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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 32 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 KMPR KEMPER CORP Financial Services 9,007.0 $275K 0.00% +340.0 +3.9% $30.56 -4.5%
622 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,096.0 $275K 0.00% +101.0 +10.2% $250.64 +21.3%
623 PEGA PEGASYSTEMS INC Technology 6,298.0 $268K 0.00% +2K +53.7% $42.56 -21.3%
624 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 26,322.0 $268K 0.00% +10K +56.5% $10.17 +0.5%
625 CGMS CAPITAL GRP FIXED INCM ETF T 9,814.0 $267K 0.00% +2K +32.4% $27.23 +0.7%
626 DLTR DOLLAR TREE INC Consumer Defensive 2,438.0 $267K 0.00% +47.0 +2.0% $109.51 -17.3%
627 SKT TANGER INC Real Estate 7,821.0 $266K 0.00% +59.0 +0.8% $33.98 +3.1%
628 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 7,147.0 $263K 0.00% +314.0 +4.6% $36.75 +8.1%
629 BCX BLACKROCK RES & COMMODITIES Financial Services 21,732.0 $262K 0.00% +1K +7.1% $12.05 +0.7%
630 MIDD MIDDLEBY CORP Industrials 1,940.0 $257K 0.00% +54.0 +2.9% $132.60 +6.7%
631 DTM DT MIDSTREAM INC Energy 1,886.0 $256K 0.00% +20.0 +1.1% $135.65 +10.7%
632 WIX WIX COM LTD Technology 2,840.0 $256K 0.00% +293.0 +11.5% $90.07 -40.7%
633 INSP INSPIRE MED SYS INC Healthcare 4,884.0 $252K 0.00% +421.0 +9.4% $51.58 -17.5%
634 SPYM SPDR SERIES TRUST 3,291.0 $252K 0.00% +168.0 +5.4% $76.54 +14.0%
635 NPFD NUVEEN VRIABL RAT PFD & INM Financial Services 13,747.0 $252K 0.00% +1K +9.7% $18.31 +2.5%
636 ICF ISHARES TR 4,024.0 $249K 0.00% +39.0 +1.0% $61.89 +10.0%
637 SPLB SPDR SERIES TRUST 11,180.0 $248K 0.00% +95.0 +0.9% $22.22 -1.0%
638 DRH DIAMONDROCK HOSPITALITY CO Real Estate 25,887.0 $245K 0.00% +5K +22.5% $9.46 +11.1%
639 FBP FIRST BANCORP CORPORATION Financial Services 11,150.0 $238K 0.00% +120.0 +1.1% $21.36 +10.3%
640 ICLN ISHARES TR 12,968.0 $237K 0.00% +2K +13.7% $18.29 +17.7%
Page 32 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%