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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 5 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWV iShares Russell 3000 2,344.0 $999K 0.12% NEW $426.40 +2.3%
82 IEF iShares 7-10 Year Treasury Bon 10,144.0 $959K 0.12% NEW $94.57 -1.9%
83 VOO Vanguard S&P 500 Etf 1,373.0 $943K 0.11% NEW $687.02 +2.4%
84 KO Coca Cola Co Consumer Defensive 11,528.0 $937K 0.11% NEW $81.27 +11.7%
85 NSC Norfolk Southern Corp. Industrials 2,819.0 $887K 0.11% NEW $314.59 +11.2%
86 XBI Spdr S&P Biotech Etf 5,377.0 $851K 0.10% NEW $158.25 +4.3%
87 IEFA iShares Core MSCI EAFE 8,513.0 $822K 0.10% NEW $96.58 +4.4%
88 MCD McDonalds Corp Consumer Cyclical 2,820.0 $762K 0.09% NEW $270.31 +0.1%
89 DIS Disney Walt Co Communication Services 7,770.0 $748K 0.09% NEW $96.25 +11.6%
90 AVGO BROADCOM LTD Technology 1,895.0 $716K 0.09% NEW $377.75 -3.1%
91 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 4,012.0 $630K 0.08% NEW $156.96 -8.7%
92 AGG iShares Barclays Aggregate Bon 6,302.0 $624K 0.07% NEW $98.98 -1.6%
93 AMGN Amgen Incorporated Healthcare 1,714.0 $621K 0.07% NEW $362.12 +20.9%
94 PM Philip Morris Intl Consumer Defensive 3,400.0 $615K 0.07% NEW $180.89 +4.2%
95 LOW Lowes Cos Inc Consumer Cyclical 2,596.0 $572K 0.07% NEW $220.49 -2.2%
96 CVX Chevron Corp New Com Energy 3,423.0 $567K 0.07% NEW $165.76 +24.0%
97 VTI Vanguard Total Stock Market ET 1,491.0 $551K 0.07% NEW $369.87 +2.2%
98 BRBS Blue Ridge Bankshares Inc Financial Services 152,514.0 $538K 0.07% NEW $3.53 +10.9%
99 MCO Moody's Corp Financial Services 1,135.0 $514K 0.06% NEW $452.92 +11.1%
100 ISRG Intuitive Surgical Inc Healthcare 1,221.0 $486K 0.06% NEW $397.68 -4.7%
Page 5 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 30.3%
Technology 22.9%
Industrials 12.2%
Consumer Cyclical 10.8%
Communication Services 7.8%
Healthcare 7.4%
Utilities 4.8%
Basic Materials 1.7%
Consumer Defensive 1.4%
Energy 0.8%