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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 82 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1621 DIGI PWR X INC 16,227.0 $88K 0.00% NEW $5.45
1622 ICL ICL GROUP LTD Basic Materials 17,742.0 $88K 0.00% +2K +10.7% $4.98 +14.0%
1623 SUZ SUZANO S A Basic Materials 11,285.0 $88K 0.00% -2K -15.9% $7.76 +15.8%
1624 TMQ TRILOGY METALS INC NEW Basic Materials 22,500.0 $79K 0.00% $3.51 +10.1%
1625 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 29,709.0 $77K 0.00% -2K -5.7% $2.59 +28.0%
1626 CAST FREECAST INC Technology 11,400.0 $77K 0.00% -3K -20.8% $6.72 -76.9%
1627 EOSE EOS ENERGY ENTERPRISES INC Industrials 12,463.0 $73K 0.00% +155.0 +1.3% $5.88 -39.5%
1628 EARN ELLINGTON CREDIT COMPANY Financial Services 16,409.0 $73K 0.00% $4.42 +0.6%
1629 TSHA TAYSHA GENE THERAPIES INC Healthcare 10,618.0 $72K 0.00% +574.0 +5.7% $6.81 -12.9%
1630 VIVOPOWER PLC 13,606.0 $70K 0.00% NEW $5.17
1631 AUR AURORA INNOVATION INC Technology 10,092.0 $69K 0.00% NEW $6.82 -14.5%
1632 MIN MFS INTER INCOME TR Financial Services 27,015.0 $67K 0.00% $2.47 -1.0%
1633 HIX WESTERN ASSET HIGH INCOM FD Financial Services 15,991.0 $63K 0.00% -1K -8.3% $3.96 -1.1%
1634 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10,314.0 $61K 0.00% -5K -33.0% $5.91 -9.3%
1635 JBLU JETBLUE AIRWAYS CORP Industrials 10,440.0 $60K 0.00% NEW $5.73 -8.9%
1636 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 13,197.0 $55K 0.00% +128.0 +1.0% $4.16 +103.2%
1637 GRAB GRAB HOLDINGS LIMITED Technology 14,003.0 $53K 0.00% -2K -14.1% $3.77 -5.7%
1638 FIP FTAI INFRASTRUCTURE INC Industrials 11,159.0 $52K 0.00% -107.0 -0.9% $4.64 -19.5%
1639 ALT ALTIMMUNE INC Healthcare 16,709.0 $51K 0.00% $3.04 +2.1%
1640 OKYO PHARMA LTD 33,255.0 $50K 0.00% NEW $1.50
Page 82 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%