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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 13 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VYM VANGUARD WHITEHALL FDS 28,672.0 $4.5M 0.05% -10K -26.2% $158.03 +4.5%
242 ITW ILLINOIS TOOL WKS INC Industrials 16,200.0 $4.4M 0.05% -2K -8.7% $270.46 +5.3%
243 GLW CORNING INC Technology 17,121.0 $4.4M 0.05% -5K -22.6% $255.43 -41.8%
244 JEPQ J P MORGAN EXCHANGE TRADED F 70,647.0 $4.3M 0.05% +2K +3.6% $61.46 -2.8%
245 LNT ALLIANT ENERGY CORP Utilities 56,581.0 $4.3M 0.05% +2K +3.2% $76.29 -9.7%
246 DFAX DIMENSIONAL ETF TRUST 115,878.0 $4.3M 0.05% -2K -1.5% $36.84 +4.0%
247 BIL SPDR SERIES TRUST 46,549.0 $4.3M 0.05% $91.64 -0.0%
248 PFE PFIZER INC Healthcare 176,708.0 $4.3M 0.05% -6K -3.4% $24.08 +17.5%
249 DGRW WISDOMTREE TR 44,321.0 $4.2M 0.05% -7K -13.6% $95.62 +3.9%
250 FDX FEDEX CORP Industrials 13,456.0 $4.2M 0.05% -605.0 -4.3% $314.39 +7.7%
251 CMF ISHARES TR 73,214.0 $4.2M 0.05% $57.64 -2.0%
252 TRV TRAVELERS COMPANIES INC Financial Services 12,632.0 $4.2M 0.05% -2K -13.2% $330.13 +12.6%
253 SBUX STARBUCKS CORP Consumer Cyclical 40,788.0 $4.2M 0.05% -357.0 -0.9% $102.20 +4.7%
254 AJG GALLAGHER ARTHUR J & CO Financial Services 18,137.0 $4.2M 0.05% +5K +38.6% $229.57 +17.1%
255 QQEW FIRST TR EXCHANGE-TRADED FD 26,080.0 $4.2M 0.05% $159.60 +2.6%
256 DFIC DIMENSIONAL ETF TRUST 111,566.0 $4.2M 0.05% +89K +403.4% $37.26 +5.9%
257 ISRG INTUITIVE SURGICAL INC Healthcare 10,435.0 $4.1M 0.05% -1K -11.4% $397.69 -7.2%
258 APG API GROUP CORP Industrials 95,839.0 $4.1M 0.04% -3K -3.1% $42.35 -3.5%
259 XLV SELECT SECTOR SPDR TR 25,252.0 $4.0M 0.04% +1K +4.8% $158.66 +9.9%
260 SPEM SPDR INDEX SHS FDS 76,632.0 $4.0M 0.04% -2K -2.2% $51.78 +1.7%
Page 13 of 85  ·  1,690 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%