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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 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 PFF ISHARES TR 30,062 $911K 0.17% SOLD
2 CRM SALESFORCE INC Technology 3,048 $569K 0.11% SOLD
3 GSBD GOLDMAN SACHS BDC INC Financial Services 43,485 $386K 0.07% SOLD
4 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 211,440 $372K 0.07% SOLD
5 LKQ LKQ CORP Consumer Cyclical 9,376 $275K 0.05% SOLD
6 HON HONEYWELL INTL INC Industrials 1,138 $257K 0.05% SOLD
7 AIR LEASE CORP 3,901 $253K 0.05% SOLD
8 CASY CASEYS GEN STORES INC Consumer Cyclical 340 $247K 0.05% SOLD
9 WDS WOODSIDE ENERGY GROUP LTD Energy 9,866 $236K 0.04% SOLD
10 HII HUNTINGTON INGALLS INDS INC Industrials 616 $234K 0.04% SOLD
11 TDS TELEPHONE & DATA SYS INC Communication Services 5,454 $230K 0.04% SOLD
12 CNR CORE NATURAL RESOURCES INC Energy 2,144 $225K 0.04% SOLD
13 ICSH ISHARES TR 4,378 $222K 0.04% SOLD
14 CENCORA INC 700 $220K 0.04% SOLD
15 SANM SANMINA CORP Technology 1,694 $220K 0.04% SOLD
16 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,221 $219K 0.04% SOLD
17 E ENI SPA Energy 3,846 $218K 0.04% SOLD
18 PEP PEPSICO INC Consumer Defensive 1,401 $218K 0.04% SOLD
19 EQNR EQUINOR ASA Energy 5,147 $217K 0.04% SOLD
20 RRC RANGE RES CORP Energy 4,773 $216K 0.04% SOLD
Page 1 of 2  ·  37 positions
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%