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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 6 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VT VANGUARD INTL EQUITY INDEX F 94,015.0 $13.0M 0.16% +5K +5.1% $138.32 +11.5%
102 SCHO SCHWAB STRATEGIC TR 528,562.0 $12.8M 0.16% NEW $24.27 -0.5%
103 ASML ASML HLDG NV Technology 9,635.0 $12.7M 0.16% +277.0 +3.0% $1320.85 +16.8%
104 EEM ISHARES TR 217,858.0 $12.4M 0.15% -12K -5.4% $56.79 +14.9%
105 ORCL ORACLE CORP Technology 81,385.0 $12.0M 0.15% +2K +2.0% $147.10 +25.1%
106 GE GE AEROSPACE Industrials 41,327.0 $11.7M 0.14% -4K -8.7% $284.22 +5.0%
107 SCHP SCHWAB STRATEGIC TR 437,230.0 $11.6M 0.14% +381K +672.0% $26.61 -0.2%
108 JAAA JANUS DETROIT STR TR 227,698.0 $11.5M 0.14% +203K +834.8% $50.57 +0.2%
109 ADP AUTOMATIC DATA PROCESSING IN Industrials 56,197.0 $11.5M 0.14% +2K +3.1% $204.88 +6.9%
110 MA MASTERCARD INCORPORATED Financial Services 22,967.0 $11.5M 0.14% -1K -5.0% $499.66 -1.2%
111 UNP UNION PAC CORP Industrials 47,292.0 $11.5M 0.14% +1K +2.5% $242.62 +11.2%
112 IBM INTERNATIONAL BUSINESS MACHS Technology 47,044.0 $11.4M 0.14% +1K +2.6% $242.39 -8.2%
113 JPIE J P MORGAN EXCHANGE TRADED F 241,843.0 $11.1M 0.14% +77K +46.6% $46.07 -0.4%
114 VCLT VANGUARD SCOTTSDALE FDS 146,447.0 $10.9M 0.13% NEW $74.72 -1.2%
115 MU MICRON TECHNOLOGY INC Technology 31,981.0 $10.8M 0.13% +5K +19.4% $337.98 +113.1%
116 ABT ABBOTT LABORATORIES Healthcare 104,723.0 $10.8M 0.13% -4K -3.5% $102.67 -14.4%
117 SPGI S&P GLOBAL INC Financial Services 24,989.0 $10.6M 0.13% -924.0 -3.6% $425.34 -2.4%
118 DIS DISNEY WALT CO Communication Services 110,246.0 $10.6M 0.13% +3K +2.6% $96.38 +8.3%
119 IJR ISHARES TR 84,909.0 $10.6M 0.13% -650.0 -0.8% $124.31 +8.8%
120 PLTR PALANTIR TECHNOLOGIES INC Technology 70,666.0 $10.3M 0.13% +4K +5.3% $146.28 -7.0%
Page 6 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%