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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 11 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,162.0 $338K 0.06% +1K +11.5% $33.29 +31.2%
202 QQQ INVESCO QQQ TR Financial Services 458.0 $337K 0.06% $736.16 -3.1%
203 ILMN ILLUMINA INC Healthcare 1,882.0 $331K 0.05% +100.0 +5.6% $175.83 +24.8%
204 BAC BANK OF AMER CORP Financial Services 5,803.0 $331K 0.05% +166.0 +2.9% $56.98 +8.3%
205 ENTG ENTEGRIS INC Technology 1,837.0 $330K 0.05% +104.0 +6.0% $179.86 -20.1%
206 SPYG SPDR SERIES TRUST 2,771.0 $330K 0.05% $118.99 +1.0%
207 JXN JACKSON FINANCIAL INC Financial Services 3,211.0 $329K 0.05% +25.0 +0.8% $102.39 +26.8%
208 ASX ASE TECHNOLOGY HLDG CO LTD Technology 7,269.0 $328K 0.05% NEW $45.12 -19.1%
209 VTEB VANGUARD MUN BD FDS 6,394.0 $323K 0.05% -36K -84.9% $50.58 -2.0%
210 UNM UNUM GROUP Financial Services 3,614.0 $323K 0.05% +27.0 +0.8% $89.40 -1.8%
211 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 3,826.0 $319K 0.05% NEW $83.48 +9.6%
212 BWA BORGWARNER INC Consumer Cyclical 4,795.0 $318K 0.05% +165.0 +3.6% $66.40 +2.1%
213 AVDV AMERICAN CENTY ETF TR 3,077.0 $317K 0.05% $103.05 +8.6%
214 MATX MATSON INC Industrials 1,647.0 $317K 0.05% $192.23 +15.9%
215 DVA DAVITA INC Healthcare 1,422.0 $316K 0.05% $222.48 -21.9%
216 TMO THERMO FISHER SCIENTIFIC INC Healthcare 629.0 $315K 0.05% +4.0 +0.6% $501.36 +25.5%
217 ABCB AMERIS BANCORP Financial Services 3,489.0 $315K 0.05% -21.0 -0.6% $90.26 -4.5%
218 VSAT VIASAT INC Technology 3,492.0 $314K 0.05% NEW $89.81 -16.8%
219 CWB SPDR SERIES TRUST 2,909.0 $314K 0.05% -9K -74.8% $107.81 -3.8%
220 PLXS PLEXUS CORP Technology 1,043.0 $314K 0.05% -14.0 -1.3% $300.67 -20.1%
Page 11 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%