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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 5 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RGA REINSURANCE GROUP AMER INC Financial Services 1,183.0 $242K 0.04% +93.0 +8.5% $204.16 +3.1%
82 FHN FIRST HORIZON CORPORATION Financial Services 10,531.0 $240K 0.04% +396.0 +3.9% $22.76 +3.8%
83 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 7,874.0 $237K 0.04% +417.0 +5.6% $30.12 +15.3%
84 WBS WEBSTER FINL CORP Financial Services 3,376.0 $234K 0.04% +135.0 +4.2% $69.42 +3.3%
85 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,370.0 $234K 0.04% +207.0 +6.5% $69.37 +16.7%
86 DFUS DIMENSIONAL ETF TRUST 3,251.0 $231K 0.04% +187.0 +6.1% $70.91 +13.2%
87 TDS TELEPHONE & DATA SYS INC Communication Services 5,454.0 $230K 0.04% +165.0 +3.1% $42.10 -3.1%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 921.0 $223K 0.04% +19.0 +2.1% $242.39 -9.6%
89 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,948.0 $221K 0.04% +207.0 +1.8% $18.52 -10.0%
90 CENCORA INC 700.0 $220K 0.04% +8.0 +1.2% $314.14
91 TFX TELEFLEX INCORPORATED Healthcare 1,837.0 $220K 0.04% +159.0 +9.5% $119.61 +8.8%
92 ILMN ILLUMINA INC Healthcare 1,782.0 $220K 0.04% +126.0 +7.6% $123.26 +15.8%
93 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 652.0 $216K 0.04% +126.0 +23.9% $330.63 -5.2%
94 NOK NOKIA CORP Technology 26,308.0 $212K 0.04% +820.0 +3.2% $8.04 +78.6%
95 SF STIFEL FINL CORP Financial Services 2,737.0 $202K 0.04% +978.0 +55.6% $73.92 +1.0%
96 FNF FIDELITY NATL FINL INC Financial Services 4,325.0 $201K 0.04% +351.0 +8.8% $46.38 +3.9%
97 MAC MACERICH CO Real Estate 10,425.0 $197K 0.04% +168.0 +1.6% $18.90 +14.6%
98 NATWEST GROUP PLC 12,283.0 $183K 0.03% +243.0 +2.0% $14.90
99 HLN HALEON PLC Healthcare 16,364.0 $164K 0.03% +747.0 +4.8% $10.01 -9.0%
100 TAC TRANSALTA CORP Utilities 11,078.0 $145K 0.03% +882.0 +8.7% $13.10 -3.8%
Page 5 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%