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Portfolio (Quarterly) Guide ↗

VANGUARD CAPITAL MANAGEMENT LLC

· CIK 0002100119
13F Portfolio $4.68T AUM 4,092 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 240 New 2144 Added 867 Reduced 130 Exited
Page 72 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1421 GTN GRAY MEDIA INC Communication Services 3,735,165.0 $14.8M +33K +0.9% $3.97 +26.6%
1422 RLGT RADIANT LOGISTICS INC Industrials 1,556,141.0 $14.7M +24K +1.5% $9.46 -11.5%
1423 VERASTEM INC 3,851,508.0 $14.7M +529K +15.9% $3.82
1424 LPG DORIAN LPG LTD Energy 421,230.0 $14.7M +11K +2.7% $34.78 +47.2%
1425 NECB NORTHEAST CMNTY BANCORP INC Financial Services 527,892.0 $14.6M +18K +3.5% $27.74 -4.5%
1426 SMC SUMMIT MIDSTREAM CORPORATION Energy 511,424.0 $14.6M +5K +1.0% $28.48 +19.3%
1427 LXEO LEXEO THERAPEUTICS INC Healthcare 3,125,893.0 $14.6M +119K +4.0% $4.66 +5.3%
1428 PTLO PORTILLOS INC Consumer Cyclical 3,065,726.0 $14.5M +26K +0.9% $4.74 +4.7%
1429 ATOM ATOMERA INC Technology 1,664,565.0 $14.5M +376K +29.2% $8.71 -47.6%
1430 KIDS ORTHOPEDIATRICS CORP Healthcare 755,624.0 $14.5M +37K +5.2% $19.13 +34.0%
1431 QUIK QUICKLOGIC CORP Technology 722,196.0 $14.4M +89K +14.1% $19.97 -44.5%
1432 NRC NRC HEALTH Healthcare 666,554.0 $14.4M +4K +0.6% $21.57 +1.6%
1433 KOS KOSMOS ENERGY LTD Energy 6,812,762.0 $14.4M +390K +6.1% $2.11 +34.1%
1434 RMR RMR GROUP INC Real Estate 693,823.0 $14.2M +22K +3.2% $20.53 -3.3%
1435 INV INNVENTURE INC Financial Services 2,807,557.0 $14.2M +229K +8.9% $5.07 -72.4%
1436 CTRN CITI TRENDS INC Consumer Cyclical 245,831.0 $14.2M +13K +5.4% $57.84 +27.1%
1437 NWFL NORWOOD FINANCIAL CORP Financial Services 441,759.0 $14.2M +14K +3.2% $32.15 +5.8%
1438 ALVO ALVOTECH Healthcare 3,689,612.0 $14.0M +279K +8.2% $3.79 +35.1%
1439 PINE ALPINE INCOME PPTY TR INC Real Estate 672,575.0 $14.0M +54K +8.7% $20.76 -5.3%
1440 BOBS BOBS DISC FURNITURE INC Consumer Cyclical 878,244.0 $13.9M +8K +0.9% $15.82 +12.9%
Page 72 of 108  ·  2,144 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
Technology 38.1%
Financial Services 11.3%
Healthcare 9.8%
Consumer Cyclical 9.6%
Industrials 9.3%
Communication Services 7.0%
Consumer Defensive 4.5%
Energy 3.5%
Utilities 2.7%
Real Estate 2.2%