SAGE RHINO CAPITAL LLC

Position in SM — SM Energy Co

CIK 1771605 MENLO PARK, CA

Position in SM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$351,358

-$78,988 QoQ

Shares Held

13,462

-2.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#289

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SAGE RHINO CAPITAL LLC holds $2,385,515 across 4 Oil & Gas E&P names. SM ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRC	California Resources Corp	32,005	$1,692,104
2	SM	SM Energy Co This page	13,462	$351,358
3	AR	ANTERO RESOURCES Corp	6,057	$212,842
4	CRGY	Crescent Energy Co	13,158	$129,211

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$351,358	13,462	-2.5%	Shares	Sole	2026-08-03
2026-03-31	$430,346	13,802	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.