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Portfolio (Quarterly) Guide ↗

Blue Edge Capital, LLC

· CIK 0001599620
13F Portfolio $747M AUM 125 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 12 New 68 Added 18 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ESGU Ishares Msci Usa Esg 91,302.0 $13.6M 1.82% -4K -4.5% $148.98 +9.2%
2 IJJ iShares S&P Midcap 400 Value 74,511.0 $9.8M 1.31% -18K -19.3% $131.59 +7.1%
3 IJK iShares S&P Midcap 400 Growth 95,701.0 $9.3M 1.24% -4K -4.0% $96.88 +15.4%
4 JPMorgan BetaBuilders Canada E 60,053.0 $5.6M 0.75% -20K -25.4% $93.00
5 VTI Vanguard Total Stock Market ET 14,413.0 $4.8M 0.65% -190.0 -1.3% $335.26 +9.4%
6 ESGD Ishares Msci Eafe Esg 46,216.0 $4.4M 0.59% -2K -3.5% $95.09 +8.1%
7 IJS Ishares S&P Small Cap 31,793.0 $3.6M 0.48% -7K -18.6% $113.72 +13.8%
8 ALB Albemarle Corp Basic Materials 25,501.0 $3.6M 0.48% -1K -3.9% $141.44 +21.3%
9 IJT iShares S&P Small-Cap 600 Grow 20,758.0 $2.9M 0.39% -2K -7.8% $141.16 +14.7%
10 ESGE Ishares Msci Em Esg 52,609.0 $2.3M 0.31% -3K -5.7% $44.17 +18.9%
11 General Electric Co 6,931.0 $2.1M 0.29% -300.0 -4.2% $308.03
12 SPDR S&P Midcap 400 2,983.0 $1.8M 0.24% -8K -72.0% $603.37
13 ABBV Abbvie Inc Healthcare 6,374.0 $1.5M 0.20% -100.0 -1.5% $228.47 -5.6%
14 ESML Ishrs Msci Usa Sml Cp 22,923.0 $1.1M 0.14% -2K -6.2% $45.98 +13.5%
15 DIS Disney Walt Co Communication Services 8,842.0 $1.0M 0.14% -627.0 -6.6% $113.77 -9.5%
16 Berkshire Hathaway B New 1,958.0 $984K 0.13% -122.0 -5.9% $502.65
17 VT Vanguard Total World Stock Ind 6,452.0 $910K 0.12% -455.0 -6.6% $141.06 +10.3%
18 IJR Ishares Core S&P Small 2,025.0 $243K 0.03% -435.0 -17.7% $120.19 +14.3%

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
Financial Services 29.7%
Technology 19.7%
Communication Services 12.6%
Consumer Cyclical 10.5%
Industrials 8.3%
Healthcare 7.1%
Basic Materials 4.3%
Energy 3.5%
Utilities 2.9%
Consumer Defensive 1.3%