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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 32 of 32  ·  626 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 EOSE EOS ENERGY ENTERPRISES INC Industrials 12,463.0 $73K 0.00% +155.0 +1.3% $5.88 -42.8%
622 TSHA TAYSHA GENE THERAPIES INC Healthcare 10,618.0 $72K 0.00% +574.0 +5.7% $6.81 -12.8%
623 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 13,197.0 $55K 0.00% +128.0 +1.0% $4.16 +98.6%
624 BBAI BIGBEAR AI HLDGS INC Technology 11,796.0 $43K +1K +9.7% $3.67 -16.3%
625 CERS CERUS CORP Healthcare 13,749.0 $40K +3K +25.0% $2.92 -7.0%
626 PLUG PLUG PWR INC Industrials 14,385.0 $39K +1K +11.6% $2.71 -19.9%
Page 32 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%