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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 4 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEU VANGUARD INTL EQUITY INDEX F 25,170.0 $1.9M 0.35% +128.0 +0.5% $75.10 +7.9%
62 NFLX NETFLIX INC. Communication Services 19,272.0 $1.9M 0.35% +256.0 +1.4% $96.15 -9.6%
63 LLY ELI LILLY & CO Healthcare 1,997.0 $1.8M 0.34% $919.77 +9.5%
64 ASML ASML HLDG NV Technology 1,387.0 $1.8M 0.34% +24.0 +1.8% $1320.83 +13.7%
65 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,853.0 $1.6M 0.31% +168.0 +3.6% $337.94 +23.6%
66 IWM ISHARES TR 6,581.0 $1.6M 0.30% $247.99 +11.9%
67 JNJ JOHNSON & JOHNSON Healthcare 6,626.0 $1.6M 0.30% -215.0 -3.1% $244.44 -5.6%
68 FLEX FLEXTRONICS INTL LTD Technology 24,629.0 $1.6M 0.30% -5K -15.6% $65.46 +119.4%
69 VANGUARD FIXED INCOME SECS F 21,479.0 $1.6M 0.30% NEW $74.41
70 META META PLATFORMS INC Communication Services 2,758.0 $1.6M 0.29% +51.0 +1.9% $572.11 +8.1%
71 AVEM AMERICAN CENTY ETF TR 19,093.0 $1.5M 0.29% +501.0 +2.7% $80.58 +14.0%
72 WFC WELLS FARGO & CO Financial Services 19,225.0 $1.5M 0.29% -241.0 -1.2% $79.61 -7.3%
73 SPGI S&P GLOBAL INC Financial Services 3,399.0 $1.4M 0.27% +2K +155.9% $425.34 -5.0%
74 BERKSHIRE HATHAWAY INC DEL 2.0 $1.4M 0.27% $718140.00
75 MCO MOODYS CORP Financial Services 3,243.0 $1.4M 0.27% +2K +173.2% $436.25 -0.8%
76 ABNB AIRBNB INC Consumer Cyclical 10,875.0 $1.4M 0.26% +339.0 +3.2% $126.28 +5.2%
77 ORCL ORACLE CORP Technology 9,319.0 $1.4M 0.26% $147.11 +33.0%
78 MS MORGAN STANLEY Financial Services 8,255.0 $1.4M 0.25% +43.0 +0.5% $164.57 +18.2%
79 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,352.0 $1.3M 0.25% +24.0 +1.8% $996.43 +4.5%
80 DFAX DIMENSIONAL ETF TRUST 39,184.0 $1.3M 0.25% +3K +7.5% $33.97 +7.7%
Page 4 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%