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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 71 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 BLACKROCK INCOME TR INC 19,783.0 $220K 0.00% NEW $11.14
1402 EPP ISHARES INC 4,328.0 $220K 0.00% NEW $50.88 +7.6%
1403 DVYE ISHARES INC 7,013.0 $220K 0.00% NEW $31.40 +8.4%
1404 SHG SHINHAN FINANCIAL GROUP CO Financial Services 4,086.0 $220K 0.00% NEW $53.83 +17.2%
1405 NWE NORTHWESTERN ENERGY GROUP Utilities 3,375.0 $219K 0.00% NEW $65.00 +10.0%
1406 HASI HA SUSTAINABLE INFRA CAP Financial Services 6,833.0 $218K 0.00% NEW $31.97 +24.6%
1407 W WAYFAIR INC Consumer Cyclical 2,161.0 $218K 0.00% NEW $101.03 -37.0%
1408 CSW INDUSTRIALS INC 706.0 $218K 0.00% NEW $308.55
1409 AX AXOS FINANCIAL INC Financial Services 2,502.0 $217K 0.00% NEW $86.76 -2.8%
1410 HLNE HAMILTON LANE INC Financial Services 1,595.0 $217K 0.00% NEW $135.84 -37.7%
1411 EMO CLEARBRIDGE ENERGY MIDSTRM Financial Services 4,857.0 $217K 0.00% NEW $44.58 +17.2%
1412 BCPC BALCHEM CORP Basic Materials 1,396.0 $216K 0.00% NEW $154.56 +1.9%
1413 WAFD WAFD INC Financial Services 6,637.0 $216K 0.00% NEW $32.47 +7.7%
1414 CG CARLYLE GROUP INC Financial Services 3,572.0 $215K 0.00% NEW $60.13 -25.6%
1415 GHC GRAHAM HLDGS CO Consumer Defensive 196.0 $214K 0.00% NEW $1092.93 -1.2%
1416 BMI BADGER METER INC Technology 1,201.0 $214K 0.00% NEW $178.23 -34.6%
1417 LSTR LANDSTAR SYS INC Industrials 1,471.0 $214K 0.00% NEW $145.17 +27.4%
1418 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,569.0 $213K 0.00% NEW $83.04 -7.6%
1419 FCN FTI CONSULTING INC Industrials 1,234.0 $213K 0.00% NEW $172.67 -11.2%
1420 REZ ISHARES TR 2,555.0 $213K 0.00% NEW $83.37 +9.2%
Page 71 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%