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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 72 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 AXS AXIS CAP HLDGS LTD Financial Services 1,955.0 $213K 0.00% NEW $108.76 -8.3%
1422 CTS CTS CORP Technology 4,896.0 $213K 0.00% NEW $43.41 +33.8%
1423 OUSA ALPS ETF TR 3,655.0 $212K 0.00% NEW $58.07 +0.0%
1424 GXO GXO LOGISTICS INCORPORATED Industrials 3,996.0 $212K 0.00% NEW $53.04 -12.3%
1425 TDTT FLEXSHARES TR 8,800.0 $212K 0.00% NEW $24.06 +0.7%
1426 CM CANADIAN IMPERIAL BANK OF Financial Services 2,312.0 $211K 0.00% NEW $91.47 +24.3%
1427 XAI OCTAGN FLT RAT & ALT 44,095.0 $210K 0.00% NEW $4.77
1428 NYT NEW YORK TIMES CO Communication Services 3,006.0 $210K 0.00% NEW $69.75 +4.7%
1429 PLUS EPLUS INC Technology 2,365.0 $210K 0.00% NEW $88.60 -7.4%
1430 AGNC AGNC INVT CORP Real Estate 19,340.0 $209K 0.00% NEW $10.82 -6.4%
1431 NSA NATIONAL STORAGE AFFILIATES Real Estate 7,081.0 $208K 0.00% NEW $29.43 +42.2%
1432 HALO HALOZYME THERAPEUTICS INC Healthcare 3,075.0 $208K 0.00% NEW $67.70 +0.3%
1433 WSC WILLSCOT HLDGS CORP Industrials 10,925.0 $208K 0.00% NEW $19.00 +21.5%
1434 GKOS GLAUKOS CORP Healthcare 1,814.0 $207K 0.00% NEW $114.24 +18.9%
1435 DFIN DONNELLEY FINL SOLUTIONS Financial Services 4,379.0 $207K 0.00% NEW $47.32 -19.7%
1436 MKTX MARKETAXESS HLDGS INC Financial Services 1,135.0 $207K 0.00% NEW $182.43 -25.0%
1437 CENX CENTURY ALUM CO Basic Materials 5,208.0 $207K 0.00% NEW $39.69 +47.5%
1438 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,000.0 $206K 0.00% NEW $103.19 -33.2%
1439 KSS KOHLS CORP Consumer Cyclical 10,145.0 $206K 0.00% NEW $20.32 -41.9%
1440 MPLX MPLX LP Energy 3,841.0 $206K 0.00% NEW $53.64 +3.8%
Page 72 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%