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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 74 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1461 JACK JACK IN THE BOX INC Consumer Cyclical 826,459.0 $13.1M +10K +1.2% $15.81 +11.9%
1462 KRT KARAT PACKAGING INC Consumer Cyclical 390,162.0 $13.1M +2K +0.6% $33.46 +43.5%
1463 MBI MBIA INC Financial Services 1,991,235.0 $13.0M +16K +0.8% $6.52 -24.7%
1464 FRPH FRP HLDGS INC Real Estate 519,009.0 $13.0M +9K +1.8% $24.99 -7.9%
1465 GNE GENIE ENERGY LTD Utilities 895,200.0 $12.9M +36K +4.2% $14.45 +3.7%
1466 AKBA AKEBIA THREAPEUTICS INC Healthcare 11,322,143.0 $12.9M +155K +1.4% $1.14 -22.0%
1467 HTZ HERTZ GLOBAL HLDGS INC Industrials 5,692,381.0 $12.9M +197K +3.6% $2.27 +2.4%
1468 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 4,457,274.0 $12.9M +1.6M +53.4% $2.89 +5.5%
1469 GBANK FINL HLDGS INC 421,802.0 $12.8M +9K +2.1% $30.31
1470 TWIN TWIN DISC INC Industrials 550,852.0 $12.8M +22K +4.1% $23.20 +1.7%
1471 BENITEC BIOPHARMA INC 954,533.0 $12.8M +23K +2.5% $13.38
1472 CNA CNA FINL CORP Financial Services 261,602.0 $12.7M +8K +3.1% $48.61 +2.3%
1473 BMBL BUMBLE INC Technology 3,969,757.0 $12.7M +683K +20.8% $3.20 -13.9%
1474 NRDS NERDWALLET INC Financial Services 1,370,062.0 $12.7M +12K +0.9% $9.25 +8.2%
1475 FCCO FIRST CMNTY CORP S C Financial Services 385,181.0 $12.6M +16K +4.3% $32.68 +0.2%
1476 IREN IREN LIMITED Financial Services 270,465.0 $12.4M +32K +13.5% $45.73 -12.9%
1477 OSG OCTAVE SPECIALTY GROUP INC Financial Services 1,972,619.0 $12.3M +28K +1.4% $6.24 -26.4%
1478 BK TECHNOLOGIES CORPORATION 141,906.0 $12.2M +2K +1.5% $85.98
1479 PURR HYPERLIQUID STRATEGIES INC Basic Materials 1,545,330.0 $12.2M +159K +11.5% $7.87 +34.9%
1480 OPUS GENETICS INC 2,958,683.0 $12.2M +509K +20.8% $4.11
Page 74 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%