Fund HoldingsBlue Edge Capital, LLC

Total Portfolio Value
$747.44M
Total Bought
$68.71M
Total Sold
$24.81M
Net Transaction
+$43.90M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
iShares A.I. Innovation and Te
ISHA I IN TE ETF
0311,086+311,086010,3591.39%+10,359
Corning Inc(GLW)046,667+46,66704,0860.55%+4,086
Ishares Core Msci Europe
CORE MSCI EURO
0451,804+451,804032,0694.29%+32,069
Alphabet Inc Class C(GOOG)21,20025,128+3,9285,1637,8851.05%+2,722
Ishares S&P 500 Growth269,798285,618+15,82032,57035,2054.71%+2,635
Invesco NASDAQ 100 ETF
NASDAQ 100 ETF
23,07232,430+9,3585,7028,2021.10%+2,501
Vanguard Value299,321305,343+6,02255,82058,3177.80%+2,497
Boeing Co(BA)10,21920,978+10,7592,2064,5550.61%+2,349
Vanguard Growth141,601143,736+2,13567,91370,1239.38%+2,210
Vanguard Mega Cap Value164,764175,865+11,10122,69524,8253.32%+2,131
Vanguard Mega Cap Growth95,42997,469+2,04038,40340,2325.38%+1,830
iShares U.S. Equity Factor Rot
ISHARES US EQUIT
138,066163,032+24,9668,1749,9141.33%+1,740
Alphabet Inc Class A(GOOG)22,57322,575+25,4877,0660.95%+1,578
Ishares S&P 500 Value68,58573,910+5,32514,16315,6742.10%+1,511
iShares Broad USD Invm Grd Cor379,911411,854+31,94319,83921,3222.85%+1,483
Albemarle Corp(ALB)26,52425,501-1,0232,1513,6070.48%+1,456
Caterpillar Inc(CAT)12,74413,116+3726,0817,5141.01%+1,433
Amazon Com Inc(AMZN)051,824+51,824011,9621.60%+11,962
Apple Inc(AAPL)54,52055,874+1,35413,88215,1902.03%+1,308
iShares 7-10 Year Treasury Bon322,130334,910+12,78031,07332,2054.31%+1,132
iShares Core MSCI Emerging Mar
CORE MSCI EMKT
223,579234,074+10,49514,73815,7342.11%+996
Ishares 0-5 Year Tips
0-5 YR TIPS ETF
4,79812,883+8,0854961,3190.18%+823
Vanguard Short Term Corp Bond
SHRT TRM CORP BD
5,49315,643+10,1504391,2470.17%+808
iShares Barclays 1-3 Year Trea5,28215,049+9,7674381,2460.17%+808
SPDR S&P 500(SPY)35,79836,125+32723,84824,6343.30%+786
Visa Inc(V)020,100+20,10007,0490.94%+7,049
Moody's Corp(MCO)05,393+5,39302,7550.37%+2,755
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
0162,370+162,37008,2131.10%+8,213
AMPHENOL CORP CLASS A3,2008,108+4,9083961,0960.15%+700
Citigroup Inc New(C)33,15834,216+1,0583,3663,9930.53%+627
Ishars Edg Msci Usa Qlty
MSCI USA QLT FCT
49,74451,807+2,0639,67510,2901.38%+615
Nvidia Corp(NVDA)2,3385,256+2,9184369800.13%+544
Janus Henderson Mortgage-Backe
HENDERSON MTG
313,780325,450+11,67014,33014,8701.99%+539
SPDR Portfolio S&P 500 ETF
ST STR P500ETF
2,8658,798+5,9332247060.09%+481
iShares Barclays Aggregate Bon04,782+4,78204780.06%+478
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)01,748+1,74804480.06%+448
Cme Group Inc(CME)01,556+1,55604250.06%+425
Verisk Analytics Inc(VRSK)01,821+1,82104070.05%+407
Vanguard FTSE Pacific131,481132,020+53911,54911,9351.60%+385
Merck & Co Inc(MRK)18,05418,05401,5151,9000.25%+385
Johnson & Johnson(JNJ)16,35516,504+1493,0333,4160.46%+383
Ishares Core Msci
CORE MSCI PAC
124,390129,624+5,2349,1349,4901.27%+356
Ge Vernova Llc Com(GEV)6,5086,653+1454,0024,3480.58%+346
SPDR S AND P 500 ESG ETF
SPDR S&P 500 ESG
99,903101,227+1,3246,3536,6960.90%+343
Exxon Mobil Corp41,67241,604-684,6995,0070.67%+308
Marvell Technology Group03,436+3,43602920.04%+292
NXP SEMICONDUCTORS NV
COM
01,263+1,26302740.04%+274
Tesla Motors Inc(TSLA)0602+60202710.04%+271
JP Morgan Chase & Co.(JPM)22,71623,076+3607,1657,4360.99%+270
Vanguard European057,278+57,27804,7890.64%+4,789
Morgan Stanley(MS)01,320+1,32002340.03%+234
Ishares Core S&P Etf4,6658,085+3,4203045340.07%+229
Vanguard Information
INF TECH ETF
0298+29802250.03%+225
Pfizer Inc(PFE)08,514+8,51402120.03%+212
iShares Core MSCI Total Intl S
CORE MSCI TOTAL
38,40539,937+1,5323,1713,3800.45%+209
Amgen Incorporated(AMGN)1,7332,110+3774896910.09%+202
Bank of America Corp36,63037,880+1,2501,8902,0830.28%+194
iShares Core MSCI EAFE
CORE MSCI EAFE
3,7985,663+1,8653325070.07%+175
Vanguard S&P 500 Etf9,4009,448+485,7565,9250.79%+168
BROADCOM LTD(AVGO)1,4501,866+4164786460.09%+167
Lowes Cos Inc(LOW)8001,526+7262013680.05%+167
Nucor Corp(NUE)5,6005,60007589130.12%+155
Spdr S&P Biotech Etf
ST STR SP BIOT
5,3775,37705396560.09%+117
Janus Henderson Securitized In
HEND SECU IN ETF
069,616+69,61603,6240.48%+3,624
Mkt Vctrs J P Mrgn Em161,186163,172+1,9864,1124,2130.56%+101
Intl Business Machines(IBM)06,765+6,76502,0040.27%+2,004
Markel Corp(MKL)333334+16367180.10%+82
Mastercard Inc.(MA)07,197+7,19704,1090.55%+4,109
Coca Cola Co(KO)014,279+14,27909980.13%+998
Philip Morris Intl(PM)03,540+3,54005680.08%+568
MSCI Inc.(MSCI)400508+1082272910.04%+64
Chevron Corp New Com(CVX)2,8333,291+4584405020.07%+62
Vanguard Small Cap8481,047+1992162700.04%+54
PowerShares QQQ Trust Unit Ser3,4593,449-102,0772,1190.28%+42
Vanguard Total Stock Market ET14,60314,413-1904,7924,8320.65%+40
3M Co(MMM)8,0008,00001,2411,2810.17%+39
Procter & Gamble Co(PG)02,968+2,96804250.06%+425
iShares Core S&P 500486524+383253590.05%+34
SPDR Port S&P 1500 Comps Stk M
ST STR PR SP1500
16,68516,686+11,3461,3770.18%+31
Pimco Exch Traded Fund
ACTIVE BD ETF
2,5142,832+3182352640.04%+29
ADVANCED DRAINAGE SYSTEMS INC(WMS)4,0124,01205565810.08%+25
McDonalds Corp(MCD)2,8202,883+638578810.12%+24
Unitedhealth Group Inc(UNH)16,01316,813+8005,5295,5500.74%+21
iShares ESG USD Corporate Bond
ESG AWRE USD ETF
24,74525,752+1,0075836020.08%+19
iShares Russell 30002,3442,34408889070.12%+19
Vanguard Emerging Market266,499268,857+2,35814,43914,4541.93%+15
ISHARES TRUST TRS FLT RT BD ET
TRS FLT RT BD
13,35513,521+1666766820.09%+7
Blue Ridge Bankshares Inc152,514152,51406456510.09%+6
TRANSDIGM GROUP INC(TDG)0296+29603940.05%+394
iShares Bitcoin Trust ETF(IBIT)4,3315,735+1,4042822850.04%+3
iShares US Treasury Bond
US TREAS BD ETF
98,67699,192+5162,2812,2840.31%+3
Starbucks Corp(SBUX)4,7344,73404003990.05%-2
Global X US Preferred ETF
US PFD ETF
188,667193,747+5,0803,6663,6640.49%-2
JPMorgan BetaBuilders Japan ET
BETABULDRS JAPAN
5,8545,85403883860.05%-2
Ishares 3-7 Year Trery4,9354,921-145905870.08%-2
MARTIN MARIETTA MATERIALS INC78378304944880.07%-6
ConocoPhillips(COP)6,2016,20105875810.08%-6
Hershey Company(HSY)2,0002,013+133743660.05%-8
Norfolk Southern Corp(NSC)1,5001,50004514330.06%-18
Phillips(PSX)3,2983,302+44494260.06%-23
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