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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 34 of 35  ·  689 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 ARLO ARLO TECHNOLOGIES INC Industrials 13,362.0 $190K 0.00% +402.0 +3.1% $14.23 -8.3%
662 USA LIBERTY ALL STAR EQUITY FD Financial Services 33,246.0 $185K 0.00% +22K +203.1% $5.55 +3.8%
663 FCF FIRST COMWLTH FINL CORP PA Financial Services 10,474.0 $184K 0.00% +359.0 +3.5% $17.58 +4.3%
664 GNW GENWORTH FINL INC Financial Services 21,921.0 $178K 0.00% +915.0 +4.4% $8.12 +12.8%
665 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 25,554.0 $167K 0.00% +137.0 +0.5% $6.53 -0.2%
666 SINCLAIR INC 12,576.0 $163K 0.00% +228.0 +1.9% $12.94
667 VKQ INVESCO MUNICIPAL TRUST Financial Services 16,734.0 $159K 0.00% +4K +31.3% $9.52 +0.4%
668 LEG LEGGETT & PLATT INC Consumer Cyclical 15,772.0 $157K 0.00% +1K +8.7% $9.94 -7.1%
669 NBXG NEUBERGER NEXT GENERATION Financial Services 11,996.0 $154K 0.00% +1K +13.0% $12.87 +19.1%
670 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 21,784.0 $154K 0.00% +2K +10.3% $7.08 +3.3%
671 FTF FRANKLIN LTD DURATION INCOME Financial Services 24,932.0 $145K 0.00% +1K +5.1% $5.83 +1.4%
672 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 13,092.0 $140K 0.00% +2K +20.3% $10.69 +2.2%
673 SUZ SUZANO S A Basic Materials 13,416.0 $134K 0.00% +1K +10.2% $10.01 -18.7%
674 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 23,598.0 $126K 0.00% +7K +40.9% $5.32 -2.3%
675 EDD MORGAN STANLEY EMERGING MKTS Financial Services 24,237.0 $125K 0.00% +11K +81.5% $5.15 +5.6%
676 FSM FORTUNA MNG CORP Basic Materials 11,874.0 $118K 0.00% +186.0 +1.6% $9.93 -8.1%
677 ACHR ARCHER AVIATION INC Industrials 21,265.0 $110K 0.00% +463.0 +2.2% $5.17 +11.8%
678 FRMI FERMI INC Utilities 15,150.0 $88K 0.00% +3K +24.7% $5.84 +0.5%
679 JOBY JOBY AVIATION INC Industrials 10,507.0 $87K 0.00% +374.0 +3.7% $8.26 +21.1%
680 GOSS GOSSAMER BIO INC Healthcare 250,111.0 $82K 0.00% +175K +233.0% $0.33 -34.5%
Page 34 of 35  ·  689 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%