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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 5 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VO VANGUARD INDEX FDS 62,050.0 $17.8M 0.22% +1K +2.0% $287.14 -73.5%
82 PG PROCTER & GAMBLE CO Consumer Defensive 121,672.0 $17.6M 0.22% +6K +5.6% $144.44 -2.2%
83 ESGU ISHARES TR 120,997.0 $17.1M 0.21% -3K -2.5% $141.51 +13.0%
84 CAT CATERPILLAR INC Industrials 23,920.0 $16.9M 0.21% -596.0 -2.4% $708.43 +21.4%
85 MRK MERCK & CO INC Healthcare 130,110.0 $15.8M 0.19% +2K +1.7% $121.11 -5.6%
86 CGBD CARLYLE SECURED LENDING INC Financial Services 1,388,224.0 $15.7M 0.19% $11.34 -4.2%
87 VNQ VANGUARD INDEX FDS 177,240.0 $15.7M 0.19% +133K +302.5% $88.70 +7.4%
88 IXUS ISHARES TR 179,926.0 $15.6M 0.19% -3K -1.8% $86.64 +7.4%
89 WFC WELLS FARGO & CO Financial Services 191,220.0 $15.2M 0.19% -5K -2.6% $79.60 -6.3%
90 UPS UNITED PARCEL SVCS INC Industrials 154,212.0 $15.2M 0.19% $98.38 -1.6%
91 BX BLACKSTONE INC Financial Services 131,619.0 $15.1M 0.19% +4K +3.1% $114.99 -0.6%
92 PEP PEPSICO INC Consumer Defensive 94,147.0 $14.6M 0.18% +6K +6.8% $155.30 -3.2%
93 IGSB ISHARES TR 274,253.0 $14.4M 0.18% +72K +35.9% $52.56 -0.7%
94 USHY ISHARES TR 375,564.0 $13.8M 0.17% NEW $36.84 -0.4%
95 CSCO CISCO SYS INC Technology 178,089.0 $13.8M 0.17% -4K -2.1% $77.61 +53.2%
96 BSV VANGUARD BD INDEX FDS 173,400.0 $13.6M 0.17% +7K +4.0% $78.41 -0.9%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 40,013.0 $13.6M 0.17% -2K -4.4% $338.79 +15.9%
98 FENI FIDELITY COVINGTON TRUST 363,613.0 $13.5M 0.17% -5K -1.3% $37.20 +5.2%
99 ITOT ISHARES TR 93,949.0 $13.4M 0.16% +1K +1.2% $142.35 +12.3%
100 DFAC DIMENSIONAL ETF TRUST 338,183.0 $13.1M 0.16% +249K +278.2% $38.86 +9.8%
Page 5 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%