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Portfolio (Quarterly) Guide ↗

SAGE RHINO CAPITAL LLC

· CIK 0001771605
13F Portfolio $535M AUM 330 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 105 Added 96 Reduced 39 Exited
Page 10 of 17  ·  330 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KMX CARMAX INC Consumer Cyclical 7,947.0 $330K 0.06% -374.0 -4.5% $41.58 -10.9%
182 USFD US FOODS HLDG CORP Consumer Defensive 3,556.0 $328K 0.06% +249.0 +7.5% $92.21 -11.0%
183 BCS BARCLAYS PLC Financial Services 15,487.0 $328K 0.06% -427.0 -2.7% $21.16 +6.9%
184 GLW CORNING INC Technology 2,385.0 $324K 0.06% -53.0 -2.2% $135.97 +31.3%
185 NVO NOVO-NORDISK A S Healthcare 8,700.0 $320K 0.06% -2K -16.9% $36.75 +20.5%
186 IWB ISHARES TR 866.0 $309K 0.06% $356.56 +12.1%
187 UNP UNION PAC CORP Industrials 1,267.0 $307K 0.06% +9.0 +0.7% $242.62 +13.4%
188 TMO THERMO FISHER SCIENTIFIC INC Healthcare 625.0 $307K 0.06% -17.0 -2.6% $491.53 -10.1%
189 MOH MOLINA HEALTHCARE INC Healthcare 2,295.0 $306K 0.06% NEW $133.30 +38.7%
190 AVDV AMERICAN CENTY ETF TR 3,063.0 $306K 0.06% $99.85 +7.0%
191 PLTR PALANTIR TECHNOLOGIES INC Technology 2,042.0 $299K 0.06% +55.0 +2.8% $146.27 -7.6%
192 RS RELIANCE INC Basic Materials 972.0 $295K 0.06% +63.0 +6.9% $303.92 +18.5%
193 ETN EATON CORP PLC Industrials 819.0 $293K 0.06% +18.0 +2.2% $357.67 +6.8%
194 ABT ABBOTT LABORATORIES Healthcare 2,829.0 $290K 0.05% -50.0 -1.7% $102.67 -13.5%
195 LNC LINCOLN NATL CORP IND Financial Services 8,179.0 $290K 0.05% -86.0 -1.0% $35.50 -2.3%
196 SGOL ETFS GOLD TR Financial Services 6,425.0 $287K 0.05% $44.62 -4.3%
197 MCD MCDONALDS CORP Consumer Cyclical 914.0 $284K 0.05% -102.0 -10.0% $310.79 -9.1%
198 AA ALCOA CORP Basic Materials 4,276.0 $284K 0.05% +279.0 +7.0% $66.33 -3.6%
199 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 927.0 $282K 0.05% $304.08 +4.6%
200 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 474.0 $281K 0.05% +23.0 +5.1% $592.98 -4.4%
Page 10 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%