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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 7 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UBS UBS GROUP AG Financial Services 14,030.0 $695K 0.11% -214.0 -1.5% $49.56 +7.5%
122 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 17,562.0 $695K 0.11% +1K +8.3% $39.57 +15.0%
123 WMT WALMART INC Consumer Defensive 6,043.0 $684K 0.11% +319.0 +5.6% $113.26 -8.4%
124 ZTS ZOETIS INC Healthcare 9,524.0 $684K 0.11% +707.0 +8.0% $71.86 +8.2%
125 PYPL PAYPAL HLDGS INC Financial Services 15,745.0 $680K 0.11% -200.0 -1.2% $43.18 +42.5%
126 AER AERCAP HOLDINGS NV Industrials 4,625.0 $674K 0.11% -688.0 -12.9% $145.78 +0.3%
127 KKR KKR & CO INC 7,332.0 $673K 0.11% +39.0 +0.5% $91.78
128 GEV GE VERNOVA INC Utilities 569.0 $669K 0.11% +6.0 +1.1% $1175.58 -18.6%
129 BX BLACKSTONE INC Financial Services 5,648.0 $665K 0.11% -1K -17.9% $117.67 +21.8%
130 IJH ISHARES TR 8,505.0 $656K 0.11% +105.0 +1.2% $77.11 -0.4%
131 BE BLOOM ENERGY CORP Industrials 2,146.0 $650K 0.10% -2K -47.1% $302.70 -33.4%
132 GILD GILEAD SCIENCES INC Healthcare 5,127.0 $648K 0.10% $126.34 +15.7%
133 EFA ISHARES TR 6,235.0 $648K 0.10% $103.89 +4.2%
134 AVGE AMERICAN CENTY ETF TR 6,522.0 $646K 0.10% +66.0 +1.0% $99.10 +2.6%
135 TM TOYOTA MOTOR CORP Consumer Cyclical 3,686.0 $621K 0.10% -76.0 -2.0% $168.42 +17.2%
136 HYS PIMCO ETF TR 6,622.0 $619K 0.10% -822.0 -11.0% $93.52 -0.8%
137 IWC ISHARES TR 3,086.0 $617K 0.10% $200.07 -0.8%
138 GLW CORNING INC Technology 2,370.0 $605K 0.10% -15.0 -0.6% $255.43 -41.4%
139 QCOM QUALCOMM INC Technology 3,273.0 $605K 0.10% +58.0 +1.8% $184.79 -13.0%
140 HD HOME DEPOT INC Consumer Cyclical 1,707.0 $602K 0.10% $352.68 -4.8%
Page 7 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%