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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 65 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1281 FMBH FIRST MID BANCSHARES INC Financial Services 6,463.0 $311K 0.00% -70.0 -1.1% $48.09 +4.6%
1282 VECO VEECO INSTRS INC DEL Technology 4,098.0 $311K 0.00% NEW $75.80 -38.1%
1283 IREN IREN LIMITED Financial Services 6,791.0 $311K 0.00% NEW $45.73 -11.4%
1284 PR PERMIAN RESOURCES CORP Energy 16,865.0 $310K 0.00% -3K -16.7% $18.41 +25.9%
1285 FNV FRANCO NEV CORP Basic Materials 1,488.0 $310K 0.00% -36.0 -2.4% $208.44 +30.2%
1286 AM ANTERO MIDSTREAM CORP Energy 13,629.0 $310K 0.00% -4K -24.8% $22.75 -1.0%
1287 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 27,773.0 $310K 0.00% +382.0 +1.4% $11.15 -9.6%
1288 VTIP VANGUARD MALVERN FDS 6,136.0 $308K 0.00% -4K -36.5% $50.23 -0.9%
1289 KLIC KULICKE & SOFFA INDS INC Technology 2,301.0 $308K 0.00% NEW $133.93 -36.8%
1290 RGTI RIGETTI COMPUTING INC Technology 15,850.0 $306K 0.00% +2K +13.9% $19.32 -14.9%
1291 UBSI UNITED BANKSHARES INC WEST V Financial Services 6,625.0 $306K 0.00% +695.0 +11.7% $46.19 +2.8%
1292 PCTY PAYLOCITY HLDG CORP Technology 2,925.0 $306K 0.00% NEW $104.51 +51.3%
1293 MARA MARA HOLDINGS INC Financial Services 21,999.0 $306K 0.00% +9K +65.5% $13.89 -14.5%
1294 AAOI APPLIED OPTOELECTRONICS INC Technology 2,062.0 $306K 0.00% NEW $148.19 -23.6%
1295 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 7,825.0 $306K 0.00% +678.0 +9.5% $39.05 +3.1%
1296 IYR ISHARES TR 2,984.0 $305K 0.00% $102.26 +1.5%
1297 FXR FIRST TR EXCHANGE-TRADED FD 3,347.0 $305K 0.00% +240.0 +7.7% $91.12 -2.9%
1298 JXN JACKSON FINANCIAL INC Financial Services 2,978.0 $305K 0.00% +265.0 +9.8% $102.40 +30.4%
1299 APA APA CORPORATION Energy 9,333.0 $304K 0.00% +1K +18.1% $32.57 +30.1%
1300 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 11,878.0 $303K 0.00% -4K -27.1% $25.55 +1.9%
Page 65 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%