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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 72 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 13,101.0 $251K 0.00% +1K +9.0% $19.18 -3.5%
1422 RVMD REVOLUTION MEDICINES INC Healthcare 1,341.0 $251K 0.00% NEW $187.28 +15.0%
1423 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 4,865.0 $251K 0.00% -7K -57.3% $51.60 +3.8%
1424 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 3,965.0 $251K 0.00% +62.0 +1.6% $63.25 +22.5%
1425 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,177.0 $250K 0.00% -27.0 -1.2% $115.00 +2.8%
1426 AMER SPORTS INC 7,380.0 $250K 0.00% -696.0 -8.6% $33.84
1427 VSNT VERSANT MEDIA GROUP INC Industrials 6,931.0 $250K 0.00% NEW $36.01 +9.0%
1428 LXP INDUSTRIAL TRUST 4,622.0 $249K 0.00% +217.0 +4.9% $53.88
1429 GH GUARDANT HEALTH INC Healthcare 1,659.0 $249K 0.00% NEW $150.03 +13.9%
1430 AIR AAR CORP Industrials 1,741.0 $249K 0.00% NEW $142.94 -3.0%
1431 VOYA VOYA FINANCIAL INC Financial Services 2,740.0 $248K 0.00% NEW $90.53 +12.2%
1432 ITB ISHARES TR 2,374.0 $248K 0.00% NEW $104.47 -6.9%
1433 BLV VANGUARD BD INDEX FDS 3,597.0 $248K 0.00% $68.93 -3.2%
1434 OC OWENS CORNING NEW Industrials 1,555.0 $247K 0.00% -1K -46.8% $158.88 -8.3%
1435 PAYC PAYCOM SOFTWARE INC Technology 1,961.0 $246K 0.00% +30.0 +1.6% $125.68 +84.8%
1436 KGC KINROSS GOLD CORP Basic Materials 10,378.0 $245K 0.00% -2K -18.1% $23.64 +36.7%
1437 ABM ABM INDS INC Industrials 5,542.0 $245K 0.00% NEW $44.24 +8.0%
1438 PNW PINNACLE WEST CAP CORP Utilities 2,293.0 $245K 0.00% NEW $106.84 -7.6%
1439 HMN HORACE MANN EDUCATORS CORP N Financial Services 4,737.0 $245K 0.00% -272.0 -5.4% $51.65 -0.5%
1440 NWE NORTHWESTERN ENERGY GROUP IN Utilities 3,400.0 $244K 0.00% +197.0 +6.2% $71.63 -0.2%
Page 72 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%