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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 9 of 20  ·  385 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MFG MIZUHO FINANCIAL GROUP INC Financial Services 47,409.0 $454K 0.07% $9.58 +7.3%
162 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,335.0 $453K 0.07% +59.0 +0.8% $61.76 -9.0%
163 EEM ISHARES TR 6,292.0 $430K 0.07% $68.41 -1.9%
164 TXN TEXAS INSTRS INC Technology 1,442.0 $430K 0.07% +39.0 +2.8% $298.07 -11.3%
165 IWP ISHARES TR 2,924.0 $428K 0.07% $146.41 -1.9%
166 CCJ CAMECO CORP Energy 4,201.0 $428K 0.07% -643.0 -13.3% $101.87 +0.6%
167 EMN EASTMAN CHEM CO Basic Materials 6,373.0 $427K 0.07% +91.0 +1.4% $66.98 +10.6%
168 BCS BARCLAYS PLC Financial Services 15,816.0 $425K 0.07% +329.0 +2.1% $26.86 -0.1%
169 VOE VANGUARD INDEX FDS 2,077.0 $410K 0.07% $197.57 +5.6%
170 TRV TRAVELERS COMPANIES INC Financial Services 1,239.0 $409K 0.07% $330.12 +10.1%
171 NGG NATIONAL GRID PLC Utilities 4,911.0 $407K 0.07% +138.0 +2.9% $82.87 -3.8%
172 RIO RIO TINTO PLC Basic Materials 4,287.0 $407K 0.07% +296.0 +7.4% $94.93 +10.9%
173 IJR ISHARES TR 2,744.0 $407K 0.07% +24.0 +0.9% $148.31 -0.7%
174 XBB BONDBLOXX ETF TRUST 9,850.0 $404K 0.07% -43K -81.2% $41.00 -0.5%
175 UNH UNITEDHEALTH GROUP INC Healthcare 961.0 $399K 0.07% +42.0 +4.6% $415.63 -6.1%
176 SCHF SCHWAB STRATEGIC TR 14,412.0 $399K 0.07% +86.0 +0.6% $27.70 +2.7%
177 FORM FORMFACTOR INC Technology 2,416.0 $386K 0.06% -58.0 -2.3% $159.93 -28.6%
178 VISN PUT VISTANCE NETWORKS INC Technology 30,000.0 $383K 0.06% $12.78 -12.3%
179 BP BP PLC Energy 10,371.0 $383K 0.06% -63.0 -0.6% $36.95 +21.1%
180 GLD SPDR GOLD TR Financial Services 1,032.0 $380K 0.06% -420.0 -28.9% $368.27 +15.0%
Page 9 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%