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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 34 of 34  ·  674 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 GRAB GRAB HOLDINGS LIMITED Technology 14,003.0 $53K 0.00% -2K -14.1% $3.77 -6.2%
662 FIP FTAI INFRASTRUCTURE INC Industrials 11,159.0 $52K 0.00% -107.0 -0.9% $4.64 -19.1%
663 OPK OPKO HEALTH INC Healthcare 31,474.0 $47K 0.00% -2K -6.8% $1.50 +0.0%
664 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,132.0 $37K -148.0 -1.4% $3.67 -4.9%
665 WIT WIPRO LTD Technology 14,433.0 $32K -2K -13.8% $2.25 -17.6%
666 COTY COTY INC Consumer Defensive 14,863.0 $32K -4K -23.2% $2.16 +24.5%
667 BOX INC 32,000.0 $31K -2K -5.9% $0.98
668 DATADOG INC 21,000.0 $30K -10K -32.3% $1.42
669 DHF BNY MELLON HIGH YIELD STRATE Financial Services 11,616.0 $28K -821.0 -6.6% $2.42 -2.3%
670 ON SEMICONDUCTOR CORP 22,000.0 $27K -16K -42.1% $1.21
671 AKAMAI TECHNOLOGIES INC 21,000.0 $25K -9K -30.0% $1.20
672 SYNAPTICS INC 16,000.0 $24K -17K -51.5% $1.48
673 STXS STEREOTAXIS INC Healthcare 13,058.0 $22K -422.0 -3.1% $1.72 -17.7%
674 TOMZ TOMI ENVIRONMENTAL SOLUTIONS Industrials 17,446.0 $14K -2K -8.4% $0.82 +108.3%
Page 34 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%