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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BOND Pimco Exch Traded Fund 2,832.0 $264K 0.04% +318.0 +12.7% $93.07 -1.8%
122 IJR Ishares Core S&P Small 2,025.0 $243K 0.03% -435.0 -17.7% $120.19 +14.3%
123 MS Morgan Stanley Financial Services 1,320.0 $234K 0.03% NEW $177.53 +13.2%
124 VGT Vanguard Information 298.0 $225K 0.03% NEW $753.78 -84.6%
125 PFE Pfizer Inc Healthcare 8,514.0 $212K 0.03% NEW $24.90 +4.0%
Page 7 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%