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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 17 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 SUB ISHARES TR 23,601.0 $2.5M 0.03% NEW $106.69 -0.5%
322 WELL WELLTOWER INC Real Estate 13,392.0 $2.5M 0.03% NEW $188.01 +16.0%
323 DIVO AMPLIFY ETF TR 55,303.0 $2.5M 0.03% NEW $45.26 +1.1%
324 ESGD ISHARES TR 26,126.0 $2.5M 0.03% NEW $95.53 +7.2%
325 DRI DARDEN RESTAURANTS INC Consumer Cyclical 13,417.0 $2.5M 0.03% NEW $184.95 +4.7%
326 AJG GALLAGHER ARTHUR J & CO Financial Services 9,413.0 $2.5M 0.03% NEW $261.84 -22.2%
327 IWS ISHARES TR 17,257.0 $2.5M 0.03% NEW $142.38 +10.0%
328 STX SEAGATE TECHNOLOGY HLDNGS Technology 8,716.0 $2.4M 0.03% NEW $280.06 +161.8%
329 PRU PRUDENTIAL FINL INC Financial Services 21,412.0 $2.4M 0.03% NEW $113.69 -11.0%
330 AEP AMERICAN ELEC PWR CO INC Utilities 20,854.0 $2.4M 0.03% NEW $115.98 +11.1%
331 MLM MARTIN MARIETTA MATLS INC Basic Materials 3,813.0 $2.4M 0.03% NEW $632.13 -15.7%
332 EFSI EAGLE FINL SVCS INC Financial Services 60,400.0 $2.4M 0.03% NEW $39.71 -6.0%
333 SCHM SCHWAB STRATEGIC TR 77,518.0 $2.4M 0.03% NEW $30.38 +12.5%
334 MRSH MARSH & MCLENNAN COS INC Financial Services 12,367.0 $2.3M 0.03% NEW $187.36 -11.4%
335 TOST TOAST INC Technology 63,661.0 $2.3M 0.03% NEW $36.29 -36.0%
336 KKR KKR & CO INC Financial Services 17,927.0 $2.3M 0.03% NEW $128.64 -27.8%
337 MCO MOODYS CORP Financial Services 4,448.0 $2.3M 0.03% NEW $515.73 -15.8%
338 XLY SELECT SECTOR SPDR TR 18,995.0 $2.3M 0.03% NEW $120.36 -2.0%
339 AXON AXON ENTERPRISE INC Industrials 3,985.0 $2.3M 0.03% NEW $572.11 -30.4%
340 MPC MARATHON PETE CORP Energy 13,683.0 $2.2M 0.03% NEW $163.82 +60.6%
Page 17 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%