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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 17 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ZM ZOOM COMMUNICATIONS INC Technology 6,908.0 $555K 0.01% -4K -35.7% $80.39 +21.1%
322 ALB ALBEMARLE CORP Basic Materials 3,083.0 $555K 0.01% -238.0 -7.2% $180.06 -5.5%
323 NVR NVR INC Consumer Cyclical 84.0 $554K 0.01% -8.0 -8.7% $6589.83 -12.4%
324 SABA SABA CAPITAL INCOME & OPPORT Financial Services 66,333.0 $552K 0.01% -60K -47.5% $8.32 +0.1%
325 PKG PACKAGING CORP AMER Consumer Cyclical 2,583.0 $552K 0.01% -1K -34.9% $213.60 -4.9%
326 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,796.0 $546K 0.01% -260.0 -8.5% $195.41 -6.4%
327 KFY KORN FERRY Industrials 8,575.0 $545K 0.01% -140.0 -1.6% $63.50 +3.0%
328 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,283.0 $537K 0.01% -511.0 -13.5% $163.64 -8.8%
329 LEIDOS HOLDINGS INC 3,433.0 $534K 0.01% -366.0 -9.6% $155.54
330 KDP KEURIG DR PEPPER INC Consumer Defensive 20,056.0 $533K 0.01% -2K -10.6% $26.58 +8.5%
331 VLUE ISHARES TR 3,724.0 $529K 0.01% -186.0 -4.8% $142.18 +28.5%
332 STLD STEEL DYNAMICS INC Basic Materials 2,926.0 $528K 0.01% -197.0 -6.3% $180.56 +23.7%
333 MLI MUELLER INDS INC Industrials 4,754.0 $527K 0.01% -225.0 -4.5% $110.80 +19.0%
334 PAXS PIMCO ACCESS INCOME FUND Financial Services 36,346.0 $526K 0.01% -36K -49.6% $14.48 -2.9%
335 IDCC INTERDIGITAL INC Technology 1,742.0 $526K 0.01% -280.0 -13.8% $302.00 -12.3%
336 DBEF DBX ETF TR 10,541.0 $521K 0.01% -103.0 -1.0% $49.40 +6.4%
337 BOTZ GLOBAL X FDS 15,473.0 $514K 0.01% -2K -10.3% $33.22 +18.1%
338 IFRA ISHARES TR 8,985.0 $514K 0.01% -209.0 -2.3% $57.20 +5.3%
339 ENSG ENSIGN GROUP INC Healthcare 2,544.0 $513K 0.01% -48.0 -1.9% $201.50 -12.7%
340 ACAD ACADIA PHARMACEUTICALS INC Healthcare 22,890.0 $510K 0.01% -296.0 -1.3% $22.26 -5.9%
Page 17 of 29  ·  579 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%