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Blue Edge Capital, LLC

CIK 1599620 · latest 13F filed 17 August 2026 · Read the filing on EDGAR

Blue Edge Capital, LLC reported 137 US-listed holdings worth $832.8 million in its 13F for the quarter ended 30 June 2026, filed 17 August 2026. Its largest: Vanguard Growth ETF (9.1%), Vanguard Value ETF (8.3%) and iShares S&P Growth Index FD (4.9%). Against the quarter before, it opened 9 positions, added to 31, trimmed 66 and sold out of 6.

Reported holdings$832.8M+10.6% on Q1 2026
Positions137+3 on Q1 2026
The largest ten44.8%of its reported holdings
Latest 13FQ2 2026filed 17 August 2026
Where the money is
OpenedAdded toHeldTrimmed
VUG9.1%VTV8.3%IVW4.9%IEUR4.3%MGK4.3%SPY3.2%MGV3.1%USIG2.6%TIP2.6%AAPL2.3%JMBS2.1%IVE2.1%AVEM2.1%JAAA2.0%123 more47.0%

The 14 largest of its 137 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $641.9 million in 111 positions$642MQ3 24Q4 2024: $635.8 million in 110 positions$636MQ4 24Q1 2025: $622.7 million in 109 positions$623MQ1 25Q2 2025: $672.5 million in 115 positions$673MQ2 25Q3 2025: $703.9 million in 122 positions$704MQ3 25Q4 2025: $747.4 million in 125 positions$747MQ4 25Q1 2026: $752.9 million in 134 positions$753MQ1 26Q2 2026: $832.8 million in 137 positions$833MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +26.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +26.3%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 9Added 31Held 31Trimmed 66Sold out 6
Opened: 9Added: 31Held: 31Trimmed: 66Sold out: 6

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 9

  1. iShares Barclays Tips Bond TIP$21.5 million
  2. Exxon Mobil Corp$4.8 million
  3. iShares Trust PFF$2.1 million
  4. Cohen & Steers ETF Trust CSPF$1.5 million
  5. Brookfield Corporation BN$479,137
  6. John Marshall Bancorp Inc. JMSB$337,900
  7. Radiant Logistics Inc. RLGT$283,800
  8. Technology Select Sector SPDR ETF XLK$233,196

and 1 more in the table below

Added to 31

  1. Janus Detroit STR Trust JAAA+156,308 shares · +89%
  2. American Century ETF Trust AVEM+35,015 shares · +24%
  3. iShares Trust IJT+18,155 shares · +68%
  4. Janus Detroit STR Trust JSI+60,390 shares · +84%
  5. iShares Trust IJS+18,518 shares · +47%
  6. iShares Core S&P Small-Cap ETF IJR+15,495 shares · +256%
  7. iShares Trust SHY+241,534 shares · +1059%
  8. Markel Group Inc. MKL+883 shares · +79%

and 23 more in the table below

Trimmed 66

  1. iShares Trust IEF-334,219 shares · -97%
  2. Vanguard S&P 500 VOO-8,503 shares · -86%
  3. VG Totl STK Vprs VTI-13,700 shares · -90%
  4. Vanguard Mega Cap Growth ETF MGK-47,023 shares · -10%
  5. Corning Inc. GLW-14,565 shares · -31%
  6. Newmarket Corp. NEU-3,100 shares · -62%
  7. iShares Trust IEUR-30,482 shares · -6%
  8. Albemarle Corp. ALB-16,015 shares · -64%

and 58 more in the table below

Sold out of 6

  1. ExxonMobil Holdings Corp. XOM$7.8 million last quarter
  2. Global X FDS PFFD$3.7 million last quarter
  3. ConocoPhillips COP$996,776 last quarter
  4. iShares Bitcoin Trust ETF IBIT$272,129 last quarter
  5. Deere & Co. DE$224,757 last quarter
  6. Honeywell International Inc. HON$220,605 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vanguard Growth ETF VUG879.9K$75.8 million9.10%-4.2K
Vanguard Value ETF VTV315.7K$68.8 million8.26%-718
iShares S&P Growth Index FD IVW296.9K$40.8 million4.90%+1.7K
iShares Trust IEUR481.8K$36.2 million4.35%-30.5K
Vanguard Mega Cap Growth ETF MGK409.9K$36.0 million4.33%-47.0K
SPDR S&P 500 SPY36.1K$27.0 million3.24%-2.6K
Vanguard World FD MGV158.9K$26.0 million3.12%+314
iShares Trust USIG426.1K$21.9 million2.62%-29
iShares Barclays Tips Bond TIP196.4K$21.5 million2.58%new
Apple Inc. AAPL65.5K$19.0 million2.28%-1.1K
Janus Detroit STR Trust JMBS387.9K$17.5 million2.10%+1.7K
iShares S&P 500 Value ETF IVE76.7K$17.4 million2.09%+626
American Century ETF Trust AVEM178.4K$17.2 million2.07%+35.0K
Janus Detroit STR Trust JAAA332.6K$16.8 million2.02%+156.3K
Vanguard Intl Equity Index F VPL142.2K$16.5 million1.98%-4.9K
iShares A.i. Innovation and Tech Active ETF BAI289.9K$15.3 million1.84%-5.4K
Caterpillar Inc. CAT13.2K$14.0 million1.69%-478
iShares Trust ESGU83.9K$13.7 million1.65%-1.0K
Vanguard Ftse Emerging Markets VWO214.5K$12.8 million1.54%-3.7K
iShares Trust IPAC148.4K$12.2 million1.46%+721
Amazon.com Inc. AMZN49.3K$11.7 million1.41%-3.9K
iShares Trust IJK99.4K$11.7 million1.40%+1.2K
iShares Core MSCI Emerging Mark IEMG139.8K$11.6 million1.39%+4.4K
iShares S&P Midcap 400 Value in IJJ77.5K$11.4 million1.37%+1.0K
iShares Edge MSCI USA Quality F QUAL50.3K$11.0 million1.33%+34
BlackRock ETF Trust DYNF161.9K$11.0 million1.32%-1.8K
Alphabet Inc. GOOG28.3K$10.0 million1.20%+2.9K
Microsoft Corp. MSFT22.7K$8.5 million1.02%-131
Corning Inc. GLW32.1K$8.2 million0.98%-14.6K
iShares Trust IJT44.9K$8.0 million0.96%+18.2K
iShares Trust IJS58.3K$8.0 million0.96%+18.5K
GE Vernova Inc. GEV6.6K$7.8 million0.93%-33
JPMorgan Chase & Co. JPM23.0K$7.5 million0.90%-96
Alphabet Inc. GOOGL20.7K$7.4 million0.89%-1.8K
SPDR S&P 500 Esg ETF EFIV96.5K$7.0 million0.84%+111
Visa Inc. V20.0K$6.9 million0.82%no change
UnitedHealth Group Inc. UNH16.5K$6.9 million0.82%-294
Janus Detroit STR Trust JSI132.6K$6.8 million0.82%+60.4K
JPMorgan BetaBuilders Canada E60.3K$6.0 million0.72%-565
Meta Platforms, Inc. META10.1K$5.7 million0.68%-213
Home Depot, Inc. HD15.9K$5.6 million0.68%-62
SPDR S&P Midcap 4007.0K$4.9 million0.59%-1.6K
Exxon Mobil Corp35.2K$4.8 million0.58%new
Citigroup Inc. C34.4K$4.8 million0.58%no change
Boeing Co. BA21.2K$4.6 million0.55%no change
iShares Trust ESGD44.1K$4.5 million0.54%-2.1K
BlackRock Inc.4.7K$4.5 million0.54%no change
Vanguard Intl Equity Index F VGK48.5K$4.3 million0.52%-13.7K
Vaneck Vectors ETF Trust162.7K$4.2 million0.50%-3.6K
iShares Trust IXUS41.0K$3.9 million0.47%+13
Markel Group Inc. MKL2.0K$3.9 million0.47%+883
Johnson & Johnson JNJ15.1K$3.8 million0.46%-3.5K
iShares Core S&P Small-Cap ETF IJR21.6K$3.2 million0.38%+15.5K
Vanguard Small Cap ETF VB1.0K$3.1 million0.38%no change
iShares Inc. ESGE55.9K$3.1 million0.37%+3.2K
Powershares QQQ Trust3.4K$2.5 million0.30%+5
iShares Trust STIP23.8K$2.4 million0.29%+4.6K
Invesco Exch Traded FD Trust II QQQM7.8K$2.4 million0.28%-5.8K
International Business Machines Corp. IBM8.3K$2.3 million0.28%+24
Ge Aerospace6.2K$2.3 million0.28%-681
SPDR Ser Trust SPYM25.9K$2.3 million0.27%+14.6K
iShares Trust GOVT99.8K$2.3 million0.27%-3.4K
Goldman Sachs Group Inc. GS2.2K$2.2 million0.27%-21
Vanguard Short-Term Corp. BD Idx VCSH27.5K$2.2 million0.26%+3.8K
iShares Trust SHY264.3K$2.2 million0.26%+241.5K
iShares Trust PFF67.8K$2.1 million0.25%new
iShares ESG Aware MSCI USA Smal ESML27.9K$1.6 million0.19%+4.7K
Newmarket Corp. NEU1.9K$1.5 million0.18%-3.1K
Cohen & Steers ETF Trust CSPF58.5K$1.5 million0.18%new
SPDR Ser Trust SPTM16.7K$1.5 million0.18%no change
Merck & Co Inc11.5K$1.5 million0.18%-7.4K
Berkshire Hathaway Inc. Class B BRKB2.6K$1.3 million0.16%+459
3M Co. MMM8.0K$1.3 million0.16%no change
NVIDIA Corp. NVDA6.2K$1.2 million0.15%-245
Amphenol Corp. APH7.0K$1.2 million0.15%-454
Albemarle Corp. ALB8.9K$1.2 million0.14%-16.0K
AbbVie Inc. ABBV4.7K$1.2 million0.14%-2.1K
Marvell Technology3.9K$1.2 million0.14%-340
Dominion Energy, Inc. D15.6K$1.1 million0.13%-1.9K
iShares Core S&P Mid-Cap ETF IJH13.6K$1.0 million0.13%+5.1K
iShares Trust IWV2.3K$999,4820.12%no change
iShares Trust IEF10.1K$959,3150.12%-334.2K
Vanguard S&P 500 VOO1.4K$943,2770.11%-8.5K
Coca-Cola Co. KO11.5K$936,8810.11%-1.2K
Norfolk Southern Corp. NSC2.8K$886,8290.11%-170
SPDR Ser Trust XBI5.4K$850,9100.10%no change
iShares Core MSCI Eafe ETF IEFA8.5K$822,1860.10%+1.7K
McDonald's Corp. MCD2.8K$762,2740.09%-63
Walt Disney Co. DIS7.8K$747,8630.09%-920
Broadcom Inc. AVGO1.9K$715,8360.09%-20
Advanced Drainage Systems, Inc. WMS4.0K$629,7240.08%no change
iShares Trust AGG6.3K$623,7720.07%+950
Amgen Inc. AMGN1.7K$620,6740.07%-400
Philip Morris International Inc. PM3.4K$615,0330.07%-170
Lowe's Companies Inc. LOW2.6K$572,3920.07%no change
Chevron Corp. CVX3.4K$567,3960.07%no change
VG Totl STK Vprs VTI1.5K$551,4690.07%-13.7K
Blue Ridge Bankshares Inc. Va BRBS152.5K$538,3740.06%no change
Moody's Corp. MCO1.1K$514,0640.06%-111
Intuitive Surgical Inc. ISRG1.2K$485,5670.06%-266
Starbucks Corp. SBUX4.7K$483,7670.06%no change
Brookfield Corporation BN11.2K$479,1370.06%new
Martin Marietta Materials Inc.783$451,5560.05%no change
Vanguard Intl Equity Index F VT2.8K$444,8740.05%+75
Kinder Morgan, Inc. KMI13.9K$443,5840.05%no change
J P Morgan Exchange Traded F BBJP5.9K$440,8650.05%no change
Oracle Corp. ORCL3.0K$439,6500.05%-1.0K
Take-Two Interactive Software, Inc. TTWO1.7K$436,9650.05%no change
Procter & Gamble Co. PG2.9K$419,0970.05%-110
Phillips 66 PSX2.4K$409,6610.05%-879
TransDigm Group Inc. TDG296$394,2840.05%no change
iShares Core S&P 500 ETF IVV524$392,4180.05%no change
Abbott Laboratories ABT4.2K$381,5620.05%-2.5K
iShares Trust SUSC15.6K$360,3520.04%+46
Hershey Co. HSY2.0K$353,1810.04%no change
Carmax Inc. KMX6.5K$346,4300.04%-750
CME Group Inc. CME1.6K$343,6120.04%no change
iShares Trust IEI2.9K$343,0710.04%-3
John Marshall Bancorp Inc. JMSB15.5K$337,9000.04%new
NXP Semiconductors N.V. NXPI1.2K$329,6480.04%no change
Verisk Analytics, Inc. VRSK1.8K$324,7700.04%no change
Nucor Corp. NUE1.4K$311,8500.04%-4.2K
Bank of America Corp. BAC5.4K$306,5520.04%-16.3K
Vanguard World FD VGT2.4K$286,8480.03%-224
MSCI Inc. MSCI508$284,5000.03%no change
Radiant Logistics Inc. RLGT30.0K$283,8000.03%new
Analog Devices Inc. ADI633$251,4090.03%no change
Tortoise Energy Infrastructure5.8K$246,5030.03%-2.9K
Technology Select Sector SPDR ETF XLK1.2K$233,1960.03%new
Tesla, Inc. TSLA552$232,1710.03%-56
Altria Group, Inc. MO3.2K$227,6500.03%no change
Enterprise Products Partners L.P. EPD6.0K$220,5600.03%-2.3K
Laboratory Corporation of America Holdings750$210,0000.03%-250
Pfizer Inc. PFE8.7K$208,3880.03%-571
Allstate Corp. ALL857$203,9150.02%new
Charles Schwab Corp. SCHW2.2K$202,8090.02%no change
Morgan Stanley MS959$200,4690.02%-257
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.