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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 85 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1681 PPL CAP FDG INC 17,000.0 $19K $1.14
1682 REPLIGEN CORP 18,000.0 $18K $1.02
1683 INTEGER HLDGS CORP 16,000.0 $16K NEW $0.97
1684 TRAVERE THERAPEUTICS INC 13,000.0 $15K NEW $1.18
1685 LANTHEUS HLDGS INC 10,000.0 $15K $1.45
1686 TOMZ TOMI ENVIRONMENTAL SOLUTIONS Industrials 17,446.0 $14K -2K -8.4% $0.82 +108.9%
1687 HF FOODS GROUP INC 10,000.0 $14K $1.41
1688 CMS ENERGY CORP 11,000.0 $12K $1.12
1689 PNBK PATRIOT NATL BANCORP INC Financial Services 10,017.0 $10K NEW $0.96 +9.1%
1690 SPLASH BEVERAGE GROUP INC 34,027.0 $5K $0.15
Page 85 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%