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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 10 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KLAC KLA CORP Technology 1,243.0 $375K 0.06% NEW $301.71 -39.0%
182 PANW PALO ALTO NETWORKS INC Technology 1,098.0 $374K 0.06% NEW $341.02 +4.9%
183 KMX CARMAX INC Consumer Cyclical 7,045.0 $373K 0.06% -902.0 -11.3% $52.89 +17.5%
184 MKSI MKS INC. Technology 834.0 $371K 0.06% NEW $444.80 -37.3%
185 MTCH MATCH GROUP INC NEW Communication Services 9,612.0 $366K 0.06% +554.0 +6.1% $38.05 +7.4%
186 STM STMICROELECTRONICS N V Technology 4,804.0 $360K 0.06% NEW $74.89 -32.5%
187 ESI ELEMENT SOLUTIONS INC Basic Materials 7,481.0 $357K 0.06% -194.0 -2.5% $47.75 -26.1%
188 RS RELIANCE INC Basic Materials 955.0 $357K 0.06% -17.0 -1.8% $373.60 +3.8%
189 USFD US FOODS HLDG CORP Consumer Defensive 3,489.0 $357K 0.06% -67.0 -1.9% $102.25 +7.2%
190 GSK GSK PLC Healthcare 6,792.0 $356K 0.06% -357.0 -5.0% $52.42 -0.0%
191 KO COCA COLA CO Consumer Defensive 4,371.0 $355K 0.06% -879.0 -16.7% $81.28 +12.1%
192 IWB ISHARES TR 866.0 $355K 0.06% $409.50 +2.5%
193 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 367.0 $354K 0.06% NEW $965.00 -11.9%
194 MXL MAXLINEAR INC Technology 2,763.0 $354K 0.06% NEW $128.03 -48.0%
195 ETN EATON CORP PLC Industrials 830.0 $354K 0.06% +11.0 +1.3% $426.12 -1.6%
196 SM SM ENERGY COMPANY Energy 13,462.0 $351K 0.06% -340.0 -2.5% $26.10 +42.5%
197 UNP UNION PAC CORP Industrials 1,282.0 $349K 0.06% +15.0 +1.2% $272.00 +13.3%
198 UCTT ULTRA CLEAN HLDGS INC Technology 2,441.0 $348K 0.06% NEW $142.59 -46.4%
199 SNX TD SYNNEX CORPORATION Technology 1,287.0 $344K 0.06% +16.0 +1.3% $267.34 -6.4%
200 NOK NOKIA CORP Technology 25,687.0 $341K 0.06% -621.0 -2.4% $13.28 -23.2%
Page 10 of 20  ·  385 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%