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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 5 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VT Vanguard Total World Stock Ind 6,452.0 $910K 0.12% -455.0 -6.6% $141.06 +10.3%
82 IWV iShares Russell 3000 2,344.0 $907K 0.12% $386.85 +9.2%
83 MCD McDonalds Corp Consumer Cyclical 2,883.0 $881K 0.12% +63.0 +2.2% $305.63 -7.6%
84 ABT Abbott Laboratories Healthcare 6,724.0 $842K 0.11% $125.29 -30.2%
85 ISRG Intuitive Surgical Inc Healthcare 1,479.0 $838K 0.11% +24.0 +1.6% $566.36 -22.6%
86 MKL Markel Corp Financial Services 334.0 $718K 0.10% $2149.65 -13.6%
87 SPYM SPDR Portfolio S&P 500 ETF 8,798.0 $706K 0.09% +6K +207.1% $80.22 +9.4%
88 AMGN Amgen Incorporated Healthcare 2,110.0 $691K 0.09% +377.0 +21.8% $327.31 +3.7%
89 TFLO ISHARES TRUST TRS FLT RT BD ET 13,521.0 $682K 0.09% +166.0 +1.2% $50.46 +0.3%
90 XBI Spdr S&P Biotech Etf 5,377.0 $656K 0.09% $121.93 +8.0%
91 BRBS Blue Ridge Bankshares Inc Financial Services 152,514.0 $651K 0.09% $4.27 -23.2%
92 AVGO BROADCOM LTD Technology 1,866.0 $646K 0.09% +416.0 +28.7% $346.10 +19.7%
93 SUSC iShares ESG USD Corporate Bond 25,752.0 $602K 0.08% +1K +4.1% $23.38 -1.6%
94 IEI Ishares 3-7 Year Trery 4,921.0 $587K 0.08% $119.35 -1.9%
95 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 4,012.0 $581K 0.08% $144.83 -8.2%
96 COP ConocoPhillips Energy 6,201.0 $581K 0.08% $93.62 +28.7%
97 PM Philip Morris Intl Consumer Defensive 3,540.0 $568K 0.08% +458.0 +14.9% $160.42 +17.8%
98 IJH Ishares Core S&P Etf 8,085.0 $534K 0.07% +3K +73.3% $66.00 +11.4%
99 IEFA iShares Core MSCI EAFE 5,663.0 $507K 0.07% +2K +49.1% $89.46 +8.7%
100 CVX Chevron Corp New Com Energy 3,291.0 $502K 0.07% +458.0 +16.2% $152.41 +25.6%
Page 5 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%