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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 43 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 SOFI SOFI TECHNOLOGIES INC Financial Services 22,442.0 $596K 0.01% NEW $26.56 -40.9%
842 EEFT EURONET WORLDWIDE INC Technology 7,838.0 $595K 0.01% NEW $75.95 -12.4%
843 HMC HONDA MOTOR LTD Consumer Cyclical 20,040.0 $594K 0.01% NEW $29.62 -11.3%
844 KRC KILROY RLTY CORP Real Estate 15,539.0 $593K 0.01% NEW $38.19 -10.6%
845 SUI SUN CMNTYS INC Real Estate 4,700.0 $590K 0.01% NEW $125.47 -2.0%
846 CRDO CREDO TECHNOLOGY GROUP Technology 4,064.0 $589K 0.01% NEW $144.91 +33.5%
847 STAG STAG INDL INC Real Estate 15,752.0 $586K 0.01% NEW $37.22 +2.9%
848 AIQ GLOBAL X FDS 11,380.0 $584K 0.01% NEW $51.36 +21.9%
849 ALSN ALLISON TRANSMISSION HLDGS Consumer Cyclical 5,897.0 $583K 0.01% NEW $98.91 +10.3%
850 VGIT VANGUARD SCOTTSDALE FDS 9,715.0 $583K 0.01% NEW $60.04 -2.1%
851 KFY KORN FERRY Industrials 8,715.0 $583K 0.01% NEW $66.87 -0.3%
852 VRRM VERRA MOBILITY CORP Technology 25,783.0 $582K 0.01% NEW $22.58 -41.2%
853 TRU TRANSUNION Industrials 6,689.0 $582K 0.01% NEW $86.99 -20.8%
854 TLK P T TELEKOMUNIKASI Communication Services 27,644.0 $582K 0.01% NEW $21.04 -17.1%
855 LCII LCI INDS Consumer Cyclical 4,723.0 $580K 0.01% NEW $122.89 -11.2%
856 GAP GAP INC Consumer Cyclical 22,400.0 $580K 0.01% NEW $25.90 -10.5%
857 MLI MUELLER INDS INC Industrials 4,979.0 $580K 0.01% NEW $116.41 +14.7%
858 STE STERIS PLC Healthcare 2,263.0 $578K 0.01% NEW $255.44 -15.5%
859 DXCM DEXCOM INC Healthcare 8,593.0 $576K 0.01% NEW $67.06 +7.2%
860 TZA DIREXION SHS ETF TR 78,006.0 $576K 0.01% NEW $7.38 -36.5%
Page 43 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%