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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 5 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ETN EATON CORP PLC Industrials 830.0 $354K 0.06% +11.0 +1.3% $426.12 -1.6%
82 UNP UNION PAC CORP Industrials 1,282.0 $349K 0.06% +15.0 +1.2% $272.00 +13.3%
83 SNX TD SYNNEX CORPORATION Technology 1,287.0 $344K 0.06% +16.0 +1.3% $267.34 -6.4%
84 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,162.0 $338K 0.06% +1K +11.5% $33.29 +31.2%
85 ILMN ILLUMINA INC Healthcare 1,882.0 $331K 0.05% +100.0 +5.6% $175.83 +24.8%
86 BAC BANK OF AMER CORP Financial Services 5,803.0 $331K 0.05% +166.0 +2.9% $56.98 +8.3%
87 ENTG ENTEGRIS INC Technology 1,837.0 $330K 0.05% +104.0 +6.0% $179.86 -20.1%
88 JXN JACKSON FINANCIAL INC Financial Services 3,211.0 $329K 0.05% +25.0 +0.8% $102.39 +26.8%
89 UNM UNUM GROUP Financial Services 3,614.0 $323K 0.05% +27.0 +0.8% $89.40 -1.8%
90 BWA BORGWARNER INC Consumer Cyclical 4,795.0 $318K 0.05% +165.0 +3.6% $66.40 +2.1%
91 TMO THERMO FISHER SCIENTIFIC INC Healthcare 629.0 $315K 0.05% +4.0 +0.6% $501.36 +25.5%
92 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,885.0 $301K 0.05% +1K +12.8% $33.88 +10.2%
93 PINNACLE FINL PARTNERS INC 2,924.0 $295K 0.05% +175.0 +6.4% $100.88
94 NEE NEXTERA ENERGY INC Utilities 3,322.0 $292K 0.05% +426.0 +14.7% $87.77 -4.7%
95 LYG LLOYDS BANKING GROUP PLC Financial Services 49,529.0 $289K 0.05% +1K +2.7% $5.83 +3.3%
96 TOL TOLL BROTHERS INC Consumer Cyclical 1,738.0 $286K 0.05% +11.0 +0.6% $164.75 -10.7%
97 PAYC PAYCOM SOFTWARE INC Technology 2,264.0 $285K 0.05% +83.0 +3.8% $125.68 +82.3%
98 DB DEUTSCHE BK AG Financial Services 8,333.0 $281K 0.05% +123.0 +1.5% $33.76 +12.0%
99 WCC WESCO INTL INC Industrials 798.0 $276K 0.04% +28.0 +3.6% $345.43 +1.1%
100 FHN FIRST HORIZON CORPORATION Financial Services 10,656.0 $273K 0.04% +125.0 +1.2% $25.64 -3.9%
Page 5 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%