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Portfolio (Quarterly) Guide ↗

Blue Edge Capital, LLC

· CIK 0001599620
13F Portfolio $833M AUM 137 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 137 New 7 Exited
Page 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN Amazon Com Inc Consumer Cyclical 49,262.0 $11.7M 1.41% NEW $238.34 +8.2%
22 IJK iShares S&P Midcap 400 Growth 99,403.0 $11.7M 1.40% NEW $117.50 -1.7%
23 IEMG iShares Core MSCI Emerging Mar 139,794.0 $11.6M 1.39% NEW $82.84 -1.3%
24 IJJ iShares S&P Midcap 400 Value 77,483.0 $11.4M 1.38% NEW $147.73 +0.9%
25 QUAL Ishars Edg Msci Usa Qlty 50,304.0 $11.0M 1.32% NEW $219.43 +1.6%
26 DYNF iShares U.S. Equity Factor Rot 161,885.0 $11.0M 1.32% NEW $68.01 +1.6%
27 GOOG Alphabet Inc Class C Communication Services 28,295.0 $10.0M 1.20% NEW $353.33 -4.0%
28 MSFT Microsoft Corp Technology 22,682.0 $8.5M 1.02% NEW $373.02 +29.2%
29 GLW Corning Inc Technology 32,095.0 $8.2M 0.98% NEW $255.43 -40.2%
30 IJT iShares S&P Small-Cap 600 Grow 44,864.0 $8.0M 0.96% NEW $178.60 -3.1%
31 IJS Ishares S&P Small Cap 58,297.0 $8.0M 0.96% NEW $136.68 +1.3%
32 GEV Ge Vernova Llc Com Utilities 6,617.0 $7.8M 0.93% NEW $1174.86 -17.4%
33 JPM JP Morgan Chase & Co. Financial Services 22,972.0 $7.5M 0.90% NEW $327.33 +9.0%
34 GOOGL Alphabet Inc Class A Communication Services 20,724.0 $7.4M 0.89% NEW $357.37 -4.4%
35 EFIV SPDR S AND P 500 ESG ETF 96,463.0 $7.0M 0.84% NEW $72.93 +2.8%
36 V Visa Inc Financial Services 19,991.0 $6.9M 0.82% NEW $343.09 +7.4%
37 UNH Unitedhealth Group Inc Healthcare 16,489.0 $6.9M 0.82% NEW $415.62 -6.6%
38 JSI Janus Henderson Securitized In 132,590.0 $6.8M 0.81% NEW $51.21 -0.3%
39 JPMorgan BetaBuilders Canada E 60,269.0 $6.0M 0.72% NEW $99.40
40 META Meta Platforms Inc Class A Communication Services 10,118.0 $5.7M 0.68% NEW $563.29 -2.6%
Page 2 of 7  ·  137 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
Financial Services 28.7%
Technology 21.7%
Communication Services 12.5%
Industrials 11.6%
Consumer Cyclical 10.2%
Healthcare 7.0%
Utilities 4.6%
Basic Materials 1.6%
Consumer Defensive 1.3%
Energy 0.8%