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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DINO HF SINCLAIR CORP Energy 2,875.0 $200K 0.03% NEW $69.65 +39.7%
82 OGN ORGANON & CO Healthcare 13,337.0 $181K 0.03% NEW $13.54 +1.6%
83 MARA MARA HOLDINGS INC Financial Services 11,352.0 $158K 0.03% NEW $13.89 -18.9%
84 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 14,606.0 $154K 0.03% NEW $10.57 +13.2%
85 ADT ADT INC DEL Industrials 18,674.0 $121K 0.02% NEW $6.50 +13.5%
86 AVTR AVANTOR INC Healthcare 11,157.0 $110K 0.02% NEW $9.90 +46.1%
87 FLO FLOWERS FOODS INC Consumer Defensive 13,388.0 $106K 0.02% NEW $7.90 -12.0%
88 ICL ICL GROUP LTD Basic Materials 16,632.0 $83K 0.01% NEW $4.98 +16.5%
89 BAH CALL BOOZ ALLEN HAMILTON HLDG COR Industrials 1,000.0 $61K 0.01% NEW $60.67 +27.0%
90 COTY COTY INC Consumer Defensive 14,572.0 $31K 0.01% NEW $2.16 +26.8%
91 SABR SABRE CORP Consumer Cyclical 13,830.0 $29K 0.01% NEW $2.09 +0.5%
92 VISN VISTANCE NETWORKS INC Technology 176.0 $2K NEW $12.78 -12.3%
Page 5 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%