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Portfolio (Quarterly) Guide ↗

Blue Edge Capital, LLC

· CIK 0001599620
13F Portfolio $704M AUM Filed Nov 12, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 122 New
Page 1 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG Vanguard Growth 141,601.0 $67.9M 9.65% NEW $479.61 -81.7%
2 VTV Vanguard Value 299,321.0 $55.8M 7.93% NEW $186.49 +13.1%
3 MGK Vanguard Mega Cap Growth 95,429.0 $38.4M 5.46% NEW $402.42 -77.9%
4 IVW Ishares S&P 500 Growth 269,798.0 $32.6M 4.63% NEW $120.72 +13.2%
5 IEF iShares 7-10 Year Treasury Bon 322,130.0 $31.1M 4.41% NEW $96.46 -2.7%
6 IEUR Ishares Core Msci Europe 412,291.0 $28.1M 3.99% NEW $68.12 +10.8%
7 SPY SPDR S&P 500 Financial Services 35,798.0 $23.8M 3.39% NEW $666.18 +11.9%
8 MGV Vanguard Mega Cap Value 164,764.0 $22.7M 3.22% NEW $137.74 +14.0%
9 USIG iShares Broad USD Invm Grd Cor 379,911.0 $19.8M 2.82% NEW $52.22 -2.3%
10 IEMG iShares Core MSCI Emerging Mar 223,579.0 $14.7M 2.09% NEW $65.92 +22.2%
11 VWO Vanguard Emerging Market 266,499.0 $14.4M 2.05% NEW $54.18 +8.9%
12 JMBS Janus Henderson Mortgage Backe 313,780.0 $14.3M 2.04% NEW $45.67 -1.5%
13 IVE Ishares S&P 500 Value 68,585.0 $14.2M 2.01% NEW $206.51 +10.4%
14 ESGU Ishares Msci Usa Esg 95,592.0 $13.9M 1.98% NEW $145.60 +11.8%
15 AAPL Apple Inc Technology 54,520.0 $13.9M 1.97% NEW $254.63 +21.3%
16 IJJ iShares S&P Midcap 400 Value 92,304.0 $12.0M 1.70% NEW $129.72 +8.7%
17 VPL Vanguard FTSE Pacific 131,481.0 $11.5M 1.64% NEW $87.84 +27.4%
18 MSFT Microsoft Corp Technology 21,572.0 $11.2M 1.59% NEW $517.95 -19.2%
19 AMZN Amazon Com Inc Consumer Cyclical 48,237.0 $10.6M 1.50% NEW $219.57 +21.3%
20 QUAL Ishars Edg Msci Usa Qlty 49,744.0 $9.7M 1.37% NEW $194.50 +10.2%
Page 1 of 7  ·  122 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 17.9%
Consumer Cyclical 14.3%
Communication Services 11.4%
Healthcare 7.3%
Industrials 6.6%
Basic Materials 4.3%
Energy 3.7%
Utilities 3.0%
Consumer Defensive 1.3%