VANGUARD CAPITAL MANAGEMENT LLC

SEC CIK
0002100119

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
4,092
+30 vs. Q1 2026
Total value
$4.68T
+$637.23B (+15.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

VANGUARD CAPITAL MANAGEMENT LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
BMYBRISTOL-MYERS SQUIBB CO COMStock133,337,856$7.68B0.16%+1,017,616+0.8%AddedView
SBUXSTARBUCKS CORP COMStock74,431,675$7.61B0.16%+405,447+0.5%AddedView
LMTLOCKHEED MARTIN CORP COMStock14,158,758$7.21B0.15%+93,270+0.7%AddedView
SYKSTRYKER CORPORATION COMStock22,536,843$7.1B0.15%+153,662+0.7%AddedView
TTTRANE TECHNOLOGIES PLCSHS14,437,764$7.09B0.15%+55,016+0.4%AddedView
PWRQUANTA SVCS INCCOM9,802,251$7.06B0.15%+96,505+1.0%AddedView
SOSOUTHERN CO COMStock73,665,124$7.05B0.15%+2,125,979+3.0%AddedView
HWMHOWMET AEROSPACE INC COMStock26,136,434$7.03B0.15%+79,684+0.3%AddedView
CDNSCADENCE DESIGN SYSTEM INC COMStock18,016,381$6.76B0.14%+203,207+1.1%AddedView
EQIXEQUINIX INCCOM6,444,422$6.72B0.14%+57,102+0.9%AddedView
NOWSERVICENOW INC COMStock67,351,838$6.69B0.14%−628,381−0.9%ReducedView
MDTMEDTRONIC PLC SHSStock83,816,735$6.56B0.14%+482,902+0.6%AddedView
NEMNEWMONT CORP COMStock69,663,282$6.51B0.14%−1,063,510−1.5%ReducedView
BNYBANK OF NY MELLON CORP COMStock44,809,159$6.48B0.14%+142,406+0.3%AddedView
PNCPNC FINL SVCS GROUP INC COMStock26,208,803$6.45B0.14%+2,9610.0%AddedView
DUKDUKE ENERGY CORP NEW COM NEWStock50,837,658$6.44B0.14%+311,055+0.6%AddedView
CMICUMMINS INC COMStock9,010,359$6.43B0.14%+34,388+0.4%AddedView
FTNTFORTINET INC COMStock40,663,961$6.25B0.13%+909,183+2.3%AddedView
TDTORONTO DOMINION BK ONT COM NEWStock50,840,223$6.18B0.13%+343,103+0.7%AddedView
USBUS BANCORPCOM NEW101,302,511$6.12B0.13%+418,106+0.4%AddedView
WMBWILLIAMS COS INCCOM79,848,153$5.94B0.13%+492,152+0.6%AddedView
MCKMCKESSON CORP COMStock7,853,137$5.93B0.13%−107,587−1.4%ReducedView
FCXFREEPORT MCMORAN INC CL BStock93,905,396$5.91B0.13%+502,203+0.5%AddedView
GDGENERAL DYNAMICS CORP COMStock16,670,477$5.91B0.13%+528,686+3.3%AddedView
ADPAUTOMATIC DATA PROCESSING INC COMStock26,095,828$5.84B0.12%−54,870−0.2%ReducedView
JCIJOHNSON CTLS INTL PLC SHSStock39,846,092$5.82B0.12%+74,343+0.2%AddedView
CSXCSX CORP COMStock121,371,632$5.77B0.12%+538,577+0.4%AddedView
CMCSACOMCAST CORP NEW CL AStock232,645,894$5.71B0.12%−508,878−0.2%ReducedView
BXBLACKSTONE INCCOM48,510,319$5.71B0.12%+200,525+0.4%AddedView
DDOGDATADOG INCCL A COM21,604,265$5.62B0.12%+284,138+1.3%AddedView
WMWASTE MGMT INC DEL COMStock25,179,716$5.61B0.12%+10,2030.0%AddedView
SNPSSYNOPSYS INCCOM12,507,020$5.58B0.12%+64,122+0.5%AddedView
MMM3M CO COMStock34,065,039$5.52B0.12%−162,378−0.5%ReducedView
ELVELEVANCE HEALTH INC FORMERLY A COMStock14,058,204$5.44B0.12%−287,255−2.0%ReducedView
ADBEADOBE INC COMStock26,405,210$5.41B0.12%−274,761−1.0%ReducedView
MRSHMARSH & MCLENNAN COS INC COMStock31,472,575$5.25B0.11%+4,9010.0%AddedView
UPSUNITED PARCEL SVCS INC CL BStock48,739,036$5.24B0.11%+586,482+1.2%AddedView
EMREMERSON ELEC CO COMStock36,588,248$5.24B0.11%+62,165+0.2%AddedView
CMECME GROUP INCCOM23,661,856$5.23B0.11%+294,574+1.3%AddedView
CEGCONSTELLATION ENERGY CORP COMStock21,037,547$5.23B0.11%+898,805+4.5%AddedView
SHWSHERWIN WILLIAMS COCOM15,148,139$5.22B0.11%+3,5930.0%AddedView
MARMARRIOTT INTL INC NEW CL AStock14,040,575$5.2B0.11%+5,4480.0%AddedView
HOODROBINHOOD MKTS INC COM CL AStock51,655,498$5.18B0.11%+329,003+0.6%AddedView
RCLROYAL CARIBBEAN GROUPCOM16,027,157$5.09B0.11%−55,712−0.3%ReducedView
VLOVALERO ENERGY CORP COMStock19,393,258$5.05B0.11%−232,033−1.2%ReducedView
COHRCOHERENT CORPCOM12,765,663$5.04B0.11%+586,054+4.8%AddedView
ACNACCENTURE PLC IRELAND SHS CLASS AStock40,094,187$4.99B0.11%+110,318+0.3%AddedView
ORLYOREILLY AUTOMOTIVE INC COMStock54,153,543$4.99B0.11%−588,517−1.1%ReducedView
AMTAMERICAN TOWER CORP COMREIT30,437,771$4.98B0.11%+75,391+0.2%AddedView
TERTERADYNE INC COMStock10,225,398$4.95B0.11%+49,207+0.5%AddedView
TMUST-MOBILE US INC COMStock29,359,860$4.92B0.11%−366,459−1.2%ReducedView
HLTHILTON WORLDWIDE HLDGS INCCOM14,875,756$4.92B0.11%−25,408−0.2%ReducedView
MPCMARATHON PETE CORP COMStock19,074,289$4.88B0.10%−95,805−0.5%ReducedView
TDGTRANSDIGM GROUP INCCOM3,653,511$4.87B0.10%−16,218−0.4%ReducedView
UBSUBS GROUP AG SHSStock98,080,411$4.86B0.10%+816,468+0.8%AddedView
AEPAMERICAN ELEC PWR CO INC COMStock35,529,471$4.86B0.10%+391,049+1.1%AddedView
MDLZMONDELEZ INTL INC CL AStock83,858,130$4.85B0.10%+528,392+0.6%AddedView
CLCOLGATE PALMOLIVE CO COMStock52,246,333$4.79B0.10%+26,509+0.1%AddedView
CITHE CIGNA GROUP COMStock17,276,296$4.76B0.10%+154,227+0.9%AddedView
ITWILLINOIS TOOL WKS INC COMStock17,483,266$4.73B0.10%+56,046+0.3%AddedView
INTUINTUIT COMStock17,958,464$4.69B0.10%−120,687−0.7%ReducedView
CRHCRH PLCORD43,626,185$4.67B0.10%+148,856+0.3%AddedView
TTETOTALENERGIES SEACT59,951,626$4.64B0.10%+3,842,467+6.8%AddedView
URIUNITED RENTALS INCCOM4,091,482$4.64B0.10%−2,800−0.1%ReducedView
HONHONEYWELL INTL INC COMStock20,693,284$4.63B0.10%+20,693,284NewView
SPGSIMON PPTY GROUP INC NEW COMREIT20,632,222$4.61B0.10%+58,521+0.3%AddedView
NSCNORFOLK SOUTHN CORP COMStock14,666,136$4.61B0.10%+79,477+0.5%AddedView
ECLECOLAB INC COMStock16,537,270$4.61B0.10%+14,701+0.1%AddedView
TRVTRAVELERS COMPANIES INC COMStock13,886,981$4.58B0.10%−163,722−1.2%ReducedView
NOCNORTHROP GRUMMAN CORP COMStock8,997,139$4.58B0.10%+47,912+0.5%AddedView
HONAHONEYWELL AEROSPACE INCCOM20,693,166$4.57B0.10%+20,693,166NewView
FIXCOMFORT SYS USA INCCOM2,297,509$4.55B0.10%+11,560+0.5%AddedView
ICEINTERCONTINENTAL EXCHANGE INC COMStock36,936,565$4.55B0.10%+25,186+0.1%AddedView
SLBSLB LIMITED COM STKStock97,674,144$4.54B0.10%+482,457+0.5%AddedView
GMGENERAL MTRS COCOM58,893,656$4.54B0.10%+153,063+0.3%AddedView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK26,556,713$4.54B0.10%+26,556,713NewView
CIENCIENA CORPCOM NEW9,233,803$4.53B0.10%+64,448+0.7%AddedView
EOGEOG RES INC COMStock34,792,072$4.51B0.10%−262,059−0.7%ReducedView
AONAON PLCCL A13,603,465$4.51B0.10%+21,709+0.2%AddedView
DASHDOORDASH INC CL AStock24,446,398$4.51B0.10%+991,310+4.2%AddedView
MSIMOTOROLA SOLUTIONS INC COM NEWStock10,844,275$4.5B0.10%+76,535+0.7%AddedView
ROSTROSS STORES INCCOM21,040,574$4.48B0.10%+20,644+0.1%AddedView
FDXFEDEX CORP COMStock14,181,180$4.44B0.09%+280,190+2.0%AddedView
PSXPHILLIPS 66 COMStock26,183,335$4.43B0.09%+75,351+0.3%AddedView
MCOMOODYS CORP COMStock9,757,973$4.42B0.09%−127,343−1.3%ReducedView
MNSTMONSTER BEVERAGE CORP NEWCOM45,682,732$4.39B0.09%+281,141+0.6%AddedView
LITELUMENTUM HLDGS INCCOM5,078,410$4.36B0.09%+438,622+9.5%AddedView
MPWRMONOLITHIC PWR SYS INCCOM3,126,756$4.32B0.09%+43,307+1.4%AddedView
APDAIR PRODUCTS AND CHEMICALS INC COMStock14,540,399$4.26B0.09%+73,083+0.5%AddedView
WBDWARNER BROS DISCOVERY INC COM SER AStock158,635,529$4.23B0.09%+1,726,939+1.1%AddedView
BSXBOSTON SCIENTIFIC CORP COMStock97,087,553$4.14B0.09%+675,985+0.7%AddedView
REGNREGENERON PHARMACEUTICALSCOM6,629,759$4.13B0.09%−25,154−0.4%ReducedView
PCARPACCAR INCCOM34,370,178$4.13B0.09%+214,671+0.6%AddedView
KKRKKR & CO INCCOM44,564,501$4.09B0.09%+538,603+1.2%AddedView
TFCTRUIST FINL CORPCOM81,312,502$4.05B0.09%−183,906−0.2%ReducedView
KMIKINDER MORGAN INC DEL COMStock125,590,355$4.02B0.09%+636,775+0.5%AddedView
DLRDIGITAL RLTY TR INCCOM22,292,241$4B0.09%+602,753+2.8%AddedView
ALLALLSTATE CORP COMStock16,810,820$4B0.09%−69,044−0.4%ReducedView
SRESEMPRA COMStock42,684,252$3.96B0.08%+277,776+0.7%AddedView
HCAHCA HEALTHCARE INCCOM10,141,708$3.95B0.08%−36,654−0.4%ReducedView

Sold out since Q1 2026 (133)

Positions held at the end of Q1 2026 that are no longer in this filing.

Showing the largest 100 of 133 by value.

VANGUARD CAPITAL MANAGEMENT LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM41,280,753$9.33B0.23%
CCLCARNIVAL CORPUNIT 99/99/999973,474,107$1.9B0.05%
COTERRA ENERGY INC COM127097103Stock48,131,598$1.69B0.04%
DDDUPONT DE NEMOURS INCCOM26,593,894$1.22B0.03%
HOLOGIC INC436440101COM14,503,914$1.1B0.03%
MASIMO CORP574795100COM2,050,045$364.64M0.01%
TRITHOMSON REUTERS CORPORATIONCOM NO PAR3,729,023$336.58M0.01%
CLEARWATER ANALYTICS HLDGS I185123106CL A13,097,435$309.75M0.01%
BEKEKE HLDGS INCSPONSORED ADS19,850,329$297.16M0.01%
AIR LEASE CORP00912X302CL A4,565,855$296.51M0.01%
ARCELLX INC03940C100COMMON STOCK2,425,218$278.46M0.01%
SEALED AIR CORP NEW81211K100COM6,611,699$278.02M0.01%
TERNS PHARMACEUTICALS INC880881107COM4,355,482$229.62M0.01%
AMICUS THERAPEUTICS INC03152W109COM14,023,557$202.78M0.01%
APELLIS PHARMACEUTICALS INC03753U106COM4,768,944$191.85M0.00%
TRI POINTE HOMES INC87265H109COM3,616,082$168.98M0.00%
CSG SYS INTL INC126349109COM1,214,334$97.07M0.00%
ONESTREAM INC68278B107CL A3,882,231$93.17M0.00%
SELECT MED HLDGS CORP81619Q105COM4,819,685$78.51M0.00%
SASEABRIDGE GOLD INCCOM2,584,390$73.29M0.00%
SOLENO THERAPEUTICS INC834203309COM2,153,218$72.09M0.00%
DAY ONE BIOPHARMACEUTICALS INC COM23954D109Stock3,357,684$71.99M0.00%
CWENCLEARWAY ENERGY INCCL A1,836,081$71.92M0.00%
THERMON GROUP HLDGS INC88362T103COM1,387,057$69.91M0.00%
TGBTASEKO MINES LTDCOM10,116,262$65.52M0.00%
MACK CALI RLTY CORP554489104COM3,468,452$65.45M0.00%
NVRIHARSCO CORPCOM3,252,439$63.81M0.00%
PROASSURANCE CORP74267C106COM2,240,875$55.39M0.00%
KENNEDY-WILSON HOLDINGS INC489398107COM4,740,856$51.3M0.00%
GREAT LAKES DREDGE & DOCK CO390607109COM2,856,158$48.55M0.00%
SUN CTRY AIRLS HLDGS INC866683105COM2,352,386$38.86M0.00%
KALVISTA PHARMACEUTICALS INC483497103COM1,830,467$36.85M0.00%
HERITAGE COMM CORP426927109COM2,643,749$32.99M0.00%
Griffin Cap Essntl Ast Reit II Com Cl E39818P799Common Stock1,537,260$32.11M0.00%
SEMRUSH HLDGS INC81686C104CL A COM2,672,069$31.9M0.00%
MISTER CAR WASH INC60646V105COM4,338,522$30.24M0.00%
ENHABIT INC29332G102COM2,137,944$30.12M0.00%
Cantaloupe Inc138103106COM2,686,823$29.04M0.00%
AMERICAN WOODMARK CORPORATIO030506109COM613,789$24.45M0.00%
GOLDEN ENTMT INC381013101COM824,447$22M0.00%
FLUSHING FINL CORP343873105COM1,430,626$21.97M0.00%
FIRST FNDTN INC32026V104COM3,348,723$19.76M0.00%
DIAMOND HILL INVT GROUP INC25264R207COM NEW114,193$19.65M0.00%
UDEMY INC902685106COM4,198,319$19.4M0.00%
CALAVO GROWERS INC128246105COM740,371$19.09M0.00%
ON24 INC68339B104COM1,425,791$11.55M0.00%
BLUE FOUNDRY BANCORP09549B104COM765,793$10.14M0.00%
LINKBANCORP INC53578P105COMMON STOCK1,119,381$9.34M0.00%
EUROPEAN WAX CTR INC29882P106CLASS A COM1,297,898$7.5M0.00%
SUNOPTA INC8676EP108COM1,070,046$6.93M0.00%
FONAR CORP344437405COM NEW333,269$6.19M0.00%
UNITED SEC BANCSHARES CALIF911460103COM584,697$6.15M0.00%
IMUXIMMUNIC INCCOM5,138,316$5.7M0.00%
ASSERTIO HOLDINGS INC04546C304COM NEW268,952$5.13M0.00%
CENTRAIS ELET BRAS SA15235A102SPON ADS PFD B1389,086$4.88M0.00%
DMRCDIGIMARC CORP NEWCOM778,255$3.82M0.00%
COEPTIS THERAPEUTICS HLDGS I19207A207COM NEW320,731$3.6M0.00%
MARINE PRODS CORP568427108COM450,268$3.27M0.00%
SGMOQSANGAMO THERAPEUTICS INCCOM12,704,408$3.14M0.00%
SWK HLDGS CORP78501P203COM NEW175,307$2.98M0.00%
MAPSWM TECHNOLOGY INCCOM4,231,483$2.78M0.00%
BARKTHE ORIGINAL BARK COMPANYCOM5,306,659$2.69M0.00%
CDLXCARDLYTICS INCCOM2,063,367$2.17M0.00%
KEZAR LIFE SCIENCES INC49372L209COM290,529$2.16M0.00%
PRTSCARPARTS COM INCCOM2,407,747$1.89M0.00%
UPWHEELS UP EXPERIENCE INCCOM CL A3,235,890$1.67M0.00%
SNBRQSLEEP NUMBER CORPCOM920,066$1.65M0.00%
SCYXSCYNEXIS INCCOM NEW1,564,398$1.43M0.00%
FORIAN INC34630N106COM654,371$1.35M0.00%
NAKAKINDLY MD INCCOM4,944,414$1.09M0.00%
NMTCNEUROONE MED TECHNOLOGIES COCOM NEW1,397,329$1.09M0.00%
FARMER BROS CO307675108COM704,185$894.32K0.00%
UPLDUPLAND SOFTWARE INCCOM1,203,774$801.71K0.00%
MOBXMOBIX LABS INCCOM CL A2,303,017$769.21K0.00%
OPADOFFERPAD SOLUTIONS INCCOM CL A1,163,697$762.22K0.00%
QVC GROUP INC74915M605COM SER A NEW319,041$692.32K0.00%
WBIWATERBRIDGE INFRASTRUCTURE LCL A SHS REPSTG21,890$586.43K0.00%
CUECUE BIOPHARMA INCCOM2,457,452$565.21K0.00%
FEMYFEMASYS INCCOM1,236,673$519.4K0.00%
KIRKLANDS INC497498105COM550,768$512.21K0.00%
UNITED HOMES GROUP INC91060H108CL A428,104$496.6K0.00%
SNTISENTI BIOSCIENCES INCCOM NEW537,504$436.45K0.00%
AFCGAFC GAMMA INCCOM150,396$424.12K0.00%
PLUS THERAPEUTICS INC72941H509COM2,427,098$395.62K0.00%
EKSO BIONICS HLDGS INC282644400COM NEW34,032$362.44K0.00%
AIREREALPHA TECH CORPCOM1,406,508$341.78K0.00%
BITCOIN DEPOT INC09174P303COM156,274$340.68K0.00%
YYAIAIRWA INCCOM NEW402,709$336.67K0.00%
SUZSUZANO S ASPON ADS28,372$284K0.00%
GOHEALTH INC38046W204CL A NEW186,762$282.01K0.00%
BCABBIOATLA INCCOM1,649,252$265.53K0.00%
M-TRON INDS INC55380K133RIGHT 04/15/2026116,768$245.21K0.00%
Banzai International Inc A06682J407COM253,251$240.84K0.00%
SMSISMITH MICRO SOFTWARE INC COM SHSStock307,109$221.12K0.00%
AIFAALLIED ESPORTS ENTMT INCCOM765,756$209.05K0.00%
VNRXVOLITIONRX LTDCOM1,013,673$204.76K0.00%
MSAIINFRARED CAMERAS HLDGS INCCOM864,931$199.8K0.00%
AMODALPHA MODUS HLDGS INCCL A511,817$188.35K0.00%
INOTIV INC45783Q100COM601,861$164.31K0.00%
KITTNAUTICUS ROBOTICS INCCOM255,546$127.52K0.00%

13F filings by quarter

VANGUARD CAPITAL MANAGEMENT LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 20264,092$4.68Tvs. Q1 2026SEC
Q1 2026May 15, 2026Amended4,062$4.04T–SECSEC