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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 18 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 QRVO QORVO INC Technology 2,233.0 $208K 0.03% NEW $93.27 +2.5%
342 GNW GENWORTH FINL INC Financial Services 21,943.0 $208K 0.03% -644.0 -2.9% $9.47 +4.3%
343 MTH MERITAGE HOMES CORP Consumer Cyclical 2,466.0 $207K 0.03% NEW $83.85 -14.5%
344 FIX COMFORT SYS USA INC Industrials 104.0 $206K 0.03% NEW $1981.95 -16.5%
345 ICHR ICHOR HOLDINGS Technology 1,834.0 $206K 0.03% NEW $112.28 -46.4%
346 IBM INTERNATIONAL BUSINESS MACHS Technology 731.0 $206K 0.03% -190.0 -20.6% $281.21 -16.2%
347 PH PARKER-HANNIFIN CORP Industrials 210.0 $205K 0.03% -20.0 -8.7% $978.12 +2.4%
348 LSCC LATTICE SEMICONDUCTOR CORP Technology 1,337.0 $205K 0.03% NEW $152.96 -23.1%
349 RFG INVESCO EXCHANGE TRADED FD T 3,165.0 $204K 0.03% NEW $64.53 -3.7%
350 ZION ZIONS BANCORPORATION NATL AS Financial Services 2,945.0 $204K 0.03% NEW $69.19 -1.5%
351 FSS FEDERAL SIGNAL CORP Industrials 1,580.0 $203K 0.03% NEW $128.49 -4.7%
352 ECG EVERUS CONSTR GROUP Industrials 1,222.0 $203K 0.03% NEW $165.95 -24.1%
353 FN FABRINET Technology 359.0 $202K 0.03% NEW $562.08 -22.3%
354 RELX RELX PLC Communication Services 6,371.0 $202K 0.03% -168.0 -2.6% $31.67 +13.4%
355 FIRST HAWAIIAN INC 6,841.0 $200K 0.03% NEW $29.30
356 DINO HF SINCLAIR CORP Energy 2,875.0 $200K 0.03% NEW $69.65 +39.7%
357 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 11,939.0 $191K 0.03% $16.03 +13.4%
358 OGN ORGANON & CO Healthcare 13,337.0 $181K 0.03% NEW $13.54 +1.6%
359 AEGON LTD 20,944.0 $177K 0.03% +154.0 +0.7% $8.44
360 APLE APPLE HOSPITALITY REIT INC Real Estate 10,244.0 $172K 0.03% -1K -11.1% $16.81 -0.8%
Page 18 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%