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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 115 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2281 KE KIMBALL ELECTRONICS INC Industrials 1,067,235.0 $27.3M 0.00% +6K +0.6% $25.60 -5.9%
2282 RES RPC INC Energy 4,676,613.0 $27.3M 0.00% +454K +10.8% $5.83 +9.8%
2283 EQPT EQUIPMENTSHARE COM INC Industrials 1,386,138.0 $27.3M 0.00% $19.66 -6.9%
2284 BHB BAR HBR BANKSHARES Financial Services 720,974.0 $27.2M 0.00% -15K -2.0% $37.76 +3.9%
2285 LXU LSB INDS INC Basic Materials 2,510,165.0 $27.1M 0.00% +266K +11.8% $10.81 -3.4%
2286 ACHIEVE LIFE SCIENCE INC 4,140,812.0 $27.0M 0.00% +1.9M +87.8% $6.53
2287 APPLIED AEROSPACE & DEFENSE 1,185,115.0 $27.0M 0.00% NEW $22.78
2288 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 961,351.0 $26.8M 0.00% +9K +1.0% $27.92 -15.8%
2289 PFIS PEOPLES FINL SVCS CORP Financial Services 403,159.0 $26.8M 0.00% +11K +2.8% $66.37 +4.7%
2290 HNRG HALLADOR ENERGY COMPANY Energy 1,531,550.0 $26.6M 0.00% +46K +3.1% $17.39 -4.4%
2291 KB KB FINL GROUP INC Financial Services 251,922.0 $26.4M 0.00% -40K -13.8% $104.96 +15.6%
2292 RWT REDWOOD TRUST INC Real Estate 5,577,601.0 $26.4M 0.00% -130K -2.3% $4.74 -2.3%
2293 HRTG HERITAGE INSURANCE HLDGS INC Financial Services 1,013,658.0 $26.4M 0.00% +12K +1.2% $26.08 +30.9%
2294 MSBI MIDLAND STATES BANCORP INC Financial Services 847,353.0 $26.4M 0.00% -54K -6.0% $31.14 +5.5%
2295 AKTS AKTIS ONCOLOGY INC Healthcare 817,075.0 $26.3M 0.00% -17K -2.0% $32.23 -18.8%
2296 GOOD GLADSTONE COMMERCIAL CORP Real Estate 2,140,893.0 $26.3M 0.00% +64K +3.1% $12.30 +5.5%
2297 NRIM NORTHRIM BANCORP INC Financial Services 948,559.0 $26.3M 0.00% -15K -1.6% $27.74 -7.0%
2298 CLDT CHATHAM LODGING TR Real Estate 1,988,164.0 $26.3M 0.00% -76K -3.7% $13.23 +0.9%
2299 MOV MOVADO GROUP INC Consumer Cyclical 667,375.0 $26.2M 0.00% +10K +1.5% $39.31 -12.2%
2300 MECHANICS BANCORP 1,649,674.0 $26.2M 0.00% -431K -20.7% $15.90
Page 115 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%