Blue Edge Capital, LLC
Sector Allocation
- Other76.8%$639.9M
- Technology7.1%$59.0M
- Financials5.5%$45.5M
- Industrials3.7%$30.8M
- Consumer Discretionary2.4%$19.8M
- Healthcare2.0%$16.5M
- Materials1.5%$12.3M
- Consumer Staples0.6%$5.1M
- Energy0.2%$1.6M
- Utilities0.1%$1.1M
AUM History
13fpro.ai/research/fund/blue-edge-capital-llc-1599620
Conviction and streaks
Diversifying · top 10 = 44.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- Vanguard$75.8M
- Vanguard$68.8M
- Ishares$40.8M
- Ishares$36.2M
- Vanguard$36.0M
SPY
$27.0M- Vanguard$26.0M
- iShares$21.9M
- iShares$21.5M
AAPL
$19.0M- Janus$17.5M
- Ishares$17.4M
- Avantis$17.2M
- Janus$16.8M
- Vanguard$16.5M
- iShares$15.3M
CAT
$14.0M- Ishares$13.7M
- Vanguard$12.8M
- Ishares$12.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/blue-edge-capital-llc-1599620
Blue Edge Capital, LLC 13F holdings — Q2 2026
$832.8M portfolio (+10.6% QoQ) · 137 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio
- 1
Vanguard Growth - COM
$75.8M
9.1% of stocks
+497%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard Value - COM
$68.8M
8.3% of stocks
-0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Ishares S&P 500 Growth - COM
$40.8M
4.9% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
Ishares Core Msci Europe - COM
$36.2M
4.3% of stocks
-6%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
Vanguard Mega Cap Growth - COM
$36.0M
4.3% of stocks
+349%This quarter—Since filed—HeldAIQuality—Est. buy— $27.0M
3.2% of stocks
-7%This quarter-0.9%Since filed10+ qtrsHeld- 7
Vanguard Mega Cap Value - COM
$26.0M
3.1% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
iShares Broad USD Invm Grd Cor - COM
$21.9M
2.6% of stocks
-0.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
iShares Barclays TIP Bond - COM
$21.5M
2.6% of stocks
NewThis quarter—Since filedNew this quarterHeldAIQuality—Est. buy— $19.0M
2.3% of stocks
-2%This quarter+12.5%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Growth - COM | $75.8M | 9.1% | +497% | — | — | — | — | |
| 2 | Vanguard Value - COM | $68.8M | 8.3% | -0.2% | — | — | — | — | |
| 3 | Ishares S&P 500 Growth - COM | $40.8M | 4.9% | +0.6% | — | — | — | — | |
| 4 | Ishares Core Msci Europe - COM | $36.2M | 4.3% | -6% | — | — | — | — | |
| 5 | Vanguard Mega Cap Growth - COM | $36.0M | 4.3% | +349% | — | — | — | — | |
| 6 | $27.0M | 3.2% | -7% | -0.9% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | Vanguard Mega Cap Value - COM | $26.0M | 3.1% | +0.2% | — | — | — | — | |
| 8 | iShares Broad USD Invm Grd Cor - COM | $21.9M | 2.6% | -0.0% | — | — | — | — | |
| 9 | iShares Barclays TIP Bond - COM | $21.5M | 2.6% | New | — | New this quarter | — | — | |
| 10 | $19.0M | 2.3% | -2% | +12.5% | 10+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Blue Edge Capital, LLC (Q2 2026)
137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Janus Henderson Mortgage-Backe - COM | — | $17.5M | 2.1% | 388K | +0.4% | — | — | 13F |
| 12 | — | Ishares S&P 500 Value - COMetf/fund | — | $17.4M | 2.1% | 77K | +0.8% | — | — | 13F |
| 13 | — | Avantis Emerging Markets Equit - COM | — | $17.2M | 2.1% | 178K | +24% | — | — | 13F |
| 14 | — | Janus Henderson AAA CLO ETF - COMetf/fund | — | $16.8M | 2.0% | 333K | +89% | — | — | 13F |
| 15 | — | Vanguard FTSE Pacific - COMetf/fund | — | $16.5M | 2.0% | 142K | -3% | — | — | 13F |
| 16 | — | iShares A.I. Innovation and Te - COMetf/fund | — | $15.3M | 1.8% | 290K | -2% | — | — | 13F |
| 17 | CATERPILLAR INC | Industrials | $14.0M | 1.7% | 13K | -4% | 10+ qtrs | 66.6 | 13F | |
| 18 | — | Ishares Msci Usa Esg - COMetf/fund | — | $13.7M | 1.6% | 84K | -1% | — | — | 13F |
| 19 | — | Vanguard Emerging Market - COMetf/fund | — | $12.8M | 1.5% | 214K | -2% | — | — | 13F |
| 20 | — | Ishares Core Msci - COMetf/fund | — | $12.2M | 1.5% | 148K | +0.5% | — | — | 13F |
| 21 | AMAZON COM INC | Consumer Discretionary | $11.7M | 1.4% | 49K | -7% | 10+ qtrs | 67.5 | 13F | |
| 22 | — | iShares S&P Midcap 400 Growth - COMetf/fund | — | $11.7M | 1.4% | 99K | +1% | — | — | 13F |
| 23 | — | iShares Core MSCI Emerging Mar - COMetf/fund | — | $11.6M | 1.4% | 140K | +3% | — | — | 13F |
| 24 | — | iShares S&P Midcap 400 Value - COMetf/fund | — | $11.4M | 1.4% | 77K | +1% | — | — | 13F |
| 25 | — | Ishars Edg Msci Usa Qlty - COM | — | $11.0M | 1.3% | 50K | +0.1% | — | — | 13F |
| 26 | — | iShares U.S. Equity Factor Rot - COM | — | $11.0M | 1.3% | 162K | -1% | |||
| 27 | $GOOG | Alphabet Inc. | Technology | $10.0M | 1.2% | 28K | +12% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $8.5M | 1.0% | 23K | -0.6% | |||
| 29 | $GLW | CORNING INC /NY | Materials | $8.2M | 1.0% | 32K | -31% | |||
| 30 | — | iShares S&P Small-Cap 600 Grow - COM | — | $8.0M | 1.0% | 45K | +68% | |||
| 31 | — | Ishares S&P Small Cap - COM | — | $8.0M | 1.0% | 58K | +47% | |||
| 32 | $GEV | GE Vernova Inc. | Industrials | $7.8M | 0.9% | 6,617 | -0.5% | |||
| 33 | $JPM | JPMORGAN CHASE & CO | Financials | $7.5M | 0.9% | 23K | -0.4% | |||
| 34 | $GOOGL | Alphabet Inc. | Technology | $7.4M | 0.9% | 21K | -8% | |||
| 35 | — | SPDR S AND P 500 ESG ETF - COM | — | $7.0M | 0.8% | 96K | +0.1% | |||
| 36 | $V | VISA INC. | Financials | $6.9M | 0.8% | 20K | — | |||
| 37 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $6.9M | 0.8% | 16K | -2% | |||
| 38 | — | Janus Henderson Securitized In - COM | — | $6.8M | 0.8% | 133K | +84% | |||
| 39 | $MKL | MARKEL GROUP INC. | Financials | $6.0M | 0.7% | 60K | -0.9% | |||
| 40 | $META | Meta Platforms, Inc. | Technology | $5.7M | 0.7% | 10K | -2% | |||
| 41 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5.6M | 0.7% | 16K | -0.4% | |||
| 42 | — | SPDR S&P Midcap 400 - COM | — | $4.9M | 0.6% | 7,029 | -18% | |||
| 43 | — | Exxon Mobil Corp - COM | — | $4.8M | 0.6% | 35K | -24% | |||
| 44 | $C | CITIGROUP INC | Financials | $4.8M | 0.6% | 34K | — | |||
| 45 | $BA | BOEING CO | Industrials | $4.6M | 0.6% | 21K | — | |||
| 46 | — | Ishares Msci Eafe Esg - COM | — | $4.5M | 0.5% | 44K | -5% | |||
| 47 | $BLK | BlackRock, Inc. | Financials | $4.5M | 0.5% | 4,709 | — | |||
| 48 | — | Vanguard European - COM | — | $4.3M | 0.5% | 48K | -22% | |||
| 49 | — | Mkt Vctrs J P Mrgn Em - COM | — | $4.2M | 0.5% | 163K | -2% | |||
| 50 | — | iShares Core MSCI Total Intl S - COM | — | $3.9M | 0.5% | 41K | +0.0% | |||
| 51 | $MKL | MARKEL GROUP INC. | Financials | $3.9M | 0.5% | 1,997 | +79% | |||
| 52 | $JNJ | JOHNSON & JOHNSON | Healthcare | $3.8M | 0.5% | 15K | -19% | |||
| 53 | — | Ishares Core S&P Small - COM | — | $3.2M | 0.4% | 22K | +256% | |||
| 54 | — | Vanguard Small Cap - COM | — | $3.1M | 0.4% | 1,038 | — | |||
| 55 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $3.1M | 0.4% | 56K | +6% | |||
| 56 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.5M | 0.3% | 3,411 | +0.1% | |||
| 57 | — | Ishares 0-5 Year Tips - COM | — | $2.4M | 0.3% | 24K | +24% | |||
| 58 | $IVZ | Invesco Ltd. | Financials | $2.4M | 0.3% | 7,778 | -43% | |||
| 59 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $2.3M | 0.3% | 8,340 | +0.3% | |||
| 60 | $GE | GENERAL ELECTRIC CO | Industrials | $2.3M | 0.3% | 6,250 | -10% | |||
| 61 | — | State Street SPDR Port S&P 5 - COM | — | $2.3M | 0.3% | 26K | +129% | |||
| 62 | — | iShares US Treasury Bond - COM | — | $2.3M | 0.3% | 100K | -3% | |||
| 63 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.2M | 0.3% | 2,195 | -0.9% | |||
| 64 | — | Vanguard Short Term Corp Bond - COM | — | $2.2M | 0.3% | 28K | +16% | |||
| 65 | — | iShares Barclays 1-3 Year Trea - COM | — | $2.2M | 0.3% | 264K | +1059% | |||
| 66 | — | iShares S&P US Preferred Stock - COM | — | $2.1M | 0.3% | 68K | New | |||
| 67 | — | Ishrs Msci Usa Sml Cp - COM | — | $1.6M | 0.2% | 28K | +20% | |||
| 68 | $NEU | NEWMARKET CORP | Materials | $1.5M | 0.2% | 1,938 | -62% | |||
| 69 | — | Cohen & Steers Pref & Inc Opps - COM | — | $1.5M | 0.2% | 59K | New | |||
| 70 | — | SPDR Port S&P 1500 Comps Stk M - COM | — | $1.5M | 0.2% | 17K | — | |||
| 71 | $MRK | Merck & Co., Inc. | Healthcare | $1.5M | 0.2% | 11K | -39% | |||
| 72 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.3M | 0.2% | 2,635 | +21% | |||
| 73 | $MMM | 3M CO | Healthcare | $1.3M | 0.2% | 8,000 | — | |||
| 74 | $NVDA | NVIDIA CORP | Technology | $1.2M | 0.1% | 6,177 | -4% | |||
| 75 | $APH | AMPHENOL CORP /DE/ | Technology | $1.2M | 0.1% | 7,000 | -6% | |||
| 76 | $ALB | ALBEMARLE CORP | Materials | $1.2M | 0.1% | 8,892 | -64% | |||
| 77 | $ABBV | AbbVie Inc. | Healthcare | $1.2M | 0.1% | 4,709 | -30% | |||
| 78 | $MRVL | Marvell Technology, Inc. | Technology | $1.2M | 0.1% | 3,911 | -8% | |||
| 79 | $D | DOMINION ENERGY, INC | Utilities | $1.1M | 0.1% | 16K | -11% | |||
| 80 | — | Ishares Core S&P Etf - COM | — | $1.0M | 0.1% | 14K | +59% | |||
| 81 | — | iShares Russell 3000 - COM | — | $999K | 0.1% | 2,344 | — | |||
| 82 | — | iShares 7-10 Year Treasury Bon - COM | — | $959K | 0.1% | 10K | -97% | |||
| 83 | — | Vanguard S&P 500 Etf - COM | — | $943K | 0.1% | 1,373 | -86% | |||
| 84 | $KO | COCA COLA CO | Consumer Staples | $937K | 0.1% | 12K | -9% | |||
| 85 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $887K | 0.1% | 2,819 | -6% | |||
| 86 | — | Spdr S&P Biotech Etf - COM | — | $851K | 0.1% | 5,377 | — | |||
| 87 | — | iShares Core MSCI EAFE - COM | — | $822K | 0.1% | 8,513 | +25% | |||
| 88 | $MCD | MCDONALDS CORP | Consumer Discretionary | $762K | 0.1% | 2,820 | -2% | |||
| 89 | $DIS | Walt Disney Co | Communication Services | $748K | 0.1% | 7,770 | -11% | |||
| 90 | $AVGO | Broadcom Inc. | Technology | $716K | 0.1% | 1,895 | -1% | |||
| 91 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $630K | 0.1% | 4,012 | — | |||
| 92 | — | iShares Barclays Aggregate Bon - COM | — | $624K | 0.1% | 6,302 | +18% | |||
| 93 | $AMGN | AMGEN INC | Healthcare | $621K | 0.1% | 1,714 | -19% | |||
| 94 | $PM | Philip Morris International Inc. | Consumer Staples | $615K | 0.1% | 3,400 | -5% | |||
| 95 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $572K | 0.1% | 2,596 | — | |||
| 96 | $CVX | CHEVRON CORP | Energy | $567K | 0.1% | 3,423 | — | |||
| 97 | — | Vanguard Total Stock Market ET - COM | — | $551K | 0.1% | 1,491 | -90% | |||
| 98 | $BRBS | BLUE RIDGE BANKSHARES, INC. | Financials | $538K | 0.1% | 153K | — | |||
| 99 | $MCO | MOODYS CORP /DE/ | Financials | $514K | 0.1% | 1,135 | -9% | |||
| 100 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $486K | 0.1% | 1,221 | -18% | |||
| 101 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $484K | 0.1% | 4,734 | — | |||
| 102 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $479K | 0.1% | 11K | New | |||
| 103 | $MLM | MARTIN MARIETTA MATERIALS INC | Materials | $452K | 0.1% | 783 | — | |||
| 104 | $DOV | DOVER Corp | Industrials | $445K | 0.1% | 2,834 | +3% | |||
| 105 | $KMI | KINDER MORGAN, INC. | Energy | $444K | 0.1% | 14K | — | |||
| 106 | — | JPMorgan BetaBuilders Japan ET - COM | — | $441K | 0.1% | 5,854 | — | |||
| 107 | $ORCL | ORACLE CORP | Technology | $440K | 0.1% | 3,000 | -25% | |||
| 108 | $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | Technology | $437K | 0.1% | 1,748 | — | |||
| 109 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $419K | 0.1% | 2,858 | -4% | |||
| 110 | $PSX | Phillips 66 | Energy | $410K | 0.1% | 2,423 | -27% | |||
| 111 | $TDG | TransDigm Group INC | Industrials | $394K | 0.1% | 296 | — | |||
| 112 | — | iShares Core S&P 500 - COM | — | $392K | 0.1% | 524 | — | |||
| 113 | $ABT | ABBOTT LABORATORIES | Healthcare | $382K | 0.1% | 4,205 | -38% | |||
| 114 | — | iShares ESG USD Corporate Bond - COM | — | $360K | 0.0% | 16K | +0.3% | |||
| 115 | $HSY | HERSHEY CO | Consumer Staples | $353K | 0.0% | 2,013 | — | |||
| 116 | $KMX | CARMAX INC | Consumer Discretionary | $346K | 0.0% | 6,550 | -10% | |||
| 117 | $CME | CME GROUP INC. | Financials | $344K | 0.0% | 1,556 | — | |||
| 118 | — | Ishares 3-7 Year Trery - COM | — | $343K | 0.0% | 2,921 | -0.1% | |||
| 119 | $JMSB | John Marshall Bancorp, Inc. | Financials | $338K | 0.0% | 16K | New | |||
| 120 | $NXPI | NXP Semiconductors N.V. | Technology | $330K | 0.0% | 1,173 | — | |||
| 121 | $VRSK | Verisk Analytics, Inc. | Technology | $325K | 0.0% | 1,809 | — | |||
| 122 | $NUE | NUCOR CORP | Materials | $312K | 0.0% | 1,400 | -75% | |||
| 123 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $307K | 0.0% | 5,380 | -75% | |||
| 124 | — | Vanguard Information - COM | — | $287K | 0.0% | 2,400 | +632% | |||
| 125 | $MSCI | MSCI Inc. | Financials | $285K | 0.0% | 508 | — | |||
| 126 | $RLGT | RADIANT LOGISTICS, INC | Industrials | $284K | 0.0% | 30K | New | |||
| 127 | $ADI | ANALOG DEVICES INC | Technology | $251K | 0.0% | 633 | — | |||
| 128 | $TYG | TORTOISE ENERGY INFRASTRUCTURE CORP | Other | $247K | 0.0% | 5,750 | -33% | |||
| 129 | — | Sector Spdr Tech Select - COM | — | $233K | 0.0% | 1,224 | New | |||
| 130 | $TSLA | Tesla, Inc. | Consumer Discretionary | $232K | 0.0% | 552 | -9% | |||
| 131 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $228K | 0.0% | 3,164 | — | |||
| 132 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $221K | 0.0% | 6,000 | -28% | |||
| 133 | $LH | LABCORP HOLDINGS INC. | Healthcare | $210K | 0.0% | 750 | -25% | |||
| 134 | $PFE | PFIZER INC | Healthcare | $208K | 0.0% | 8,654 | -6% | |||
| 135 | $ALL | ALLSTATE CORP | Financials | $204K | 0.0% | 857 | New | |||
| 136 | $SCHW | SCHWAB CHARLES CORP | Financials | $203K | 0.0% | 2,198 | — | |||
| 137 | $MS | MORGAN STANLEY | Financials | $200K | 0.0% | 959 | -21% |
What changed in Q2 2026
Against the previous quarter's 13F: 8 new, 36 added to, 65 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.
New positions (8)
- iShares Barclays TIP Bond - COM$21.5M
first bought this quarter
- iShares S&P US Preferred Stock - COM$2.1M
first bought this quarter
- Cohen & Steers Pref & Inc Opps - COM$1.5M
first bought this quarter
$BNBROOKFIELD Corp /ON/$479K
first bought this quarter
$JMSBJohn Marshall Bancorp, Inc.$338K
first bought this quarter
$RLGTRADIANT LOGISTICS, INC$284K
first bought this quarter
+2 more in the Excel export
Added to (36)
- Vanguard Growth - COM+497%
now $75.8M
- Vanguard Mega Cap Growth - COM+349%
now $36.0M
- Janus Henderson AAA CLO ETF - COM+89%
now $16.8M
- Avantis Emerging Markets Equit - COM+24%
now $17.2M
- iShares S&P Small-Cap 600 Grow - COM+68%
now $8.0M
- Janus Henderson Securitized In - COM+84%
now $6.8M
+30 more in the Excel export
Trimmed (65)
- iShares 7-10 Year Treasury Bon - COM-97%
now $959K
- Vanguard S&P 500 Etf - COM-86%
now $943K
- Vanguard Total Stock Market ET - COM-90%
now $551K
$GLWCORNING INC /NY-31%
now $8.2M · held 3 qtrs
$NEUNEWMARKET CORP-62%
now $1.5M · held 10+ qtrs
- Ishares Core Msci Europe - COM-6%
now $36.2M
+59 more in the Excel export
Holdings by quarter
Every 13F Blue Edge Capital, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow Blue Edge Capital?
Q2 2026 13F filed with the SEC on Aug 17, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Blue Edge Capital's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+2.5%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 22% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
94%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Blue Edge Capital, LLC disclosed 137 positions worth $832.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 8 new positions and exited 5 and a full exit from $NOTV. The portfolio is most concentrated in Other (76.8% of disclosed assets). All figures are sourced directly from Blue Edge Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1599620.
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