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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 83 of 85  ·  1,690 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 OPK OPKO HEALTH INC Healthcare 31,474.0 $47K 0.00% -2K -6.8% $1.50 -0.7%
1642 SHIM SHIMMICK CORPORATION Industrials 10,272.0 $47K 0.00% $4.57 -12.0%
1643 BBAI BIGBEAR AI HLDGS INC Technology 11,796.0 $43K +1K +9.7% $3.67 -15.8%
1644 RR RICHTECH ROBOTICS INC Industrials 19,257.0 $41K NEW $2.11 -6.6%
1645 CERS CERUS CORP Healthcare 13,749.0 $40K +3K +25.0% $2.92 -6.8%
1646 PLUG PLUG PWR INC Industrials 14,385.0 $39K +1K +11.6% $2.71 -16.2%
1647 MICROCHIP TECHNOLOGY INC. 35,000.0 $38K $1.10
1648 SOUTHERN CO 38,000.0 $38K NEW $1.01
1649 RXRX RECURSION PHARMACEUTICALS IN Healthcare 10,132.0 $37K -148.0 -1.4% $3.67 -3.0%
1650 AEROVIRONMENT INC 38,000.0 $36K NEW $0.95
1651 ITRON INC 36,000.0 $36K $1.00
1652 GUIDEWIRE SOFTWARE INC 36,000.0 $35K $0.96
1653 MERIT MED SYS INC 31,000.0 $33K NEW $1.08
1654 HAEMONETICS CORP MASS 33,000.0 $33K $1.01
1655 PALISADE BIO INC 15,743.0 $33K $2.09
1656 WIT WIPRO LTD Technology 14,433.0 $32K -2K -13.8% $2.25 -16.4%
1657 VVR INVESCO SR INCOME TR Financial Services 10,759.0 $32K NEW $3.00 -2.0%
1658 COTY COTY INC Consumer Defensive 14,863.0 $32K -4K -23.2% $2.16 +23.6%
1659 LYFT INC 30,000.0 $31K $1.05
1660 LIVANOVA PLC 23,000.0 $31K $1.36
Page 83 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%