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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 7 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CUSHMAN AND WAKEFIELD LTD 10,874.0 $146K 0.02% +136.0 +1.3% $13.39
122 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,929.0 $133K 0.02% +242.0 +2.1% $11.15 -8.3%
123 CNH INDL N V 10,981.0 $123K 0.02% +542.0 +5.2% $11.23
124 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,409.0 $117K 0.02% +2K +13.8% $9.39 +20.0%
Page 7 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%