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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 1,032.0 $380K 0.06% -420.0 -28.9% $368.27 +15.0%
62 KMX CARMAX INC Consumer Cyclical 7,045.0 $373K 0.06% -902.0 -11.3% $52.89 +17.5%
63 ESI ELEMENT SOLUTIONS INC Basic Materials 7,481.0 $357K 0.06% -194.0 -2.5% $47.75 -26.1%
64 RS RELIANCE INC Basic Materials 955.0 $357K 0.06% -17.0 -1.8% $373.60 +3.8%
65 USFD US FOODS HLDG CORP Consumer Defensive 3,489.0 $357K 0.06% -67.0 -1.9% $102.25 +7.2%
66 GSK GSK PLC Healthcare 6,792.0 $356K 0.06% -357.0 -5.0% $52.42 -0.0%
67 KO COCA COLA CO Consumer Defensive 4,371.0 $355K 0.06% -879.0 -16.7% $81.28 +12.1%
68 SM SM ENERGY COMPANY Energy 13,462.0 $351K 0.06% -340.0 -2.5% $26.10 +42.5%
69 NOK NOKIA CORP Technology 25,687.0 $341K 0.06% -621.0 -2.4% $13.28 -23.2%
70 VTEB VANGUARD MUN BD FDS 6,394.0 $323K 0.05% -36K -84.9% $50.58 -2.0%
71 ABCB AMERIS BANCORP Financial Services 3,489.0 $315K 0.05% -21.0 -0.6% $90.26 -4.5%
72 CWB SPDR SERIES TRUST 2,909.0 $314K 0.05% -9K -74.8% $107.81 -3.8%
73 PLXS PLEXUS CORP Technology 1,043.0 $314K 0.05% -14.0 -1.3% $300.67 -20.1%
74 SNY SANOFI SA Healthcare 7,084.0 $302K 0.05% -1K -13.5% $42.66 +7.5%
75 IX ORIX CORP Financial Services 7,735.0 $294K 0.05% -70.0 -0.9% $38.04 +1.2%
76 LUMN LUMEN TECHNOLOGIES INC Communication Services 35,845.0 $275K 0.04% -249.0 -0.7% $7.68 -22.7%
77 ESE ESCO TECHNOLOGIES INC Technology 774.0 $271K 0.04% -23.0 -2.9% $350.04 -17.9%
78 DFUS DIMENSIONAL ETF TRUST 3,227.0 $264K 0.04% -24.0 -0.7% $81.94 +2.1%
79 FLR FLUOR CORP Industrials 4,966.0 $260K 0.04% -741.0 -13.0% $52.39 +0.1%
80 T AT&T INC Communication Services 12,396.0 $257K 0.04% -421.0 -3.3% $20.70 +22.3%
Page 4 of 6  ·  107 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%