Holders — by stockHoldings — by fund
Blue Edge Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001599620
$832.8M
disclosed book value
137
positions
9.1%
largest position share
Positions, as of 2026-06-30
top 100 of 137 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VUGVanguard Growth | 879,889 | $75.8M | 9.1% |
| 2 | VTVVanguard Value | 315,681 | $68.8M | 8.3% |
| 3 | IVWIshares S&P 500 Growth | 296,902 | $40.8M | 4.9% |
| 4 | IEURIshares Core Msci Europe | 481,757 | $36.2M | 4.3% |
| 5 | MGKVanguard Mega Cap Growth | 409,912 | $36.0M | 4.3% |
| 6 | SPYSPDR S&P 500 | 36,103 | $27.0M | 3.2% |
| 7 | MGVVanguard Mega Cap Value | 158,930 | $26.0M | 3.1% |
| 8 | USIGiShares Broad USD Invm Grd Cor | 426,139 | $21.9M | 2.6% |
| 9 | TIPiShares Barclays TIP Bond | 196,373 | $21.5M | 2.6% |
| 10 | AAPLApple Inc | 65,501 | $19.0M | 2.3% |
| 11 | JMBSJanus Henderson Mortgage-Backe | 387,864 | $17.5M | 2.1% |
| 12 | IVEIshares S&P 500 Value | 76,736 | $17.4M | 2.1% |
| 13 | AVEMAvantis Emerging Markets Equit | 178,396 | $17.2M | 2.1% |
| 14 | JAAAJanus Henderson AAA CLO ETF | 332,555 | $16.8M | 2% |
| 15 | VPLVanguard FTSE Pacific | 142,212 | $16.5M | 2% |
| 16 | BAIiShares A.I. Innovation and Te | 289,873 | $15.3M | 1.8% |
| 17 | CATCaterpillar Inc | 13,179 | $14.0M | 1.7% |
| 18 | ESGUIshares Msci Usa Esg | 83,906 | $13.7M | 1.6% |
| 19 | VWOVanguard Emerging Market | 214,497 | $12.8M | 1.5% |
| 20 | IPACIshares Core Msci | 148,371 | $12.2M | 1.5% |
| 21 | AMZNAmazon Com Inc | 49,262 | $11.7M | 1.4% |
| 22 | IJKiShares S&P Midcap 400 Growth | 99,403 | $11.7M | 1.4% |
| 23 | IEMGiShares Core MSCI Emerging Mar | 139,794 | $11.6M | 1.4% |
| 24 | IJJiShares S&P Midcap 400 Value | 77,483 | $11.4M | 1.4% |
| 25 | QUALIshars Edg Msci Usa Qlty | 50,304 | $11.0M | 1.3% |
| 26 | DYNFiShares U.S. Equity Factor Rot | 161,885 | $11.0M | 1.3% |
| 27 | GOOGAlphabet Inc Class C | 28,295 | $10.0M | 1.2% |
| 28 | MSFTMicrosoft Corp | 22,682 | $8.5M | 1% |
| 29 | GLWCorning Inc | 32,095 | $8.2M | 1% |
| 30 | IJTiShares S&P Small-Cap 600 Grow | 44,864 | $8.0M | 1% |
| 31 | IJSIshares S&P Small Cap | 58,297 | $8.0M | 1% |
| 32 | GEVGe Vernova Llc Com | 6,617 | $7.8M | 0.9% |
| 33 | JPMJP Morgan Chase & Co. | 22,972 | $7.5M | 0.9% |
| 34 | GOOGLAlphabet Inc Class A | 20,724 | $7.4M | 0.9% |
| 35 | EFIVSPDR S AND P 500 ESG ETF | 96,463 | $7.0M | 0.8% |
| 36 | VVisa Inc | 19,991 | $6.9M | 0.8% |
| 37 | UNHUnitedhealth Group Inc | 16,489 | $6.9M | 0.8% |
| 38 | JSIJanus Henderson Securitized In | 132,590 | $6.8M | 0.8% |
| 39 | JPMorgan BetaBuilders Canada E | 60,269 | $6.0M | 0.7% |
| 40 | METAMeta Platforms Inc Class A | 10,118 | $5.7M | 0.7% |
| 41 | HDHome Depot Inc | 15,949 | $5.6M | 0.7% |
| 42 | SPDR S&P Midcap 400 | 7,029 | $4.9M | 0.6% |
| 43 | Exxon Mobil Corp | 35,193 | $4.8M | 0.6% |
| 44 | CCitigroup Inc New | 34,376 | $4.8M | 0.6% |
| 45 | BABoeing Co | 21,250 | $4.6M | 0.6% |
| 46 | ESGDIshares Msci Eafe Esg | 44,064 | $4.5M | 0.5% |
| 47 | BLKCHFBlackrock Inc | 4,709 | $4.5M | 0.5% |
| 48 | VGKVanguard European | 48,488 | $4.3M | 0.5% |
| 49 | Mkt Vctrs J P Mrgn Em | 162,650 | $4.2M | 0.5% |
| 50 | IXUSiShares Core MSCI Total Intl S | 40,950 | $3.9M | 0.5% |
| 51 | MKLMarkel Corp | 1,997 | $3.9M | 0.5% |
| 52 | JNJJohnson & Johnson | 15,069 | $3.8M | 0.5% |
| 53 | IJRIshares Core S&P Small | 21,557 | $3.2M | 0.4% |
| 54 | VBVanguard Small Cap | 1,038 | $3.1M | 0.4% |
| 55 | ESGEIshares Msci Em Esg | 55,892 | $3.1M | 0.4% |
| 56 | PowerShares QQQ Trust Unit Ser | 3,411 | $2.5M | 0.3% |
| 57 | STIPIshares 0-5 Year Tips | 23,788 | $2.4M | 0.3% |
| 58 | QQQMInvesco NASDAQ 100 ETF | 7,778 | $2.4M | 0.3% |
| 59 | IBMIntl Business Machines | 8,340 | $2.3M | 0.3% |
| 60 | General Electric Co | 6,250 | $2.3M | 0.3% |
| 61 | SPYMState Street SPDR Port S&P 5 | 25,911 | $2.3M | 0.3% |
| 62 | GOVTiShares US Treasury Bond | 99,822 | $2.3M | 0.3% |
| 63 | GSGoldman Sachs Group Inc | 2,195 | $2.2M | 0.3% |
| 64 | VCSHVanguard Short Term Corp Bond | 27,507 | $2.2M | 0.3% |
| 65 | SHYiShares Barclays 1-3 Year Trea | 264,332 | $2.2M | 0.3% |
| 66 | PFFiShares S&P US Preferred Stock | 67,832 | $2.1M | 0.2% |
| 67 | ESMLIshrs Msci Usa Sml Cp | 27,866 | $1.6M | 0.2% |
| 68 | NEUNEWMARKET CORP | 1,938 | $1.5M | 0.2% |
| 69 | CSPFCohen & Steers Pref & Inc Opps | 58,512 | $1.5M | 0.2% |
| 70 | SPTMSPDR Port S&P 1500 Comps Stk M | 16,679 | $1.5M | 0.2% |
| 71 | Merck & Co Inc | 11,499 | $1.5M | 0.2% |
| 72 | BRK/BBerkshire Hathaway B New | 2,635 | $1.3M | 0.2% |
| 73 | MMM3M Co | 8,000 | $1.3M | 0.2% |
| 74 | NVDANvidia Corp | 6,177 | $1.2M | 0.1% |
| 75 | APHAMPHENOL CORP CLASS A | 7,000 | $1.2M | 0.1% |
| 76 | ALBAlbemarle Corp | 8,892 | $1.2M | 0.1% |
| 77 | ABBVAbbvie Inc | 4,709 | $1.2M | 0.1% |
| 78 | MRVLEURMarvell Technology Group | 3,911 | $1.2M | 0.1% |
| 79 | DDominion Res Inc Va New Com | 15,623 | $1.1M | 0.1% |
| 80 | IJHIshares Core S&P Etf | 13,572 | $1.0M | 0.1% |
| 81 | IWViShares Russell 3000 | 2,344 | $999,482 | 0.1% |
| 82 | IEFiShares 7-10 Year Treasury Bon | 10,144 | $959,315 | 0.1% |
| 83 | VOOVanguard S&P 500 Etf | 1,373 | $943,277 | 0.1% |
| 84 | KOCoca Cola Co | 11,528 | $936,881 | 0.1% |
| 85 | NSCNorfolk Southern Corp. | 2,819 | $886,829 | 0.1% |
| 86 | XBISpdr S&P Biotech Etf | 5,377 | $850,910 | 0.1% |
| 87 | IEFAiShares Core MSCI EAFE | 8,513 | $822,186 | 0.1% |
| 88 | MCDMcDonalds Corp | 2,820 | $762,274 | 0.1% |
| 89 | DISDisney Walt Co | 7,770 | $747,863 | 0.1% |
| 90 | AVGOBROADCOM LTD | 1,895 | $715,836 | 0.1% |
| 91 | WMSADVANCED DRAINAGE SYSTEMS INC | 4,012 | $629,724 | 0.1% |
| 92 | AGGiShares Barclays Aggregate Bon | 6,302 | $623,772 | 0.1% |
| 93 | AMGNAmgen Incorporated | 1,714 | $620,674 | 0.1% |
| 94 | PMPhilip Morris Intl | 3,400 | $615,033 | 0.1% |
| 95 | LOWLowes Cos Inc | 2,596 | $572,392 | 0.1% |
| 96 | CVXChevron Corp New Com | 3,423 | $567,396 | 0.1% |
| 97 | VTIVanguard Total Stock Market ET | 1,491 | $551,469 | 0.1% |
| 98 | BRBSBlue Ridge Bankshares Inc | 152,514 | $538,374 | 0.1% |
| 99 | MCOMoody's Corp | 1,135 | $514,064 | 0.1% |
| 100 | ISRGIntuitive Surgical Inc | 1,221 | $485,567 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.