Blue Edge Capital, LLC
CIK: 0001599620SEC EDGAR →
Portfolio Value
$747.4M
Holdings
125
As of
Q4 2025
New Positions
12
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Growth | 143,736 | $70.1M | 9.38% |
| 2 | Vanguard Value | 305,343 | $58.3M | 7.80% |
| 3 | Vanguard Mega Cap Growth | 97,469 | $40.2M | 5.38% |
| 4 | Ishares S&P 500 Growth | 285,618 | $35.2M | 4.71% |
| 5 | iShares 7-10 Year Treasury Bon | 334,910 | $32.2M | 4.31% |
| 6 | Ishares Core Msci Europe | 451,804 | $32.1M | 4.29% |
| 7 | Vanguard Mega Cap Value | 175,865 | $24.8M | 3.32% |
| 8 | SPDR S&P 500 | 36,125 | $24.6M | 3.30% |
| 9 | iShares Broad USD Invm Grd Cor | 411,854 | $21.3M | 2.85% |
| 10 | iShares Core MSCI Emerging Mar | 234,074 | $15.7M | 2.11% |
Quarterly Changes
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $594.1M | 79.5% |
| Technology | 10 | $36.5M | 4.9% |
| Communication Services | 5 | $23.2M | 3.1% |
| Unknown | 10 | $20.3M | 2.7% |
| Consumer Cyclical | 6 | $19.4M | 2.6% |
| Industrials | 7 | $16.9M | 2.3% |
| Healthcare | 8 | $14.9M | 2.0% |
| Basic Materials | 4 | $8.5M | 1.1% |
| Energy | 4 | $6.5M | 0.9% |
| Utilities | 2 | $5.3M | 0.7% |
| Consumer Defensive | 3 | $1.8M | 0.2% |