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Portfolio (Quarterly) Guide ↗

VANGUARD CAPITAL MANAGEMENT LLC

· CIK 0002100119
13F Portfolio $4.00T AUM 3,982 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 3982 New
Page 152 of 200  ·  3,982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3021 RMAX RE/MAX HLDGS INC Real Estate 840,990.0 $4.8M NEW $5.76 +65.6%
3022 ONEW ONEWATER MARINE INC Consumer Cyclical 511,538.0 $4.8M NEW $9.45 +7.9%
3023 BRIDGEBIO ONCOLOGY THERAPEUT 538,441.0 $4.8M NEW $8.95
3024 AGEN AGENUS INC Healthcare 1,440,232.0 $4.8M NEW $3.34 -5.7%
3025 LIFECORE BIOMEDICAL INC 1,290,136.0 $4.8M NEW $3.72
3026 TRON TRON INC Consumer Cyclical 2,111,825.0 $4.8M NEW $2.27 -14.1%
3027 LUCD LUCID DIAGNOSTICS INC Healthcare 4,154,770.0 $4.8M NEW $1.15 -13.0%
3028 BTBT BIT DIGITAL INC Financial Services 3,647,249.0 $4.8M NEW $1.31 +34.4%
3029 OFLX OMEGA FLEX INC Industrials 153,468.0 $4.8M NEW $31.04 -11.7%
3030 CVGI COMMERCIAL VEH GROUP INC Consumer Cyclical 1,396,132.0 $4.8M NEW $3.41 +39.9%
3031 ANTERIS TECHNOLOGIES GLOBAL 857,803.0 $4.8M NEW $5.55
3032 PZG PARAMOUNT GOLD NEV CORP Basic Materials 2,845,679.0 $4.7M NEW $1.66 -18.1%
3033 LUCKY STRIKE ENTERTAINMENT C 567,406.0 $4.7M NEW $8.32
3034 LGCY LEGACY ED INC Consumer Defensive 376,285.0 $4.7M NEW $12.52 -6.1%
3035 ESP ESPEY MFG & ELECTRS CORP Industrials 85,006.0 $4.7M NEW $55.42 +1.7%
3036 PRTA PROTHENA CORP PLC Healthcare 484,126.0 $4.7M NEW $9.72 -6.7%
3037 GFS GLOBALFOUNDRIES INC Technology 105,704.0 $4.7M NEW $44.48 +49.9%
3038 RAIL FREIGHTCAR AMER INC Industrials 583,001.0 $4.6M NEW $7.97 -3.8%
3039 CRDF CARDIFF ONCOLOGY INC Healthcare 2,855,966.0 $4.6M NEW $1.62 +13.6%
3040 ASCENT INDUSTRIES CO 345,487.0 $4.6M NEW $13.31
Page 152 of 200  ·  3,982 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 32.4%
Financial Services 11.7%
Consumer Cyclical 10.0%
Healthcare 10.0%
Communication Services 9.9%
Industrials 8.8%
Consumer Defensive 5.0%
Energy 4.6%
Utilities 2.9%
Basic Materials 2.4%