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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 6 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SBUX Starbucks Corp Consumer Cyclical 4,734.0 $484K 0.06% NEW $102.19 +1.1%
102 BN BANTA CP Financial Services 11,250.0 $479K 0.06% NEW $42.59 -1.7%
103 MARTIN MARIETTA MATERIALS INC 783.0 $452K 0.05% NEW $576.70
104 VT Vanguard Total World Stock Ind 2,834.0 $445K 0.05% NEW $156.98 +2.1%
105 KMI KINDER MORGAN Energy 13,875.0 $444K 0.05% NEW $31.97 -1.7%
106 BBJP JPMorgan BetaBuilders Japan ET 5,854.0 $441K 0.05% NEW $75.31 +1.3%
107 ORCL Oracle Corp Technology 3,000.0 $440K 0.05% NEW $146.55 -3.6%
108 TTWO TAKE-TWO INTERACTIVE SOFTWARE Communication Services 1,748.0 $437K 0.05% NEW $249.98 -4.7%
109 PG Procter & Gamble Co Consumer Defensive 2,858.0 $419K 0.05% NEW $146.64 -2.2%
110 PSX Phillips Energy 2,423.0 $410K 0.05% NEW $169.07 +44.9%
111 TDG TRANSDIGM GROUP INC Industrials 296.0 $394K 0.05% NEW $1332.04 -9.8%
112 IVV iShares Core S&P 500 524.0 $392K 0.05% NEW $748.89 +2.7%
113 ABT Abbott Laboratories Healthcare 4,205.0 $382K 0.05% NEW $90.74 +26.9%
114 SUSC iShares ESG USD Corporate Bond 15,565.0 $360K 0.04% NEW $23.15 -2.1%
115 HSY Hershey Company Consumer Defensive 2,013.0 $353K 0.04% NEW $175.45 +8.3%
116 KMX CarMax Inc Consumer Cyclical 6,550.0 $346K 0.04% NEW $52.89 +15.7%
117 CME Cme Group Inc Financial Services 1,556.0 $344K 0.04% NEW $220.83 +23.4%
118 IEI Ishares 3-7 Year Trery 2,921.0 $343K 0.04% NEW $117.45 -0.8%
119 JMSB John Marshall Bancorp Inc Financial Services 15,500.0 $338K 0.04% NEW $21.80 +5.6%
120 NXPI NXP SEMICONDUCTORS NV Technology 1,173.0 $330K 0.04% NEW $281.03 -20.0%
Page 6 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%