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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 80 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 AKAMAI TECHNOLOGIES INC 30,000.0 $35K $1.16
1582 MICROCHIP TECHNOLOGY INC. 35,000.0 $35K NEW $0.99
1583 SYNAPTICS INC 33,000.0 $34K $1.04
1584 AMPHASTAR PHARMACEUTICALS IN 37,000.0 $33K $0.90
1585 HAEMONETICS CORP MASS 33,000.0 $32K $0.96
1586 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,280.0 $32K NEW $3.07 -4.6%
1587 BOX INC 34,000.0 $31K $0.92
1588 BLACKLINE INC 33,000.0 $31K $0.94
1589 ENVISTA HOLDINGS CORPORATION 31,000.0 $31K NEW $0.99
1590 PARSONS CORP DEL 31,000.0 $31K $0.99
1591 DHF BNY MELLON HIGH YIELD STRATE Financial Services 12,437.0 $31K -179.0 -1.4% $2.46 -2.3%
1592 LYFT INC 30,000.0 $30K $1.01
1593 DATADOG INC 31,000.0 $30K +21K +210.0% $0.97
1594 LEMAITRE VASCULAR INC 26,000.0 $29K NEW $1.13
1595 PLUG PLUG PWR INC Industrials 12,893.0 $29K +210.0 +1.7% $2.26 +67.3%
1596 PALISADE BIO INC 15,743.0 $28K NEW $1.75
1597 MERITAGE HOMES CORP 28,000.0 $27K $0.97
1598 LIVANOVA PLC 23,000.0 $27K $1.16
1599 KOPN KOPIN CORP Technology 11,600.0 $26K $2.25 +124.4%
1600 DROPBOX INC 27,000.0 $26K NEW $0.95
Page 80 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%