Blue Edge Capital, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $596 Million distributed in 109 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $57.2M, Vanguard Value ETF with a value of $53.5M, Ishares Barclays with a value of $31.5M, Vanguard Mega Cap Growth ETF with a value of $28.1M, and Ishares S&P 500 Growth ETF with a value of $24.5M.

Examining the 13F form we can see an decrease of $16.4M in the current position value, from $613M to 596M.

Blue Edge Capital, LLC is based out at Richmond, VA

Below you can find more details about Blue Edge Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $596 Million
ETFs: $460 Million
Financial Services: $30 Million
Technology: $24 Million
Consumer Cyclical: $22 Million
Communication Services: $17.9 Million
Healthcare: $14.4 Million
Industrials: $7.03 Million
Energy: $6.59 Million
Other: $8.7 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 109
  • Current Value $596 Million
  • Prior Value $613 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Blue Edge Capital, LLC Portfolio

Follow Blue Edge Capital, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Edge Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Edge Capital, LLC with notifications on news.