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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 17 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 DVY ISHARES TR 1,405.0 $220K 0.04% -50.0 -3.4% $156.30 +5.0%
322 PTEN PATTERSON-UTI ENERGY INC Energy 23,912.0 $220K 0.04% -848.0 -3.4% $9.18 +34.4%
323 WK WORKIVA INC Technology 4,504.0 $218K 0.04% -26.0 -0.6% $48.51 +54.3%
324 WSO WATSCO INC Industrials 524.0 $218K 0.04% NEW $416.73 -25.1%
325 SCHX SCHWAB STRATEGIC TR 7,370.0 $217K 0.04% NEW $29.43 +2.7%
326 CB CHUBB LIMITED Financial Services 636.0 $217K 0.04% -12.0 -1.9% $340.74 +0.1%
327 MC MOELIS & CO Financial Services 3,310.0 $217K 0.04% NEW $65.42 +4.4%
328 VZ VERIZON COMMUNICATIONS INC Communication Services 5,110.0 $216K 0.04% -56.0 -1.1% $42.34 +16.8%
329 ENS ENERSYS Industrials 923.0 $216K 0.04% NEW $233.82 -18.8%
330 SMTC SEMTECH CORP Technology 1,330.0 $215K 0.04% -2K -53.8% $161.85 -23.3%
331 RDN RADIAN GROUP INC Financial Services 5,687.0 $214K 0.04% NEW $37.67 -2.9%
332 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 2,481.0 $214K 0.04% -26.0 -1.0% $86.20 -5.6%
333 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 2,976.0 $213K 0.04% NEW $71.74 +1.0%
334 AR ANTERO RESOURCES CORP Energy 6,057.0 $213K 0.03% +63.0 +1.1% $35.14 +8.0%
335 RACE FERRARI N V Consumer Cyclical 570.0 $212K 0.03% NEW $372.29 +17.3%
336 VSH VISHAY INTERTECHNOLOGY INC Technology 3,923.0 $211K 0.03% NEW $53.78 -41.2%
337 GVA GRANITE CONSTR INC Industrials 1,334.0 $211K 0.03% NEW $158.08 -21.7%
338 ADI ANALOG DEVICES INC Technology 530.0 $211K 0.03% NEW $397.42 -6.1%
339 DKS DICKS SPORTING GOODS INC Consumer Cyclical 924.0 $210K 0.03% NEW $226.81 -19.2%
340 WWD WOODWARD INC Industrials 491.0 $209K 0.03% NEW $425.44 -19.3%
Page 17 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%