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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 19 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NMR NOMURA HLDGS INC Financial Services 18,751.0 $165K 0.03% +369.0 +2.0% $8.78 +10.7%
362 MARA MARA HOLDINGS INC Financial Services 11,352.0 $158K 0.03% NEW $13.89 -18.9%
363 ETB EATON VANCE TAX MNGED BUY WR Financial Services 10,000.0 $155K 0.03% $15.54 +0.3%
364 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 14,606.0 $154K 0.03% NEW $10.57 +13.2%
365 TAC TRANSALTA CORP Utilities 11,078.0 $153K 0.03% $13.83 -11.7%
366 CUSHMAN AND WAKEFIELD LTD 10,874.0 $146K 0.02% +136.0 +1.3% $13.39
367 HLN HALEON PLC Healthcare 15,549.0 $145K 0.02% -815.0 -5.0% $9.33 +7.2%
368 NEOG NEOGEN CORP Healthcare 15,486.0 $139K 0.02% -361.0 -2.3% $8.99 +32.9%
369 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 11,929.0 $133K 0.02% +242.0 +2.1% $11.15 -8.3%
370 CRGY CRESCENT ENERGY COMPANY Energy 13,158.0 $129K 0.02% -437.0 -3.2% $9.82 +43.2%
371 CNH INDL N V 10,981.0 $123K 0.02% +542.0 +5.2% $11.23
372 ADT ADT INC DEL Industrials 18,674.0 $121K 0.02% NEW $6.50 +13.5%
373 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 12,409.0 $117K 0.02% +2K +13.8% $9.39 +20.0%
374 BGC BGC GROUP INC Financial Services 10,784.0 $115K 0.02% -451.0 -4.0% $10.69 +10.9%
375 MPT MEDICAL PROPERTIES TRUST INC Financial Services 24,717.0 $114K 0.02% -730.0 -2.9% $4.62 -10.8%
376 AVTR AVANTOR INC Healthcare 11,157.0 $110K 0.02% NEW $9.90 +46.1%
377 FLO FLOWERS FOODS INC Consumer Defensive 13,388.0 $106K 0.02% NEW $7.90 -12.0%
378 NWL NEWELL BRANDS INC Consumer Defensive 16,473.0 $101K 0.02% -1K -6.2% $6.14 -0.8%
379 ICL ICL GROUP LTD Basic Materials 16,632.0 $83K 0.01% NEW $4.98 +16.5%
380 JBLU JETBLUE AIRWAYS CORP Industrials 11,928.0 $68K 0.01% -604.0 -4.8% $5.73 -14.7%
Page 19 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%