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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 7 of 7  ·  122 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VB Vanguard Small Cap 848.0 $216K 0.03% NEW $254.28 +12.7%
122 LOW Lowes Cos Inc Consumer Cyclical 800.0 $201K 0.03% NEW $251.31 -13.5%
Page 7 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%