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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 3 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD Home Depot Inc Consumer Cyclical 15,949.0 $5.6M 0.68% NEW $352.67 -5.0%
42 SPDR S&P Midcap 400 7,029.0 $4.9M 0.59% NEW $703.37
43 Exxon Mobil Corp 35,193.0 $4.8M 0.58% NEW $136.72
44 C Citigroup Inc New Financial Services 34,376.0 $4.8M 0.58% NEW $139.96 -5.3%
45 BA Boeing Co Industrials 21,250.0 $4.6M 0.55% NEW $216.47 +1.0%
46 ESGD Ishares Msci Eafe Esg 44,064.0 $4.5M 0.54% NEW $102.81 +3.4%
47 Blackrock Inc 4,709.0 $4.5M 0.54% NEW $961.56
48 VGK Vanguard European 48,488.0 $4.3M 0.52% NEW $88.54 +3.9%
49 Mkt Vctrs J P Mrgn Em 162,650.0 $4.2M 0.50% NEW $25.56
50 IXUS iShares Core MSCI Total Intl S 40,950.0 $3.9M 0.47% NEW $95.44 +1.7%
51 MKL Markel Corp Financial Services 1,997.0 $3.9M 0.47% NEW $1953.01 -8.2%
52 JNJ Johnson & Johnson Healthcare 15,069.0 $3.8M 0.46% NEW $253.97 +6.7%
53 IJR Ishares Core S&P Small 21,557.0 $3.2M 0.38% NEW $148.31 -1.2%
54 VB Vanguard Small Cap 1,038.0 $3.1M 0.38% NEW $3031.21 -90.0%
55 ESGE Ishares Msci Em Esg 55,892.0 $3.1M 0.37% NEW $54.69 -2.5%
56 PowerShares QQQ Trust Unit Ser 3,411.0 $2.5M 0.30% NEW $736.30
57 STIP Ishares 0-5 Year Tips 23,788.0 $2.4M 0.29% NEW $102.16 -1.2%
58 QQQM Invesco NASDAQ 100 ETF 7,778.0 $2.4M 0.28% NEW $302.97 -3.2%
59 IBM Intl Business Machines Technology 8,340.0 $2.3M 0.28% NEW $281.21 -16.5%
60 General Electric Co 6,250.0 $2.3M 0.28% NEW $373.73
Page 3 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%