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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 6 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NEOG NEOGEN CORP Healthcare 15,486.0 $139K 0.02% -361.0 -2.3% $8.99 +32.9%
102 CRGY CRESCENT ENERGY COMPANY Energy 13,158.0 $129K 0.02% -437.0 -3.2% $9.82 +43.2%
103 BGC BGC GROUP INC Financial Services 10,784.0 $115K 0.02% -451.0 -4.0% $10.69 +10.9%
104 MPT MEDICAL PROPERTIES TRUST INC Financial Services 24,717.0 $114K 0.02% -730.0 -2.9% $4.62 -10.8%
105 NWL NEWELL BRANDS INC Consumer Defensive 16,473.0 $101K 0.02% -1K -6.2% $6.14 -0.8%
106 JBLU JETBLUE AIRWAYS CORP Industrials 11,928.0 $68K 0.01% -604.0 -4.8% $5.73 -14.7%
107 GRAB GRAB HOLDINGS LIMITED Technology 11,060.0 $42K 0.01% -880.0 -7.4% $3.77 -7.7%
Page 6 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%