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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 14 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ONTO ONTO INNOVATION INC Technology 677.0 $256K 0.04% NEW $378.45 -22.5%
262 RGA REINSURANCE GROUP AMER INC Financial Services 1,200.0 $255K 0.04% +17.0 +1.4% $212.65 +14.3%
263 NVT NVENT ELEC PLC Industrials 1,493.0 $253K 0.04% NEW $169.61 -10.4%
264 LW LAMB WESTON HLDGS INC Consumer Defensive 5,856.0 $253K 0.04% +132.0 +2.3% $43.18 +24.3%
265 GS GOLDMAN SACHS GROUP INC Financial Services 250.0 $253K 0.04% +3.0 +1.2% $1011.37 +2.8%
266 ARMK ARAMARK Industrials 4,439.0 $253K 0.04% NEW $56.90 +5.0%
267 MTRN MATERION CORP Basic Materials 848.0 $252K 0.04% NEW $297.39 -22.0%
268 GKOS GLAUKOS CORP Healthcare 1,802.0 $252K 0.04% NEW $139.76 +32.3%
269 RITM RITHM CAPITAL CORP Real Estate 26,726.0 $251K 0.04% +672.0 +2.6% $9.39 +8.5%
270 CW CURTISS WRIGHT CORP Industrials 329.0 $249K 0.04% +12.0 +3.8% $757.76 -16.2%
271 UMC UNITED MICROELECTRONICS CORP Technology 9,154.0 $249K 0.04% NEW $27.21 -32.6%
272 MCD MCDONALDS CORP Consumer Cyclical 921.0 $249K 0.04% +7.0 +0.8% $270.31 +0.2%
273 WPC WP CAREY INC Real Estate 3,474.0 $248K 0.04% $71.50 -0.4%
274 PLD PROLOGIS INC. Real Estate 1,825.0 $247K 0.04% +21.0 +1.2% $135.47 +4.7%
275 ANET ARISTA NETWORKS INC Technology 1,455.0 $247K 0.04% NEW $169.88 +11.0%
276 SGOL ETFS GOLD TR Financial Services 6,425.0 $246K 0.04% $38.23 +15.0%
277 R RYDER SYS INC Industrials 927.0 $245K 0.04% NEW $263.77 -5.3%
278 CRWD CROWDSTRIKE HLDGS INC Technology 320.0 $244K 0.04% NEW $190.79 +0.6%
279 SAIA SAIA INC Industrials 579.0 $244K 0.04% NEW $421.16 -14.0%
280 SNEX STONEX GROUP INC Financial Services 2,045.0 $242K 0.04% NEW $118.50 -42.2%
Page 14 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%