +32.3%
1204 WPC WP CAREY INC Real Estate 5,012.0 $359K 0.00% -230.0 -4.4% $71.58 -1.7%
1205 FLJP FRANKLIN TEMPLETON ETF TR 8,971.0 $358K 0.00% $39.92 +2.3%
1206 FAF FIRST AMERN FINL CORP Financial Services 5,219.0 $358K 0.00% +2K +47.4% $68.59 +8.7%
1207 MTZ MASTEC INC Industrials 859.0 $358K 0.00% -210.0 -19.6% $416.44 -39.7%
1208 AMG AFFILIATED MANAGERS GROUP Financial Services 1,057.0 $358K 0.00% NEW $338.42 +9.5%
1209 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,283.0 $358K 0.00% NEW $83.49 +4.3%
1210 BURL BURLINGTON STORES INC Consumer Cyclical 1,128.0 $357K 0.00% -238.0 -17.4% $316.80 -8.5%
1211 MTRN MATERION CORP Basic Materials 1,198.0 $356K 0.00% NEW $297.45 -17.2%
1212 ONEQ FIDELITY COMWLTH TR 3,439.0 $355K 0.00% $103.22 +1.3%
1213 MLN VANECK ETF TRUST 19,900.0 $354K 0.00% +6K +43.2% $17.78 -2.6%
1214 NFRA FLEXSHARES TR 5,515.0 $354K 0.00% $64.12 +2.5%
1215 WSC WILLSCOT HLDGS CORP Industrials 12,234.0 $353K 0.00% +2K +21.4% $28.86 -27.4%
1216 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 2,039.0 $353K 0.00% +184.0 +9.9% $173.12 -5.8%
1217 AWR AMER STATES WTR CO Utilities 4,270.0 $353K 0.00% +766.0 +21.9% $82.63 +7.6%
1218 ROL ROLLINS INC Consumer Cyclical 8,450.0 $353K 0.00% -476.0 -5.3% $41.75 -13.9%
1219 FELC FIDELITY COVINGTON TRUST 8,416.0 $353K 0.00% $41.91 +4.6%
1220 UTHY RBB FD INC 8,675.0 $352K 0.00% NEW $40.57 -3.7%
Page 61 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%