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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 4 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PowerShares QQQ Trust Unit Ser 3,449.0 $2.1M 0.28% $614.27
62 BAC Bank of America Corp Financial Services 37,880.0 $2.1M 0.28% +1K +3.4% $55.00 -5.8%
63 IBM Intl Business Machines Technology 6,765.0 $2.0M 0.27% $296.19 -14.3%
64 Merck & Co Inc 18,054.0 $1.9M 0.25% $105.26
65 SPDR S&P Midcap 400 2,983.0 $1.8M 0.24% -8K -72.0% $603.37
66 ABBV Abbvie Inc Healthcare 6,374.0 $1.5M 0.20% -100.0 -1.5% $228.47 -5.6%
67 SPTM SPDR Port S&P 1500 Comps Stk M 16,686.0 $1.4M 0.18% $82.50 +9.5%
68 STIP Ishares 0-5 Year Tips 12,883.0 $1.3M 0.18% +8K +168.5% $102.39 +0.9%
69 MMM 3M Co Industrials 8,000.0 $1.3M 0.17% $160.10 -4.8%
70 VCSH Vanguard Short Term Corp Bond 15,643.0 $1.2M 0.17% +10K +184.8% $79.73 -1.1%
71 SHY iShares Barclays 1-3 Year Trea 15,049.0 $1.2M 0.17% +10K +184.9% $82.82 -0.8%
72 APH AMPHENOL CORP CLASS A Technology 8,108.0 $1.1M 0.15% +5K +153.4% $135.14 -2.3%
73 ESML Ishrs Msci Usa Sml Cp 22,923.0 $1.1M 0.14% -2K -6.2% $45.98 +13.5%
74 DIS Disney Walt Co Communication Services 8,842.0 $1.0M 0.14% -627.0 -6.6% $113.77 -9.5%
75 KO Coca Cola Co Consumer Defensive 14,279.0 $998K 0.13% +340.0 +2.4% $69.91 +16.5%
76 Berkshire Hathaway B New 1,958.0 $984K 0.13% -122.0 -5.9% $502.65
77 ORCL Oracle Corp Technology 5,033.0 $981K 0.13% $194.91 -1.5%
78 NVDA Nvidia Corp Technology 5,256.0 $980K 0.13% +3K +124.8% $186.50 +15.5%
79 D Dominion Res Inc Va New Com Utilities 15,700.0 $920K 0.12% $58.59 +15.5%
80 NUE Nucor Corp Basic Materials 5,600.0 $913K 0.12% $163.11 +42.2%
Page 4 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%