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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 12 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 KLIC KULICKE & SOFFA INDS INC Technology 2,321.0 $310K 0.05% NEW $133.76 -35.9%
222 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 930.0 $307K 0.05% $330.46 -1.2%
223 SNY SANOFI SA Healthcare 7,084.0 $302K 0.05% -1K -13.5% $42.66 +7.5%
224 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 8,885.0 $301K 0.05% +1K +12.8% $33.88 +10.2%
225 VNQ VANGUARD INDEX FDS 3,118.0 $301K 0.05% $96.45 +2.1%
226 SCHE SCHWAB STRATEGIC TR 8,160.0 $296K 0.05% $36.26 +2.0%
227 PINNACLE FINL PARTNERS INC 2,924.0 $295K 0.05% +175.0 +6.4% $100.88
228 IX ORIX CORP Financial Services 7,735.0 $294K 0.05% -70.0 -0.9% $38.04 +1.2%
229 NEE NEXTERA ENERGY INC Utilities 3,322.0 $292K 0.05% +426.0 +14.7% $87.77 -4.7%
230 LNC LINCOLN NATL CORP IND Financial Services 8,194.0 $290K 0.05% $35.35 +19.2%
231 LYG LLOYDS BANKING GROUP PLC Financial Services 49,529.0 $289K 0.05% +1K +2.7% $5.83 +3.3%
232 TOL TOLL BROTHERS INC Consumer Cyclical 1,738.0 $286K 0.05% +11.0 +0.6% $164.75 -10.7%
233 CRS CARPENTER TECHNOLOGY CORP Industrials 462.0 $285K 0.05% NEW $616.84 -20.2%
234 PAYC PAYCOM SOFTWARE INC Technology 2,264.0 $285K 0.05% +83.0 +3.8% $125.68 +82.3%
235 DB DEUTSCHE BK AG Financial Services 8,333.0 $281K 0.05% +123.0 +1.5% $33.76 +12.0%
236 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 2,500.0 $279K 0.04% NEW $111.79 -6.1%
237 NPO ENPRO INC Industrials 740.0 $279K 0.04% NEW $376.93 -17.1%
238 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,380.0 $279K 0.04% $82.40 -4.2%
239 WCC WESCO INTL INC Industrials 798.0 $276K 0.04% +28.0 +3.6% $345.43 +1.1%
240 LUMN LUMEN TECHNOLOGIES INC Communication Services 35,845.0 $275K 0.04% -249.0 -0.7% $7.68 -22.7%
Page 12 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%