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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 38 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 NTES NETEASE INC Technology 5,282.0 $742K 0.01% NEW $140.45 -18.6%
742 IUSV ISHARES TR 7,177.0 $741K 0.01% NEW $103.31 +5.9%
743 ENS ENERSYS Industrials 4,990.0 $740K 0.01% NEW $148.34 +61.1%
744 NATWEST GROUP PLC 42,013.0 $739K 0.01% NEW $17.59
745 CYBERARK SOFTWARE LTD 1,629.0 $735K 0.01% NEW $451.32
746 RSPH INVESCO EXCHANGE TRADED FD 22,780.0 $731K 0.01% NEW $32.10 -4.0%
747 CGGR CAPITAL GROUP GROWTH ETF 16,312.0 $731K 0.01% NEW $44.80 +2.8%
748 NXST NEXSTAR MEDIA GROUP INC Communication Services 3,561.0 $731K 0.01% NEW $205.14 -7.7%
749 FIVE FIVE BELOW INC Consumer Cyclical 3,872.0 $730K 0.01% NEW $188.59 +16.5%
750 OMC OMNICOM GROUP INC Communication Services 9,017.0 $728K 0.01% NEW $80.73 -8.6%
751 IWV ISHARES TR 1,864.0 $726K 0.01% NEW $389.71 +7.9%
752 PAVE GLOBAL X FDS 15,027.0 $726K 0.01% NEW $48.32 +12.9%
753 IX ORIX CORP Financial Services 24,652.0 $725K 0.01% NEW $29.42 +33.4%
754 CNH INDL N V 77,567.0 $724K 0.01% NEW $9.34
755 SBCF SEACOAST BKG CORP FLA Financial Services 22,923.0 $724K 0.01% NEW $31.60 -3.1%
756 LEN LENNAR CORP Consumer Cyclical 6,960.0 $723K 0.01% NEW $103.89 -14.5%
757 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 3,056.0 $723K 0.01% NEW $236.52 -21.6%
758 VBIL VANGUARD INSTL INDEX FD 9,557.0 $721K 0.01% NEW $75.42 +0.3%
759 CCS CENTURY CMNTYS INC Consumer Cyclical 11,995.0 $720K 0.01% NEW $60.02 -12.6%
760 NTRS NORTHERN TR CORP Financial Services 5,164.0 $717K 0.01% NEW $138.92 +20.3%
Page 38 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%