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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 31 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 XLB SELECT SECTOR SPDR TR 20,760.0 $1.0M 0.01% $49.97 +0.1%
602 BCS BARCLAYS PLC Financial Services 48,995.0 $1.0M 0.01% -343.0 -0.7% $21.16 +13.3%
603 POR PORTLAND GEN ELEC CO Utilities 19,425.0 $1.0M 0.01% +840.0 +4.5% $53.30 -6.7%
604 VOOV VANGUARD ADMIRAL FDS INC 5,083.0 $1.0M 0.01% $203.60 +7.2%
605 AER AERCAP HOLDINGS NV Industrials 7,518.0 $1.0M 0.01% -476.0 -6.0% $137.17 +1.7%
606 DISV DIMENSIONAL ETF TRUST 26,147.0 $1.0M 0.01% +19K +270.5% $39.44 +7.0%
607 DIHP DIMENSIONAL ETF TRUST 31,899.0 $1.0M 0.01% +18K +126.9% $32.22 +5.9%
608 DOV DOVER CORP Industrials 4,941.0 $1.0M 0.01% -416.0 -7.8% $207.91 -0.1%
609 VEU VANGUARD INTL EQUITY INDEX F 13,669.0 $1.0M 0.01% -399.0 -2.8% $75.10 +10.0%
610 NUEM NUSHARES ETF TR 27,940.0 $1.0M 0.01% $36.74 +10.5%
611 CLH CLEAN HARBORS INC Industrials 3,573.0 $1.0M 0.01% +71.0 +2.0% $286.73 -1.5%
612 DKS DICKS SPORTING GOODS INC Consumer Cyclical 5,107.0 $1.0M 0.01% -228.0 -4.3% $199.92 +10.9%
613 VIRTUS DIVIDEND INTEREST & P 80,704.0 $1.0M 0.01% +1K +1.8% $12.61
614 TPR TAPESTRY INC Consumer Cyclical 7,211.0 $1.0M 0.01% -60.0 -0.8% $141.11 -3.8%
615 NRG NRG ENERGY INC Utilities 6,936.0 $1.0M 0.01% $146.15 -6.3%
616 CRH PLC 9,628.0 $1.0M 0.01% -331.0 -3.3% $105.25
617 FIS FIDELITY NATL INFORMATION SV Technology 21,587.0 $1.0M 0.01% +3K +17.9% $46.91 -7.0%
618 ON ON SEMICONDUCTOR CORP Technology 16,265.0 $1.0M 0.01% +254.0 +1.6% $61.92 +77.0%
619 FTV FORTIVE CORP Technology 18,126.0 $1.0M 0.01% -387.0 -2.1% $55.28 +6.8%
620 EME EMCOR GROUP INC Industrials 1,357.0 $1.0M 0.01% +82.0 +6.4% $738.05 +15.1%
Page 31 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%