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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ENS ENERSYS Industrials 923.0 $216K 0.04% NEW $233.82 -18.8%
62 RDN RADIAN GROUP INC Financial Services 5,687.0 $214K 0.04% NEW $37.67 -2.9%
63 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 2,976.0 $213K 0.04% NEW $71.74 +1.0%
64 RACE FERRARI N V Consumer Cyclical 570.0 $212K 0.03% NEW $372.29 +17.3%
65 VSH VISHAY INTERTECHNOLOGY INC Technology 3,923.0 $211K 0.03% NEW $53.78 -41.2%
66 GVA GRANITE CONSTR INC Industrials 1,334.0 $211K 0.03% NEW $158.08 -21.7%
67 ADI ANALOG DEVICES INC Technology 530.0 $211K 0.03% NEW $397.42 -6.1%
68 DKS DICKS SPORTING GOODS INC Consumer Cyclical 924.0 $210K 0.03% NEW $226.81 -19.2%
69 WWD WOODWARD INC Industrials 491.0 $209K 0.03% NEW $425.44 -19.3%
70 QRVO QORVO INC Technology 2,233.0 $208K 0.03% NEW $93.27 +2.5%
71 MTH MERITAGE HOMES CORP Consumer Cyclical 2,466.0 $207K 0.03% NEW $83.85 -14.5%
72 FIX COMFORT SYS USA INC Industrials 104.0 $206K 0.03% NEW $1981.95 -16.5%
73 ICHR ICHOR HOLDINGS Technology 1,834.0 $206K 0.03% NEW $112.28 -46.4%
74 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,337.0 $205K 0.03% NEW $152.96 -23.1%
75 RFG INVESCO EXCHANGE TRADED FD T 3,165.0 $204K 0.03% NEW $64.53 -3.7%
76 ZION ZIONS BANCORPORATION NATL AS Financial Services 2,945.0 $204K 0.03% NEW $69.19 -1.5%
77 FSS FEDERAL SIGNAL CORP Industrials 1,580.0 $203K 0.03% NEW $128.49 -4.7%
78 ECG EVERUS CONSTR GROUP Industrials 1,222.0 $203K 0.03% NEW $165.95 -24.1%
79 FN FABRINET Technology 359.0 $202K 0.03% NEW $562.08 -22.3%
80 FIRST HAWAIIAN INC 6,841.0 $200K 0.03% NEW $29.30
Page 4 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%