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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 652 $216K 0.04% SOLD
22 RGLD ROYAL GOLD INC Basic Materials 845 $215K 0.04% SOLD
23 TPH TRI POINTE HOMES INC Consumer Cyclical 4,554 $213K 0.04% SOLD
24 OVV OVINTIV INC Energy 3,547 $211K 0.04% SOLD
25 BTU PEABODY ENGR CORP Energy 6,351 $209K 0.04% SOLD
26 BCPC BALCHEM CORP Basic Materials 1,208 $205K 0.04% SOLD
27 HCC WARRIOR MET COAL INC Energy 2,182 $203K 0.04% SOLD
28 DAN DANA INC Consumer Cyclical 6,031 $203K 0.04% SOLD
29 CHRD CHORD ENERGY CORPORATION Energy 1,425 $203K 0.04% SOLD
30 SF STIFEL FINL CORP Financial Services 2,737 $202K 0.04% SOLD
31 INSTALLED BLDG PRODS INC 760 $202K 0.04% SOLD
32 VIAV VIAVI SOLUTIONS INC Technology 6,054 $201K 0.04% SOLD
33 FNF FIDELITY NATL FINL INC Financial Services 4,325 $201K 0.04% SOLD
34 LMT LOCKHEED MARTIN CORP Industrials 331 $200K 0.04% SOLD
35 WU WESTERN UN CO Financial Services 17,904 $156K 0.03% SOLD
36 CHICAGO ATLANTIC BDC INC 10,901 $102K 0.02% SOLD
37 GTM ZOOMINFO TECHNOLOGIES INC Technology 13,850 $83K 0.01% SOLD
Page 2 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%