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Portfolio (Quarterly) Guide ↗

VANGUARD CAPITAL MANAGEMENT LLC

· CIK 0002100119
13F Portfolio $4.00T AUM 3,982 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 3982 New
Page 140 of 200  ·  3,982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2781 RNA ATRIUM THERAPEUTICS INC Healthcare 626,869.0 $8.4M NEW $13.37 -4.9%
2782 ALXO ALX ONCOLOGY HLDGS INC Healthcare 4,179,736.0 $8.4M NEW $2.01 -0.7%
2783 RPAY REPAY HLDGS CORP Technology 3,221,897.0 $8.4M NEW $2.60 +27.3%
2784 USNA USANA HEALTH SCIENCES INC Consumer Defensive 479,043.0 $8.4M NEW $17.47 +3.8%
2785 GDRX GOODRX HLDGS INC Healthcare 4,261,516.0 $8.4M NEW $1.96 +30.6%
2786 MEI METHODE ELECTRS INC Technology 1,507,901.0 $8.3M NEW $5.52 +95.3%
2787 HWBK HAWTHORN BANCSHARES INC Financial Services 246,188.0 $8.3M NEW $33.69 +4.2%
2788 INTT INTEST CORP Technology 605,526.0 $8.3M NEW $13.65 +28.2%
2789 REFI CHICAGO ATLANTIC REAL ESTATE Real Estate 727,853.0 $8.2M NEW $11.32 +0.6%
2790 BELFA BEL FUSE INC Technology 45,511.0 $8.2M NEW $180.20 +31.0%
2791 DAO YOUDAO INC Consumer Defensive 832,430.0 $8.2M NEW $9.83 +17.4%
2792 USAU U S GOLD CORP Basic Materials 538,617.0 $8.2M NEW $15.19 +1.9%
2793 IREN IREN LIMITED Financial Services 238,276.0 $8.2M NEW $34.28 +69.4%
2794 KODIAK AI INC. 1,175,171.0 $8.2M NEW $6.94
2795 PESI PERMA-FIX ENVIRONMENTAL SVCS Industrials 759,435.0 $8.1M NEW $10.69 -15.2%
2796 LOANDEPOT INC 5,713,258.0 $8.1M NEW $1.42
2797 GOTU GAOTU TECHEDU INC Consumer Defensive 4,137,588.0 $8.1M NEW $1.96 -7.7%
2798 BLZE BACKBLAZE INC Technology 2,344,447.0 $8.1M NEW $3.45 +113.6%
2799 LX LEXINFINTECH HLDGS LTD Financial Services 3,709,421.0 $8.1M NEW $2.18 -11.5%
2800 CLIMB BIO INC 1,178,659.0 $8.1M NEW $6.85
Page 140 of 200  ·  3,982 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 32.4%
Financial Services 11.7%
Consumer Cyclical 10.0%
Healthcare 10.0%
Communication Services 9.9%
Industrials 8.8%
Consumer Defensive 5.0%
Energy 4.6%
Utilities 2.9%
Basic Materials 2.4%