BDFS Capital LLC

Position in VSEC — Vse Corp

CIK 2112636 REHOBOTH BEACH, DE

Position in VSEC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$996,717

+$231,089 QoQ

Shares Held

4,362

+5.1% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#216

of 393 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

BDFS Capital LLC holds $4,653,689 across 4 Aerospace & Defense names. VSEC ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BA	Boeing Co	7,931	$1,716,823
2	NOC	Northrop Grumman Corp /De/	3,366	$1,714,337
3	VSEC	Vse Corp This page	4,362	$996,717
4	CW	Curtiss Wright Corp	298	$225,812

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$996,717	4,362	+5.1%	Shares	Sole	2026-07-15
2026-03-31	$765,628	4,152	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.