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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 2 of 8  ·  151 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HERZ HERZFELD CARIBBEAN BASIN FD Financial Services 45,550.0 $709K 0.01% NEW $15.57 +15.6%
22 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 40,321.0 $648K 0.01% NEW $16.08 +10.4%
23 DFGP DIMENSIONAL ETF TRUST 11,031.0 $596K 0.01% NEW $53.99 -0.7%
24 DFEM DIMENSIONAL ETF TRUST 15,713.0 $543K 0.01% NEW $34.55 +12.0%
25 PFIX SIMPLIFY EXCHANGE TRADED FUN 11,485.0 $531K 0.01% NEW $46.23 +12.1%
26 DGCB DIMENSIONAL ETF TRUST 9,656.0 $523K 0.01% NEW $54.14 -0.5%
27 NWBI NORTHWEST BANCSHARES INC Financial Services 39,785.0 $505K 0.01% NEW $12.69 +7.6%
28 BKLC BNY MELLON ETF TRUST 3,925.0 $490K 0.01% NEW $124.81 +12.5%
29 DOW DOW HLDGS INC Basic Materials 11,555.0 $481K 0.01% NEW $41.65 -7.4%
30 FTAI AVIATION LTD 1,822.0 $446K 0.01% NEW $245.00
31 BURL BURLINGTON STORES INC Consumer Cyclical 1,366.0 $444K 0.01% NEW $325.37 -12.1%
32 DFEV DIMENSIONAL ETF TRUST 12,285.0 $440K 0.01% NEW $35.78 +12.5%
33 RNG RINGCENTRAL INC Technology 11,782.0 $438K 0.01% NEW $37.19 +9.4%
34 VOOG VANGUARD ADMIRAL FDS INC 1,051.0 $429K 0.01% NEW $407.77 -80.2%
35 TWST TWIST BIOSCIENCE CORP Healthcare 8,821.0 $419K 0.01% NEW $47.52 +4.8%
36 DFNM DIMENSIONAL ETF TRUST 8,364.0 $401K 0.01% NEW $47.93 -0.2%
37 CCNE CNB FINL CORP PA Financial Services 13,462.0 $390K 0.01% NEW $28.96 +3.3%
38 EXTR EXTREME NETWORKS INC Technology 25,823.0 $389K 0.01% NEW $15.08 +59.9%
39 LITE LUMENTUM HLDGS INC Technology 553.0 $389K 0.01% NEW $703.17 +25.9%
40 VUSB VANGUARD BD INDEX FDS 7,394.0 $368K 0.01% NEW $49.77 -0.1%
Page 2 of 8  ·  151 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%