Institutional
Blue Edge Capital, LLC
CIK 0001599620
$752.9M
Reported AUM
134
Positions
Q1 2026
Period
2026-06-02
Filed
Editorial summary
Summary for Blue Edge Capital, LLC · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth | $85.18 | 1.08% | 14.10% | 69.36% | $64.4M | 8.55% | — | HELD |
| 2 | VTV | Vanguard Value | $219.92 | -0.28% | 27.97% | 74.91% | $62.1M | 8.24% | — | HELD |
| 3 | IEUR | Ishares Core Msci Europe | $76.69 | -0.49% | 22.88% | 51.18% | $36.0M | 4.78% | — | HELD |
| 4 | MGK | Vanguard Mega Cap Growth | $86.32 | 1.10% | 15.23% | 76.00% | $33.6M | 4.46% | — | HELD |
| 5 | IVW | Ishares S&P 500 Growth | $135.21 | 1.41% | 21.55% | 77.84% | $33.4M | 4.43% | — | HELD |
| 6 | IEF | iShares 7-10 Year Treasury Bon | $92.95 | -0.28% | 0.90% | -8.09% | $32.9M | 4.37% | — | HELD |
| 7 | SPY | SPDR S&P 500 | $746.85 | 0.70% | 20.62% | 75.74% | $25.2M | 3.34% | — | HELD |
| 8 | MGV | Vanguard Mega Cap Value | $163.20 | -0.23% | 29.02% | 79.52% | $23.0M | 3.05% | — | HELD |
| 9 | USIG | iShares Broad USD Invm Grd Cor | $50.32 | -0.10% | 1.94% | 0.10% | $21.8M | 2.90% | — | HELD |
| 10 | JMBS | Janus Henderson Mortgage-Backe | $44.12 | -0.85% | 3.87% | 2.26% | $17.4M | 2.32% | — | HELD |
| 11 | AAPL | Apple Inc | $310.42 | -6.90% | 53.24% | 108.42% | $16.9M | 2.25% | — | HELD |
| 12 | IVE | Ishares S&P 500 Value | $231.71 | -0.19% | 21.16% | 68.48% | $16.1M | 2.13% | — | HELD |
| 13 | VPL | Vanguard FTSE Pacific | $109.03 | -1.01% | 37.62% | 54.97% | $14.4M | 1.91% | — | HELD |
| 14 | ESGU | Ishares Msci Usa Esg | $163.65 | 0.71% | 20.82% | 67.16% | $12.0M | 1.60% | — | HELD |
| 15 | VWO | Vanguard Emerging Market | $58.76 | 0.97% | 20.53% | 30.20% | $11.8M | 1.57% | — | HELD |
| 16 | AVEM | Avantis Emerging Markets Equit | $89.51 | 0.10% | 33.33% | 53.46% | $11.6M | 1.53% | — | HELD |
| 17 | IPAC | Ishares Core Msci | $82.74 | -0.96% | 26.25% | 47.60% | $11.3M | 1.50% | — | HELD |
| 18 | AMZN | Amazon Com Inc | $271.42 | 15.25% | 9.66% | 35.70% | $11.1M | 1.47% | — | HELD |
| 19 | IJJ | iShares S&P Midcap 400 Value | $147.84 | -0.26% | 23.04% | 50.96% | $10.1M | 1.35% | — | HELD |
| 20 | IJK | iShares S&P Midcap 400 Growth | $111.88 | -0.07% | 22.08% | 40.44% | $9.9M | 1.31% | — | HELD |
| 21 | BAI | iShares A.I. Innovation and Te | $41.34 | 0.63% | 39.58% | 60.37% | $9.7M | 1.29% | — | HELD |
| 22 | CAT | Caterpillar Inc | $815.28 | 0.76% | 90.45% | 318.17% | $9.7M | 1.29% | — | HELD |
| 23 | QUAL | Ishars Edg Msci Usa Qlty | $219.26 | 0.16% | 21.21% | 64.41% | $9.6M | 1.28% | — | HELD |
| 24 | DYNF | iShares U.S. Equity Factor Rot | $67.45 | 0.79% | 23.65% | 95.40% | $9.5M | 1.27% | — | HELD |
| 25 | IEMG | iShares Core MSCI Emerging Mar | $77.61 | 0.73% | 31.92% | 39.04% | $9.4M | 1.25% | — | HELD |
| 26 | JAAA | Janus Henderson AAA CLO ETF | $50.50 | -0.34% | 4.48% | 25.61% | $8.9M | 1.18% | — | HELD |
| 27 | MSFT | Microsoft Corp | $465.00 | 3.08% | -10.62% | 60.10% | $8.4M | 1.12% | — | HELD |
| 28 | XOM | Exxon Mobil Corp | $155.44 | -0.97% | 45.72% | 236.23% | $7.8M | 1.04% | — | HELD |
| 29 | GOOG | Alphabet Inc Class C | $356.65 | 6.88% | 76.17% | 131.42% | $7.3M | 0.97% | — | HELD |
| 30 | JPM | JP Morgan Chase & Co. | $351.86 | 0.29% | 23.57% | 148.58% | $6.8M | 0.90% | — | HELD |
| 31 | GOOGL | Alphabet Inc Class A | $355.99 | 6.69% | — | — | $6.5M | 0.86% | — | HELD |
| 32 | GLW | Corning Inc | $138.26 | 2.25% | — | — | $6.3M | 0.84% | — | HELD |
| 33 | EFIV | SPDR S AND P 500 ESG ETF | $72.70 | 1.10% | — | — | $6.1M | 0.81% | — | HELD |
| 34 | V | Visa Inc | $366.16 | -0.03% | — | — | $6.0M | 0.80% | — | HELD |
| 35 | META | Meta Platforms Inc Class A | $556.34 | 3.21% | — | — | $5.9M | 0.79% | — | HELD |
| 36 | VOO | Vanguard S&P 500 Etf | $686.71 | 0.72% | — | — | $5.9M | 0.78% | — | HELD |
| 37 | GEV | Ge Vernova Llc Com | $990.11 | 0.83% | — | — | $5.8M | 0.77% | — | HELD |
| 38 | — | JPMorgan BetaBuilders Canada E | — | — | — | — | $5.7M | 0.76% | — | HELD |
| 39 | — | SPDR S&P Midcap 400 | — | — | — | — | $5.3M | 0.71% | — | HELD |
| 40 | HD | Home Depot Inc | $331.99 | -0.41% | — | — | $5.3M | 0.70% | — | HELD |
| 41 | VGK | Vanguard European | $90.59 | -0.44% | — | — | $5.1M | 0.68% | — | HELD |
| 42 | VTI | Vanguard Total Stock Market ET | $368.22 | 0.53% | — | — | $4.9M | 0.65% | — | HELD |
| 43 | IJS | Ishares S&P Small Cap | $135.96 | 0.09% | — | — | $4.7M | 0.63% | — | HELD |
| 44 | UNH | Unitedhealth Group Inc | $414.22 | -1.72% | — | — | $4.5M | 0.60% | — | HELD |
| 45 | JNJ | Johnson & Johnson | $256.32 | 0.20% | — | — | $4.5M | 0.60% | — | HELD |
| 46 | BLKCHF | Blackrock Inc | — | — | — | — | $4.5M | 0.60% | — | HELD |
| 47 | ALB | Albemarle Corp | $117.64 | -0.10% | — | — | $4.5M | 0.59% | — | HELD |
| 48 | ESGD | Ishares Msci Eafe Esg | $104.70 | -0.61% | — | — | $4.4M | 0.59% | — | HELD |
| 49 | BA | Boeing Co | $216.14 | -2.15% | — | — | $4.2M | 0.56% | — | HELD |
| 50 | — | Mkt Vctrs J P Mrgn Em | — | — | — | — | $4.2M | 0.55% | — | HELD |
| 51 | C | Citigroup Inc New | $132.44 | 0.09% | — | — | $3.9M | 0.52% | — | HELD |
| 52 | IJT | iShares S&P Small-Cap 600 Grow | $172.70 | -0.21% | — | — | $3.9M | 0.51% | — | HELD |
| 53 | JSI | Janus Henderson Securitized In | $50.98 | -0.57% | — | — | $3.7M | 0.49% | — | HELD |
| 54 | PFFD | Global X US Preferred ETF | $18.52 | 0.00% | — | — | $3.7M | 0.49% | — | HELD |
| 55 | IXUS | iShares Core MSCI Total Intl S | $94.54 | -0.15% | — | — | $3.5M | 0.47% | — | HELD |
| 56 | QQQM | Invesco NASDAQ 100 ETF | $283.29 | 0.69% | — | — | $3.2M | 0.43% | — | HELD |
| 57 | NEU | NEWMARKET CORP | $850.16 | -1.94% | — | — | $3.2M | 0.43% | — | HELD |
| 58 | ESGE | Ishares Msci Em Esg | $51.52 | 0.92% | — | — | $2.4M | 0.32% | — | HELD |
| 59 | GOVT | iShares US Treasury Bond | $22.45 | -0.27% | — | — | $2.4M | 0.31% | — | HELD |
| 60 | — | Merck & Co Inc | — | — | — | — | $2.3M | 0.30% | — | HELD |
| 61 | MKL | Markel Corp | $1882.34 | -0.20% | — | — | $2.1M | 0.28% | — | HELD |
| 62 | IBM | Intl Business Machines | $223.79 | 0.92% | — | — | $2.0M | 0.27% | — | HELD |
| 63 | STIP | Ishares 0-5 Year Tips | $101.35 | -0.06% | — | — | $2.0M | 0.26% | — | HELD |
| 64 | GE | General Electric Co | $360.33 | 1.49% | — | — | $2.0M | 0.26% | — | HELD |
| 65 | — | PowerShares QQQ Trust Unit Ser | — | — | — | — | $2.0M | 0.26% | — | HELD |
| 66 | SHY | iShares Barclays 1-3 Year Trea | $82.00 | -0.01% | — | — | $1.9M | 0.25% | — | HELD |
| 67 | VCSH | Vanguard Short Term Corp Bond | $78.62 | -0.06% | — | — | $1.9M | 0.25% | — | HELD |
| 68 | GS | Goldman Sachs Group Inc | $1017.98 | -0.67% | — | — | $1.9M | 0.25% | — | HELD |
| 69 | ABBV | Abbvie Inc | $250.88 | -2.54% | — | — | $1.5M | 0.20% | — | HELD |
| 70 | SPTM | SPDR Port S&P 1500 Comps Stk M | $90.73 | 0.62% | — | — | $1.3M | 0.18% | — | HELD |
| 71 | MMM | 3M Co | $176.28 | 0.12% | — | — | $1.2M | 0.15% | — | HELD |
| 72 | NVDA | Nvidia Corp | $201.19 | 3.15% | — | — | $1.1M | 0.15% | — | HELD |
| 73 | ESML | Ishrs Msci Usa Sml Cp | $53.72 | -0.17% | — | — | $1.1M | 0.14% | — | HELD |
| 74 | D | Dominion Res Inc Va New Com | $69.17 | -0.80% | — | — | $1.1M | 0.14% | — | HELD |
| 75 | BAC | Bank of America Corp | $61.97 | 0.39% | — | — | $1.1M | 0.14% | — | HELD |
| 76 | BRK/B | Berkshire Hathaway B New | — | — | — | — | $1.0M | 0.14% | — | HELD |
| 77 | COP | ConocoPhillips | $120.48 | 1.22% | — | — | $997K | 0.13% | — | HELD |
| 78 | KO | Coca Cola Co | $87.58 | -1.02% | — | — | $968K | 0.13% | — | HELD |
| 79 | NUE | Nucor Corp | $257.42 | 0.15% | — | — | $947K | 0.13% | — | HELD |
| 80 | APH | AMPHENOL CORP CLASS A | $160.73 | 0.57% | — | — | $942K | 0.13% | — | HELD |
| 81 | MCD | McDonalds Corp | $270.67 | 0.83% | — | — | $896K | 0.12% | — | HELD |
| 82 | IWV | iShares Russell 3000 | $424.87 | 0.58% | — | — | $869K | 0.12% | — | HELD |
| 83 | SPYM | State Street SPDR Port S&P 5 | $87.91 | 0.69% | — | — | $865K | 0.11% | — | HELD |
| 84 | NSC | Norfolk Southern Corp. | $335.48 | 0.46% | — | — | $858K | 0.11% | — | HELD |
| 85 | DIS | Disney Walt Co | $96.22 | 0.06% | — | — | $838K | 0.11% | — | HELD |
| 86 | IJR | Ishares Core S&P Small | $145.46 | -0.03% | — | — | $754K | 0.10% | — | HELD |
| 87 | AMGN | Amgen Incorporated | $385.16 | -0.64% | — | — | $744K | 0.10% | — | HELD |
| 88 | CVX | Chevron Corp New Com | $196.85 | 2.36% | — | — | $708K | 0.09% | — | HELD |
| 89 | ABT | Abbott Laboratories | $105.74 | 0.12% | — | — | $691K | 0.09% | — | HELD |
| 90 | XBI | Spdr S&P Biotech Etf | $147.01 | -2.94% | — | — | $687K | 0.09% | — | HELD |
| 91 | ISRG | Intuitive Surgical Inc | $353.33 | 0.10% | — | — | $685K | 0.09% | — | HELD |
| 92 | BRBS | Blue Ridge Bankshares Inc | $3.51 | 0.29% | — | — | $641K | 0.09% | — | HELD |
| 93 | IEFA | iShares Core MSCI EAFE | $98.26 | -0.63% | — | — | $614K | 0.08% | — | HELD |
| 94 | LOW | Lowes Cos Inc | $207.92 | -1.03% | — | — | $613K | 0.08% | — | HELD |
| 95 | PSX | Phillips | $211.68 | 0.51% | — | — | $601K | 0.08% | — | HELD |
| 96 | AVGO | BROADCOM LTD | $389.53 | 0.44% | — | — | $593K | 0.08% | — | HELD |
| 97 | PM | Philip Morris Intl | $190.80 | -0.62% | — | — | $590K | 0.08% | — | HELD |
| 98 | ORCL | Oracle Corp | $129.88 | 1.82% | — | — | $588K | 0.08% | — | HELD |
| 99 | IJH | Ishares Core S&P Etf | $75.29 | -0.08% | — | — | $575K | 0.08% | — | HELD |
| 100 | WMS | ADVANCED DRAINAGE SYSTEMS INC | $138.48 | 0.66% | — | — | $550K | 0.07% | — | HELD |
| 101 | MCO | Moody's Corp | $478.38 | -0.80% | — | — | $544K | 0.07% | — | HELD |
| 102 | AGG | iShares Barclays Aggregate Bon | $97.39 | -0.24% | — | — | $531K | 0.07% | — | HELD |
| 103 | KMI | KINDER MORGAN | $32.18 | 1.64% | — | — | $465K | 0.06% | — | HELD |
| 104 | — | MARTIN MARIETTA MATERIALS INC | — | — | — | — | $461K | 0.06% | — | HELD |
| 105 | CME | Cme Group Inc | $267.79 | 0.21% | — | — | $460K | 0.06% | — | HELD |
| 106 | TYGEUR | Tortoise Egy Infrastruct | — | — | — | — | $430K | 0.06% | — | HELD |
| 107 | PG | Procter & Gamble Co | — | — | — | — | $429K | 0.06% | — | HELD |
| 108 | SBUX | Starbucks Corp | — | — | — | — | $424K | 0.06% | — | HELD |
| 109 | MRVLEUR | Marvell Technology Group | — | — | — | — | $421K | 0.06% | — | HELD |
| 110 | HSY | Hershey Company | — | — | — | — | $418K | 0.06% | — | HELD |
| 111 | BBJP | JPMorgan BetaBuilders Japan ET | — | — | — | — | $403K | 0.05% | — | HELD |
| 112 | VT | Vanguard Total World Stock Ind | — | — | — | — | $382K | 0.05% | — | HELD |
| 113 | SUSC | iShares ESG USD Corporate Bond | — | — | — | — | $359K | 0.05% | — | HELD |
| 114 | IEI | Ishares 3-7 Year Trery | — | — | — | — | $347K | 0.05% | — | HELD |
| 115 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE | — | — | — | — | $345K | 0.05% | — | HELD |
| 116 | VRSK | Verisk Analytics Inc | — | — | — | — | $343K | 0.05% | — | HELD |
| 117 | TDG | TRANSDIGM GROUP INC | — | — | — | — | $343K | 0.05% | — | HELD |
| 118 | IVV | iShares Core S&P 500 | — | — | — | — | $342K | 0.05% | — | HELD |
| 119 | EPD | Enterprise Products Lp | — | — | — | — | $314K | 0.04% | — | HELD |
| 120 | KMX | CarMax Inc | — | — | — | — | $304K | 0.04% | — | HELD |
| 121 | MSCI | MSCI Inc. | — | — | — | — | $274K | 0.04% | — | HELD |
| 122 | IBIT | iShares Bitcoin Trust ETF | — | — | — | — | $272K | 0.04% | — | HELD |
| 123 | VB | Vanguard Small Cap | — | — | — | — | $272K | 0.04% | — | HELD |
| 124 | LSI | Lab Cp Of Amer Hldg New | — | — | — | — | $267K | 0.04% | — | HELD |
| 125 | PFE | Pfizer Inc | — | — | — | — | $259K | 0.03% | — | HELD |
| 126 | NXPI | NXP SEMICONDUCTORS NV | — | — | — | — | $231K | 0.03% | — | HELD |
| 127 | VGT | Vanguard Information | — | — | — | — | $229K | 0.03% | — | HELD |
| 128 | TSLA | Tesla Motors Inc | — | — | — | — | $226K | 0.03% | — | HELD |
| 129 | DE | Deere & Co | — | — | — | — | $225K | 0.03% | — | HELD |
| 130 | HON | Honeywell International | — | — | — | — | $221K | 0.03% | — | HELD |
| 131 | MO | Altria Group Inc | — | — | — | — | $209K | 0.03% | — | HELD |
| 132 | SCHW | CHARLES SCHWAB CORP | — | — | — | — | $207K | 0.03% | — | HELD |
| 133 | ADI | ANALOG DEVICES INC | — | — | — | — | $201K | 0.03% | — | HELD |
| 134 | MS | Morgan Stanley | — | — | — | — | $200K | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001599620-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.