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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 4 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 EXP EAGLE MATLS INC Basic Materials 1,100 $231K 0.00% SOLD
62 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 18,006 $229K 0.00% SOLD
63 LIBERTY MEDIA CORP DEL 2,323 $228K 0.00% SOLD
64 RDNT RADNET INC Healthcare 3,168 $226K 0.00% SOLD
65 COMERICA INC 2,525 $224K 0.00% SOLD
66 MDGL MADRIGAL PHARMACEUTICALS Healthcare 381 $222K 0.00% SOLD
67 HACK AMPLIFY ETF TR 2,731 $222K 0.00% SOLD
68 W WAYFAIR INC Consumer Cyclical 2,161 $218K 0.00% SOLD
69 CSW INDUSTRIALS INC 706 $218K 0.00% SOLD
70 HLNE HAMILTON LANE INC Financial Services 1,595 $217K 0.00% SOLD
71 CG CARLYLE GROUP INC Financial Services 3,572 $215K 0.00% SOLD
72 GHC GRAHAM HLDGS CO Consumer Defensive 196 $214K 0.00% SOLD
73 BMI BADGER METER INC Technology 1,201 $214K 0.00% SOLD
74 CTS CTS CORP Technology 4,896 $213K 0.00% SOLD
75 OUSA ALPS ETF TR 3,655 $212K 0.00% SOLD
76 GXO GXO LOGISTICS INCORPORATED Industrials 3,996 $212K 0.00% SOLD
77 XAI OCTAGN FLT RAT & ALT 44,095 $210K 0.00% SOLD
78 PLUS EPLUS INC Technology 2,365 $210K 0.00% SOLD
79 HALO HALOZYME THERAPEUTICS INC Healthcare 3,075 $208K 0.00% SOLD
80 MKTX MARKETAXESS HLDGS INC Financial Services 1,135 $207K 0.00% SOLD
Page 4 of 6  ·  113 positions
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%