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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 68 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 IPGP IPG PHOTONICS CORP Technology 2,255.0 $258K 0.00% NEW $114.60 -1.1%
1342 TECH BIO-TECHNE CORP Healthcare 4,941.0 $258K 0.00% -2K -26.4% $52.26 -13.0%
1343 MIDD MIDDLEBY CORP Industrials 1,940.0 $257K 0.00% +54.0 +2.9% $132.60 +6.7%
1344 PSQ PROSHARES TR 7,765.0 $257K 0.00% -2K -17.4% $33.12 -21.0%
1345 RDIV INVESCO EXCH TRADED FD TR II 4,612.0 $257K 0.00% NEW $55.66 +2.5%
1346 FIDU FIDELITY COVINGTON TRUST 2,957.0 $256K 0.00% -257.0 -8.0% $86.52 +6.8%
1347 DTM DT MIDSTREAM INC Energy 1,886.0 $256K 0.00% +20.0 +1.1% $135.65 +10.7%
1348 WIX WIX COM LTD Technology 2,840.0 $256K 0.00% +293.0 +11.5% $90.07 -40.7%
1349 EWBC EAST WEST BANCORP INC Financial Services 2,391.0 $255K 0.00% -678.0 -22.1% $106.76 +13.3%
1350 FXR FIRST TR EXCHANGE-TRADED FD 3,107.0 $254K 0.00% -23.0 -0.7% $81.63 +3.9%
1351 INSP INSPIRE MED SYS INC Healthcare 4,884.0 $252K 0.00% +421.0 +9.4% $51.58 -17.5%
1352 SPYM SPDR SERIES TRUST 3,291.0 $252K 0.00% +168.0 +5.4% $76.54 +14.0%
1353 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 13,747.0 $252K 0.00% +1K +9.7% $18.31 +2.5%
1354 MGY MAGNOLIA OIL & GAS CORP Energy 7,951.0 $251K 0.00% NEW $31.57 -4.4%
1355 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,346.0 $249K 0.00% NEW $106.23 +8.1%
1356 ICF ISHARES TR 4,024.0 $249K 0.00% +39.0 +1.0% $61.89 +10.0%
1357 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 773.0 $248K 0.00% NEW $321.42 +9.9%
1358 SPLB SPDR SERIES TRUST 11,180.0 $248K 0.00% +95.0 +0.9% $22.22 -1.0%
1359 UBSI UNITED BANKSHARES INC WEST V Financial Services 5,930.0 $248K 0.00% NEW $41.80 +1.1%
1360 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 1,855.0 $248K 0.00% -150.0 -7.5% $133.46 +12.4%
Page 68 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%