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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 93 of 108  ·  2,144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1841 KG KESTREL GROUP LTD Financial Services 265,625.0 $2.4M +4K +1.5% $9.00 -14.3%
1842 UEIC UNIVERSAL ELECTRS INC Technology 499,879.0 $2.4M +6K +1.2% $4.77 +1.7%
1843 CYPH CYPHERPUNK TECHNOLOGIES INC Healthcare 3,887,574.0 $2.4M +2.1M +113.8% $0.61 +132.0%
1844 LASE LASER PHOTONICS CORP Industrials 1,439,265.0 $2.4M +948K +193.3% $1.65 -23.0%
1845 OPHC OPTIMUMBANK HLDGS INC Financial Services 406,480.0 $2.4M +62K +18.1% $5.84 +59.2%
1846 SERA SERA PROGNOSTICS INC Healthcare 1,297,792.0 $2.4M +94K +7.8% $1.82 +17.6%
1847 FLNA FILANA THERAPEUTICS INC Healthcare 1,974,981.0 $2.4M +44K +2.3% $1.19 -19.2%
1848 SCLX SCILEX HOLDING CO Healthcare 301,292.0 $2.4M +37K +14.1% $7.80 -26.5%
1849 BRIDGER AEROSPACE GRP HLDGS 1,219,770.0 $2.3M +60K +5.2% $1.92
1850 OPTT OCEAN PWR TECHNOLOGIES INC Industrials 8,919,165.0 $2.3M +341K +4.0% $0.26 -29.7%
1851 INSE INSPIRED ENTMT INC Consumer Cyclical 280,549.0 $2.3M +9K +3.5% $8.25 -26.3%
1852 CATO CATO CORP NEW Consumer Cyclical 711,699.0 $2.3M +8K +1.1% $3.24 -9.9%
1853 LNSR LENSAR INC Healthcare 402,806.0 $2.3M +13K +3.3% $5.71 +52.0%
1854 NTHI NEONC TECHNOLOGIES HLDGS INC Healthcare 504,171.0 $2.3M +288K +133.7% $4.53 +3.2%
1855 FTCI FTC SOLAR INC Energy 449,372.0 $2.3M +4K +1.0% $5.08 -58.1%
1856 SOTK SONO TEK CORP Technology 372,812.0 $2.3M +12K +3.2% $6.12 -10.5%
1857 SELF GLOBAL SELF STORAGE INC Real Estate 434,491.0 $2.3M +4K +1.0% $5.24 +5.9%
1858 USIO USIO INC Technology 917,455.0 $2.3M +15K +1.7% $2.48 +13.3%
1859 WWR WESTWATER RES INC Basic Materials 4,482,522.0 $2.3M +137K +3.2% $0.51 +19.3%
1860 ELTX ELICIO THERAPEUTICS INC Healthcare 572,151.0 $2.2M +54K +10.3% $3.91 -22.3%
Page 93 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%