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Portfolio (Quarterly) Guide ↗

VANGUARD PORTFOLIO MANAGEMENT LLC

· CIK 0002100121
13F Portfolio $2.22T AUM 3,141 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 250 New 1909 Added 720 Reduced
Page 11 of 13  ·  250 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INNOVATE CORP 39,069.0 $729K NEW $18.67
202 AMTX AEMETIS INC Energy 442,363.0 $725K NEW $1.64 +9.8%
203 RDNW RIDENOW GROUP INC Consumer Cyclical 106,796.0 $711K NEW $6.66 +13.1%
204 LIFETIME BRANDS INC 83,203.0 $710K NEW $8.53
205 TYGO TIGO ENERGY INC Energy 272,125.0 $634K NEW $2.33 -49.8%
206 NAUT NAUTILUS BIOTECHNOLOGY INC Healthcare 337,748.0 $632K NEW $1.87 -52.9%
207 TKC TURKCELL ILETISIM Communication Services 104,270.0 $613K NEW $5.88 -7.8%
208 ENLIGHT RENEWABLE ENERGY LTD 6,463.0 $571K NEW $88.31
209 TRON TRON INC Consumer Cyclical 343,728.0 $553K NEW $1.61 -6.8%
210 ARMP ARMATA PHARMACEUTICALS INC Healthcare 81,354.0 $527K NEW $6.48 -30.9%
211 IDN INTELLICHECK MOBILISA INC Technology 126,544.0 $519K NEW $4.10 -28.0%
212 PLBY PLAYBOY INC Consumer Cyclical 400,066.0 $488K NEW $1.22 -3.3%
213 WBI WATERBRIDGE INFRASTRUCTURE L Energy 13,993.0 $480K NEW $34.27 -7.3%
214 NVMI NOVA LTD Technology 891.0 $474K NEW $531.83 -20.9%
215 ROADZEN INC 306,290.0 $447K NEW $1.46
216 ZENATECH INC 294,404.0 $442K NEW $1.50
217 KARDIGAN INC 18,249.0 $435K NEW $23.85
218 FGBI FIRST GTY BANCSHARES INC Financial Services 40,114.0 $404K NEW $10.07 -17.7%
219 SUNC SUNOCOCORP LLC Energy 5,932.0 $401K NEW $67.67 +11.5%
220 LEE LEE ENTERPRISES INC Communication Services 44,188.0 $396K NEW $8.96 -8.0%
Page 11 of 13  ·  250 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 33.8%
Financial Services 11.2%
Industrials 11.2%
Healthcare 9.7%
Consumer Cyclical 7.7%
Real Estate 6.0%
Communication Services 6.0%
Consumer Defensive 4.4%
Energy 4.1%
Utilities 3.6%