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Portfolio (Quarterly) Guide ↗

SAGE RHINO CAPITAL LLC

· CIK 0001771605
13F Portfolio $534.6B AUM 330 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 105 Added 96 Reduced 39 Exited
Page 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GSK GSK PLC Healthcare 7,149.0 $395K 0.07% +246.0 +3.6% $55.19 -9.7%
62 VOE VANGUARD INDEX FDS 2,076.0 $383K 0.07% +96.0 +4.8% $184.29 +3.5%
63 MFG MIZUHO FINANCIAL GROUP INC Financial Services 47,271.0 $375K 0.07% +2K +3.8% $7.94 +5.2%
64 RIO RIO TINTO PLC Basic Materials 3,991.0 $372K 0.07% +88.0 +2.2% $93.29 +11.7%
65 CE CELANESE CORP DEL Basic Materials 5,225.0 $344K 0.06% +49.0 +0.9% $65.77 -15.2%
66 JXN JACKSON FINANCIAL INC Financial Services 3,186.0 $337K 0.06% +20.0 +0.6% $105.72 +4.5%
67 USFD US FOODS HLDG CORP Consumer Defensive 3,556.0 $328K 0.06% +249.0 +7.5% $92.21 -11.1%
68 UNP UNION PAC CORP Industrials 1,267.0 $307K 0.06% +9.0 +0.7% $242.62 +11.4%
69 PLTR PALANTIR TECHNOLOGIES INC Technology 2,042.0 $299K 0.06% +55.0 +2.8% $146.27 -9.3%
70 RS RELIANCE INC Basic Materials 972.0 $295K 0.06% +63.0 +6.9% $303.92 +18.7%
71 ETN EATON CORP PLC Industrials 819.0 $293K 0.06% +18.0 +2.2% $357.67 +9.3%
72 AA ALCOA CORP Basic Materials 4,276.0 $284K 0.05% +279.0 +7.0% $66.33 -5.5%
73 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 474.0 $281K 0.05% +23.0 +5.1% $592.98 -4.7%
74 NEE NEXTERA ENERGY INC Utilities 2,896.0 $269K 0.05% +16.0 +0.6% $92.88 -3.7%
75 INTC INTEL CORP Technology 5,979.0 $264K 0.05% +168.0 +2.9% $44.13 +154.5%
76 JLL JONES LANG LASALLE INC Real Estate 862.0 $262K 0.05% +70.0 +8.8% $304.32 -5.7%
77 UNM UNUM GROUP Financial Services 3,587.0 $262K 0.05% +108.0 +3.1% $73.03 +12.8%
78 CEG CONSTELLATION ENERGY CORP Utilities 930.0 $260K 0.05% +19.0 +2.1% $279.33 -5.3%
79 VZ VERIZON COMMUNICATIONS INC Communication Services 5,166.0 $259K 0.05% +32.0 +0.6% $50.20 -7.7%
80 LUMN LUMEN TECHNOLOGIES INC Communication Services 36,094.0 $251K 0.05% +195.0 +0.5% $6.95 +43.5%
Page 4 of 6  ·  105 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
Financial Services 29.7%
Technology 22.0%
Consumer Cyclical 12.8%
Communication Services 8.6%
Healthcare 7.9%
Energy 5.7%
Industrials 4.6%
Consumer Defensive 3.0%
Basic Materials 2.7%
Real Estate 2.0%