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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 144 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2861 FCAP FIRST CAP INC Financial Services 142,858.0 $9.2M -7K -4.4% $64.64 -5.1%
2862 AREC AMERICAN RES CORP Energy 4,291,830.0 $9.2M +477K +12.5% $2.15 +22.1%
2863 DIVERSIFIED ENERGY CO 664,462.0 $9.2M -121K -15.4% $13.86
2864 SKYH SKY HARBOUR GROUP CORPORATIO Industrials 935,697.0 $9.2M +8K +0.8% $9.84 +8.9%
2865 SES SES AI CORPORATION Consumer Cyclical 9,585,985.0 $9.2M +115K +1.2% $0.96 -45.3%
2866 RBBN RIBBON COMMUNICATIONS INC Communication Services 3,925,626.0 $9.2M -291K -6.9% $2.34 -12.6%
2867 TKNO ALPHA TEKNOVA INC Healthcare 1,614,045.0 $9.2M +1.2M +265.3% $5.68 +26.8%
2868 PALLADYNE AI CORP 1,506,873.0 $9.2M +116K +8.4% $6.08
2869 IVVD INVIVYD INC Healthcare 10,496,507.0 $9.2M +422K +4.2% $0.87 +2.5%
2870 DBI DESIGNER BRANDS INC Consumer Cyclical 1,567,643.0 $9.1M +71K +4.8% $5.83 -2.4%
2871 SEG SEAPORT ENTMT GROUP INC Real Estate 343,549.0 $9.1M +16K +4.8% $26.60 +1.4%
2872 LTRX LANTRONIX INC Technology 1,550,312.0 $9.1M +84K +5.8% $5.88 -2.9%
2873 CRCT CRICUT INC Technology 2,072,157.0 $9.1M +54K +2.7% $4.39 +30.0%
2874 USAU U S GOLD CORP Basic Materials 593,048.0 $9.1M +54K +10.1% $15.33 +6.7%
2875 LRMR LARIMAR THERAPEUTICS INC Healthcare 2,974,901.0 $9.1M +109K +3.8% $3.05 +34.5%
2876 CHKP CHECK POINT SOFTWARE TECH LT Technology 68,976.0 $9.1M +2K +3.0% $131.43 -2.4%
2877 GRAB GRAB HOLDINGS LIMITED Technology 2,404,590.0 $9.1M +258K +12.0% $3.77 -5.3%
2878 VUZI VUZIX CORP Technology 3,123,693.0 $9.1M +251K +8.7% $2.90 -7.1%
2879 FENC FENNEC PHARMACEUTICALS INC Healthcare 839,306.0 $9.0M -58K -6.5% $10.75 +10.9%
2880 VABK VIRGINIA NATL BK CHRLOTSVLE Financial Services 202,845.0 $9.0M -22K -10.0% $44.38 +4.8%
Page 144 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%