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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 15 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DE DEERE & CO Industrials 378.0 $213K 0.04% NEW $563.30 +2.0%
282 TPH TRI POINTE HOMES INC Consumer Cyclical 4,554.0 $213K 0.04% NEW $46.73 +0.5%
283 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,507.0 $212K 0.04% -25.0 -1.0% $84.64 -7.2%
284 NOK NOKIA CORP Technology 26,308.0 $212K 0.04% +820.0 +3.2% $8.04 +79.9%
285 CB CHUBB LTD SWITZ Financial Services 648.0 $211K 0.04% $325.93 -0.5%
286 WCC WESCO INTL INC Industrials 770.0 $211K 0.04% NEW $273.62 +36.0%
287 OVV OVINTIV INC Energy 3,547.0 $211K 0.04% NEW $59.36 -1.8%
288 BTU PEABODY ENGR CORP Energy 6,351.0 $209K 0.04% NEW $32.95 -27.9%
289 GS GOLDMAN SACHS GROUP INC Financial Services 247.0 $209K 0.04% -7.0 -2.8% $845.99 +14.5%
290 ANNALY CAPITAL MANAGEMENT IN 9,804.0 $207K 0.04% NEW $21.15
291 PH PARKER-HANNIFIN CORP Industrials 230.0 $206K 0.04% -7.0 -3.0% $895.24 -1.7%
292 BCPC BALCHEM CORP Basic Materials 1,208.0 $205K 0.04% NEW $169.48 -6.2%
293 DFAT DIMENSIONAL ETF TRUST 3,260.0 $204K 0.04% NEW $62.45 +4.6%
294 HCC WARRIOR MET COAL INC Energy 2,182.0 $203K 0.04% NEW $93.15 -7.8%
295 ENTG ENTEGRIS INC Technology 1,733.0 $203K 0.04% NEW $117.24 +18.8%
296 DAN DANA INC Consumer Cyclical 6,031.0 $203K 0.04% NEW $33.65 +2.7%
297 CHRD CHORD ENERGY CORPORATION Energy 1,425.0 $203K 0.04% NEW $142.18 +4.4%
298 SF STIFEL FINL CORP Financial Services 2,737.0 $202K 0.04% +978.0 +55.6% $73.92 +1.5%
299 ILCB ISHARES TR 2,248.0 $202K 0.04% $89.86 +13.7%
300 INSTALLED BLDG PRODS INC 760.0 $202K 0.04% NEW $265.15
Page 15 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%