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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001599620

Blue Edge Capital, LLC

RICHMOND, VA · File #028-15801

Latest AUM
$747.4M
Positions
125
Top-10 Concentration
53.1%
Filings
12

Sector Allocation

Financials
6.9%$51.5M
Technology
4.3%$32.5M
Industrials
2.1%$16.1M
Healthcare
1.9%$14.1M
Energy
0.9%$6.5M
Materials
0.7%$4.9M
Utilities
0.1%$919,884

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Growth922908736143,736$70.1M10.49%
2Vanguard Value922908744305,343$58.3M8.72%
3Vanguard Mega Cap Growth92191081697,469$40.2M6.02%
4Ishares S&P 500 Growth464287309285,618$35.2M5.27%
5iShares 7-10 Year Treasury Bon464287440334,910$32.2M4.82%
6Ishares Core Msci Europe46434V738451,804$32.1M4.80%
7Vanguard Mega Cap Value921910840175,865$24.8M3.71%
8SPDR S&P 500SPY36,125$24.6M3.68%
9iShares Broad USD Invm Grd Cor464288620411,854$21.3M3.19%
10iShares Core MSCI Emerging Mar46434G103234,074$15.7M2.35%
11Ishares S&P 500 Value46428740873,910$15.7M2.34%
12Apple IncAAPL55,874$15.2M2.27%
13Janus Henderson Mortgage-Backe47103U852325,450$14.9M2.22%
14Vanguard Emerging Market922042858268,857$14.5M2.16%
15Ishares Msci Usa Esg46435G42591,302$13.6M2.03%
16Amazon Com IncAMZN51,824$12.0M1.79%
17Vanguard FTSE Pacific922042866132,020$11.9M1.79%
18Microsoft CorpMSFT22,730$11.0M1.64%
19iShares A.I. Innovation and TeBLK311,086$10.4M1.55%
20Ishars Edg Msci Usa Qlty46432F33951,807$10.3M1.54%