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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 57 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 CDC VICTORY PORTFOLIOS II 5,268.0 $350K 0.00% NEW $66.38 +10.1%
1122 IART INTEGRA LIFESCIENCES HLDGS Healthcare 27,562.0 $349K 0.00% NEW $12.68 +19.2%
1123 WD WALKER & DUNLOP INC Financial Services 5,715.0 $347K 0.00% NEW $60.79 -18.2%
1124 PKB INVESCO EXCHANGE TRADED FD 3,692.0 $347K 0.00% NEW $93.86 +7.6%
1125 CDW CDW CORP Technology 2,501.0 $346K 0.00% NEW $138.41 -22.8%
1126 WRB BERKLEY W R CORP Financial Services 4,886.0 $346K 0.00% NEW $70.80 -3.6%
1127 RLI RLI CORP Financial Services 5,356.0 $346K 0.00% NEW $64.57 -18.5%
1128 SPXC SPX TECHNOLOGIES INC Industrials 1,698.0 $346K 0.00% NEW $203.55 +1.0%
1129 GEN GEN DIGITAL INC Technology 12,573.0 $345K 0.00% NEW $27.46 -9.5%
1130 TEX TEREX CORP NEW Industrials 6,411.0 $345K 0.00% NEW $53.79 +7.1%
1131 HIW HIGHWOODS PPTYS INC Real Estate 13,210.0 $344K 0.00% NEW $26.05 -1.9%
1132 BTZ BLACKROCK CR ALLOCATION Financial Services 31,425.0 $343K 0.00% NEW $10.92 -8.3%
1133 CBT CABOT CORP Basic Materials 5,167.0 $343K 0.00% NEW $66.42 +17.9%
1134 ARKK ARK ETF TR 4,407.0 $343K 0.00% NEW $77.86 -1.6%
1135 MUSA MURPHY USA INC Consumer Cyclical 845.0 $343K 0.00% NEW $405.44 +34.3%
1136 SMLF ISHARES TR 4,530.0 $342K 0.00% NEW $75.61 +10.0%
1137 RDDT REDDIT INC Communication Services 1,466.0 $342K 0.00% NEW $233.36 -37.1%
1138 PAYC PAYCOM SOFTWARE INC Technology 2,127.0 $341K 0.00% NEW $160.52 -16.3%
1139 PCOR PROCORE TECHNOLOGIES INC Technology 4,626.0 $341K 0.00% NEW $73.77 -37.1%
1140 CDE COEUR MNG INC Basic Materials 18,839.0 $341K 0.00% NEW $18.09 -1.4%
Page 57 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%