Data as of Q4 2025 (Dec 31, 2025)

Blue Edge Capital, LLC

•CIK: 1599620•Filing: Q4 2025

**Blue Edge Capital, LLC** manages $747M across a diversified portfolio of 125 positions. The fund exhibits a strong tilt toward U.S. large-cap growth and value, evidenced by top holdings including VUG ($70.1M) and VTV ($58.3M). Significant allocations are also directed toward thematic and fixed-income exposure, notably MGK ($40.2M) and IEF ($32.2M). This structure suggests a systematic approach balancing equity momentum with core market and fixed-income stability.

Total AUM
$747.4M
QoQ Performance
+6.2%
Positions
125
Top 10 Concentration
47.5%
Latest Filing
Q4 2025

Top Holdings Allocation

VUG
VTV
MGK
VUG9.4%
VTV7.8%
MGK5.4%
IVW4.7%
IEF4.3%
IEUR4.3%
MGV3.3%
SPY3.3%

📈 Biggest Buys

BAI
iShares A.I. Innovation and Te
NEW
1.4% of portfolio
GLW
Corning Inc
NEW
0.5% of portfolio
IEUR
Ishares Core Msci Europe
+9.6%
4.3% of portfolio
QQQM
Invesco NASDAQ 100 ETF
+40.6%
1.1% of portfolio
BA
Boeing Co
+105.3%
0.6% of portfolio

📉 Biggest Sells

—
SPDR S&P Midcap 400
-72.0%
0.2% of portfolio
IJJ
iShares S&P Midcap 400 Value
-19.3%
1.3% of portfolio
—
JPMorgan BetaBuilders Canada E
-25.3%
0.7% of portfolio
IJS
Ishares S&P Small Cap
-18.6%
0.5% of portfolio
ESGU
Ishares Msci Usa Esg
-4.5%
1.8% of portfolio

Sector Breakdown

Other78.6%
Technology7.1%
ETF4.1%
Financial2.9%
Consumer2.6%
Industrial1.8%
Healthcare1.6%
Energy0.7%

🚪 Exited Positionssold since Q3 2025

MAR
Marriott International Inc
SOLD
$5.3M
MLPAUSD
Global X MLP ETF
SOLD
$3.0M
USRT
iShares Core U.S. Reit
SOLD
$1.9M
VSS
Vanguard FTSE All-World ex-US
SOLD
$965.1K
MIDE
Xtrackers S&P MidCap 400 ESG
SOLD
$456.2K
+4 more exited positions

Changes from Q3 2025

NEW12 new positions
↑75 increased
↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

VUG9.4%
Vanguard Growth
$70.1M
VTV7.8%
Vanguard Value
$58.3M
MGK5.4%
Vanguard Mega Cap Growth
$40.2M
IVW4.7%
Ishares S&P 500 Growth
$35.2M
IEF4.3%
iShares 7-10 Year Treasury Bon
$32.2M

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