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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 24 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 EPR EPR PPTYS Real Estate 10,231.0 $514K 0.01% +1K +15.5% $50.26 +15.3%
462 OGE OGE ENERGY CORP Utilities 10,656.0 $511K 0.01% +506.0 +5.0% $47.96 +0.2%
463 PCG PG&E CORP Utilities 28,741.0 $506K 0.01% +4K +17.5% $17.62 -6.9%
464 NJR NEW JERSEY RES CORP Utilities 9,109.0 $505K 0.01% +214.0 +2.4% $55.39 +5.1%
465 PHG KONINKLIJKE PHILIPS N V Healthcare 18,269.0 $500K 0.01% +2K +10.2% $27.39 -4.9%
466 BLOCK INC 8,284.0 $499K 0.01% +3K +48.8% $60.18
467 CDE COEUR MNG INC Basic Materials 26,506.0 $498K 0.01% +8K +40.7% $18.77 -5.5%
468 MMS MAXIMUS INC Industrials 7,751.0 $497K 0.01% +2K +25.3% $64.10 -6.6%
469 ESS ESSEX PPTY TR INC Real Estate 2,030.0 $496K 0.01% +128.0 +6.7% $244.53 +11.5%
470 VRSN VERISIGN INC Technology 1,997.0 $496K 0.01% +395.0 +24.7% $248.32 +21.9%
471 FDN FIRST TR EXCHANGE-TRADED FD 2,109.0 $494K 0.01% +204.0 +10.7% $234.03 +14.9%
472 KIM KIMCO REALTY CORP Real Estate 21,811.0 $490K 0.01% +4K +23.1% $22.47 +3.9%
473 MTX MINERALS TECHNOLOGIES INC Basic Materials 6,883.0 $488K 0.01% +108.0 +1.6% $70.92 +5.8%
474 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 8,596.0 $487K 0.01% +126.0 +1.5% $56.60 -10.6%
475 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 34,022.0 $486K 0.01% +6K +23.2% $14.28 +0.4%
476 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 42,847.0 $486K 0.01% +27K +177.8% $11.33 +0.9%
477 VVV VALVOLINE INC Energy 14,303.0 $482K 0.01% +5K +60.9% $33.68 -4.5%
478 HRB BLOCK H & R INC Consumer Cyclical 14,911.0 $481K 0.01% +2K +15.1% $32.23 +20.4%
479 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 31,924.0 $480K 0.01% +6K +22.6% $15.05 -14.3%
480 PTY PIMCO CORPORATE & INCOME OPP Financial Services 39,552.0 $480K 0.01% +22K +119.8% $12.14 -2.4%
Page 24 of 35  ·  689 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%