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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 10 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VXF VANGUARD INDEX FDS 5,527.0 $1.1M 0.01% -275.0 -4.7% $205.78 +8.2%
182 KKR KKR & CO INC Financial Services 12,281.0 $1.1M 0.01% -6K -31.5% $92.50 -1.3%
183 EQT EQT CORP Energy 17,821.0 $1.1M 0.01% -3K -14.2% $63.64 -7.2%
184 DVN DEVON ENERGY CORP NEW Energy 22,473.0 $1.1M 0.01% -1K -5.4% $50.32 -0.2%
185 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 5,689.0 $1.1M 0.01% -286.0 -4.8% $197.50 +18.7%
186 HDB HDFC BANK LTD Financial Services 45,091.0 $1.1M 0.01% -4K -8.2% $24.88 -2.7%
187 SGOV ISHARES TR 11,015.0 $1.1M 0.01% -942.0 -7.9% $100.66 -0.1%
188 GUNR FLEXSHARES TR 20,061.0 $1.1M 0.01% -150.0 -0.7% $55.16 -1.3%
189 ABNB AIRBNB INC Consumer Cyclical 8,758.0 $1.1M 0.01% -121.0 -1.4% $126.27 +1.8%
190 COIN COINBASE GLOBAL INC Financial Services 6,227.0 $1.1M 0.01% -1K -15.9% $174.61 +9.3%
191 RL RALPH LAUREN CORP Consumer Cyclical 3,148.0 $1.1M 0.01% -195.0 -5.8% $344.97 -6.8%
192 HPQ HP INC Technology 55,543.0 $1.1M 0.01% -11K -16.1% $19.55 +7.2%
193 GNR SPDR INDEX SHS FDS 14,374.0 $1.1M 0.01% -376.0 -2.5% $74.67 -1.0%
194 KMB KIMBERLY-CLARK CORP Consumer Defensive 10,931.0 $1.1M 0.01% -2K -14.7% $97.99 -1.6%
195 WEC WEC ENERGY GROUP INC Utilities 9,242.0 $1.1M 0.01% -662.0 -6.7% $115.77 -3.5%
196 TTMI TTM TECHNOLOGIES INC Technology 10,916.0 $1.1M 0.01% -2K -17.5% $97.42 +70.4%
197 UAL UNITED AIRLS HLDGS INC Industrials 11,427.0 $1.1M 0.01% -442.0 -3.7% $92.07 -2.5%
198 BCS BARCLAYS PLC Financial Services 48,995.0 $1.0M 0.01% -343.0 -0.7% $21.16 +8.9%
199 AER AERCAP HOLDINGS NV Industrials 7,518.0 $1.0M 0.01% -476.0 -6.0% $137.17 +0.5%
200 DOV DOVER CORP Industrials 4,941.0 $1.0M 0.01% -416.0 -7.8% $207.91 -0.3%
Page 10 of 29  ·  579 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%