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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 9 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SLB SLB LIMITED Energy 59,163.0 $3.1M 0.04% +9K +16.8% $51.65 +10.7%
162 ANET ARISTA NETWORKS INC Technology 24,808.0 $3.0M 0.04% +544.0 +2.2% $122.78 +15.3%
163 SPG SIMON PPTY GROUP INC NEW Real Estate 16,183.0 $3.0M 0.04% +112.0 +0.7% $186.53 +7.4%
164 GLW CORNING INC Technology 22,116.0 $3.0M 0.04% +3K +14.0% $135.97 +31.3%
165 VOT VANGUARD INDEX FDS 11,543.0 $3.0M 0.04% +2K +16.4% $257.36 +9.4%
166 CL COLGATE PALMOLIVE CO Consumer Defensive 34,245.0 $2.9M 0.04% +2K +7.8% $85.23 +5.6%
167 DD DUPONT DE NEMOURS INC Basic Materials 62,770.0 $2.9M 0.04% +16K +32.9% $45.85 +6.1%
168 SNA SNAP ON INC Industrials 7,867.0 $2.9M 0.04% +278.0 +3.7% $363.20 +0.1%
169 AJG GALLAGHER ARTHUR J & CO Financial Services 13,086.0 $2.8M 0.04% +4K +39.0% $216.57 -6.1%
170 AEP AMERICAN ELEC PWR CO INC Utilities 21,415.0 $2.8M 0.03% +561.0 +2.7% $131.08 -1.6%
171 DRI DARDEN RESTAURANTS INC Consumer Cyclical 14,193.0 $2.8M 0.03% +776.0 +5.8% $196.04 -1.2%
172 CI THE CIGNA GROUP Healthcare 10,324.0 $2.8M 0.03% +60.0 +0.6% $266.75 +9.2%
173 AG FIRST MAJESTIC SILVER CORP Basic Materials 127,921.0 $2.7M 0.03% +55K +76.1% $21.48 -12.5%
174 PZA INVESCO EXCH TRADED FD TR II 118,542.0 $2.7M 0.03% +69K +139.6% $22.98 -0.6%
175 CTVA CORTEVA INC Basic Materials 32,379.0 $2.7M 0.03% +2K +5.3% $83.71 -3.1%
176 RIO RIO TINTO PLC Basic Materials 28,112.0 $2.7M 0.03% +664.0 +2.4% $95.80 +7.9%
177 HCA HCA HEALTHCARE INC Healthcare 5,493.0 $2.6M 0.03% +153.0 +2.9% $473.22 -10.7%
178 CSX CSX CORP Industrials 61,603.0 $2.5M 0.03% +6K +11.7% $41.05 +12.5%
179 PLD PROLOGIS INC. Real Estate 19,087.0 $2.5M 0.03% +3K +20.7% $132.19 +7.7%
180 TWLO TWILIO INC Communication Services 20,007.0 $2.5M 0.03% +1K +8.0% $125.82 +57.1%
Page 9 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%