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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 148 of 205  ·  4,092 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2941 RICK RCI HOSPITALITY HLDGS INC Consumer Cyclical 294,689.0 $8.1M -45K -13.2% $27.32 +11.0%
2942 HLLY HOLLEY INC Consumer Cyclical 3,151,020.0 $8.0M +27K +0.8% $2.55 +13.3%
2943 AOMR ANGEL OAK MORTGAGE REIT INC Real Estate 884,284.0 $8.0M +105K +13.4% $9.08 -7.0%
2944 CV CAPSOVISION INC Healthcare 1,058,468.0 $8.0M +32K +3.1% $7.58 -22.8%
2945 ENCORE ENERGY CORP 6,100,105.0 $8.0M NEW $1.31
2946 SHOULDER INNOVATIONS INC 392,181.0 $8.0M -21K -5.2% $20.28
2947 NMRA NEUMORA THERAPEUTICS INC. Healthcare 4,669,585.0 $7.9M +778K +20.0% $1.70 -11.8%
2948 HUMA HUMACYTE INC Healthcare 10,107,679.0 $7.9M +2.9M +41.2% $0.78 -10.1%
2949 TLSI TRISALUS LIFE SCIENCES INC Healthcare 1,729,385.0 $7.9M +382K +28.4% $4.55 +10.5%
2950 EBMT EAGLE BANCORP MONT INC Financial Services 327,051.0 $7.8M -23K -6.5% $23.93 -4.9%
2951 ZONE CLEANCORE SOLUTIONS INC Industrials 9,497,719.0 $7.8M -1.3M -12.1% $0.82 -81.7%
2952 OPBK OP BANCORP Financial Services 519,413.0 $7.8M -40K -7.1% $14.99 +1.7%
2953 QTRX QUANTERIX CORP Healthcare 1,800,644.0 $7.8M +16K +0.9% $4.32 -35.4%
2954 FOA FINANCE OF AMERICA COMPAN Financial Services 281,039.0 $7.7M -44K -13.5% $27.52 -28.5%
2955 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 1,385,162.0 $7.7M $5.54 -12.6%
2956 BCBP BCB BANCORP INC Financial Services 713,181.0 $7.6M +43K +6.4% $10.72 -19.2%
2957 TBCH TURTLE BEACH CORP Technology 613,346.0 $7.6M -37K -5.7% $12.45 +3.2%
2958 KRMD KORU MEDICAL SYSTEMS INC Healthcare 1,818,121.0 $7.6M +132K +7.8% $4.20 -23.6%
2959 INFU INFUSYSTEM HLDGS INC Healthcare 790,775.0 $7.6M -69K -8.1% $9.65 +24.6%
2960 ELMT ELMET GROUP CO (THE) Industrials 386,173.0 $7.6M NEW $19.74 -10.1%
Page 148 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%