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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 13 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FHN FIRST HORIZON CORPORATION Financial Services 10,656.0 $273K 0.04% +125.0 +1.2% $25.64 -3.9%
242 AUB ATLANTIC UN BANKSHARES CORP Financial Services 6,452.0 $273K 0.04% +371.0 +6.1% $42.31 -2.7%
243 ACLS AXCELIS TECHNOLOGIES INC Technology 1,433.0 $271K 0.04% NEW $189.45 -32.9%
244 ESE ESCO TECHNOLOGIES INC Technology 774.0 $271K 0.04% -23.0 -2.9% $350.04 -17.9%
245 JLL JONES LANG LASALLE INC Real Estate 874.0 $271K 0.04% +12.0 +1.4% $309.95 +25.0%
246 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,479.0 $269K 0.04% NEW $108.35 -2.3%
247 XPO XPO INC Industrials 1,303.0 $267K 0.04% +7.0 +0.5% $205.29 -3.7%
248 WDC WESTERN DIGITAL CORP Technology 416.0 $266K 0.04% NEW $638.72 -28.1%
249 ACA ARCOSA INC Industrials 1,828.0 $266K 0.04% NEW $145.29 -0.3%
250 CORT CORCEPT THERAPEUTICS INC Healthcare 3,048.0 $265K 0.04% NEW $86.95 +40.6%
251 DFUS DIMENSIONAL ETF TRUST 3,227.0 $264K 0.04% -24.0 -0.7% $81.94 +2.1%
252 MAC MACERICH CO Real Estate 10,412.0 $262K 0.04% $25.19 -3.2%
253 RALLIANT CORP 3,562.0 $262K 0.04% NEW $73.63
254 FLR FLUOR CORP Industrials 4,966.0 $260K 0.04% -741.0 -13.0% $52.39 +0.1%
255 SBUX STARBUCKS CORP Consumer Cyclical 2,540.0 $260K 0.04% NEW $102.17 +4.8%
256 WBS WEBSTER FINL CORP Financial Services 3,391.0 $259K 0.04% $76.42 +1.5%
257 MTZ MASTEC INC Industrials 620.0 $258K 0.04% NEW $416.06 -36.0%
258 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 476.0 $258K 0.04% $541.83 -5.3%
259 ATI ATI INC Industrials 1,307.0 $258K 0.04% NEW $197.10 +5.0%
260 T AT&T INC Communication Services 12,396.0 $257K 0.04% -421.0 -3.3% $20.70 +22.3%
Page 13 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%