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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 33 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 IBDT ISHARES TR 7,998.0 $202K 0.00% -210.0 -2.6% $25.25 -0.2%
642 B BARRICK MNG CORP Basic Materials 5,484.0 $201K 0.00% -11K -66.4% $36.73 +27.9%
643 DNP DNP SELECT INCOME FD INC Financial Services 18,550.0 $200K 0.00% -1K -6.4% $10.79 +2.0%
644 BLUE OWL TECHNOLOGY FIN CORP 18,940.0 $197K 0.00% -82K -81.3% $10.40
645 HIO WESTERN ASSET HIGH INCOME OP Financial Services 50,189.0 $183K 0.00% -5K -8.9% $3.64 -4.4%
646 NBXG NEUBERGER NEXT GENERATION Financial Services 11,035.0 $183K 0.00% -961.0 -8.0% $16.54 -8.6%
647 ARLO ARLO TECHNOLOGIES INC Industrials 12,752.0 $172K 0.00% -610.0 -4.6% $13.48 -3.1%
648 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 23,594.0 $155K 0.00% -2K -7.7% $6.56 -2.7%
649 MPT MEDICAL PROPERTIES TRUST INC Financial Services 33,394.0 $154K 0.00% -299K -90.0% $4.62 -11.7%
650 SMR NUSCALE PWR CORP Utilities 14,661.0 $147K 0.00% -1K -8.9% $10.03 -7.5%
651 RUN SUNRUN INC Energy 10,217.0 $137K 0.00% -155.0 -1.5% $13.38 -31.8%
652 FTF FRANKLIN LTD DURATION INCOME Financial Services 22,808.0 $132K 0.00% -2K -8.5% $5.79 +0.0%
653 KBWD INVESCO EXCH TRADED FD TR II 10,134.0 $126K 0.00% -14K -58.5% $12.42 +0.2%
654 FSM FORTUNA MNG CORP Basic Materials 11,481.0 $97K 0.00% -393.0 -3.3% $8.45 +46.9%
655 ACHR ARCHER AVIATION INC Industrials 19,834.0 $94K 0.00% -1K -6.7% $4.73 +24.7%
656 SUZ SUZANO S A Basic Materials 11,285.0 $88K 0.00% -2K -15.9% $7.76 +15.2%
657 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 29,709.0 $77K 0.00% -2K -5.7% $2.59 +25.1%
658 CAST FREECAST INC Technology 11,400.0 $77K 0.00% -3K -20.8% $6.72 -77.5%
659 HIX WESTERN ASSET HIGH INCOM FD Financial Services 15,991.0 $63K 0.00% -1K -8.3% $3.96 -1.3%
660 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10,314.0 $61K 0.00% -5K -33.0% $5.91 -9.3%
Page 33 of 34  ·  674 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%