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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 74 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 GBCI GLACIER BANCORP INC NEW Financial Services 4,613.0 $238K 0.00% NEW $51.58 -8.5%
1462 BMO BANK MONTREAL MEDIUM Financial Services 1,342.0 $237K 0.00% -238.0 -15.1% $176.70 -2.2%
1463 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 7,894.0 $237K 0.00% NEW $30.03 +1.7%
1464 LPX LOUISIANA PAC CORP Basic Materials 3,010.0 $237K 0.00% -154.0 -4.9% $78.65 -9.4%
1465 APLE APPLE HOSPITALITY REIT INC Real Estate 14,058.0 $236K 0.00% NEW $16.81 -1.6%
1466 BIRKENSTOCK HOLDING PLC 5,488.0 $236K 0.00% NEW $43.03
1467 CR CRANE COMPANY Industrials 1,057.0 $236K 0.00% NEW $223.05 -6.0%
1468 IGLB ISHARES TR 4,695.0 $235K 0.00% +74.0 +1.6% $50.04 -3.3%
1469 SATS ECHOSTAR CORP Technology 2,309.0 $234K 0.00% -1K -31.3% $101.50 -14.3%
1470 VERU VERU INC Healthcare 74,813.0 $234K 0.00% -450.0 -0.6% $3.13 -10.5%
1471 DOCN DIGITALOCEAN HLDGS INC Technology 1,485.0 $233K 0.00% -6K -80.3% $157.06 -26.8%
1472 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,403.0 $233K 0.00% -1K -32.5% $96.86 +6.2%
1473 BNS BANK NOVA SCOTIA B C Financial Services 2,676.0 $232K 0.00% NEW $86.84 +7.8%
1474 GFF GRIFFON CORP Industrials 2,364.0 $231K 0.00% NEW $97.53 +3.4%
1475 EPP ISHARES INC 4,328.0 $231K 0.00% $53.26 +8.9%
1476 HOPE HOPE BANCORP INC Financial Services 16,842.0 $230K 0.00% -265.0 -1.6% $13.68 +1.7%
1477 BGR BLACKROCK ENERGY & RES TR Financial Services 15,539.0 $230K 0.00% +4K +38.3% $14.82 +14.8%
1478 NML NEUBERGER ENGY INFRSTR & INC Financial Services 22,615.0 $229K 0.00% +468.0 +2.1% $10.14 +4.4%
1479 NGVT INGEVITY CORP Basic Materials 3,070.0 $229K 0.00% -123.0 -3.9% $74.67 -6.8%
1480 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 4,162.0 $229K 0.00% NEW $54.96 -15.7%
Page 74 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%