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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 75 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 1,925.0 $228K 0.00% NEW $118.54 -26.8%
1482 DAN DANA INC Consumer Cyclical 8,342.0 $227K 0.00% +637.0 +8.3% $27.21 +10.5%
1483 PAA PLAINS ALL AMERN PIPELINE L Energy 10,193.0 $227K 0.00% -401.0 -3.8% $22.26 +15.1%
1484 CTRE CARETRUST REIT INC Real Estate 5,619.0 $227K 0.00% -383.0 -6.4% $40.35 -1.0%
1485 NUVEEN CR STRATEGIES INCOME 46,104.0 $226K 0.00% +2K +5.6% $4.91
1486 MTG MGIC INVT CORP WIS Financial Services 8,028.0 $226K 0.00% -1K -14.8% $28.20 +11.0%
1487 IDV ISHARES TR 5,461.0 $226K 0.00% $41.43 +8.5%
1488 UFCS UNITED FIRE GROUP INC Financial Services 4,312.0 $226K 0.00% NEW $52.44 +3.1%
1489 HLI HOULIHAN LOKEY INC Financial Services 1,685.0 $226K 0.00% NEW $134.15 -3.2%
1490 GPC GENUINE PARTS CO Consumer Cyclical 1,890.0 $226K 0.00% -568.0 -23.1% $119.52 +16.7%
1491 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 3,091.0 $226K 0.00% +36.0 +1.2% $72.99 +5.5%
1492 FPF FIRST TR INTER DURATN PFD & Financial Services 12,407.0 $225K 0.00% -515.0 -4.0% $18.17 -2.2%
1493 WELLS FARGO & CO 194.0 $225K 0.00% +1.0 +0.5% $1159.31
1494 RTO RENTOKIL INITIAL PLC Industrials 7,806.0 $223K 0.00% +462.0 +6.3% $28.61 -18.1%
1495 FLGB FRANKLIN TEMPLETON ETF TR 6,243.0 $223K 0.00% +73.0 +1.2% $35.76 +5.4%
1496 GEO GEO GROUP INC Industrials 7,554.0 $223K 0.00% NEW $29.55 +10.9%
1497 DCI DONALDSON INC Industrials 2,484.0 $223K 0.00% -612.0 -19.8% $89.75 +6.1%
1498 IPAR INTERPARFUMS INC Consumer Defensive 1,987.0 $222K 0.00% NEW $111.86 +4.3%
1499 CVCO CAVCO INDS INC DEL Consumer Cyclical 361.0 $222K 0.00% NEW $615.03 -6.1%
1500 KMPR KEMPER CORP Financial Services 8,218.0 $222K 0.00% -789.0 -8.8% $26.96 +5.4%
Page 75 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%