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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 31 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 SRAD SPORTRADAR GROUP AG Technology 18,413.0 $308K 0.00% +3K +21.4% $16.74 -20.6%
602 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,526.0 $304K 0.00% +291.0 +6.9% $67.07 +24.4%
603 COLB COLUMBIA BKG SYS INC Financial Services 10,996.0 $302K 0.00% +2K +17.1% $27.43 +4.7%
604 PRGS PROGRESS SOFTWARE CORP Technology 11,579.0 $297K 0.00% +2K +16.6% $25.65 +13.0%
605 RY ROYAL BK CDA Financial Services 1,832.0 $296K 0.00% +85.0 +4.9% $161.67 +13.5%
606 EMO CLEARBRIDGE ENERGY MIDSTREAM Financial Services 5,560.0 $294K 0.00% +703.0 +14.5% $52.82 -1.1%
607 AOS SMITH A O CORP Industrials 4,437.0 $293K 0.00% +640.0 +16.9% $65.94 -14.0%
608 ONEQ FIDELITY COMWLTH TR 3,436.0 $292K 0.00% +486.0 +16.5% $84.91 +21.8%
609 FDVV FIDELITY COVINGTON TRUST 5,274.0 $291K 0.00% +72.0 +1.4% $55.24 +8.7%
610 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 3,206.0 $291K 0.00% +175.0 +5.8% $90.68 +2.9%
611 IART INTEGRA LIFESCIENCES HLDGS C Healthcare 30,856.0 $291K 0.00% +3K +11.9% $9.42 +52.7%
612 LSTR LANDSTAR SYS INC Industrials 1,796.0 $288K 0.00% +325.0 +22.1% $160.31 +13.6%
613 JXN JACKSON FINANCIAL INC Financial Services 2,713.0 $287K 0.00% +80.0 +3.0% $105.72 +2.3%
614 RALLIANT CORP 6,866.0 $286K 0.00% +222.0 +3.3% $41.59
615 DVYE ISHARES INC 8,289.0 $285K 0.00% +1K +18.2% $34.38 +0.1%
616 CNR CORE NATURAL RESOURCES INC Energy 2,710.0 $284K 0.00% +157.0 +6.2% $104.73 -20.0%
617 IYR ISHARES TR 2,984.0 $282K 0.00% +231.0 +8.4% $94.55 +8.3%
618 PRVA PRIVIA HEALTH GROUP INC Healthcare 13,656.0 $281K 0.00% +260.0 +1.9% $20.57 +13.2%
619 SPTS SPDR SERIES TRUST 9,539.0 $278K 0.00% +819.0 +9.4% $29.18 -0.5%
620 SPYG SPDR SERIES TRUST 2,836.0 $278K 0.00% +29.0 +1.0% $97.92 +20.5%
Page 31 of 35  ·  689 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 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%