BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OC OWENS CORNING NEW Industrials 1,457.0 $232K 0.04% NEW $158.96 -6.9%
42 APH AMPHENOL CORP Technology 1,313.0 $232K 0.04% NEW $176.32 -11.0%
43 EWBC EAST WEST BANCORP INC Financial Services 1,775.0 $229K 0.04% NEW $129.09 +0.7%
44 IWN ISHARES TR 1,035.0 $229K 0.04% NEW $221.20 +1.6%
45 DIOD DIODES INC Technology 2,084.0 $228K 0.04% NEW $109.44 -14.1%
46 HOOD ROBINHOOD MKTS INC Financial Services 2,264.0 $227K 0.04% NEW $100.28 +7.8%
47 MYRG MYR GROUP INC Industrials 451.0 $226K 0.04% NEW $500.40 -37.9%
48 AMKR AMKOR TECHNOLOGY INC Technology 2,617.0 $226K 0.04% NEW $86.23 -41.7%
49 KRYS KRYSTAL BIOTECH INC Healthcare 604.0 $224K 0.04% NEW $371.67 -6.8%
50 ALKS ALKERMES PLC Healthcare 4,233.0 $222K 0.04% NEW $52.40 -7.8%
51 TTMI TTM TECHNOLOGIES INC Technology 1,185.0 $222K 0.04% NEW $187.02 -40.9%
52 EAT BRINKER INTL INC Consumer Cyclical 1,318.0 $221K 0.04% NEW $168.00 +46.5%
53 COHR COHERENT CORP Technology 561.0 $221K 0.04% NEW $394.47 -26.6%
54 MHO M/I HOMES INC Consumer Cyclical 1,376.0 $221K 0.04% NEW $160.79 -5.2%
55 ENPH ENPHASE ENERGY INC Energy 4,488.0 $221K 0.04% NEW $49.24 -21.6%
56 ITRI ITRON INC Technology 2,551.0 $221K 0.04% NEW $86.53 +15.6%
57 UMBF UMB FINL CORP Financial Services 1,546.0 $221K 0.04% NEW $142.76 +1.7%
58 WSO WATSCO INC Industrials 524.0 $218K 0.04% NEW $416.73 -25.1%
59 SCHX SCHWAB STRATEGIC TR 7,370.0 $217K 0.04% NEW $29.43 +2.7%
60 MC MOELIS & CO Financial Services 3,310.0 $217K 0.04% NEW $65.42 +4.4%
Page 3 of 5  ·  92 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%