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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 AFCG ADVANCED FLOWER CAP INC Real Estate 150,396 $424K SOLD
82 PLUS THERAPEUTICS INC 2,427,098 $396K SOLD
83 EKSO EKSO BIONICS HLDGS INC Healthcare 34,032 $362K SOLD
84 REALPHA TECH CORP 1,406,508 $342K SOLD
85 BTM BITCOIN DEPOT INC Financial Services 156,274 $341K SOLD
86 YYAI AIRWA INC Consumer Cyclical 402,709 $337K SOLD
87 SUZ SUZANO S A Basic Materials 28,372 $284K SOLD
88 GOHEALTH INC 186,762 $282K SOLD
89 BIOATLA INC 1,649,252 $266K SOLD
90 M-TRON INDS INC 116,768 $245K SOLD
91 BANZAI INTERNATIONAL INC 253,251 $241K SOLD
92 SMITH MICRO SOFTWARE INC 307,109 $221K SOLD
93 AGAE ALLIED GAMING & ENTRTNMNT IN Communication Services 765,756 $209K SOLD
94 VOLITIONRX LTD 1,013,673 $205K SOLD
95 MULTISENSOR AI HOLDINGS INC 864,931 $200K SOLD
96 ALPHA MODUS HLDGS INC 511,817 $188K SOLD
97 NOTV INOTIV INC Healthcare 601,861 $164K SOLD
98 NAUTICUS ROBOTICS INC 255,546 $128K SOLD
99 OLENOX INDUSTRIES INC 84,614 $88K SOLD
100 RVPH REVIVA PHARMACEUTCLS HLDGS I Healthcare 117,568 $86K SOLD
Page 5 of 7  ·  130 positions
Sector Allocation
Technology 37.1%
Financial Services 11.2%
Healthcare 9.5%
Consumer Cyclical 9.4%
Communication Services 9.3%
Industrials 9.1%
Consumer Defensive 4.4%
Energy 3.4%
Utilities 2.6%
Real Estate 2.2%