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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 136 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2701 MGNX MACROGENICS INC Healthcare 2,656,010.0 $12.3M $4.62 -12.6%
2702 CHMG CHEMUNG FINL CORP Financial Services 164,331.0 $12.3M -9K -5.1% $74.58 +8.4%
2703 NATIONAL CINEMEDIA INC 3,221,372.0 $12.2M $3.80
2704 BK TECHNOLOGIES CORPORATION 141,906.0 $12.2M +2K +1.5% $85.98
2705 NABL N-ABLE INC Technology 3,320,148.0 $12.2M -122K -3.5% $3.67 +3.5%
2706 PURR HYPERLIQUID STRATEGIES INC Basic Materials 1,545,330.0 $12.2M +159K +11.5% $7.87 +46.9%
2707 OPUS GENETICS INC 2,958,683.0 $12.2M +509K +20.8% $4.11
2708 NEWSMAX INC 1,464,021.0 $12.1M NEW $8.28
2709 LMRI LUMEXA IMAGING HOLDINGS INC Healthcare 1,070,325.0 $12.1M +12K +1.1% $11.28 +6.0%
2710 EIKN EIKON THERAPEUTICS INC Healthcare 922,707.0 $12.0M -47K -4.8% $13.05 -8.2%
2711 BH BIGLARI HLDGS INC Consumer Cyclical 28,185.0 $12.0M -2K -5.3% $426.03 -10.1%
2712 FATE FATE THERAPEUTICS INC Healthcare 4,445,536.0 $12.0M +253K +6.0% $2.70 -4.8%
2713 AVBH AVIDBANK HLDGS INC Financial Services 362,951.0 $12.0M +24K +7.0% $33.03 -3.9%
2714 ELMD ELECTROMED INC Healthcare 283,232.0 $12.0M -52K -15.5% $42.30 -24.9%
2715 TSSI TSS INC DEL Technology 966,509.0 $11.9M $12.30 -30.8%
2716 FUNC FIRST UTD CORP Financial Services 269,289.0 $11.9M $44.11 -3.1%
2717 LINEAGE CELL THERAPEUTICS IN 9,054,918.0 $11.9M +736K +8.8% $1.31
2718 ESOA ENERGY SERVICES OF AMER CORP Industrials 612,489.0 $11.8M +26K +4.4% $19.34 -40.6%
2719 ISBA ISABELLA BK CORP Financial Services 299,599.0 $11.8M +26K +9.3% $39.50 -2.6%
2720 CBC CENTRAL BANCOMPANY Financial Services 387,537.0 $11.8M +10K +2.5% $30.38 +6.5%
Page 136 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%