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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 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT ABBOTT LABORATORIES Healthcare 2,658.0 $241K 0.04% -171.0 -6.0% $90.74 +28.5%
82 CIEN CIENA CORP Technology 491.0 $241K 0.04% -26.0 -5.0% $490.56 -19.3%
83 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 2,673.0 $237K 0.04% -528.0 -16.5% $88.60 -36.6%
84 LIN LINDE PLC Basic Materials 446.0 $231K 0.04% -20.0 -4.3% $518.94 -6.0%
85 CE CELANESE CORP DEL Basic Materials 4,934.0 $227K 0.04% -291.0 -5.6% $46.00 +1.7%
86 DE DEERE & CO Industrials 356.0 $226K 0.04% -22.0 -5.8% $634.33 +2.1%
87 TFX TELEFLEX INCORPORATED Healthcare 1,769.0 $224K 0.04% -68.0 -3.7% $126.76 +9.5%
88 DVY ISHARES TR 1,405.0 $220K 0.04% -50.0 -3.4% $156.30 +5.0%
89 PTEN PATTERSON-UTI ENERGY INC Energy 23,912.0 $220K 0.04% -848.0 -3.4% $9.18 +34.4%
90 WK WORKIVA INC Technology 4,504.0 $218K 0.04% -26.0 -0.6% $48.51 +54.3%
91 CB CHUBB LIMITED Financial Services 636.0 $217K 0.04% -12.0 -1.9% $340.74 +0.1%
92 VZ VERIZON COMMUNICATIONS INC Communication Services 5,110.0 $216K 0.04% -56.0 -1.1% $42.34 +16.8%
93 SMTC SEMTECH CORP Technology 1,330.0 $215K 0.04% -2K -53.8% $161.85 -23.3%
94 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,481.0 $214K 0.04% -26.0 -1.0% $86.20 -5.6%
95 GNW GENWORTH FINL INC Financial Services 21,943.0 $208K 0.03% -644.0 -2.9% $9.47 +4.3%
96 IBM INTERNATIONAL BUSINESS MACHS Technology 731.0 $206K 0.03% -190.0 -20.6% $281.21 -16.2%
97 PH PARKER-HANNIFIN CORP Industrials 210.0 $205K 0.03% -20.0 -8.7% $978.12 +2.4%
98 RELX RELX PLC Communication Services 6,371.0 $202K 0.03% -168.0 -2.6% $31.67 +13.4%
99 APLE APPLE HOSPITALITY REIT INC Real Estate 10,244.0 $172K 0.03% -1K -11.1% $16.81 -0.8%
100 HLN HALEON PLC Healthcare 15,549.0 $145K 0.02% -815.0 -5.0% $9.33 +7.2%
Page 5 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%