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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 4 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MMM 3M CO Industrials 62,807.0 $10.2M 0.11% -2K -2.8% $161.91 +10.9%
62 MS MORGAN STANLEY Financial Services 47,633.0 $10.0M 0.11% -8K -15.1% $209.04 +2.6%
63 SPGI S&P GLOBAL INC Financial Services 24,364.0 $9.9M 0.11% -625.0 -2.5% $407.24 +7.0%
64 MTUM ISHARES TR 28,089.0 $9.6M 0.11% -685.0 -2.4% $342.84 -11.5%
65 CMI CUMMINS INC Industrials 13,424.0 $9.6M 0.10% -176.0 -1.3% $713.18 -18.6%
66 SCHW SCHWAB CHARLES CORP Financial Services 102,186.0 $9.4M 0.10% -2K -1.7% $92.27 +17.6%
67 ABT ABBOTT LABORATORIES Healthcare 100,143.0 $9.1M 0.10% -5K -4.4% $90.74 +27.3%
68 AXP AMERICAN EXPRESS CO Financial Services 24,888.0 $8.4M 0.09% -879.0 -3.4% $338.25 -0.7%
69 CB CHUBB LIMITED Financial Services 24,174.0 $8.3M 0.09% -1K -5.1% $341.77 +0.8%
70 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,550.0 $8.3M 0.09% -174.0 -2.0% $965.69 -12.9%
71 TLT ISHARES TR 94,199.0 $8.1M 0.09% -3K -3.4% $86.42 -3.8%
72 GLD SPDR GOLD TR Financial Services 21,997.0 $8.1M 0.09% -1K -5.9% $368.39 +15.3%
73 PDBC INVESCO ACTVELY MNGD ETC FD 505,659.0 $8.0M 0.09% -9K -1.7% $15.88 +14.5%
74 BX BLACKSTONE INC Financial Services 68,155.0 $8.0M 0.09% -63K -48.2% $117.67 +22.2%
75 ADI ANALOG DEVICES INC Technology 20,162.0 $8.0M 0.09% -3K -12.2% $397.17 -5.4%
76 DIA STATE STR SPDR DOW JONES IND Financial Services 14,724.0 $7.7M 0.08% -393.0 -2.6% $522.38 +2.5%
77 DSI ISHARES TR 53,521.0 $7.6M 0.08% -2K -3.5% $142.39 +3.1%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 128,422.0 $7.4M 0.08% -1K -0.9% $57.62 +17.3%
79 LMT LOCKHEED MARTIN CORP Industrials 14,438.0 $7.4M 0.08% -770.0 -5.1% $509.45 +10.7%
80 SNPE DBX ETF TR 106,467.0 $7.3M 0.08% -2K -1.6% $68.86 +2.9%
Page 4 of 34  ·  674 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 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%