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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 11 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MTCH MATCH GROUP INC NEW Communication Services 9,058.0 $278K 0.05% NEW $30.71 +15.3%
202 LRCX LAM RESEARCH CORP Technology 1,299.0 $278K 0.05% -35.0 -2.6% $213.66 +33.3%
203 VNQ VANGUARD INDEX FDS 3,117.0 $277K 0.05% -55.0 -1.7% $88.71 +7.1%
204 LKQ LKQ CORP Consumer Cyclical 9,376.0 $275K 0.05% NEW $29.37 -16.2%
205 BAC BANK AMERICA CORP Financial Services 5,637.0 $275K 0.05% $48.75 +2.1%
206 ABCB AMERIS BANCORP Financial Services 3,510.0 $274K 0.05% -70.0 -2.0% $77.99 +7.2%
207 TXN TEXAS INSTRS INC Technology 1,403.0 $272K 0.05% -59.0 -4.0% $194.14 +55.9%
208 SPYG SPDR SERIES TRUST 2,771.0 $271K 0.05% $97.91 +20.1%
209 MATX MATSON INC Industrials 1,649.0 $270K 0.05% NEW $163.94 +9.7%
210 WK WORKIVA INC Technology 4,530.0 $270K 0.05% $59.63 -20.5%
211 NEE NEXTERA ENERGY INC Utilities 2,896.0 $269K 0.05% +16.0 +0.6% $92.88 +0.5%
212 SCHE SCHWAB STRATEGIC TR 8,150.0 $269K 0.05% $32.95 +7.7%
213 PTEN PATTERSON-UTI ENERGY INC Energy 24,760.0 $268K 0.05% -611.0 -2.4% $10.83 +14.7%
214 FLR FLUOR CORP Industrials 5,707.0 $266K 0.05% NEW $46.65 -4.9%
215 PAYC PAYCOM SOFTWARE INC Technology 2,181.0 $265K 0.05% NEW $121.54 +12.1%
216 QQQ INVESCO QQQ TR Financial Services 458.0 $264K 0.05% -79.0 -14.7% $576.99 +22.3%
217 INTC INTEL CORP Technology 5,979.0 $264K 0.05% +168.0 +2.9% $44.13 +146.5%
218 JLL JONES LANG LASALLE INC Real Estate 862.0 $262K 0.05% +70.0 +8.8% $304.32 -5.3%
219 ESI ELEMENT SOLUTIONS INC Basic Materials 7,675.0 $262K 0.05% NEW $34.14 +24.0%
220 UNM UNUM GROUP Financial Services 3,587.0 $262K 0.05% +108.0 +3.1% $73.03 +11.8%
Page 11 of 17  ·  330 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%