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Portfolio (Quarterly) Guide ↗

CHOREO, LLC

· CIK 0001679031
13F Portfolio $7.8B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1575 New
Page 77 of 79  ·  1,575 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 UMC UNITED MICROELECTRONICS Technology 10,488.0 $83K 0.00% NEW $7.96 +115.1%
1522 RIG TRANSOCEAN LTD Energy 19,633.0 $81K 0.00% NEW $4.13 +83.5%
1523 RWT REDWOOD TRUST INC Real Estate 13,893.0 $77K 0.00% NEW $5.53 -5.1%
1524 STTK SHATTUCK LABS INC Healthcare 27,251.0 $77K 0.00% NEW $2.81 +112.6%
1525 CFFN CAPITOL FED FINL INC Financial Services 10,984.0 $75K 0.00% NEW $6.84 +11.5%
1526 EDD MORGAN STANLEY EMERGING Financial Services 13,356.0 $74K 0.00% NEW $5.53 -3.3%
1527 NIO NIO INC Consumer Cyclical 13,131.0 $72K 0.00% NEW $5.50 +6.9%
1528 MIN MFS INTER INCOME TR Financial Services 27,015.0 $72K 0.00% NEW $2.65 -9.0%
1529 USA LIBERTY ALL STAR EQUITY FD Financial Services 10,969.0 $71K 0.00% NEW $6.51 -12.0%
1530 BBBY BED BATH & BEYOND INC Consumer Cyclical 12,327.0 $68K 0.00% NEW $5.49 -16.6%
1531 BBAI BIGBEAR AI HLDGS INC Technology 11,510.0 $63K 0.00% NEW $5.50 -30.2%
1532 COTY COTY INC Consumer Defensive 18,370.0 $58K 0.00% NEW $3.14 -36.0%
1533 FIP FTAI INFRASTRUCTURE INC Industrials 11,238.0 $52K 0.00% NEW $4.59 -6.3%
1534 ALLO ALLOGENE THERAPEUTICS INC Healthcare 38,849.0 $51K 0.00% NEW $1.31 +44.3%
1535 ABRDN GLOBAL PREMIER PPTYS 12,719.0 $50K 0.00% NEW $3.93
1536 ASPN ASPEN AEROGELS INC Industrials 16,828.0 $50K 0.00% NEW $2.95 +71.5%
1537 SLDP SOLID POWER INC Industrials 10,844.0 $46K 0.00% NEW $4.28 -36.4%
1538 WIT WIPRO LTD Technology 15,555.0 $44K 0.00% NEW $2.86 -32.2%
1539 OPK OPKO HEALTH INC Healthcare 33,757.0 $44K 0.00% NEW $1.30 -13.1%
1540 VVR INVESCO SR INCOME TR Financial Services 11,261.0 $37K NEW $3.31 -10.2%
Page 77 of 79  ·  1,575 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 28.6%
Financial Services 21.8%
Consumer Cyclical 10.3%
Industrials 9.2%
Healthcare 8.5%
Communication Services 8.2%
Consumer Defensive 4.8%
Energy 3.3%
Utilities 2.1%
Basic Materials 1.8%