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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 5 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EROCK INC 1,030,728.0 $14.9M NEW $14.50
82 LIFTOFF MOBILE INC 567,845.0 $13.6M NEW $24.02
83 ODYSSEY THERAPEUTICS INC 720,440.0 $13.5M NEW $18.71
84 SEAPORT THERAPEUTICS INC 599,217.0 $13.0M NEW $21.72
85 YSWY YESWAY INC 639,002.0 $13.0M NEW $20.30 +22.8%
86 HAWKEYE 360 INC 641,009.0 $13.0M NEW $20.22
87 ALMR ALAMAR BIOSCIENCES INC Healthcare 463,385.0 $12.6M NEW $27.09 +21.7%
88 NEWSMAX INC 1,464,021.0 $12.1M NEW $8.28
89 FIRST NORTHN CMNTY BANCORP 648,370.0 $11.6M NEW $17.94
90 IMRX IMMUNEERING CORP Healthcare 2,286,434.0 $11.4M NEW $4.99 +0.8%
91 IBEX IBEX LTD Technology 352,448.0 $10.7M NEW $30.37 +16.7%
92 EH EHANG HLDGS LTD Industrials 1,610,936.0 $10.6M NEW $6.55 -13.4%
93 HMH HMH HLDG INC Energy 473,904.0 $8.9M NEW $18.74 +12.1%
94 GMR SOLUTIONS INC 570,769.0 $8.8M NEW $15.46
95 IMUX IMMUNIC INC Healthcare 571,561.0 $8.8M NEW $15.37 +10.0%
96 AIAI HOLDINGS CORP 620,757.0 $8.6M NEW $13.91
97 ELA ENVELA CORP Consumer Cyclical 289,769.0 $8.4M NEW $28.88 -46.0%
98 ENCORE ENERGY CORP 6,100,105.0 $8.0M NEW $1.31
99 ELMT ELMET GROUP CO (THE) Industrials 386,173.0 $7.6M NEW $19.74 -8.9%
100 SEVN SEVEN HILLS REALTY TRUST Real Estate 875,101.0 $7.4M NEW $8.43 -9.5%
Page 5 of 12  ·  240 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 37.1%
Financial Services 11.2%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 9.3%
Industrials 9.1%
Consumer Defensive 4.4%
Energy 3.4%
Utilities 2.6%
Real Estate 2.2%