CHOREO, LLC has filed its latest 13F-HR report, detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's asset management strategies and investment priorities. The report reveals a diverse portfolio, highlighting the firm’s strategic positioning in various sectors.

As an asset management firm based in Rockford, Illinois, CHOREO, LLC focuses on managing investments across different industries. The company, previously known as RSM US Wealth Management LLC until its name change in July 2016, has been actively filing its 13F reports, showcasing its investment activities and holdings to the public.

The recent filing, accession number 0001214659-26-013321, reveals that CHOREO holds a total of 1,695 positions with a combined value of approximately $9.74 billion. Notable holdings include significant stakes in companies like 3M Co., Abbott Laboratories, and Amazon.com Inc. These investments reflect CHOREO's strategy to diversify its portfolio across various sectors, including technology, healthcare, and consumer goods.

In the filing, CHOREO's Chief Compliance Officer, Lisa Tamburini, signed off on the report, indicating the firm's commitment to transparency and regulatory compliance. The filing states, "The report type is 13F HOLDINGS REPORT," underscoring its purpose of disclosing the firm’s equity holdings.

The impact of this filing extends beyond CHOREO itself. It may influence investor sentiment and decisions within the asset management industry, as peers and competitors analyze the firm’s investment strategies. Additionally, the information can provide insights into market trends and sector performance, aiding other investors in making informed decisions.

Looking ahead, CHOREO is expected to continue its regular filings, providing updates on its investment activities and portfolio adjustments. The next filing is anticipated to offer further insights into how the firm navigates the evolving market landscape.