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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $9.1B AUM 1,690 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 194 New 626 Added 674 Reduced 117 Exited
Page 31 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 HP HELMERICH & PAYNE INC Energy 6,309.0 $207K 0.00% +192.0 +3.1% $32.74 +26.5%
602 USA LIBERTY ALL STAR EQUITY FD Financial Services 35,436.0 $206K 0.00% +2K +6.6% $5.81 +3.1%
603 IBDU ISHARES TR 8,820.0 $204K 0.00% +99.0 +1.1% $23.16 -0.3%
604 VKQ INVESCO MUNICIPAL TRUST Financial Services 19,163.0 $192K 0.00% +2K +14.5% $10.04 -2.7%
605 SINCLAIR INC 13,219.0 $188K 0.00% +643.0 +5.1% $14.25
606 ONDS ONDAS INC Technology 22,717.0 $187K 0.00% +4K +22.8% $8.24 -0.2%
607 BSM BLACK STONE MINERALS L P Energy 13,350.0 $186K 0.00% +250.0 +1.9% $13.97 +5.9%
608 AES AES CORP Utilities 12,695.0 $186K 0.00% +1K +9.0% $14.66 +0.5%
609 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 14,134.0 $161K 0.00% +1K +8.0% $11.41 -4.3%
610 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,772.0 $138K 0.00% +233.0 +1.7% $10.00 -1.7%
611 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 26,575.0 $129K 0.00% +3K +12.6% $4.84 +16.9%
612 MBC MASTERBRAND INC Consumer Cyclical 11,006.0 $113K 0.00% +674.0 +6.5% $10.29 -14.1%
613 QS QUANTUMSCAPE CORP Consumer Cyclical 14,797.0 $112K 0.00% +2K +11.4% $7.56 -24.1%
614 RIG TRANSOCEAN LTD Energy 20,383.0 $100K 0.00% +2K +13.7% $4.89 +14.5%
615 JOBY JOBY AVIATION INC Industrials 10,622.0 $95K 0.00% +115.0 +1.1% $8.92 -20.0%
616 ENVX ENOVIX CORPORATION Industrials 15,241.0 $93K 0.00% +1K +9.3% $6.07 -44.0%
617 CFFN CAPITOL FED FINL INC Financial Services 10,805.0 $92K 0.00% +54.0 +0.5% $8.51 +1.8%
618 TEI TEMPLETON EMERGING MKTS INCO Financial Services 13,616.0 $92K 0.00% +3K +23.6% $6.74 +1.2%
619 GOSS GOSSAMER BIO INC Healthcare 540,111.0 $89K 0.00% +290K +116.0% $0.16 +5.7%
620 ICL ICL GROUP LTD Basic Materials 17,742.0 $88K 0.00% +2K +10.7% $4.98 +14.1%
Page 31 of 32  ·  626 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 31.3%
Financial Services 21.0%
Industrials 10.3%
Consumer Cyclical 9.2%
Healthcare 8.6%
Communication Services 5.8%
Consumer Defensive 5.0%
Energy 3.0%
Utilities 2.3%
Basic Materials 1.9%