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Portfolio (Quarterly) Guide ↗

SAGE RHINO CAPITAL LLC

· CIK 0001771605
13F Portfolio $530M AUM 310 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 310 New
Page 14 of 16  ·  310 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ORI OLD REP INTL CORP Financial Services 4,687.0 $214K 0.04% NEW $45.64 -13.8%
262 GLW CORNING INC Technology 2,438.0 $213K 0.04% NEW $87.56 +119.1%
263 AMTM AMENTUM HOLDINGS INC Industrials 7,336.0 $213K 0.04% NEW $29.00 -19.7%
264 AA ALCOA CORP Basic Materials 3,997.0 $212K 0.04% NEW $53.14 +17.8%
265 ILCB ISHARES TR 2,248.0 $212K 0.04% NEW $94.38 +7.8%
266 RGLD ROYAL GOLD INC Basic Materials 954.0 $212K 0.04% NEW $222.29 +2.7%
267 XPO XPO INC Industrials 1,559.0 $212K 0.04% NEW $135.91 +50.3%
268 RACE FERRARI N V Consumer Cyclical 571.0 $211K 0.04% NEW $369.56 -13.1%
269 RUN SUNRUN INC Energy 11,468.0 $211K 0.04% NEW $18.40 -24.0%
270 NATWEST GROUP PLC 12,040.0 $211K 0.04% NEW $17.50
271 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,532.0 $210K 0.04% NEW $82.88 -8.3%
272 HII HUNTINGTON INGALLS INDS INC Industrials 616.0 $209K 0.04% NEW $340.07 -4.1%
273 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,863.0 $209K 0.04% NEW $54.17 -15.2%
274 VZ VERIZON COMMUNICATIONS INC Communication Services 5,134.0 $209K 0.04% NEW $40.73 +13.8%
275 LAD LITHIA MTRS INC Consumer Cyclical 628.0 $209K 0.04% NEW $332.33 -21.2%
276 PH PARKER-HANNIFIN CORP Industrials 237.0 $208K 0.04% NEW $878.96 -1.8%
277 ENS ENERSYS Industrials 1,413.0 $207K 0.04% NEW $146.75 +61.5%
278 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 526.0 $207K 0.04% NEW $393.30 -20.3%
279 ACA ARCOSA INC Industrials 1,940.0 $206K 0.04% NEW $106.32 +14.9%
280 PEP PEPSICO INC Consumer Defensive 1,436.0 $206K 0.04% NEW $143.52 +3.9%
Page 14 of 16  ·  310 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 34.5%
Technology 22.8%
Consumer Cyclical 11.9%
Communication Services 8.6%
Healthcare 7.0%
Industrials 4.1%
Energy 3.3%
Basic Materials 3.2%
Consumer Defensive 2.1%
Real Estate 1.8%