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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 23 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 WKC WORLD KINECT CORPORATION Energy 13,749.0 $320K 0.00% -210.0 -1.5% $23.27 +25.2%
442 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 15,044.0 $319K 0.00% -937.0 -5.9% $21.18 +1.6%
443 UHS UNIVERSAL HLTH SVCS INC Healthcare 1,779.0 $318K 0.00% -880.0 -33.1% $178.97 -5.4%
444 PDM PIEDMONT REALTY TRUST INC Real Estate 48,201.0 $317K 0.00% -350.0 -0.7% $6.57 +21.0%
445 TDS TELEPHONE & DATA SYS INC Communication Services 7,372.0 $310K 0.00% -384.0 -5.0% $42.10 -1.6%
446 TRN TRINITY INDS INC Industrials 9,619.0 $310K 0.00% -245.0 -2.5% $32.18 +6.5%
447 WTRG ESSENTIAL UTILS INC Utilities 7,683.0 $309K 0.00% -687.0 -8.2% $40.27 -7.5%
448 VAW VANGUARD WORLD FD 1,370.0 $309K 0.00% -72.0 -5.0% $225.38 -1.8%
449 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 27,391.0 $309K 0.00% -4K -12.4% $11.27 +13.9%
450 FELC FIDELITY COVINGTON TRUST 8,399.0 $305K 0.00% -2K -17.2% $36.27 +13.3%
451 GTLS CHART INDS INC Industrials 1,473.0 $305K 0.00% -551.0 -27.2% $206.75 +0.2%
452 VHT VANGUARD WORLD FD 1,112.0 $303K 0.00% -376.0 -25.3% $272.38 +0.6%
453 CDW CDW CORP Technology 2,475.0 $300K 0.00% -26.0 -1.0% $121.03 -13.8%
454 ZS ZSCALER INC Technology 2,132.0 $299K 0.00% -880.0 -29.2% $140.29 +24.5%
455 UPRO PROSHARES TR 3,084.0 $299K 0.00% -651.0 -17.4% $96.98 +40.9%
456 HAYW HAYWARD HLDGS INC Industrials 22,266.0 $298K 0.00% -4K -14.1% $13.38 +1.8%
457 YOU CLEAR SECURE INC Technology 6,139.0 $297K 0.00% -3K -32.8% $48.41 +22.2%
458 VLYPN VALLEY NATL BANCORP Financial Services 23,845.0 $296K 0.00% -3K -12.6% $12.39 +109.3%
459 CSGP COSTAR GROUP INC Real Estate 7,279.0 $294K 0.00% -3K -25.9% $40.34 -17.7%
460 EEMV ISHARES INC 4,530.0 $293K 0.00% -995.0 -18.0% $64.74 +9.5%
Page 23 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%