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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 16 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHB SCHWAB STRATEGIC TR 119,573.0 $3.0M 0.04% -11K -8.6% $25.10 +12.3%
302 VOT VANGUARD INDEX FDS 11,543.0 $3.0M 0.04% +2K +16.4% $257.36 +9.4%
303 BSX BOSTON SCIENTIFIC CORP Healthcare 47,300.0 $3.0M 0.04% -7K -12.8% $62.75 -9.5%
304 SDY SPDR SERIES TRUST 20,213.0 $2.9M 0.04% -299.0 -1.5% $145.94 +1.2%
305 ACN ACCENTURE PLC IRELAND Technology 14,749.0 $2.9M 0.04% -2K -14.3% $198.28 -10.8%
306 FFBC 1ST FINL BANCORP Financial Services 104,718.0 $2.9M 0.04% $27.88 +7.2%
307 CL COLGATE PALMOLIVE CO Consumer Defensive 34,245.0 $2.9M 0.04% +2K +7.8% $85.23 +5.6%
308 BYD BOYD GAMING CORP Consumer Cyclical 35,074.0 $2.9M 0.04% $82.38 -5.2%
309 DD DUPONT DE NEMOURS INC Basic Materials 62,770.0 $2.9M 0.04% +16K +32.9% $45.85 +6.1%
310 SMH VANECK ETF TRUST 7,501.0 $2.9M 0.04% -502.0 -6.3% $383.39 +41.9%
311 GD GENERAL DYNAMICS CORP Industrials 8,363.0 $2.9M 0.04% -259.0 -3.0% $343.20 -0.0%
312 SNA SNAP ON INC Industrials 7,867.0 $2.9M 0.04% +278.0 +3.7% $363.20 +0.1%
313 IYW ISHARES TR 15,746.0 $2.9M 0.04% -399.0 -2.5% $181.42 +29.3%
314 VLO VALERO ENERGY CORP Energy 11,501.0 $2.8M 0.04% $247.08 +4.6%
315 AJG GALLAGHER ARTHUR J & CO Financial Services 13,086.0 $2.8M 0.04% +4K +39.0% $216.57 -6.1%
316 CEG CONSTELLATION ENERGY CORP Utilities 10,099.0 $2.8M 0.04% -95.0 -0.9% $279.25 -6.7%
317 AEP AMERICAN ELEC PWR CO INC Utilities 21,415.0 $2.8M 0.03% +561.0 +2.7% $131.08 -1.6%
318 IXN ISHARES TR 27,948.0 $2.8M 0.03% -750.0 -2.6% $99.97 +30.0%
319 WDC WESTERN DIGITAL CORP Technology 10,303.0 $2.8M 0.03% $270.48 +69.6%
320 DRI DARDEN RESTAURANTS INC Consumer Cyclical 14,193.0 $2.8M 0.03% +776.0 +5.8% $196.04 -1.2%
Page 16 of 81  ·  1,613 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%