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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 67 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 NNN NNN REIT INC Real Estate 6,225.0 $290K 0.00% +601.0 +10.7% $46.57 -2.6%
1322 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 8,668.0 $289K 0.00% NEW $33.39 -22.1%
1323 EXK ENDEAVOUR SILVER CORP Basic Materials 34,887.0 $289K 0.00% -4K -9.7% $8.28 +35.7%
1324 CTS CTS CORP Technology 4,428.0 $289K 0.00% NEW $65.19 -11.6%
1325 BSCS INVESCO EXCH TRD SLF IDX FD 14,154.0 $288K 0.00% $20.36 -0.1%
1326 VCEL VERICEL CORP Healthcare 6,472.0 $288K 0.00% NEW $44.49 -6.2%
1327 PERIMETER SOLUTIONS INC 8,058.0 $287K 0.00% -2K -16.4% $35.65
1328 ISTB ISHARES TR 5,952.0 $287K 0.00% -2K -24.1% $48.25 -0.3%
1329 URBN URBAN OUTFITTERS INC Consumer Cyclical 4,052.0 $287K 0.00% -118.0 -2.8% $70.86 +12.8%
1330 VAW VANGUARD WORLD FD 1,253.0 $287K 0.00% -117.0 -8.5% $228.86 +5.0%
1331 BCTK BARON ETF TR 8,828.0 $287K 0.00% $32.48 -6.5%
1332 MHO M/I HOMES INC Consumer Cyclical 1,783.0 $287K 0.00% NEW $160.79 -5.5%
1333 VLYPN VALLEY NATL BANCORP 19,348.0 $286K 0.00% -4K -18.9% $14.76
1334 DHS WISDOMTREE TR 2,505.0 $285K 0.00% $113.68 +4.3%
1335 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 24,362.0 $284K 0.00% NEW $11.66 -5.1%
1336 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 2,317.0 $284K 0.00% +83.0 +3.7% $122.58 +22.9%
1337 BPOP POPULAR INC Financial Services 1,718.0 $284K 0.00% -267.0 -13.4% $165.17 +2.6%
1338 CVSA COVISTA INC Consumer Cyclical 2,275.0 $284K 0.00% +18.0 +0.8% $124.66 +11.5%
1339 UMC UNITED MICROELECTRONICS CORP Technology 10,385.0 $283K 0.00% +78.0 +0.8% $27.21 -30.1%
1340 FBCG FIDELITY COVINGTON TRUST 4,549.0 $283K 0.00% NEW $62.11 +0.4%
Page 67 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%