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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 23 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ENB ENBRIDGE INC Energy 31,545.0 $1.7M 0.02% +295.0 +0.9% $54.14 +6.7%
442 TSN TYSON FOODS INC Consumer Defensive 26,629.0 $1.7M 0.02% +850.0 +3.3% $64.07 +3.8%
443 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 100,399.0 $1.7M 0.02% +7K +7.3% $16.97 +14.2%
444 HQY HEALTHEQUITY INC Healthcare 20,286.0 $1.7M 0.02% +140.0 +0.7% $83.57 +3.4%
445 TDG TRANSDIGM GROUP INC Industrials 1,457.0 $1.7M 0.02% +47.0 +3.3% $1158.66 +3.4%
446 NUE NUCOR CORP Basic Materials 9,945.0 $1.7M 0.02% -795.0 -7.4% $169.10 +33.9%
447 MELI MERCADOLIBRE INC Consumer Cyclical 972.0 $1.7M 0.02% -373.0 -27.7% $1728.74 -2.9%
448 TOST TOAST INC Technology 63,315.0 $1.7M 0.02% -346.0 -0.5% $26.51 -12.0%
449 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 20,816.0 $1.7M 0.02% -917.0 -4.2% $80.56 -13.0%
450 LH LABCORP HOLDINGS INC Healthcare 6,282.0 $1.7M 0.02% +184.0 +3.0% $266.82 -4.1%
451 BHP BHP BILLITON LIMITED Basic Materials 22,928.0 $1.7M 0.02% +2K +11.5% $72.74 +16.8%
452 AEE AMEREN CORP Utilities 15,166.0 $1.7M 0.02% -1K -6.8% $109.92 -0.1%
453 SJB PROSHARES TR 107,042.0 $1.7M 0.02% NEW $15.50 -0.9%
454 ORI OLD REP INTL CORP Financial Services 41,562.0 $1.7M 0.02% $39.90 -0.6%
455 CTAS CINTAS CORP Industrials 9,795.0 $1.7M 0.02% -2K -14.9% $169.14 +1.9%
456 CNI CANADIAN NATL RY CO Industrials 16,038.0 $1.7M 0.02% +1K +7.4% $102.95 +10.9%
457 ESGE ISHARES INC 36,181.0 $1.6M 0.02% -753.0 -2.0% $45.45 +15.8%
458 ED CONSOLIDATED EDISON INC Utilities 14,399.0 $1.6M 0.02% +711.0 +5.2% $113.18 -5.1%
459 ISCB ISHARES TR 24,936.0 $1.6M 0.02% $65.09 +9.0%
460 SNOW SNOWFLAKE INC Technology 10,600.0 $1.6M 0.02% +635.0 +6.4% $150.82 +10.7%
Page 23 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%