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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 4 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVGE AMERICAN CENTY ETF TR 6,522.0 $646K 0.10% +66.0 +1.0% $99.10 +2.6%
62 QCOM QUALCOMM INC Technology 3,273.0 $605K 0.10% +58.0 +1.8% $184.79 -13.0%
63 LRCX LAM RESEARCH CORP Technology 1,352.0 $586K 0.10% +53.0 +4.1% $433.33 -27.5%
64 MOH MOLINA HEALTHCARE INC Healthcare 2,472.0 $565K 0.09% +177.0 +7.7% $228.70 -12.4%
65 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,164.0 $564K 0.09% +3K +2431.2% $178.24 +17.6%
66 NVO NOVO-NORDISK A S Healthcare 11,148.0 $534K 0.09% +2K +28.1% $47.94 -2.5%
67 SAP SAP SE Technology 3,402.0 $524K 0.09% +20.0 +0.6% $154.11 +41.9%
68 BOND PIMCO ETF TR 5,603.0 $517K 0.08% +366.0 +7.0% $92.21 -1.9%
69 MA MASTERCARD INCORPORATED Financial Services 987.0 $507K 0.08% +21.0 +2.2% $513.60 +13.1%
70 TOTALENERGIES SE 6,353.0 $494K 0.08% +51.0 +0.8% $77.76
71 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,335.0 $453K 0.07% +59.0 +0.8% $61.76 -9.0%
72 TXN TEXAS INSTRS INC Technology 1,442.0 $430K 0.07% +39.0 +2.8% $298.07 -11.3%
73 EMN EASTMAN CHEM CO Basic Materials 6,373.0 $427K 0.07% +91.0 +1.4% $66.98 +10.6%
74 BCS BARCLAYS PLC Financial Services 15,816.0 $425K 0.07% +329.0 +2.1% $26.86 -0.1%
75 NGG NATIONAL GRID PLC Utilities 4,911.0 $407K 0.07% +138.0 +2.9% $82.87 -3.8%
76 RIO RIO TINTO PLC Basic Materials 4,287.0 $407K 0.07% +296.0 +7.4% $94.93 +10.9%
77 IJR ISHARES TR 2,744.0 $407K 0.07% +24.0 +0.9% $148.31 -0.7%
78 UNH UNITEDHEALTH GROUP INC Healthcare 961.0 $399K 0.07% +42.0 +4.6% $415.63 -6.1%
79 SCHF SCHWAB STRATEGIC TR 14,412.0 $399K 0.07% +86.0 +0.6% $27.70 +2.7%
80 MTCH MATCH GROUP INC NEW Communication Services 9,612.0 $366K 0.06% +554.0 +6.1% $38.05 +7.4%
Page 4 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%