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Portfolio (Quarterly) Guide ↗

SAGE RHINO CAPITAL LLC

· CIK 0001771605
13F Portfolio $534.6B AUM 330 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 105 Added 96 Reduced 39 Exited
Page 2 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON Healthcare 6,626.0 $1.6M 0.30% -215.0 -3.1% $244.44 -7.6%
22 FLEX FLEXTRONICS INTL LTD Technology 24,629.0 $1.6M 0.30% -5K -15.6% $65.46 +109.9%
23 WFC WELLS FARGO & CO Financial Services 19,225.0 $1.5M 0.29% -241.0 -1.2% $79.61 -7.5%
24 CSCO CISCO SYS INC Technology 17,010.0 $1.3M 0.25% -107.0 -0.6% $77.59 +52.6%
25 XOM EXXON MOBIL CORP Energy 7,555.0 $1.3M 0.24% -87.0 -1.1% $169.66 -8.3%
26 SHEL SHELL PLC Energy 12,655.0 $1.2M 0.22% -149.0 -1.2% $93.00 -7.3%
27 CF CF INDUSTRIES HOLD Basic Materials 8,874.0 $1.2M 0.22% -477.0 -5.1% $129.84 -5.5%
28 AXP AMERICAN EXPRESS CO Financial Services 3,786.0 $1.1M 0.21% -20.0 -0.5% $302.48 +3.0%
29 PG PROCTER & GAMBLE CO Consumer Defensive 7,380.0 $1.1M 0.20% -154.0 -2.0% $144.44 -1.1%
30 BERKSHIRE HATHAWAY INC DEL 2,222.0 $1.1M 0.20% -56.0 -2.5% $479.20
31 VTOL BRISTOW GROUP INC Energy 22,465.0 $1.1M 0.20% -1K -5.5% $46.89 -10.7%
32 ZTS ZOETIS INC Healthcare 8,817.0 $1.0M 0.20% -111.0 -1.2% $118.21 -36.6%
33 SCHW SCHWAB CHARLES CORP Financial Services 10,755.0 $1.0M 0.19% -270.0 -2.5% $93.98 -2.7%
34 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 16,212.0 $749K 0.14% -21K -56.2% $46.19 -2.5%
35 PYPL PAYPAL HLDGS INC Financial Services 15,945.0 $721K 0.14% -145.0 -0.9% $45.23 -1.4%
36 GILD GILEAD SCIENCES INC Healthcare 5,120.0 $714K 0.13% -1K -22.6% $139.37 -6.5%
37 HYS PIMCO ETF TR 7,444.0 $694K 0.13% -12K -62.5% $93.27 -0.1%
38 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 31,743.0 $688K 0.13% -192.0 -0.6% $21.66 +1.7%
39 DOCU DOCUSIGN INC Technology 13,277.0 $629K 0.12% -3K -20.8% $47.41 +1.1%
40 GLD SPDR GOLD TR Financial Services 1,452.0 $625K 0.12% -350.0 -19.4% $430.20 -2.4%
Page 2 of 5  ·  96 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 29.7%
Technology 22.0%
Consumer Cyclical 12.8%
Communication Services 8.6%
Healthcare 7.9%
Energy 5.7%
Industrials 4.6%
Consumer Defensive 3.0%
Basic Materials 2.7%
Real Estate 2.0%