Sage Rhino Capital LLC
Annual return '25
+15.1%
SPY '25
+17.7%
Alpha
-2.6ptsvs SPY
Invested
$534.6M
Holdings
328
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VO
VANGUARD INDEX FDS
Q4 2025: Increased +2.2% (68.5k → 69.9k shares)
3.7%
02
$VB
VANGUARD INDEX FDS
Q4 2025: Increased +1.1% (71.0k → 71.7k shares)
3.5%
03
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.9% (157.4k → 158.7k shares)
3.3%
04
$RSP
INVESCO EXCHANGE TRADED FD T
Q3 2025: Sold 0.7% (95.2k → 94.5k shares)
3.3%
05
$IEFA
ISHARES TR
Q3 2025: Increased +1.8% (185.4k → 188.8k shares)
3.2%
06
$IAU
ISHARES GOLD TR
Q4 2025: Sold 7.4% (324.7k → 300.7k shares)
3.2%
07
$GBIL
GOLDMAN SACHS ETF TR
Q4 2025: Sold 18.1% (204.2k → 167.2k shares)
3.1%
08
$BND
VANGUARD BD INDEX FDS
Q4 2025: Increased +2.1% (93.5k → 95.5k shares)
2.1%
09
$SDY
SPDR SERIES TRUST
Q4 2025: Increased +1.0% (77.6k → 78.4k shares)
2.1%
10
$AAPL
APPLE INC
Q4 2025: Sold 7.5% (46.8k → 43.3k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:07 UTC.