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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
Page 3 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VGK Vanguard European 57,278.0 $4.8M 0.64% $83.61 +5.8%
42 BA Boeing Co Industrials 20,978.0 $4.6M 0.61% +11K +105.3% $217.12 +0.9%
43 ESGD Ishares Msci Eafe Esg 46,216.0 $4.4M 0.59% -2K -3.5% $95.09 +8.1%
44 GEV Ge Vernova Llc Com Utilities 6,653.0 $4.3M 0.58% +145.0 +2.2% $653.57 +58.9%
45 Mkt Vctrs J P Mrgn Em 163,172.0 $4.2M 0.56% +2K +1.2% $25.82
46 MA Mastercard Inc. Financial Services 7,197.0 $4.1M 0.55% +111.0 +1.6% $570.88 -12.7%
47 GLW Corning Inc Technology 46,667.0 $4.1M 0.55% NEW $87.56 +121.6%
48 C Citigroup Inc New Financial Services 34,216.0 $4.0M 0.53% +1K +3.2% $116.69 +7.2%
49 PFFD Global X US Preferred ETF 193,747.0 $3.7M 0.49% +5K +2.7% $18.91 -0.5%
50 JSI Janus Henderson Securitized In 69,616.0 $3.6M 0.48% +2K +3.5% $52.06 -1.2%
51 IJS Ishares S&P Small Cap 31,793.0 $3.6M 0.48% -7K -18.6% $113.72 +13.8%
52 ALB Albemarle Corp Basic Materials 25,501.0 $3.6M 0.48% -1K -3.9% $141.44 +21.3%
53 NEU NEWMARKET CORP Basic Materials 5,054.0 $3.5M 0.47% $687.26 +7.3%
54 JNJ Johnson & Johnson Healthcare 16,504.0 $3.4M 0.46% +149.0 +0.9% $206.95 +13.2%
55 IXUS iShares Core MSCI Total Intl S 39,937.0 $3.4M 0.45% +2K +4.0% $84.64 +12.2%
56 IJT iShares S&P Small-Cap 600 Grow 20,758.0 $2.9M 0.39% -2K -7.8% $141.16 +14.7%
57 MCO Moody's Corp Financial Services 5,393.0 $2.8M 0.37% +1K +27.8% $510.85 -12.1%
58 ESGE Ishares Msci Em Esg 52,609.0 $2.3M 0.31% -3K -5.7% $44.17 +18.9%
59 GOVT iShares US Treasury Bond 99,192.0 $2.3M 0.31% +516.0 +0.5% $23.03 -1.6%
60 General Electric Co 6,931.0 $2.1M 0.29% -300.0 -4.2% $308.03
Page 3 of 7  ·  125 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 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%