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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 162 of 200  ·  3,982 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3221 NPWR NET POWER INC Industrials 1,643,795.0 $2.6M NEW $1.56 +19.2%
3222 RSSS RESEARCH SOLUTIONS INC Technology 1,133,471.0 $2.6M NEW $2.26 -4.4%
3223 QMCO QUANTUM CORP Technology 539,275.0 $2.6M NEW $4.75 +74.1%
3224 GRWG GROWGENERATION CORP Consumer Cyclical 2,326,664.0 $2.6M NEW $1.10 +55.0%
3225 OPAL OPAL FUELS INC Utilities 1,006,245.0 $2.5M NEW $2.52 -19.1%
3226 GUTS FRACTYL HEALTH INC Healthcare 5,533,006.0 $2.5M NEW $0.46 +87.4%
3227 STNG SCORPIO TANKERS INC Energy 33,894.0 $2.5M NEW $74.66 +9.8%
3228 FBYD FALCONS BEYOND GLOBAL INC Industrials 179,337.0 $2.5M NEW $14.10 +1.1%
3229 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 95,270.0 $2.5M NEW $26.35 -4.0%
3230 RNAC CARTESIAN THERAPEUTICS INC Healthcare 407,597.0 $2.5M NEW $6.15 +6.5%
3231 PALISADE BIO INC 1,429,308.0 $2.5M NEW $1.75
3232 AREN THE ARENA GROUP HOLDINGS INC Communication Services 1,151,951.0 $2.5M NEW $2.17 -28.6%
3233 CARL CARLSMED INC Healthcare 276,131.0 $2.5M NEW $9.05 +29.9%
3234 CSTM CONSTELLIUM SE Basic Materials 101,546.0 $2.5M NEW $24.58 +29.9%
3235 AUGO AURA MINERALS INC Basic Materials 30,438.0 $2.5M NEW $81.60 -7.7%
3236 BTCS BTCS INC Financial Services 1,778,033.0 $2.5M NEW $1.39 +23.2%
3237 NRXP NRX PHARMACEUTICALS INC Healthcare 1,160,184.0 $2.5M NEW $2.13 +37.6%
3238 APT ALPHA PRO TECH LTD Industrials 553,674.0 $2.5M NEW $4.44 +37.4%
3239 PMVP PMV PHARMACEUTICALS INC Healthcare 1,974,906.0 $2.4M NEW $1.24 +6.0%
3240 SERA SERA PROGNOSTICS INC Healthcare 1,204,115.0 $2.4M NEW $2.03 -13.3%
Page 162 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%