SAGE RHINO CAPITAL LLC
Top Portfolio Positions
241 positions ·
$185,376,558 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
194,691 | $17,163,958 | 9.26% | |
| AAPL |
Apple Inc.
Technology
|
43,067 | $10,929,973 | 5.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
26,638 | $9,902,676 | 5.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,766 | $5,700,880 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
15,331 | $5,675,076 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,204 | $5,249,237 | 2.83% | |
| NVDA |
Nvidia Corp
Technology
|
28,612 | $4,989,932 | 2.69% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
11,674 | $3,356,975 | 1.81% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
17,059 | $2,978,671 | 1.61% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
9,802 | $2,883,356 | 1.56% |
Portfolio Trend
25 quarters · across all stocks
Holdings in LIEN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,815 | 10,901 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $112,607 | 10,901 | Shares | Sole | 2026-01-30 | |
| No 13F history on record for this holder in this stock. | ||||||