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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 33 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 BXP BXP INC Real Estate 17,858.0 $927K 0.01% -2K -7.9% $51.91 +16.1%
642 VTEB VANGUARD MUN BD FDS 18,559.0 $926K 0.01% -7K -26.1% $49.89 -0.0%
643 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 15,616.0 $926K 0.01% +588.0 +3.9% $59.27 -19.0%
644 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 7,340.0 $921K 0.01% +674.0 +10.1% $125.46 +3.6%
645 FIVE FIVE BELOW INC Consumer Cyclical 4,029.0 $921K 0.01% +157.0 +4.0% $228.48 -3.9%
646 ICUI ICU MED INC Healthcare 7,126.0 $920K 0.01% -438.0 -5.8% $129.15 +3.2%
647 DFLV DIMENSIONAL ETF TRUST 25,760.0 $920K 0.01% -651.0 -2.5% $35.71 +8.5%
648 ODFL OLD DOMINION FREIGHT LINE IN Industrials 4,672.0 $913K 0.01% +736.0 +18.7% $195.41 +7.7%
649 IDEV ISHARES TR 10,924.0 $913K 0.01% +965.0 +9.7% $83.57 +7.2%
650 EGBN EAGLE BANCORPORATION INC Financial Services 36,610.0 $910K 0.01% +192.0 +0.5% $24.87 +5.3%
651 RELX RELX PLC Communication Services 27,440.0 $910K 0.01% +7K +31.1% $33.15 -0.4%
652 NXPI NXP SEMICONDUCTORS N V Technology 4,585.0 $908K 0.01% +645.0 +16.4% $198.03 +59.8%
653 PULS PGIM ETF TR 18,317.0 $907K 0.01% -5K -21.4% $49.50 +0.4%
654 LQD ISHARES TR 8,316.0 $906K 0.01% -508.0 -5.8% $109.00 -0.6%
655 IP INTERNATIONAL PAPER CO Consumer Cyclical 25,383.0 $906K 0.01% +812.0 +3.3% $35.70 -12.4%
656 FTDR FRONTDOOR INC Consumer Cyclical 17,110.0 $904K 0.01% +366.0 +2.2% $52.86 +16.0%
657 PYPL PAYPAL HLDGS INC Financial Services 19,954.0 $903K 0.01% +742.0 +3.9% $45.23 -2.2%
658 BRO BROWN & BROWN INC Financial Services 13,838.0 $902K 0.01% -2K -12.2% $65.21 -11.3%
659 DY DYCOM INDS INC Industrials 2,661.0 $902K 0.01% -105.0 -3.8% $338.82 +21.4%
660 VPU VANGUARD WORLD FD 4,539.0 $899K 0.01% +243.0 +5.7% $198.13 -0.8%
Page 33 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%