BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 DAR DARLING INGREDIENTS INC Consumer Defensive 4,158.0 $227K 0.04% +43.0 +1.0% $54.62 +20.4%
302 HOOD ROBINHOOD MKTS INC Financial Services 2,264.0 $227K 0.04% NEW $100.28 +7.8%
303 CE CELANESE CORP DEL Basic Materials 4,934.0 $227K 0.04% -291.0 -5.6% $46.00 +1.7%
304 DE DEERE & CO Industrials 356.0 $226K 0.04% -22.0 -5.8% $634.33 +2.1%
305 MYRG MYR GROUP INC Industrials 451.0 $226K 0.04% NEW $500.40 -37.9%
306 AMKR AMKOR TECHNOLOGY INC Technology 2,617.0 $226K 0.04% NEW $86.23 -41.7%
307 AA ALCOA CORP Basic Materials 4,312.0 $225K 0.04% +36.0 +0.8% $52.14 -0.6%
308 AGO ASSURED GUARANTY LTD Financial Services 2,801.0 $225K 0.04% +53.0 +1.9% $80.16 -7.1%
309 KRYS KRYSTAL BIOTECH INC Healthcare 604.0 $224K 0.04% NEW $371.67 -6.8%
310 TFX TELEFLEX INCORPORATED Healthcare 1,769.0 $224K 0.04% -68.0 -3.7% $126.76 +9.5%
311 NATWEST GROUP PLC 12,691.0 $224K 0.04% +408.0 +3.3% $17.63
312 ALKS ALKERMES PLC Healthcare 4,233.0 $222K 0.04% NEW $52.40 -7.8%
313 TTMI TTM TECHNOLOGIES INC Technology 1,185.0 $222K 0.04% NEW $187.02 -40.9%
314 EAT BRINKER INTL INC Consumer Cyclical 1,318.0 $221K 0.04% NEW $168.00 +46.5%
315 COHR COHERENT CORP Technology 561.0 $221K 0.04% NEW $394.47 -26.6%
316 MHO M/I HOMES INC Consumer Cyclical 1,376.0 $221K 0.04% NEW $160.79 -5.2%
317 ENPH ENPHASE ENERGY INC Energy 4,488.0 $221K 0.04% NEW $49.24 -21.6%
318 ITRI ITRON INC Technology 2,551.0 $221K 0.04% NEW $86.53 +15.6%
319 UMBF UMB FINL CORP Financial Services 1,546.0 $221K 0.04% NEW $142.76 +1.7%
320 THC TENET HEALTHCARE CORP Healthcare 1,178.0 $220K 0.04% +39.0 +3.4% $187.08 +50.1%
Page 16 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%