Blue Edge Capital, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$752.9M
Q ending 2026-03-31
Prior quarter
$747.4M
Q ending 2025-12-31
Change
+0.7% QoQ · +20.9% YoY
Positions
134
reported holdings
Largest positions
Top 100 of 134 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Growth | VUG | Shares | $64.4M | 147K |
| Vanguard Value | VTV | Shares | $62.1M | 316K |
| Ishares Core Msci Europe | IEUR | Shares | $36.0M | 512K |
| Vanguard Mega Cap Growth | MGK | Shares | $33.6M | 91K |
| Ishares S&P 500 Growth | IVW | Shares | $33.4M | 295K |
| Ishares 7-10 Year Treasury Bon | IEF | Shares | $32.9M | 344K |
| Spdr S&P 500 | SPY | Shares | $25.2M | 39K |
| Vanguard Mega Cap Value | MGV | Shares | $23.0M | 159K |
| Ishares Broad Usd Invm Grd Cor | USIG | Shares | $21.8M | 426K |
| Janus Henderson Mortgage-Backe | JMBS | Shares | $17.4M | 386K |
| Apple Inc | AAPL | Shares | $16.9M | 67K |
| Ishares S&P 500 Value | IVE | Shares | $16.1M | 76K |
| Vanguard Ftse Pacific | VPL | Shares | $14.4M | 147K |
| Ishares Msci Usa Esg | ESGU | Shares | $12.0M | 85K |
| Vanguard Emerging Market | VWO | Shares | $11.8M | 218K |
| Avantis Emerging Markets Equit | AVEM | Shares | $11.6M | 143K |
| Ishares Core Msci | IPAC | Shares | $11.3M | 148K |
| Amazon Com Inc | AMZN | Shares | $11.1M | 53K |
| Ishares S&P Midcap 400 Value | IJJ | Shares | $10.1M | 76K |
| Ishares S&P Midcap 400 Growth | IJK | Shares | $9.9M | 98K |
| Ishares A.I. Innovation And Te | BAI | Shares | $9.7M | 295K |
| Caterpillar Inc | CAT | Shares | $9.7M | 14K |
| Ishars Edg Msci Usa Qlty | QUAL | Shares | $9.6M | 50K |
| Ishares U.S. Equity Factor Rot | DYNF | Shares | $9.5M | 164K |
| Ishares Core Msci Emerging Mar | IEMG | Shares | $9.4M | 135K |
| Janus Henderson Aaa Clo Etf | JAAA | Shares | $8.9M | 176K |
| Microsoft Corp | MSFT | Shares | $8.4M | 23K |
| Exxon Mobil Corp | XOM | Shares | $7.8M | 46K |
| Alphabet Inc Class C | GOOG | Shares | $7.3M | 25K |
| Jp Morgan Chase & Co. | JPM | Shares | $6.8M | 23K |
| Alphabet Inc Class A | GOOGL | Shares | $6.5M | 23K |
| Corning Inc | GLW | Shares | $6.3M | 47K |
| Spdr S And P 500 Esg Etf | EFIV | Shares | $6.1M | 96K |
| Visa Inc | V | Shares | $6.0M | 20K |
| Meta Platforms Inc Class A | META | Shares | $5.9M | 10K |
| Vanguard S&P 500 Etf | VOO | Shares | $5.9M | 10K |
| Ge Vernova Llc Com | GEV | Shares | $5.8M | 7K |
| Jpmorgan Betabuilders Canada E | Shares | $5.7M | 61K | |
| Spdr S&P Midcap 400 | Shares | $5.3M | 9K | |
| Home Depot Inc | HD | Shares | $5.3M | 16K |
| Vanguard European | VGK | Shares | $5.1M | 62K |
| Vanguard Total Stock Market Et | VTI | Shares | $4.9M | 15K |
| Ishares S&P Small Cap | IJS | Shares | $4.7M | 40K |
| Unitedhealth Group Inc | UNH | Shares | $4.5M | 17K |
| Johnson & Johnson | JNJ | Shares | $4.5M | 19K |
| Blackrock Inc | BLQAD | Shares | $4.5M | 5K |
| Albemarle Corp | ALB | Shares | $4.5M | 25K |
| Ishares Msci Eafe Esg | ESGD | Shares | $4.4M | 46K |
| Boeing Co | BA | Shares | $4.2M | 21K |
| Mkt Vctrs J P Mrgn Em | Shares | $4.2M | 166K | |
| Citigroup Inc New | C | Shares | $3.9M | 34K |
| Ishares S&P Small-Cap 600 Grow | IJT | Shares | $3.9M | 27K |
| Janus Henderson Securitized In | JSI | Shares | $3.7M | 72K |
| Global X Us Preferred Etf | PFFD | Shares | $3.7M | 201K |
| Ishares Core Msci Total Intl S | IXUS | Shares | $3.5M | 41K |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $3.2M | 14K |
| Newmarket Corp | NEU | Shares | $3.2M | 5K |
| Ishares Msci Em Esg | ESGE | Shares | $2.4M | 53K |
| Ishares Us Treasury Bond | GOVT | Shares | $2.4M | 103K |
| Merck & Co Inc | Shares | $2.3M | 19K | |
| Markel Corp | MKL | Shares | $2.1M | 1K |
| Intl Business Machines | IBM | Shares | $2.0M | 8K |
| Ishares 0-5 Year Tips | STIP | Shares | $2.0M | 19K |
| General Electric Co | Shares | $2.0M | 7K | |
| Powershares Qqq Trust Unit Ser | Shares | $2.0M | 3K | |
| Ishares Barclays 1-3 Year Trea | SHY | Shares | $1.9M | 23K |
| Vanguard Short Term Corp Bond | VCSH | Shares | $1.9M | 24K |
| Goldman Sachs Group Inc | GS | Shares | $1.9M | 2K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Spdr Port S&P 1500 Comps Stk M | SPTM | Shares | $1.3M | 17K |
| 3M Co | MMM | Shares | $1.2M | 8K |
| Nvidia Corp | NVDA | Shares | $1.1M | 6K |
| Ishrs Msci Usa Sml Cp | ESML | Shares | $1.1M | 23K |
| Dominion Res Inc Va New Com | D | Shares | $1.1M | 18K |
| Bank Of America Corp | BAC | Shares | $1.1M | 22K |
| Berkshire Hathaway B New | BRK/B | Shares | $1.0M | 2K |
| Conocophillips | COP | Shares | $997K | 8K |
| Coca Cola Co | KO | Shares | $968K | 13K |
| Nucor Corp | NUE | Shares | $947K | 6K |
| Amphenol Corp Class A | APH | Shares | $942K | 7K |
| Mcdonalds Corp | MCD | Shares | $896K | 3K |
| Ishares Russell 3000 | IWV | Shares | $869K | 2K |
| State Street Spdr Port S&P 5 | SPYM | Shares | $865K | 11K |
| Norfolk Southern Corp. | NSC | Shares | $858K | 3K |
| Disney Walt Co | DIS | Shares | $838K | 9K |
| Ishares Core S&P Small | IJR | Shares | $754K | 6K |
| Amgen Incorporated | AMGN | Shares | $744K | 2K |
| Chevron Corp New Com | CVX | Shares | $708K | 3K |
| Abbott Laboratories | ABT | Shares | $691K | 7K |
| Spdr S&P Biotech Etf | XBI | Shares | $687K | 5K |
| Intuitive Surgical Inc | ISRG | Shares | $685K | 1K |
| Blue Ridge Bankshares Inc | BRBS | Shares | $641K | 153K |
| Ishares Core Msci Eafe | IEFA | Shares | $614K | 7K |
| Lowes Cos Inc | LOW | Shares | $613K | 3K |
| Phillips | PSX | Shares | $601K | 3K |
| Broadcom Ltd | AVGO | Shares | $593K | 2K |
| Philip Morris Intl | PM | Shares | $590K | 4K |
| Oracle Corp | ORCL | Shares | $588K | 4K |
| Ishares Core S&P Etf | IJH | Shares | $575K | 9K |
| Advanced Drainage Systems Inc | WMS | Shares | $550K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.