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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 6 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ALTI ALTI GLOBAL INC Financial Services 2,014,518.0 $7.3M NEW $3.61 +8.0%
102 NINE NINE ENERGY SERVICE INC Energy 518,721.0 $6.7M NEW $13.01 -22.1%
103 BV FINL INC 305,938.0 $6.5M NEW $21.18
104 SPRB SPRUCE BIOSCIENCES INC Healthcare 119,331.0 $6.4M NEW $54.00 -2.1%
105 MOBIA MED INC 444,355.0 $6.0M NEW $13.40
106 DIGIMARC CORP 711,481.0 $5.8M NEW $8.22
107 BRUN BOOST RUN INC 150,150.0 $5.8M NEW $38.81 -48.1%
108 CAST FREECAST INC Technology 816,281.0 $5.5M NEW $6.72 -68.7%
109 CUE CUE BIOPHARMA INC Healthcare 161,700.0 $5.1M NEW $31.56 -18.6%
110 MMED MINIMED GROUP INC Healthcare 323,325.0 $4.8M NEW $14.95 +29.5%
111 VENU HLDG CORP 1,989,703.0 $4.5M NEW $2.27
112 SKYX SKYX PLATFORMS CORP Industrials 4,061,142.0 $4.5M NEW $1.10 +5.9%
113 RFL RAFAEL HLDGS INC Real Estate 1,365,997.0 $4.5M NEW $3.28 -43.3%
114 SUJA LIFE INC 416,530.0 $4.2M NEW $10.16
115 BDTX BLACK DIAMOND THERAPEUTICS I Healthcare 2,125,270.0 $3.9M NEW $1.85 +11.4%
116 AFBI AFFINITY BANCSHARES INC Financial Services 148,675.0 $3.4M NEW $22.60 +1.8%
117 KARDIGAN INC 130,826.0 $3.1M NEW $23.85
118 OCTAVE INTELLIGENCE PLC 176,811.0 $2.9M NEW $16.30
119 PNRG PRIMEENERGY RESOURCES CORP Energy 17,108.0 $2.9M NEW $166.89 +27.5%
120 WHITEHAWK MINERALS CORP 87,409.0 $2.4M NEW $27.82
Page 6 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%