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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 5 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IX ORIX CORP Financial Services 7,805.0 $234K 0.04% -66.0 -0.8% $29.99 +23.3%
82 SANM SANMINA CORP Technology 1,694.0 $220K 0.04% -615.0 -26.6% $129.64 +86.7%
83 PEP PEPSICO INC Consumer Defensive 1,401.0 $218K 0.04% -35.0 -2.4% $155.29 -4.3%
84 RELX RELX PLC Communication Services 6,539.0 $217K 0.04% -241.0 -3.5% $33.15 -5.1%
85 RGLD ROYAL GOLD INC Basic Materials 845.0 $215K 0.04% -109.0 -11.4% $254.49 -5.5%
86 THC TENET HEALTHCARE CORP Healthcare 1,139.0 $215K 0.04% -149.0 -11.6% $188.71 +5.2%
87 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,507.0 $212K 0.04% -25.0 -1.0% $84.64 -7.2%
88 GS GOLDMAN SACHS GROUP INC Financial Services 247.0 $209K 0.04% -7.0 -2.8% $845.99 +14.5%
89 PH PARKER-HANNIFIN CORP Industrials 230.0 $206K 0.04% -7.0 -3.0% $895.24 -1.7%
90 CIEN CIENA CORP Technology 517.0 $201K 0.04% -1K -70.2% $388.23 +42.8%
91 CRGY CRESCENT ENERGY COMPANY Energy 13,595.0 $184K 0.03% -2K -12.4% $13.50 -6.6%
92 WU WESTERN UN CO Financial Services 17,904.0 $156K 0.03% -601.0 -3.2% $8.73 -4.8%
93 AEGON LTD 20,790.0 $151K 0.03% -171.0 -0.8% $7.26
94 ETB EATON VANCE TAX MNGED BUY WR Financial Services 10,000.0 $144K 0.03% -8K -46.0% $14.42 +4.5%
95 CUSHMAN AND WAKEFIELD LTD 10,738.0 $132K 0.03% -160.0 -1.5% $12.26
96 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 10,901.0 $92K 0.02% -2K -13.5% $8.45 +22.0%
Page 5 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%