Arkolith/Funds/Sage Rhino Capital LLC

Sage Rhino Capital LLC

CIK 1771605
Holdings as of Jun 30, 2026·disclosed Aug 3, 2026·~34-day 13F lag·13F-HR
Active Filer

Sage Rhino Capital LLC holds a diversified book of 380 stocks worth $608.3M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). This quarter they opened Netskope Inc-CL A and trimmed Vanguard Small-Cap ETF. Their largest long position is Vanguard Small-Cap ETF at 3% of the equity book. They also disclosed $8.4M in put options (a bearish bet) and $553K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2024 would be +31% (+16.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show SAGE RHINO CAPITAL LLC's latest
holdings, largest changes, and filing provenance.
Opened
190
new positions
Added to
160
existing
Trimmed
117
reduced
Sold out
37
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+31.3%
+16.8%/yr · since Nov '24
Their reported book
+24.5%
held from quarter-end
S&P 500
+33.2%
same window
$9K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
Sage Rhino Capital LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.8 points over this window.

Growth of $10,000 cloning Sage Rhino Capital LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~34 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
15%
Top 10 holdings
28%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

35% mapped to company sectors

ETF / fund or unclassified
65%
Information Technology
13%
Financials
8%
Consumer Discretionary
4%
Industrials
3%
Health Care
3%
Materials
1%
Energy
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

380 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
SMALL CP ETF
$20.0M65.8K
3.3%
−7.2%
Reduced · −5K sh
2Vanguard Index FDS
MID CAP ETF
$19.5M241.5K
3.2%
+248%
Added · +172K sh
3Goldman Sachs ETF TR
ACCES TREASURY
$18.7M186.3K
3.1%
+14%
Added · +23K sh
4Invesco Exchange Traded FD T
S&P500 EQL WGT
$18.2M85.5K
3.0%
−6.2%
Reduced · −6K sh
5American Centy ETF TR
US SML CP VALU
$17.7M142.1K
2.9%
−10%
Reduced · −16K sh
6Ishares TR
CORE MSCI EAFE
$17.3M179.4K
2.8%
−5.8%
Reduced · −11K sh
7Vanguard BD Index FDS
TOTAL BND MRKT
$16.3M222.0K
2.7%
+42%
Added · +66K sh
8Vanguard Scottsdale FDS
SHRT TRM CORP BD
$14.2M179.8K
2.3%
+251%
Added · +129K sh
9Vanguard Scottsdale FDS
INT-TERM CORP
$14.0M169.9K
2.3%
+40%
Added · +48K sh
10Apple Inc
COM
$12.2M42.0K
2.0%
−2.4%
Reduced · −1K sh
11American Centy ETF TR
US LARGE CAP VLU
$11.7M128.8K
1.9%
+1.2%
Added · +2K sh
12Ishares Gold TR
ISHARES NEW
$11.6M153.4K
1.9%
−21%
Reduced · −41K sh
13Vanguard Index FDS
TOTAL STK MKT
$11.5M31.2K
1.9%
+0.3%
Added · +100 sh
14SPDR Series Trust
ST STR SP DIV
$11.4M74.7K
1.9%
−3.3%
Reduced · −3K sh
15Tesla Inc
COM
$11.2M26.7K
1.8%
+0.1%
Added · +27 sh
16Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$10.7M178.6K
1.8%
−3.8%
Reduced · −7K sh
17Vanguard Instl Index FD
0 3 MO TR BI ETF
$10.2M134.3K
1.7%
+47%
Added · +43K sh
18Vanguard Charlotte FDS
TOTAL INT BD ETF
$10.1M209.5K
1.7%
+42%
Added · +62K sh
19American Centy ETF TR
INTL EQT ETF
$9.4M105.8K
1.6%
−4.8%
Reduced · −5K sh
20Select Sector SPDR TR
ST STR INDL ETF
$9.0M48.9K
1.5%
−2.6%
Reduced · −1K sh
21Goldman Sachs ETF TR
ULTR SHOR BD ETF
$8.9M175.6K
1.5%
+6.7%
Added · +11K sh
22American Centy ETF TR
US EQT ETF
$8.5M66.3K
1.4%
−10%
Reduced · −8K sh
23Vanguard Whitehall FDS
HIGH DIV YLD
$7.8M49.3K
1.3%
−4.9%
Reduced · −3K sh
24Alphabet Inc
CAP STK CL C
$7.2M20.4K
1.2%
−2.3%
Reduced · −482 sh
25State STR SPDR S&P 500 ETF T
TR UNIT
$6.6M8.8K
1.1%
+0.9%
Added · +77 sh
26Ishares Inc
CORE MSCI EMKT
$6.3M75.6K
1.0%
−17%
Reduced · −16K sh
27Vanguard Whitehall FDS
EM MK GOV BD ETF
$6.2M92.7K
1.0%
+27%
Added · +20K sh
28Vanguard Intl Equity Index F
FTSE SMCAP ETF
$6.2M40.4K
1.0%
+3.0%
Added · +1K sh
29Amazon Com Inc
COM
$6.1M25.7K
1.0%
+1.9%
Added · +481 sh
30Vanguard World FD
HEALTH CAR ETF
$5.9M19.7K
1.0%
−6.0%
Reduced · −1K sh
31Microsoft Corp
COM
$5.7M15.4K
0.9%
+0.5%
Added · +83 sh
32Nvidia Corporation
COM
$5.7M28.6K
0.9%
~0%
Reduced · −9 sh
33Ishares TR
0-3 MTH TREASURY
$5.4M53.3K
0.9%
+25%
Added · +11K sh
34Invesco Exchange Traded FD T
S&P500 EQL TEC
$5.3M81.4K
0.9%
−34%
Reduced · −41K sh
35Netskope Inc
CL A
$5.0M457.5K
0.8%
New
New position
36Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$5.0M106.7K
0.8%
+22%
Added · +19K sh
37Janus Detroit STR TR
HENDRSON AAA CL
$4.7M92.2K
0.8%
−30%
Reduced · −39K sh
38Dimensional ETF Trust
GLOBAL REAL EST
$4.6M158.6K
0.8%
+59%
Added · +59K sh
39Vanguard BD Index FDS
VANGUARD ULTRA
$4.3M85.4K
0.7%
−8.7%
Reduced · −8K sh
40Alphabet Inc
CAP STK CL A
$4.2M11.7K
0.7%
−0.1%
Reduced · −6 sh
41Vanguard Fixed Income Secs F
HIGH-YIELD ACTV
$4.0M53.3K
0.7%
+148%
Added · +32K sh
42Vanguard Malvern FDS
STRM INFPROIDX
$3.9M78.5K
0.6%
+17%
Added · +11K sh
43Vanguard Malvern FDS
CORE-PLUS BD ETF
$3.5M45.1K
0.6%
+29%
Added · +10K sh
44Vanguard Scottsdale FDS
SHORT TERM TREAS
$3.4M57.7K
0.6%
+42%
Added · +17K sh
45Pimco ETF TR
ENHNCD LW DUR AC
$3.3M34.9K
0.5%
+18%
Added · +5K sh
46Ishares TR
U.S. REAL ES ETF
$3.3M32.0K
0.5%
+1.0%
Added · +331 sh
47JPMorgan Chase & Co
COM
$3.2M9.9K
0.5%
+0.5%
Added · +53 sh
48Ishares TR
CORE INTL AGGR
$3.1M61.8K
0.5%
+18%
Added · +9K sh
49J P Morgan Exchange Traded F
INCOME ETF
$2.9M64.0K
0.5%
+18%
Added · +10K sh
50Ishares TR
CORE S&P500 ETF
$2.8M3.8K
0.5%
+0.5%
Added · +20 sh
Showing 50 of 380 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$8.4M
Call notional (bullish)$553K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$4.9M7K
PUT · bearishSPDR GOLD SHARESGLD$3.1M9K
CALL · bullishVISTANCE NETWORKS INCVISN$492K39K
PUT · bearishVISTANCE NETWORKS INCVISN$383K30K
CALL · bullishBOOZ ALLEN HAMILTON HOLDINGSBAH$61K1K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 3, 2026385$617.2M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026330$534.6M13F-HR
Q4 2025Dec 31, 2025Jan 30, 2026310$529.7M13F-HR
Q3 2025Sep 30, 2025Oct 31, 2025299$517.7M13F-HR
Q2 2025Jun 30, 2025Jul 17, 2025282$473.1M13F-HR
Q1 2025Mar 31, 2025May 1, 2025265$431.2M13F-HR
Q4 2024Dec 31, 2024Feb 6, 2025271$458.4M13F-HR
Q3 2024Sep 30, 2024Nov 1, 2024278$451.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.