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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 78 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1541 ITRON INC 36,000.0 $37K NEW $1.02
1542 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 13,069.0 $36K NEW $2.77 +24.9%
1543 LYFT INC 30,000.0 $36K NEW $1.20
1544 ON SEMICONDUCTOR CORP 38,000.0 $36K NEW $0.95
1545 VISHAY INTERTECHNOLOGY INC 39,000.0 $35K NEW $0.91
1546 BLACKLINE INC 33,000.0 $35K NEW $1.07
1547 SYNAPTICS INC 33,000.0 $35K NEW $1.06
1548 AMPHASTAR PHARMACEUTICALS 37,000.0 $34K NEW $0.93
1549 HAEMONETICS CORP MASS 33,000.0 $34K NEW $1.04
1550 BOX INC 34,000.0 $33K NEW $0.98
1551 PARSONS CORP DEL 31,000.0 $32K NEW $1.04
1552 DHF BNY MELLON HIGH YIELD Financial Services 12,616.0 $32K NEW $2.50 -2.8%
1553 FORD MTR CO 30,000.0 $31K NEW $1.04
1554 STXS STEREOTAXIS INC Healthcare 13,511.0 $31K NEW $2.29 -19.2%
1555 AKAMAI TECHNOLOGIES INC 30,000.0 $30K NEW $1.01
1556 SHIM SHIMMICK CORPORATION Industrials 10,272.0 $30K NEW $2.89 +47.8%
1557 SPOTIFY USA INC 25,000.0 $28K NEW $1.13
1558 MERITAGE HOMES CORP 28,000.0 $28K NEW $0.99
1559 LIVANOVA PLC 23,000.0 $27K NEW $1.17
1560 KOPN KOPIN CORP Technology 11,600.0 $27K NEW $2.30 +90.0%
Page 78 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%