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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 5 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUE Nucor Corp Basic Materials 5,600.0 $758K 0.11% NEW $135.43 +71.3%
82 TFLO ISHARES TRUST TRS FLT RT BD ET 13,355.0 $676K 0.10% NEW $50.59 +0.0%
83 ISRG Intuitive Surgical Inc Healthcare 1,455.0 $651K 0.09% NEW $447.23 -2.0%
84 BRBS Blue Ridge Bankshares Inc Financial Services 152,514.0 $645K 0.09% NEW $4.23 -22.5%
85 MKL Markel Corp Financial Services 333.0 $636K 0.09% NEW $1911.36 -2.8%
86 IEI Ishares 3-7 Year Trery 4,935.0 $590K 0.08% NEW $119.51 -2.0%
87 COP ConocoPhillips Energy 6,201.0 $587K 0.08% NEW $94.60 +27.3%
88 SUSC iShares ESG USD Corporate Bond 24,745.0 $583K 0.08% NEW $23.56 -2.3%
89 WMS ADVANCED DRAINAGE SYSTEMS INC Industrials 4,012.0 $556K 0.08% NEW $138.70 -4.1%
90 XBI Spdr S&P Biotech Etf 5,377.0 $539K 0.08% NEW $100.20 +31.4%
91 PM Philip Morris Intl Consumer Defensive 3,082.0 $500K 0.07% NEW $162.21 +16.5%
92 STIP Ishares 0-5 Year Tips 4,798.0 $496K 0.07% NEW $103.36 -0.1%
93 MARTIN MARIETTA MATERIALS INC 783.0 $494K 0.07% NEW $630.28
94 AMGN Amgen Incorporated Healthcare 1,733.0 $489K 0.07% NEW $282.20 +20.2%
95 AVGO BROADCOM LTD Technology 1,450.0 $478K 0.07% NEW $329.91 +25.5%
96 MIDE Xtrackers S&P MidCap 400 ESG 14,176.0 $456K 0.07% NEW $32.18 +13.2%
97 NSC Norfolk Southern Corp. Industrials 1,500.0 $451K 0.06% NEW $300.41 +4.7%
98 PSX Phillips Energy 3,298.0 $449K 0.06% NEW $136.02 +30.6%
99 CVX Chevron Corp New Com Energy 2,833.0 $440K 0.06% NEW $155.29 +23.3%
100 VCSH Vanguard Short Term Corp Bond 5,493.0 $439K 0.06% NEW $79.93 -1.3%
Page 5 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%