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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 48 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 CNC CENTENE CORP DEL Healthcare 11,544.0 $476K 0.01% NEW $41.21 +40.2%
942 ALB ALBEMARLE CORP Basic Materials 3,321.0 $473K 0.01% NEW $142.44 +19.3%
943 GTES GATES INDL CORP PLC Industrials 21,667.0 $473K 0.01% NEW $21.82 +10.3%
944 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 6,544.0 $471K 0.01% NEW $71.98 -9.9%
945 FFIV F5 INC Technology 1,816.0 $471K 0.01% NEW $259.37 +47.9%
946 UTHR UNITED THERAPEUTICS CORP Healthcare 947.0 $470K 0.01% NEW $496.17 +13.7%
947 VONV VANGUARD SCOTTSDALE FDS 5,028.0 $468K 0.01% NEW $92.99 +10.7%
948 MILLROSE PPTYS INC 15,568.0 $467K 0.01% NEW $30.02
949 REZI RESIDEO TECHNOLOGIES INC Industrials 13,196.0 $467K 0.01% NEW $35.39 -18.3%
950 VIS VANGUARD WORLD FD 1,542.0 $465K 0.01% NEW $301.31 +10.6%
951 ESI ELEMENT SOLUTIONS INC Basic Materials 18,362.0 $464K 0.01% NEW $25.27 +59.7%
952 CF CF INDS HLDGS INC Basic Materials 6,018.0 $463K 0.01% NEW $76.93 +58.2%
953 PUK PRUDENTIAL PLC Financial Services 14,761.0 $463K 0.01% NEW $31.34 -0.3%
954 EFSC ENTERPRISE FINL SVCS CORP Financial Services 8,390.0 $462K 0.01% NEW $55.11 +10.1%
955 OKTA OKTA INC Technology 5,264.0 $460K 0.01% NEW $87.43 +2.3%
956 CPT CAMDEN PPTY TR Real Estate 4,155.0 $460K 0.01% NEW $110.72 -4.1%
957 PDO PIMCO DYNAMIC INCOME OPRNTS Financial Services 32,839.0 $460K 0.01% NEW $14.01 -8.3%
958 IOO ISHARES TR 3,601.0 $459K 0.01% NEW $127.38 +11.3%
959 ENSG ENSIGN GROUP INC Healthcare 2,592.0 $458K 0.01% NEW $176.72 -2.9%
960 NMR NOMURA HLDGS INC Financial Services 54,233.0 $458K 0.01% NEW $8.44 -2.6%
Page 48 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%