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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 81 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 NUV NUVEEN MUN VALUE FD INC Financial Services 14,345.0 $133K 0.00% NEW $9.25 -2.8%
1602 FTF FRANKLIN LTD DURATION INCOME Financial Services 22,808.0 $132K 0.00% -2K -8.5% $5.79 +0.0%
1603 TTI TETRA TECHNOLOGIES INC DEL Energy 11,449.0 $130K 0.00% NEW $11.33 -40.2%
1604 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 26,575.0 $129K 0.00% +3K +12.6% $4.84 +17.8%
1605 KBWD INVESCO EXCH TRADED FD TR II 10,134.0 $126K 0.00% -14K -58.5% $12.42 +0.8%
1606 ARI APOLLO COML REAL ESTATE FIN Real Estate 11,479.0 $123K 0.00% NEW $10.68 -35.8%
1607 MBC MASTERBRAND INC Consumer Cyclical 11,006.0 $113K 0.00% +674.0 +6.5% $10.29 -12.1%
1608 QS QUANTUMSCAPE CORP Consumer Cyclical 14,797.0 $112K 0.00% +2K +11.4% $7.56 -23.0%
1609 FORTRESS BIOTECH INC 36,250.0 $111K 0.00% $3.06
1610 UPWK UPWORK INC Industrials 13,146.0 $110K 0.00% NEW $8.36 +4.5%
1611 QUBT QUANTUM COMPUTING INC Technology 10,989.0 $107K 0.00% $9.70 -12.8%
1612 RIG TRANSOCEAN LTD Energy 20,383.0 $100K 0.00% +2K +13.7% $4.89 +17.6%
1613 FSM FORTUNA MNG CORP Basic Materials 11,481.0 $97K 0.00% -393.0 -3.3% $8.45 +47.3%
1614 JOBY JOBY AVIATION INC Industrials 10,622.0 $95K 0.00% +115.0 +1.1% $8.92 -19.1%
1615 ACHR ARCHER AVIATION INC Industrials 19,834.0 $94K 0.00% -1K -6.7% $4.73 +26.0%
1616 KEEL KEEL INFRASTRUCTURE CORP Technology 16,216.0 $93K 0.00% NEW $5.74 -38.9%
1617 ENVX ENOVIX CORPORATION Industrials 15,241.0 $93K 0.00% +1K +9.3% $6.07 -44.3%
1618 CFFN CAPITOL FED FINL INC Financial Services 10,805.0 $92K 0.00% +54.0 +0.5% $8.51 +0.4%
1619 TEI TEMPLETON EMERGING MKTS INCO Financial Services 13,616.0 $92K 0.00% +3K +23.6% $6.74 +0.6%
1620 GOSS GOSSAMER BIO INC Healthcare 540,111.0 $89K 0.00% +290K +116.0% $0.16 +24.2%
Page 81 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%