Blue Edge Capital, LLC 13F holdings
Blue Edge Capital, LLC reported 135 positions with a total reported value of $832.8M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-17. Top holdings by reported value: Vanguard Growth (9.1%), Vanguard Value (8.3%), Ishares S&P 500 Growth (4.9%), Ishares Core Msci Europe (4.3%), Vanguard Mega Cap Growth (4.3%). Against 2026-03-31 it opened 9 new positions and exited 6. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 135 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| Vanguard Growth | 879,889 | $75.8M | 9.1% |
| Vanguard Value | 315,681 | $68.8M | 8.3% |
| Ishares S&P 500 Growth | 296,902 | $40.8M | 4.9% |
| Ishares Core Msci Europe | 481,757 | $36.2M | 4.3% |
| Vanguard Mega Cap Growth | 409,912 | $36.0M | 4.3% |
| SPY SPDR S&P 500 | 36,103 | $27.0M | 3.2% |
| Vanguard Mega Cap Value | 158,930 | $26.0M | 3.1% |
| iShares Broad USD Invm Grd Cor | 426,139 | $21.9M | 2.6% |
| iShares Barclays TIP Bond | 196,373 | $21.5M | 2.6% |
| AAPL Apple Inc | 65,501 | $19.0M | 2.3% |
| Janus Henderson Mortgage-Backe | 387,864 | $17.5M | 2.1% |
| Ishares S&P 500 Value | 76,736 | $17.4M | 2.1% |
| GOOGL Alphabet Inc Class A | 49,019 | $17.4M | 2.1% |
| Avantis Emerging Markets Equit | 178,396 | $17.2M | 2.1% |
| Janus Henderson AAA CLO ETF | 332,555 | $16.8M | 2.0% |
| Vanguard FTSE Pacific | 142,212 | $16.5M | 2.0% |
| BLK Blackrock Inc | 166,594 | $15.5M | 1.9% |
| iShares A.I. Innovation and Te | 289,873 | $15.3M | 1.8% |
| CAT Caterpillar Inc | 13,179 | $14.0M | 1.7% |
| Ishares Msci Usa Esg | 83,906 | $13.7M | 1.6% |
| Vanguard Emerging Market | 214,497 | $12.8M | 1.5% |
| Ishares Core Msci | 148,371 | $12.2M | 1.5% |
| AMZN Amazon Com Inc | 49,262 | $11.7M | 1.4% |
| iShares S&P Midcap 400 Growth | 99,403 | $11.7M | 1.4% |
| iShares Core MSCI Emerging Mar | 139,794 | $11.6M | 1.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| iShares Barclays TIP Bond | 196,373 | $21.5M | 2.6% |
| Exxon Mobil Corp | 35,193 | $4.8M | 0.6% |
| iShares S&P US Preferred Stock | 67,832 | $2.1M | 0.2% |
| CNS Cohen & Steers Pref & Inc Opps | 58,512 | $1.5M | 0.2% |
| BN BANTA CP | 11,250 | $479.1K | <0.1% |
| JMSB John Marshall Bancorp Inc | 15,500 | $337.9K | <0.1% |
| RLGT Radiant Logistics Inc | 30,000 | $283.8K | <0.1% |
| Sector Spdr Tech Select | 1,224 | $233.2K | <0.1% |
| ALL Allstate Corporation | 857 | $203.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 6 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| Vanguard Growth | 147,345 | 879,889 | +497.2% | $75.8M |
| Vanguard Mega Cap Growth | 91,387 | 409,912 | +348.5% | $36.0M |
| Janus Henderson AAA CLO ETF | 176,247 | 332,555 | +88.7% | $16.8M |
| Avantis Emerging Markets Equit | 143,381 | 178,396 | +24.4% | $17.2M |
| iShares S&P Small-Cap 600 Grow | 26,709 | 44,864 | +68.0% | $8.0M |
| Janus Henderson Securitized In | 72,200 | 132,590 | +83.6% | $6.8M |
| Ishares S&P Small Cap | 39,779 | 58,297 | +46.6% | $8.0M |
| Ishares Core S&P Small | 6,062 | 21,557 | +255.6% | $3.2M |
| iShares Barclays 1-3 Year Trea | 22,798 | 264,332 | +1,059.5% | $2.2M |
| MKL Markel Corp | 1,114 | 1,997 | +79.3% | $3.9M |
| State Street SPDR Port S&P 5 | 11,305 | 25,911 | +129.2% | $2.3M |
| Ishares 0-5 Year Tips | 19,183 | 23,788 | +24.0% | $2.4M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| iShares 7-10 Year Treasury Bon | 344,363 | 10,144 | -97.1% | $959.3K |
| Vanguard S&P 500 Etf | 9,876 | 1,373 | -86.1% | $943.3K |
| Vanguard Total Stock Market ET | 15,191 | 1,491 | -90.2% | $551.5K |
| GLW Corning Inc | 46,660 | 32,095 | -31.2% | $8.2M |
| NEU NEWMARKET CORP | 5,038 | 1,938 | -61.5% | $1.5M |
| Ishares Core Msci Europe | 512,239 | 481,757 | -6.0% | $36.2M |
| ALB Albemarle Corp | 24,907 | 8,892 | -64.3% | $1.2M |
| SPY SPDR S&P 500 | 38,696 | 36,103 | -6.7% | $27.0M |
| IVZ Invesco NASDAQ 100 ETF | 13,600 | 7,778 | -42.8% | $2.4M |
| Vanguard European | 62,213 | 48,488 | -22.1% | $4.3M |
| SPDR S&P Midcap 400 | 8,616 | 7,029 | -18.4% | $4.9M |
| MRK Merck & Co Inc | 18,891 | 11,499 | -39.1% | $1.5M |
CIK 1599620 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
