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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $8.1B AUM 1,613 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 151 New 689 Added 579 Reduced 113 Exited
Page 55 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 CNP CENTERPOINT ENERGY INC Utilities 9,079.0 $392K 0.01% +2K +21.2% $43.16 -1.6%
1082 WRBY WARBY PARKER INC Healthcare 18,589.0 $392K 0.01% +2K +11.0% $21.07 +16.0%
1083 CCNE CNB FINL CORP PA Financial Services 13,462.0 $390K 0.01% NEW $28.96 +6.4%
1084 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 6,217.0 $390K 0.01% -471.0 -7.0% $62.70 +20.5%
1085 EXTR EXTREME NETWORKS INC Technology 25,823.0 $389K 0.01% NEW $15.08 +58.5%
1086 HYT BLACKROCK CORPOR HI YLD FD I Financial Services 45,705.0 $389K 0.01% +8K +21.1% $8.52 -0.2%
1087 MTDR MATADOR RES CO Energy 6,163.0 $389K 0.01% +1K +30.1% $63.18 -11.2%
1088 DFAR DIMENSIONAL ETF TRUST 16,456.0 $389K 0.01% $23.65 +10.3%
1089 LITE LUMENTUM HLDGS INC Technology 553.0 $389K 0.01% NEW $703.17 +37.2%
1090 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 5,515.0 $389K 0.01% +2K +42.1% $70.51 -22.5%
1091 TORTOISE CAPITAL SERIES TRUS 37,270.0 $389K 0.01% $10.43
1092 ROBT FIRST TR EXCHANGE TRADED FD 8,414.0 $388K 0.01% $46.16 +18.9%
1093 ALLE ALLEGION PLC Industrials 2,671.0 $388K 0.01% +1K +68.0% $145.29 -10.0%
1094 RYN RAYONIER INC Real Estate 18,815.0 $388K 0.01% +7K +63.3% $20.62 -1.9%
1095 CNC CENTENE CORP DEL Healthcare 11,836.0 $388K 0.01% +292.0 +2.5% $32.74 +76.5%
1096 KGC KINROSS GOLD CORP Basic Materials 12,671.0 $387K 0.01% -4K -26.0% $30.50 -6.0%
1097 LKFN LAKELAND FINL CORP Financial Services 6,727.0 $386K 0.01% $57.38 +4.9%
1098 FVD FIRST TR EXCHANGE-TRADED FD 8,195.0 $385K 0.01% $47.03 +1.4%
1099 TKO TKO GROUP HOLDINGS INC Communication Services 1,910.0 $385K 0.01% -169.0 -8.1% $201.65 -3.7%
1100 MLPX GLOBAL X FDS 5,200.0 $384K 0.01% +1K +23.8% $73.94 +3.5%
Page 55 of 81  ·  1,613 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 26.6%
Financial Services 21.1%
Industrials 9.8%
Consumer Cyclical 9.6%
Healthcare 8.5%
Communication Services 8.0%
Consumer Defensive 5.4%
Energy 4.7%
Utilities 2.4%
Basic Materials 2.2%