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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,000 $206K 0.00% SOLD
82 MGEE MGE ENERGY INC Utilities 2,605 $205K 0.00% SOLD
83 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 12,895 $205K 0.00% SOLD
84 NUVEEN S&P 500 BUY-WRITE 13,790 $205K 0.00% SOLD
85 Z ZILLOW GROUP INC Communication Services 2,949 $205K 0.00% SOLD
86 ZBRA ZEBRA TECHNOLOGIES Technology 826 $204K 0.00% SOLD
87 ESTA ESTABLISHMENT LABS HLDGS Healthcare 2,794 $204K 0.00% SOLD
88 AAL AMERICAN AIRLS GROUP INC Industrials 13,245 $203K 0.00% SOLD
89 WYNN WYNN RESORTS LTD Consumer Cyclical 1,683 $203K 0.00% SOLD
90 CR CRANE COMPANY Industrials 1,078 $202K 0.00% SOLD
91 NEU NEWMARKET CORP Basic Materials 287 $201K 0.00% SOLD
92 CWST CASELLA WASTE SYS INC Industrials 1,995 $200K 0.00% SOLD
93 JLS NUVEEN MORTGAGE AND INCOME Financial Services 10,758 $195K 0.00% SOLD
94 JPC NUVEEN PFD & INCOME Financial Services 23,723 $194K 0.00% SOLD
95 NEA NUVEEN AMT FREE QLTY MUN Financial Services 13,947 $164K 0.00% SOLD
96 BLACKROCK MUNIYIELD FD INC 14,668 $154K 0.00% SOLD
97 PRGO PERRIGO CO PLC Healthcare 10,884 $151K 0.00% SOLD
98 EVH EVOLENT HEALTH INC Healthcare 37,177 $151K 0.00% SOLD
99 NUVB NUVATION BIO INC Healthcare 13,712 $123K 0.00% SOLD
100 TELEFONICA S A 29,129 $119K 0.00% SOLD
Page 5 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%