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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 8 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HYG ISHARES TR 110,691.0 $8.8M 0.11% +7K +6.3% $79.56 -0.2%
142 SHEL SHELL PLC Energy 93,854.0 $8.7M 0.11% +937.0 +1.0% $93.00 -4.7%
143 ETN EATON CORP PLC Industrials 24,002.0 $8.6M 0.10% +1K +6.0% $357.65 +6.8%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 169,470.0 $8.5M 0.10% +1K +0.8% $50.20 -6.9%
145 TJX TJX COS INC NEW Consumer Cyclical 53,004.0 $8.5M 0.10% +1K +2.9% $159.70 -5.9%
146 TLT ISHARES TR 97,480.0 $8.5M 0.10% +86K +774.3% $86.69 -4.2%
147 VCSH VANGUARD SCOTTSDALE FDS 106,511.0 $8.4M 0.10% +36K +52.0% $79.27 -0.8%
148 GEV GE VERNOVA INC Utilities 9,654.0 $8.4M 0.10% +260.0 +2.8% $872.96 +16.0%
149 EFAV ISHARES TR 92,207.0 $8.4M 0.10% -1K -1.4% $91.37 +0.3%
150 CB CHUBB LTD SWITZ Financial Services 25,469.0 $8.3M 0.10% -1K -4.5% $326.90 +1.0%
151 COP CONOCOPHILLIPS Energy 62,405.0 $8.2M 0.10% $132.00 -5.7%
152 IAU ISHARES GOLD TR Financial Services 93,259.0 $8.2M 0.10% -2K -2.0% $88.16 -4.4%
153 T AT&T INC Communication Services 280,628.0 $8.1M 0.10% +11K +4.0% $28.99 -15.7%
154 C CITIGROUP INC Financial Services 71,027.0 $8.1M 0.10% +1K +1.6% $113.41 +5.8%
155 FISV FISERV INC Technology 141,826.0 $7.9M 0.10% $55.84 +1.5%
156 VDE VANGUARD WORLD FD 45,512.0 $7.9M 0.10% +237.0 +0.5% $173.04 +0.1%
157 BMY BRISTOL-MYERS SQUIBB CO Healthcare 129,588.0 $7.9M 0.10% +4K +2.8% $60.65 -3.9%
158 AXP AMERICAN EXPRESS CO Financial Services 25,767.0 $7.8M 0.10% +1K +4.7% $302.48 +2.3%
159 QQQI NEOS ETF TRUST 155,449.0 $7.7M 0.10% NEW $49.69 +13.0%
160 MGK VANGUARD WORLD FD 20,651.0 $7.6M 0.09% -539.0 -2.5% $367.38 -76.2%
Page 8 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%