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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 3 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM Exxon Mobil Corp Energy 41,672.0 $4.7M 0.67% NEW $112.75 +38.6%
42 VGK Vanguard European 57,011.0 $4.5M 0.65% NEW $79.80 +11.2%
43 ESGD Ishares Msci Eafe Esg 47,917.0 $4.5M 0.63% NEW $92.98 +10.6%
44 IJS Ishares S&P Small Cap 39,078.0 $4.3M 0.61% NEW $110.59 +16.0%
45 NEU NEWMARKET CORP Basic Materials 5,054.0 $4.2M 0.59% NEW $828.21 -13.0%
46 Mkt Vctrs J P Mrgn Em 161,186.0 $4.1M 0.58% NEW $25.51
47 MA Mastercard Inc. Financial Services 7,086.0 $4.0M 0.57% NEW $568.81 -12.2%
48 GEV Ge Vernova Llc Com Utilities 6,508.0 $4.0M 0.57% NEW $614.90 +69.8%
49 PFFD Global X US Preferred ETF 188,667.0 $3.7M 0.52% NEW $19.43 -3.2%
50 JSI Janus Henderson Securitized In 67,278.0 $3.5M 0.50% NEW $52.27 -1.6%
51 C Citigroup Inc New Financial Services 33,158.0 $3.4M 0.48% NEW $101.50 +23.3%
52 IJT iShares S&P Small Cap 600 Grow 22,518.0 $3.2M 0.45% NEW $141.50 +13.5%
53 IXUS iShares Core MSCI Total Intl S 38,405.0 $3.2M 0.45% NEW $82.58 +15.2%
54 JNJ Johnson & Johnson Healthcare 16,355.0 $3.0M 0.43% NEW $185.42 +25.0%
55 Global X MLP ETF 62,215.0 $3.0M 0.43% NEW $48.42
56 ESGE Ishares Msci Em Esg 55,805.0 $2.4M 0.34% NEW $43.42 +21.3%
57 GOVT iShares US Treasury Bond 98,676.0 $2.3M 0.32% NEW $23.12 -2.1%
58 BA Boeing Co Industrials 10,219.0 $2.2M 0.31% NEW $215.83 +1.8%
59 General Electric Co 7,231.0 $2.2M 0.31% NEW $300.82
60 ALB Albemarle Corp Basic Materials 26,524.0 $2.2M 0.31% NEW $81.08 +109.5%
Page 3 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%