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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 80 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1581 BSM BLACK STONE MINERALS L P Energy 13,350.0 $186K 0.00% +250.0 +1.9% $13.97 +7.1%
1582 AES AES CORP Utilities 12,695.0 $186K 0.00% +1K +9.0% $14.66 +0.5%
1583 HIO WESTERN ASSET HIGH INCOME OP Financial Services 50,189.0 $183K 0.00% -5K -8.9% $3.64 -4.3%
1584 NBXG NEUBERGER NEXT GENERATION Financial Services 11,035.0 $183K 0.00% -961.0 -8.0% $16.54 -8.6%
1585 ENERGY TRANSFER L P 15,800.0 $181K 0.00% $11.46
1586 ARLO ARLO TECHNOLOGIES INC Industrials 12,752.0 $172K 0.00% -610.0 -4.6% $13.48 -3.0%
1587 ATEC ALPHATEC HLDGS INC Healthcare 19,797.0 $171K 0.00% NEW $8.65 +7.9%
1588 BGB BLACKSTONE STRATEGIC CRED 20 Financial Services 15,099.0 $171K 0.00% NEW $11.30 -1.0%
1589 MESOBLAST LTD 12,450.0 $168K 0.00% $13.53
1590 PRGO PERRIGO CO PLC Healthcare 15,783.0 $164K 0.00% NEW $10.39 +40.1%
1591 PK PARK HOTELS & RESORTS INC Real Estate 11,427.0 $163K 0.00% NEW $14.26 +11.5%
1592 AFB ALLIANCEBERNSTEIN NATL MUN I Financial Services 14,134.0 $161K 0.00% +1K +8.0% $11.41 -4.4%
1593 EAD ALLSPRING INCOME OPPORTUNIT Financial Services 23,594.0 $155K 0.00% -2K -7.7% $6.56 -2.6%
1594 MPT MEDICAL PROPERTIES TRUST INC Financial Services 33,394.0 $154K 0.00% -299K -90.0% $4.62 -10.9%
1595 DLY DOUBLELINE YIELD OPPORTUNITI Financial Services 10,557.0 $149K 0.00% NEW $14.07 -1.6%
1596 SMR NUSCALE PWR CORP Utilities 14,661.0 $147K 0.00% -1K -8.9% $10.03 -9.4%
1597 KEP KOREA ELEC PWR CORP Utilities 11,729.0 $142K 0.00% NEW $12.10 +1.2%
1598 STTK SHATTUCK LABS INC Healthcare 27,251.0 $140K 0.00% $5.13 +54.4%
1599 BCRX BIOCRYST PHARMACEUTICALS INC Healthcare 13,772.0 $138K 0.00% +233.0 +1.7% $10.00 -1.8%
1600 RUN SUNRUN INC Energy 10,217.0 $137K 0.00% -155.0 -1.5% $13.38 -33.1%
Page 80 of 85  ·  1,690 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%