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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 42 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 WAL WESTERN ALLIANCE BANCORP Financial Services 7,378.0 $624K 0.01% NEW $84.64 -9.0%
822 UNM UNUM GROUP Financial Services 7,940.0 $622K 0.01% NEW $78.32 +7.0%
823 PTC PTC INC Technology 3,539.0 $621K 0.01% NEW $175.41 -15.6%
824 ACAD ACADIA PHARMACEUTICALS INC Healthcare 23,186.0 $619K 0.01% NEW $26.70 -20.1%
825 DG DOLLAR GEN CORP NEW Consumer Defensive 4,554.0 $619K 0.01% NEW $135.82 -22.6%
826 RMBS RAMBUS INC DEL Technology 6,511.0 $617K 0.01% NEW $94.69 +41.0%
827 CCJ CAMECO CORP Energy 6,721.0 $614K 0.01% NEW $91.37 +15.3%
828 EMD WESTERN ASSET EMERGING MKTS Financial Services 55,928.0 $611K 0.01% NEW $10.92 -5.6%
829 SPTM SPDR SERIES TRUST 7,317.0 $608K 0.01% NEW $83.11 +8.3%
830 LYG LLOYDS BANKING GROUP PLC Financial Services 114,061.0 $608K 0.01% NEW $5.33 +1.5%
831 CON CONCENTRA GROUP HOLDINGS Healthcare 30,440.0 $608K 0.01% NEW $19.96 +28.2%
832 ARGX ARGENX SE Healthcare 724.0 $607K 0.01% NEW $838.41 -2.6%
833 VPL VANGUARD INTL EQUITY INDEX 6,640.0 $604K 0.01% NEW $90.94 +23.7%
834 VTR VENTAS INC Real Estate 7,646.0 $603K 0.01% NEW $78.85 +12.4%
835 CMS CMS ENERGY CORP Utilities 8,540.0 $601K 0.01% NEW $70.42 +4.6%
836 XMLV INVESCO EXCH TRADED FD TR 9,559.0 $601K 0.01% NEW $62.90 +3.9%
837 QBTS D-WAVE QUANTUM INC Technology 22,904.0 $601K 0.01% NEW $26.25 -26.5%
838 SKYX SKYX PLATFORMS CORP Industrials 289,261.0 $599K 0.01% NEW $2.07 -44.4%
839 TER TERADYNE INC Technology 3,043.0 $599K 0.01% NEW $196.69 +75.1%
840 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,659.0 $598K 0.01% NEW $225.06 -27.0%
Page 42 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%