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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 108 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2141 MCBS METROCITY BANKSHARES INC Financial Services 955,631.0 $34.3M 0.00% +77K +8.8% $35.89 -2.1%
2142 ADAMM ADAMAS TRUST INC. 3,646,199.0 $34.2M 0.00% -141K -3.7% $9.38
2143 ORRF ORRSTOWN FINL SVCS INC Financial Services 835,238.0 $34.1M 0.00% +18K +2.1% $40.83 +2.8%
2144 DAKT DAKTRONICS INC Technology 1,731,583.0 $33.9M 0.00% $19.56 -1.3%
2145 XE X-ENERGY INC Industrials 1,843,232.0 $33.8M 0.00% NEW $18.36 -6.2%
2146 CYRX CRYOPORT INC Industrials 2,151,943.0 $33.8M 0.00% +33K +1.6% $15.70 +2.5%
2147 ALOY REALLOYS INC Basic Materials 2,335,305.0 $33.7M 0.00% +2.1M +908.5% $14.45 -28.0%
2148 ABUS ARBUTUS BIOPHARMA CORP Healthcare 7,010,679.0 $33.7M 0.00% +322K +4.8% $4.80 +5.6%
2149 STGW STAGWELL INC Communication Services 4,519,814.0 $33.6M 0.00% +330K +7.9% $7.43 +17.6%
2150 INFY INFOSYS LTD Technology 3,193,072.0 $33.5M 0.00% -147K -4.4% $10.49 +14.9%
2151 PGC PEAPACK-GLADSTONE FINL CORP Financial Services 705,681.0 $33.4M 0.00% +20K +2.9% $47.33 -4.7%
2152 RDVT RED VIOLET INC Technology 522,775.0 $33.3M 0.00% +11K +2.1% $63.72 +15.0%
2153 TROX TRONOX HOLDINGS PLC Basic Materials 5,281,072.0 $33.3M 0.00% +100K +1.9% $6.30 -14.3%
2154 BROOKFIELD WEALTH SOL LTD 777,219.0 $33.1M 0.00% -202K -20.7% $42.62
2155 MRVI MARAVAI LIFESCIENCES HLDGS I Healthcare 5,283,665.0 $33.0M 0.00% -166K -3.0% $6.24 +23.1%
2156 KFRC KFORCE INC Industrials 701,223.0 $32.9M 0.00% -73K -9.5% $46.92 +23.8%
2157 OSW ONESPAWORLD HOLDINGS LIMITED Consumer Cyclical 1,164,581.0 $32.9M 0.00% +26K +2.3% $28.24 -10.6%
2158 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 1,052,173.0 $32.8M 0.00% +7K +0.7% $31.20 +4.4%
2159 FISI FINANCIAL INSTITUTIONS INC Financial Services 841,166.0 $32.8M 0.00% +6K +0.7% $38.97 +5.1%
2160 ESRT EMPIRE ST RLTY TR INC Real Estate 6,057,833.0 $32.8M 0.00% +65K +1.1% $5.41 -15.2%
Page 108 of 205  ·  4,092 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%