Lisa Tamburini

@Choreo, Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$6.817B

Total holdings1628

Assets growth rate14.39%

Assets growth rate (2-Q avg)33.71%

Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Choreo, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1628 positions.

Assets under management

The assets under management (AUM) of Choreo, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 6.817B in assets, with a quarterly growth rate of 14.39% and a 2-quarter average growth rate of 33.71%. The portfolio is managed by Lisa Tamburini, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SPYVSpdr Ser Tr Recent Activity New Position	0.01%	$408,625 7,752 shares@ $52.72 avg price	New Position
CLHClean Harbors Inc Recent Activity New Position	0.01%	$396,604 1,646 shares@ $240.96 avg price	New Position
FVDFirst Tr Value Line Divid In Recent Activity New Position	0.01%	$393,456 8,655 shares@ $45.46 avg price	New Position
USHYIshares Tr Recent Activity New Position	0.01%	$392,492 10,428 shares@ $37.64 avg price	New Position
CRSCarpenter Technology Corp Recent Activity New Position	0.01%	$385,338 2,439 shares@ $158.0 avg price	New Position
XPOXpo Inc Recent Activity New Position	0.01%	$381,029 3,582 shares@ $106.38 avg price	New Position
AYIAcuity Brands Inc Recent Activity New Position	0.01%	$379,088 1,266 shares@ $299.44 avg price	New Position
RGENRepligen Corp Recent Activity New Position	0.01%	$375,177 2,574 shares@ $145.76 avg price	New Position
ORIOld Rep Intl Corp Recent Activity New Position	0.01%	$370,875 10,456 shares@ $35.48 avg price	New Position
INSPInspire Med Sys Inc Recent Activity New Position	0.01%	$360,309 1,721 shares@ $209.37 avg price	New Position