Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Edge Capital, LLC (CIK 1599620) reported $747.4M across 124 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: VUG ($70.1M, 9.38%), VTV ($58.3M, 7.80%), MGK ($40.2M, 5.38%), IVW ($35.2M, 4.71%), IEF ($32.2M, 4.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth | $70.1M | 9.38% | 143,736 | Added |
| 2 | VTV | Vanguard Value | $58.3M | 7.80% | 305,343 | Added |
| 3 | MGK | Vanguard Mega Cap Growth | $40.2M | 5.38% | 97,469 | Added |
| 4 | IVW | Ishares S&P 500 Growth | $35.2M | 4.71% | 285,618 | Added |
| 5 | IEF | iShares 7-10 Year Treasury Bon | $32.2M | 4.31% | 334,910 | Added |
| 6 | IEUR | Ishares Core Msci Europe | $32.1M | 4.29% | 451,804 | Added |
| 7 | MGV | Vanguard Mega Cap Value | $24.8M | 3.32% | 175,865 | Added |
| 8 | SPY | SPDR S&P 500 | $24.6M | 3.30% | 36,125 | Added |
| 9 | USIG | iShares Broad USD Invm Grd Cor | $21.3M | 2.85% | 411,854 | Added |
| 10 | IEMG | iShares Core MSCI Emerging Mar | $15.7M | 2.11% | 234,074 | Added |
| 11 | IVE | Ishares S&P 500 Value | $15.7M | 2.10% | 73,910 | Added |
| 12 | AAPL | Apple Inc | $15.2M | 2.03% | 55,874 | Added |
| 13 | JMBS | Janus Henderson Mortgage-Backe | $14.9M | 1.99% | 325,450 | Added |
| 14 | VWO | Vanguard Emerging Market | $14.5M | 1.93% | 268,857 | Added |
| 15 | ESGU | Ishares Msci Usa Esg | $13.6M | 1.82% | 91,302 | Trimmed |
| 16 | AMZN | Amazon Com Inc | $12.0M | 1.60% | 51,824 | Added |
| 17 | VPL | Vanguard FTSE Pacific | $11.9M | 1.60% | 132,020 | Added |
| 18 | MSFT | Microsoft Corp | $11.0M | 1.47% | 22,730 | Added |
| 19 | BAI | iShares A.I. Innovation and Te | $10.4M | 1.39% | 311,086 | New |
| 20 | QUAL | Ishars Edg Msci Usa Qlty | $10.3M | 1.38% | 51,807 | Added |
| 21 | DYNF | iShares U.S. Equity Factor Rot | $9.9M | 1.33% | 163,032 | Added |
| 22 | IJJ | iShares S&P Midcap 400 Value | $9.8M | 1.31% | 74,511 | Trimmed |
| 23 | IPAC | Ishares Core Msci | $9.5M | 1.27% | 129,624 | Added |
| 24 | IJK | iShares S&P Midcap 400 Growth | $9.3M | 1.24% | 95,701 | Trimmed |
| 25 | JAAA | Janus Henderson AAA CLO ETF | $8.2M | 1.10% | 162,370 | Added |
Source: SEC Form 13F filings · as of 2025-12-31