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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 76 of 81  ·  1,613 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1501 VFC V F CORP Consumer Cyclical 10,538.0 $179K 0.00% -3K -22.2% $16.99 -1.8%
1502 GNW GENWORTH FINL INC Financial Services 21,921.0 $178K 0.00% +915.0 +4.4% $8.12 +13.5%
1503 HTGC HERCULES CAPITAL INC Financial Services 11,994.0 $177K 0.00% NEW $14.77 +4.2%
1504 RITM RITHM CAPITAL CORP Real Estate 18,611.0 $176K 0.00% -15K -45.3% $9.48 -5.4%
1505 WSC WILLSCOT HLDGS CORP Industrials 10,078.0 $175K 0.00% -847.0 -7.8% $17.36 +33.9%
1506 SMR NUSCALE PWR CORP Utilities 16,093.0 $174K 0.00% NEW $10.84 -7.9%
1507 BGX BLACKSTONE LONG SHORT CR INC Financial Services 15,872.0 $173K 0.00% -15K -48.3% $10.90 -0.4%
1508 MYI BLACKROCK MUNIYIELD QUALITY Financial Services 16,011.0 $169K 0.00% NEW $10.55 +0.3%
1509 ONDS ONDAS INC Technology 18,504.0 $167K 0.00% NEW $9.04 +4.5%
1510 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 25,554.0 $167K 0.00% +137.0 +0.5% $6.53 -2.2%
1511 BCAT BLACKROCK CAP ALLOCATION TER Financial Services 11,810.0 $167K 0.00% -65.0 -0.6% $14.13 +8.0%
1512 DMO WESTERN ASSET MTG DEFINED OP Financial Services 15,498.0 $167K 0.00% -560.0 -3.5% $10.75 +3.1%
1513 VERU VERU INC Healthcare 75,263.0 $166K 0.00% $2.21 -6.3%
1514 AES AES CORP Utilities 11,643.0 $164K 0.00% -4K -27.6% $14.09 +3.1%
1515 SINCLAIR INC 12,576.0 $163K 0.00% +228.0 +1.9% $12.94
1516 VKQ INVESCO MUNICIPAL TRUST Financial Services 16,734.0 $159K 0.00% +4K +31.3% $9.52 -0.7%
1517 LEG LEGGETT & PLATT INC Consumer Cyclical 15,772.0 $157K 0.00% +1K +8.7% $9.94 -8.1%
1518 NBXG NEUBERGER NEXT GENERATION Financial Services 11,996.0 $154K 0.00% +1K +13.0% $12.87 +17.9%
1519 MSD MORGAN STANLEY EMKT DBT FD I Financial Services 21,784.0 $154K 0.00% +2K +10.3% $7.08 +2.6%
1520 PEB PEBBLEBROOK HOTEL TR Real Estate 12,070.0 $153K 0.00% -794.0 -6.2% $12.64 +12.7%
Page 76 of 81  ·  1,613 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%