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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 64 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 MMSI MERIT MED SYS INC Healthcare 3,182.0 $282K 0.00% NEW $88.56 -28.2%
1262 FSS FEDERAL SIGNAL CORP Industrials 2,570.0 $282K 0.00% NEW $109.54 +1.9%
1263 PERIMETER SOLUTIONS INC 10,109.0 $281K 0.00% NEW $27.82
1264 ECG EVERUS CONSTR GROUP Industrials 3,196.0 $280K 0.00% NEW $87.63 +72.0%
1265 ACM AECOM Industrials 2,887.0 $280K 0.00% NEW $96.92 -27.6%
1266 CCEP COCA-COLA EUROPACIFIC Consumer Defensive 3,031.0 $278K 0.00% NEW $91.60 +2.8%
1267 SPHQ INVESCO EXCHANGE TRADED FD 3,653.0 $277K 0.00% NEW $75.74 +10.5%
1268 WST WEST PHARMACEUTICAL SVSC Healthcare 995.0 $276K 0.00% NEW $276.91 +10.3%
1269 IBKR INTERACTIVE BROKERS GROUP Financial Services 4,235.0 $275K 0.00% NEW $65.00 +29.0%
1270 DHT DHT HOLDINGS INC Energy 22,667.0 $275K 0.00% NEW $12.14 +46.3%
1271 MP MP MATERIALS CORP Basic Materials 5,457.0 $275K 0.00% NEW $50.41 +22.5%
1272 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 2,912.0 $275K 0.00% NEW $94.44 +20.8%
1273 SKYY FIRST TR EXCHANGE TRADED FD 2,089.0 $274K 0.00% NEW $131.36 -1.2%
1274 BFH BREAD FINANCIAL HOLDINGS Financial Services 3,677.0 $274K 0.00% NEW $74.61 +15.0%
1275 FNDX SCHWAB STRATEGIC TR 10,009.0 $274K 0.00% NEW $27.41 +11.6%
1276 ONEQ FIDELITY COMWLTH TR 2,950.0 $272K 0.00% NEW $92.09 +12.2%
1277 SNEX STONEX GROUP INC Financial Services 2,764.0 $270K 0.00% NEW $97.62 +15.7%
1278 AA ALCOA CORP Basic Materials 4,957.0 $270K 0.00% NEW $54.38 +21.9%
1279 DISV DIMENSIONAL ETF TRUST 7,057.0 $270K 0.00% NEW $38.19 +10.5%
1280 BLUEROCK PVT REAL ESTATE FD 17,903.0 $269K 0.00% NEW $15.00
Page 64 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%