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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 7 of 29  ·  579 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 D DOMINION ENERGY INC Utilities 32,883.0 $2.0M 0.03% -2K -5.4% $61.82 +9.3%
122 ECL ECOLAB INC Basic Materials 7,520.0 $2.0M 0.03% -370.0 -4.7% $266.74 -6.6%
123 AEM AGNICO EAGLE MINES LTD Basic Materials 9,856.0 $2.0M 0.03% -525.0 -5.1% $202.95 -14.6%
124 PAYX PAYCHEX INC Industrials 21,618.0 $2.0M 0.02% -765.0 -3.4% $92.12 +2.6%
125 EOG EOG RES INC Energy 13,735.0 $2.0M 0.02% -938.0 -6.4% $144.59 -1.1%
126 XLY SELECT SECTOR SPDR TR 18,223.0 $2.0M 0.02% -772.0 -4.1% $108.98 +5.6%
127 FCX FREEPORT MCMORAN INC Basic Materials 33,752.0 $2.0M 0.02% -2K -5.3% $58.78 +2.9%
128 PDX PIMCO DYNAMIC INCOME STRATEG Financial Services 89,631.0 $2.0M 0.02% -8K -8.5% $22.12 -3.1%
129 HLN HALEON PLC Healthcare 198,007.0 $2.0M 0.02% -6K -3.0% $10.01 -8.4%
130 CDNS CADENCE DESIGN SYSTEM INC Technology 7,041.0 $2.0M 0.02% -1K -15.6% $277.86 +21.7%
131 DHI D R HORTON INC Consumer Cyclical 14,160.0 $1.9M 0.02% -205.0 -1.4% $137.22 +0.2%
132 STIP ISHARES TR 18,470.0 $1.9M 0.02% -2K -7.6% $103.43 -0.0%
133 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 26,826.0 $1.9M 0.02% -5K -14.4% $71.18 -13.6%
134 XLP SELECT SECTOR SPDR TR 23,103.0 $1.9M 0.02% -338.0 -1.4% $81.98 +5.0%
135 MCO MOODYS CORP Financial Services 4,239.0 $1.8M 0.02% -209.0 -4.7% $436.21 +1.6%
136 HAS HASBRO INC Consumer Cyclical 19,708.0 $1.8M 0.02% -1K -6.0% $93.60 +0.1%
137 WAB WABTEC Industrials 7,347.0 $1.8M 0.02% -428.0 -5.5% $249.93 +4.1%
138 AMP AMERIPRISE FINL INC Financial Services 4,117.0 $1.8M 0.02% -57.0 -1.4% $444.40 +4.4%
139 AME AMETEK INC Industrials 8,273.0 $1.8M 0.02% -396.0 -4.6% $214.37 +3.2%
140 TEL TE CONNECTIVITY PLC Technology 8,446.0 $1.8M 0.02% -1K -12.7% $209.01 -4.1%
Page 7 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%