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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 8 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LRCX LAM RESEARCH CORP Technology 1,352.0 $586K 0.10% +53.0 +4.1% $433.33 -27.5%
142 DOCU DOCUSIGN INC Technology 12,841.0 $570K 0.09% -436.0 -3.3% $44.42 +39.6%
143 ABBV ABBVIE INC Healthcare 2,265.0 $570K 0.09% -52.0 -2.2% $251.64 +5.3%
144 MOH MOLINA HEALTHCARE INC Healthcare 2,472.0 $565K 0.09% +177.0 +7.7% $228.70 -12.4%
145 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,164.0 $564K 0.09% +3K +2431.2% $178.24 +17.6%
146 NXT NEXTPOWER INC Technology 4,677.0 $557K 0.09% -314.0 -6.3% $119.14 -27.7%
147 CAT CATERPILLAR INC Industrials 518.0 $552K 0.09% -3.0 -0.6% $1065.02 -22.3%
148 NVO NOVO-NORDISK A S Healthcare 11,148.0 $534K 0.09% +2K +28.1% $47.94 -2.5%
149 SAP SAP SE Technology 3,402.0 $524K 0.09% +20.0 +0.6% $154.11 +41.9%
150 SCHB SCHWAB STRATEGIC TR 18,071.0 $523K 0.09% $28.96 +2.2%
151 BOND PIMCO ETF TR 5,603.0 $517K 0.08% +366.0 +7.0% $92.21 -1.9%
152 ING ING GROEP N.V. Financial Services 16,403.0 $515K 0.08% -555.0 -3.3% $31.38 +11.0%
153 MA MASTERCARD INCORPORATED Financial Services 987.0 $507K 0.08% +21.0 +2.2% $513.60 +13.1%
154 TOTALENERGIES SE 6,353.0 $494K 0.08% +51.0 +0.8% $77.76
155 VISN CALL VISTANCE NETWORKS INC Technology 38,500.0 $492K 0.08% -50K -56.5% $12.78 -12.3%
156 CVX CHEVRON CORPORATION Energy 2,915.0 $483K 0.08% $165.76 +23.8%
157 UNILEVER PLC 7,993.0 $481K 0.08% $60.12
158 DFAS DIMENSIONAL ETF TRUST 5,769.0 $475K 0.08% $82.34 +0.8%
159 SONY SONY GROUP CORP Technology 23,617.0 $474K 0.08% -651.0 -2.7% $20.06 +19.2%
160 JCPI J P MORGAN EXCHANGE TRADED F 9,819.0 $470K 0.08% -3K -21.8% $47.85 -0.9%
Page 8 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%