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CIK: 0001599620
Total reported value
$832.8M
$832.8M
125 檔
28.3%
The Q4 2025 SEC filing reveals that Blue Edge Capital, LLC held a total portfolio value of $832.8M, covering 125 public equity positions.
In Q4 2025, Blue Edge Capital, LLC displayed an active expansion posture, initiating 12 new positions and adding to 75 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.38% | -0.28% | +1.51% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.80% | +0.46% | +2.01% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 5.38% | -1.05% | +2.14% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.71% | +0.19% | +5.86% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.31% | -4.19% | +3.97% | |
| 6 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.29% | +0.06% | +9.58% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.32% | -0.20% | +6.74% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.30% | -0.06% | +0.91% | |
| 9 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.85% | -0.23% | +8.41% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.11% | -0.72% | +4.69% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.10% | -0.01% | +7.76% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.03% | +0.25% | +2.48% | |
| 13 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.99% | +0.11% | +3.72% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | -0.39% | +0.88% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.82% | -0.17% | -4.49% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.19% | +7.44% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 1.60% | +0.38% | +0.41% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.45% | +5.37% | |
| 19 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.39% | +0.45% | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.38% | -0.05% | +4.15% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.33% | -0.01% | +18.08% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.31% | +0.06% | -19.28% | |
| 23 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 1.27% | +0.19% | +4.21% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.24% | +0.16% | -4.04% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.10% | +0.92% | +9.91% | |
| 26 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.10% | -0.82% | +40.56% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.05% | +0.14% | +18.53% | |
| 28 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.68% | +2.92% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.09% | +1.58% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | -0.06% | +0.01% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.94% | -0.12% | +9.44% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.91% | -0.23% | +5.90% | |
| 33 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 0.90% | -0.06% | +1.33% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.79% | -0.68% | +0.51% | |
| 35 | JPFP | JPMorgan Managed Futures Plus ETF | ETF-Other | 0.75% | -0.03% | -25.35% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.74% | +0.08% | +5.00% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.05% | +2.10% | |
| 38 | BLKCHF | Blackrock Inc | Stock-Other | 0.67% | -0.13% | +1.30% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.67% | EXIT | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.65% | -0.58% | -1.30% | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.64% | -0.12% | +0.47% | |
| 42 | BA | Boeing Co/the | Stock-Industrials | 0.61% | -0.06% | +105.28% | |
| 43 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.59% | -0.05% | -3.55% | |
| 44 | GEV | GE Vernova Inc | Stock-Industrials | 0.58% | +0.35% | +2.23% | |
| 45 | SMHC | VanEck China Semiconductor ETF | ETF-Emerging Markets | 0.56% | -0.06% | +1.23% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.55% | EXIT | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.55% | +0.43% | — | |
| 48 | C | Citigroup Inc | Stock-Financials | 0.53% | +0.05% | +3.19% | |
| 49 | PFFD | Global X US Preferred ETF | ETF-Other | 0.49% | -0.49% | EXIT | |
| 50 | JSI | Jh Securitized Income ETF | ETF-Other | 0.48% | +0.34% | +3.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.3% | +18.53% | Add |
| 2 | IEUR | Ishares Core Msci Europe ETF | +0.3% | +9.58% | Add |
| 3 | BA | Boeing Co/the | +0.3% | +105.28% | Add |
| 4 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | +40.56% | Add |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +18.08% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.01% | Add |
| 7 | ALB | Albemarle CORP | +0.2% | -3.86% | Trim |
| 8 | CAT | Caterpillar Inc | +0.2% | +2.92% | Add |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +168.51% | Add |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +184.78% | Add |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +184.91% | Add |
| 12 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +6.74% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +7.44% | Add |
| 14 | IVE | Ishares S&p 500 Value ETF | +0.1% | +7.76% | Add |
| 15 | APH | Amphenol Corp-cl A | +0.1% | +153.38% | Add |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +5.86% | Add |
| 17 | MCO | Moody's CORP | +0.1% | +27.83% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | +124.81% | Add |
| 19 | AAPL | Apple Inc | +0.1% | +2.48% | Add |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +207.09% | Add |
| 21 | V | Visa Inc-class A Shares | +0.1% | +9.44% | Add |
| 22 | C | Citigroup Inc | +0.1% | +3.19% | Add |
| 23 | USIG | Ishares Broad Usd Investment | 0% | +8.41% | Add |
| 24 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +9.91% | Add |
| 25 | MRK | Merck & Co., Inc. | 0% | — | Unchanged |
| 26 | JNJ | Johnson & Johnson | 0% | +0.91% | Add |
| 27 | IJH | Ishares Core S&p Midcap ETF | 0% | +73.31% | Add |
| 28 | IEMG | Ishares Core Msci Emerging | 0% | +4.69% | Add |
| 29 | AMGN | Amgen Inc | 0% | +21.75% | Add |
| 30 | ISRG | Intuitive Surgical Inc | 0% | +1.65% | Add |
| 31 | IEFA | Ishares Core Msci Eafe ETF | 0% | +49.10% | Add |
| 32 | AVGO | Broadcom Inc | 0% | +28.69% | Add |
| 33 | LOW | Lowe's Cos Inc | 0% | +90.75% | Add |
| 34 | QUAL | Ishares Msci USA Quality Fac | 0% | +4.15% | Add |
| 35 | GEV | GE Vernova Inc | 0% | +2.23% | Add |
| 36 | BAC | Bank Of America CORP | 0% | +3.41% | Add |
| 37 | NUE | Nucor CORP | 0% | — | Unchanged |
| 38 | XBI | Ss Spdr S&p Biotech ETF | 0% | — | Unchanged |
| 39 | MKL | Markel Group Inc | 0% | +0.30% | Add |
| 40 | PM | Philip Morris International | 0% | +14.86% | Add |
| 41 | MSCI | Msci Inc | 0% | +27.00% | Add |
| 42 | CVX | Chevron CORP | 0% | +16.17% | Add |
| 43 | VB | Vanguard Small-cap ETF | 0% | +23.47% | Add |
| 44 | BOND | Pimco Active Bond Exchange-t | 0% | +12.65% | Add |
| 45 | EFIV | Ss Spdr S&p 500 Esg ETF | — | +1.33% | Add |
| 46 | XOM | Exxon Mobil CORP | — | -0.16% | Trim |
| 47 | IXUS | Ishares Core Intl Stock ETF | — | +3.99% | Add |
| 48 | IBM | Intl Business Machines CORP | — | +0.31% | Add |
| 49 | KO | Coca-cola Co/the | — | +2.44% | Add |
| 50 | PG | Procter & Gamble Co/the | — | +16.67% | Add |
According to official SEC Form 13F filings, Blue Edge Capital, LLC reported a total U.S. public equity portfolio value of $832.8M across 125 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VTV, MGK) accounted for 28.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAI
市值: $10.4M
Top Position Liquidated / Trimmed
MAR
前期市值: $5.3M
During Q4 2025, Blue Edge Capital, LLC's top holdings by market value included VUG (9.4%)、VTV (7.8%)、MGK (5.4%). The largest single position, VUG, represented 9.4% of total portfolio value.
In Q4 2025, Blue Edge Capital, LLC made 117 total portfolio adjustments, initiating 12 new buys, adding to 75 positions, trimming 21 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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