Q1 2026 · 13F-HR
Blue Edge Capital, LLCholdings as filed
Filed 2026-06-02 · accession 0001599620-26-000002
$752.9M
Reported value
134
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 922908736 | VUG | Vanguard Growth | $64.4M | 8.55% | 147,345 | Common | SOLE |
| 922908744 | VTV | Vanguard Value | $62.1M | 8.24% | 316,399 | Common | SOLE |
| 46434V738 | IEUR | Ishares Core Msci Europe | $36.0M | 4.78% | 512,239 | Common | SOLE |
| 921910816 | MGK | Vanguard Mega Cap Growth | $33.6M | 4.46% | 91,387 | Common | SOLE |
| 464287309 | IVW | Ishares S&P 500 Growth | $33.4M | 4.43% | 295,201 | Common | SOLE |
| 464287440 | IEF | iShares 7-10 Year Treasury Bon | $32.9M | 4.37% | 344,363 | Common | SOLE |
| 78462F103 | SPY | SPDR S&P 500 | $25.2M | 3.34% | 38,696 | Common | SOLE |
| 921910840 | MGV | Vanguard Mega Cap Value | $23.0M | 3.05% | 158,616 | Common | SOLE |
| 464288620 | USIG | iShares Broad USD Invm Grd Cor | $21.8M | 2.90% | 426,168 | Common | SOLE |
| 47103U852 | JMBS | Janus Henderson Mortgage-Backe | $17.4M | 2.32% | 386,161 | Common | SOLE |
| 037833100 | AAPL | Apple Inc | $16.9M | 2.25% | 66,604 | Common | SOLE |
| 464287408 | IVE | Ishares S&P 500 Value | $16.1M | 2.13% | 76,110 | Common | SOLE |
| 922042866 | VPL | Vanguard FTSE Pacific | $14.4M | 1.91% | 147,123 | Common | SOLE |
| 46435G425 | ESGU | Ishares Msci Usa Esg | $12.0M | 1.60% | 84,923 | Common | SOLE |
| 922042858 | VWO | Vanguard Emerging Market | $11.8M | 1.57% | 218,176 | Common | SOLE |
| 025072604 | AVEM | Avantis Emerging Markets Equit | $11.6M | 1.53% | 143,381 | Common | SOLE |
| 46434V696 | IPAC | Ishares Core Msci | $11.3M | 1.50% | 147,650 | Common | SOLE |
| 023135106 | AMZN | Amazon Com Inc | $11.1M | 1.47% | 53,121 | Common | SOLE |
| 464287705 | IJJ | iShares S&P Midcap 400 Value | $10.1M | 1.35% | 76,475 | Common | SOLE |
| 464287606 | IJK | iShares S&P Midcap 400 Growth | $9.9M | 1.31% | 98,194 | Common | SOLE |
| 09290C780 | BAI | iShares A.I. Innovation and Te | $9.7M | 1.29% | 295,285 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc | $9.7M | 1.29% | 13,657 | Common | SOLE |
| 46432F339 | QUAL | Ishars Edg Msci Usa Qlty | $9.6M | 1.28% | 50,270 | Common | SOLE |
| 09290C103 | DYNF | iShares U.S. Equity Factor Rot | $9.5M | 1.27% | 163,725 | Common | SOLE |
| 46434G103 | IEMG | iShares Core MSCI Emerging Mar | $9.4M | 1.25% | 135,381 | Common | SOLE |
| 47103U845 | JAAA | Janus Henderson AAA CLO ETF | $8.9M | 1.18% | 176,247 | Common | SOLE |
| 594918104 | MSFT | Microsoft Corp | $8.4M | 1.12% | 22,813 | Common | SOLE |
| 30231G102 | XOM | Exxon Mobil Corp | $7.8M | 1.04% | 46,079 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc Class C | $7.3M | 0.97% | 25,367 | Common | SOLE |
| 46625H100 | JPM | JP Morgan Chase & Co. | $6.8M | 0.90% | 23,068 | Common | SOLE |
| 02079K305 | GOOGL | Alphabet Inc Class A | $6.5M | 0.86% | 22,565 | Common | SOLE |
| 219350105 | GLW | Corning Inc | $6.3M | 0.84% | 46,660 | Common | SOLE |
| 78468R531 | EFIV | SPDR S AND P 500 ESG ETF | $6.1M | 0.81% | 96,352 | Common | SOLE |
| 92826C839 | V | Visa Inc | $6.0M | 0.80% | 19,991 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc Class A | $5.9M | 0.79% | 10,331 | Common | SOLE |
| 922908363 | VOO | Vanguard S&P 500 Etf | $5.9M | 0.78% | 9,876 | Common | SOLE |
| 36828A101 | GEV | Ge Vernova Llc Com | $5.8M | 0.77% | 6,650 | Common | SOLE |
| 46641Q696 | — | JPMorgan BetaBuilders Canada E | $5.7M | 0.76% | 60,834 | Common | SOLE |
| 595635103 | — | SPDR S&P Midcap 400 | $5.3M | 0.71% | 8,616 | Common | SOLE |
| 437076102 | HD | Home Depot Inc | $5.3M | 0.70% | 16,011 | Common | SOLE |
| 922042874 | VGK | Vanguard European | $5.1M | 0.68% | 62,213 | Common | SOLE |
| 922908769 | VTI | Vanguard Total Stock Market ET | $4.9M | 0.65% | 15,191 | Common | SOLE |
| 464287879 | IJS | Ishares S&P Small Cap | $4.7M | 0.63% | 39,779 | Common | SOLE |
| 91324P102 | UNH | Unitedhealth Group Inc | $4.5M | 0.60% | 16,783 | Common | SOLE |
| 478160104 | JNJ | Johnson & Johnson | $4.5M | 0.60% | 18,533 | Common | SOLE |
| 09247X101 | BLKCHF | Blackrock Inc | $4.5M | 0.60% | 4,709 | Common | SOLE |
| 012653101 | ALB | Albemarle Corp | $4.5M | 0.59% | 24,907 | Common | SOLE |
| 46435G516 | ESGD | Ishares Msci Eafe Esg | $4.4M | 0.59% | 46,183 | Common | SOLE |
| 097023105 | BA | Boeing Co | $4.2M | 0.56% | 21,250 | Common | SOLE |
| 92189F494 | — | Mkt Vctrs J P Mrgn Em | $4.2M | 0.55% | 166,226 | Common | SOLE |
| 172967424 | C | Citigroup Inc New | $3.9M | 0.52% | 34,376 | Common | SOLE |
| 464287887 | IJT | iShares S&P Small-Cap 600 Grow | $3.9M | 0.51% | 26,709 | Common | SOLE |
| 47103U746 | JSI | Janus Henderson Securitized In | $3.7M | 0.49% | 72,200 | Common | SOLE |
| 37954Y657 | PFFD | Global X US Preferred ETF | $3.7M | 0.49% | 201,465 | Common | SOLE |
| 46432F834 | IXUS | iShares Core MSCI Total Intl S | $3.5M | 0.47% | 40,937 | Common | SOLE |
| 46138G649 | QQQM | Invesco NASDAQ 100 ETF | $3.2M | 0.43% | 13,600 | Common | SOLE |
| 651587107 | NEU | NEWMARKET CORP | $3.2M | 0.43% | 5,038 | Common | SOLE |
| 46434G863 | ESGE | Ishares Msci Em Esg | $2.4M | 0.32% | 52,708 | Common | SOLE |
| 46429B267 | GOVT | iShares US Treasury Bond | $2.4M | 0.31% | 103,256 | Common | SOLE |
| 589331107 | — | Merck & Co Inc | $2.3M | 0.30% | 18,891 | Common | SOLE |
| 570535104 | MKL | Markel Corp | $2.1M | 0.28% | 1,114 | Common | SOLE |
| 459200101 | IBM | Intl Business Machines | $2.0M | 0.27% | 8,316 | Common | SOLE |
| 46429B747 | STIP | Ishares 0-5 Year Tips | $2.0M | 0.26% | 19,183 | Common | SOLE |
| 369604103 | GE | General Electric Co | $2.0M | 0.26% | 6,931 | Common | SOLE |
| 73935A104 | — | PowerShares QQQ Trust Unit Ser | $2.0M | 0.26% | 3,406 | Common | SOLE |
| 464287457 | SHY | iShares Barclays 1-3 Year Trea | $1.9M | 0.25% | 22,798 | Common | SOLE |
| 92206C409 | VCSH | Vanguard Short Term Corp Bond | $1.9M | 0.25% | 23,721 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group Inc | $1.9M | 0.25% | 2,216 | Common | SOLE |
| 00287Y109 | ABBV | Abbvie Inc | $1.5M | 0.20% | 6,764 | Common | SOLE |
| 78464A805 | SPTM | SPDR Port S&P 1500 Comps Stk M | $1.3M | 0.18% | 16,679 | Common | SOLE |
| 88579Y101 | MMM | 3M Co | $1.2M | 0.15% | 8,000 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corp | $1.1M | 0.15% | 6,422 | Common | SOLE |
| 46435U663 | ESML | Ishrs Msci Usa Sml Cp | $1.1M | 0.14% | 23,172 | Common | SOLE |
| 25746U109 | D | Dominion Res Inc Va New Com | $1.1M | 0.14% | 17,527 | Common | SOLE |
| 060505104 | BAC | Bank of America Corp | $1.1M | 0.14% | 21,680 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway B New | $1.0M | 0.14% | 2,176 | Common | SOLE |
| 20825C104 | COP | ConocoPhillips | $996,776 | 0.13% | 7,551 | Common | SOLE |
| 191216100 | KO | Coca Cola Co | $967,964 | 0.13% | 12,728 | Common | SOLE |
| 670346105 | NUE | Nucor Corp | $946,960 | 0.13% | 5,600 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP CLASS A | $941,813 | 0.13% | 7,454 | Common | SOLE |
| 580135101 | MCD | McDonalds Corp | $896,008 | 0.12% | 2,883 | Common | SOLE |
| 464287689 | IWV | iShares Russell 3000 | $868,874 | 0.12% | 2,344 | Common | SOLE |
| 78464A854 | SPYM | State Street SPDR Port S&P 5 | $865,266 | 0.11% | 11,305 | Common | SOLE |
| 655844108 | NSC | Norfolk Southern Corp. | $857,843 | 0.11% | 2,989 | Common | SOLE |
| 254687106 | DIS | Disney Walt Co | $837,559 | 0.11% | 8,690 | Common | SOLE |
| 464287804 | IJR | Ishares Core S&P Small | $753,627 | 0.10% | 6,062 | Common | SOLE |
| 031162100 | AMGN | Amgen Incorporated | $743,811 | 0.10% | 2,114 | Common | SOLE |
| 166764100 | CVX | Chevron Corp New Com | $708,219 | 0.09% | 3,423 | Common | SOLE |
| 002824100 | ABT | Abbott Laboratories | $690,869 | 0.09% | 6,729 | Common | SOLE |
| 78464A870 | XBI | Spdr S&P Biotech Etf | $686,804 | 0.09% | 5,377 | Common | SOLE |
| 46120E602 | ISRG | Intuitive Surgical Inc | $685,492 | 0.09% | 1,487 | Common | SOLE |
| 095825105 | BRBS | Blue Ridge Bankshares Inc | $640,559 | 0.09% | 152,514 | Common | SOLE |
| 46432F842 | IEFA | iShares Core MSCI EAFE | $614,337 | 0.08% | 6,786 | Common | SOLE |
| 548661107 | LOW | Lowes Cos Inc | $613,383 | 0.08% | 2,596 | Common | SOLE |
| 718546104 | PSX | Phillips | $601,488 | 0.08% | 3,302 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM LTD | $592,712 | 0.08% | 1,915 | Common | SOLE |
| 718172109 | PM | Philip Morris Intl | $590,343 | 0.08% | 3,570 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp | $588,440 | 0.08% | 4,000 | Common | SOLE |
| 464287507 | IJH | Ishares Core S&P Etf | $575,361 | 0.08% | 8,520 | Common | SOLE |
| 00790R104 | WMS | ADVANCED DRAINAGE SYSTEMS INC | $550,166 | 0.07% | 4,012 | Common | SOLE |
| 615369105 | MCO | Moody's Corp | $543,568 | 0.07% | 1,246 | Common | SOLE |
| 464287226 | AGG | iShares Barclays Aggregate Bon | $531,293 | 0.07% | 5,352 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN | $465,229 | 0.06% | 13,875 | Common | SOLE |
| 589207100 | — | MARTIN MARIETTA MATERIALS INC | $460,936 | 0.06% | 783 | Common | SOLE |
| 12572Q105 | CME | Cme Group Inc | $459,565 | 0.06% | 1,556 | Common | SOLE |
| 89147L100 | TYGEUR | Tortoise Egy Infrastruct | $429,956 | 0.06% | 8,625 | Common | SOLE |
| 742718109 | PG | Procter & Gamble Co | $428,698 | 0.06% | 2,968 | Common | SOLE |
| 855244109 | SBUX | Starbucks Corp | $424,119 | 0.06% | 4,734 | Common | SOLE |
| G5876H105 | MRVLEUR | Marvell Technology Group | $421,062 | 0.06% | 4,251 | Common | SOLE |
| 427866108 | HSY | Hershey Company | $418,483 | 0.06% | 2,013 | Common | SOLE |
| 46641Q217 | BBJP | JPMorgan BetaBuilders Japan ET | $403,399 | 0.05% | 5,854 | Common | SOLE |
| 922042742 | VT | Vanguard Total World Stock Ind | $381,575 | 0.05% | 2,759 | Common | SOLE |
| 46435G193 | SUSC | iShares ESG USD Corporate Bond | $359,074 | 0.05% | 15,519 | Common | SOLE |
| 464288661 | IEI | Ishares 3-7 Year Trery | $346,786 | 0.05% | 2,924 | Common | SOLE |
| 874054109 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | $345,230 | 0.05% | 1,748 | Common | SOLE |
| 92345Y106 | VRSK | Verisk Analytics Inc | $343,258 | 0.05% | 1,809 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $343,052 | 0.05% | 296 | Common | SOLE |
| 464287200 | IVV | iShares Core S&P 500 | $342,282 | 0.05% | 524 | Common | SOLE |
| 293792107 | EPD | Enterprise Products Lp | $314,072 | 0.04% | 8,300 | Common | SOLE |
| 143130102 | KMX | CarMax Inc | $303,534 | 0.04% | 7,300 | Common | SOLE |
| 55354G100 | MSCI | MSCI Inc. | $273,817 | 0.04% | 508 | Common | SOLE |
| 46438F101 | IBIT | iShares Bitcoin Trust ETF | $272,129 | 0.04% | 7,083 | Common | SOLE |
| 922908751 | VB | Vanguard Small Cap | $271,873 | 0.04% | 1,038 | Common | SOLE |
| 50540R409 | LSI | Lab Cp Of Amer Hldg New | $266,810 | 0.04% | 1,000 | Common | SOLE |
| 717081103 | PFE | Pfizer Inc | $259,038 | 0.03% | 9,225 | Common | SOLE |
| N6596X109 | NXPI | NXP SEMICONDUCTORS NV | $230,917 | 0.03% | 1,173 | Common | SOLE |
| 92204A702 | VGT | Vanguard Information | $228,852 | 0.03% | 328 | Common | SOLE |
| 88160R101 | TSLA | Tesla Motors Inc | $226,024 | 0.03% | 608 | Common | SOLE |
| 244199105 | DE | Deere & Co | $224,757 | 0.03% | 399 | Common | SOLE |
| 438516106 | HON | Honeywell International | $220,605 | 0.03% | 976 | Common | SOLE |
| 02209S103 | MO | Altria Group Inc | $208,792 | 0.03% | 3,164 | Common | SOLE |
| 808513105 | SCHW | CHARLES SCHWAB CORP | $206,568 | 0.03% | 2,198 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $201,383 | 0.03% | 633 | Common | SOLE |
| 617446448 | MS | Morgan Stanley | $200,117 | 0.03% | 1,216 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.