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Portfolio (Quarterly) Guide ↗

SAGE RHINO CAPITAL LLC

· CIK 0001771605
13F Portfolio $617M AUM 385 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 92 New 124 Added 107 Reduced 37 Exited
Page 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMD ADVANCED MICRO DEVICES INC Technology 2,160.0 $1.3M 0.20% +94.0 +4.5% $580.91 -18.5%
42 NVS NOVARTIS AG Healthcare 7,947.0 $1.2M 0.20% +301.0 +3.9% $156.72 +1.4%
43 V VISA INC Financial Services 3,476.0 $1.2M 0.19% +73.0 +2.1% $343.11 +8.1%
44 BA BOEING CO Industrials 5,405.0 $1.2M 0.19% +45.0 +0.8% $216.47 -1.0%
45 VTOL BRISTOW GROUP INC Energy 28,061.0 $1.2M 0.19% +6K +24.9% $41.32 +9.6%
46 BERKSHIRE HATHAWAY INC DEL 2,244.0 $1.1M 0.18% +22.0 +1.0% $500.39
47 SCHW SCHWAB CHARLES CORP Financial Services 11,164.0 $1.0M 0.17% +409.0 +3.8% $92.27 +21.7%
48 IWF ISHARES TR 8,136.0 $1.0M 0.16% +6K +306.8% $124.17 -1.4%
49 BHP BHP BILLITON LIMITED Basic Materials 11,692.0 $974K 0.16% +260.0 +2.3% $83.31 +16.5%
50 INTC INTEL CORP Technology 6,305.0 $880K 0.14% +326.0 +5.5% $139.63 -35.5%
51 AMGN AMGEN INC Healthcare 2,387.0 $864K 0.14% +19.0 +0.8% $362.12 +21.3%
52 GE GE AEROSPACE Industrials 2,186.0 $817K 0.13% +36.0 +1.7% $373.79 -6.8%
53 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 31,941.0 $800K 0.13% +198.0 +0.6% $25.06 +15.9%
54 SAN BANCO SANTANDER SA Financial Services 54,671.0 $754K 0.12% +497.0 +0.9% $13.80 +5.7%
55 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 17,562.0 $695K 0.11% +1K +8.3% $39.57 +15.0%
56 WMT WALMART INC Consumer Defensive 6,043.0 $684K 0.11% +319.0 +5.6% $113.26 -8.4%
57 ZTS ZOETIS INC Healthcare 9,524.0 $684K 0.11% +707.0 +8.0% $71.86 +8.2%
58 KKR KKR & CO INC 7,332.0 $673K 0.11% +39.0 +0.5% $91.78
59 GEV GE VERNOVA INC Utilities 569.0 $669K 0.11% +6.0 +1.1% $1175.58 -18.6%
60 IJH ISHARES TR 8,505.0 $656K 0.11% +105.0 +1.2% $77.11 -0.4%
Page 3 of 7  ·  124 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 25.2%
Consumer Cyclical 12.6%
Healthcare 8.0%
Industrials 6.5%
Communication Services 5.1%
Energy 3.6%
Consumer Defensive 2.6%
Basic Materials 2.3%
Real Estate 1.9%