# Blue Edge Capital, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1599620. Source: https://holderbook.com/funds/1599620-blue-edge-capital-llc/

- Reported value: $832.8M
- Positions: 137
- Weight of the ten largest: 44.8%
- Filed: 2026-08-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $75.8M | 879,889 | 9.1% | 30 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $68.8M | 315,681 | 8.3% | 30 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $40.8M | 296,902 | 4.9% | 30 |
| ISHARES TR | [IEUR](https://holderbook.com/stocks/IEUR/) | $36.2M | 481,757 | 4.3% | 30 |
| VANGUARD WORLD FD | [MGK](https://holderbook.com/stocks/MGK/) | $36.0M | 409,912 | 4.3% | 26 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $27.0M | 36,103 | 3.2% | 30 |
| VANGUARD WORLD FD | [MGV](https://holderbook.com/stocks/MGV/) | $26.0M | 158,930 | 3.1% | 22 |
| ISHARES TR | [USIG](https://holderbook.com/stocks/USIG/) | $21.9M | 426,139 | 2.6% | 7 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $21.5M | 196,373 | 2.6% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $19.0M | 65,501 | 2.3% | 30 |
| JANUS DETROIT STR TR | [JMBS](https://holderbook.com/stocks/JMBS/) | $17.5M | 387,864 | 2.1% | 10 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $17.4M | 76,736 | 2.1% | 14 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $17.2M | 178,396 | 2.1% | 1 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $16.8M | 332,555 | 2.0% | 10 |
| VANGUARD INTL EQUITY INDEX F | [VPL](https://holderbook.com/stocks/VPL/) | $16.5M | 142,212 | 2.0% | 30 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $15.3M | 289,873 | 1.8% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $14.0M | 13,179 | 1.7% | 30 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $13.7M | 83,906 | 1.6% | 30 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $12.8M | 214,497 | 1.5% | 30 |
| ISHARES TR | [IPAC](https://holderbook.com/stocks/IPAC/) | $12.2M | 148,371 | 1.5% | 30 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $11.7M | 49,262 | 1.4% | 30 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $11.7M | 99,403 | 1.4% | 30 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $11.6M | 139,794 | 1.4% | 30 |
| ISHARES TR | [IJJ](https://holderbook.com/stocks/IJJ/) | $11.4M | 77,483 | 1.4% | 30 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $11.0M | 50,304 | 1.3% | 13 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $11.0M | 161,885 | 1.3% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $10.0M | 28,295 | 1.2% | 30 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $8.5M | 22,682 | 1.0% | 30 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $8.2M | 32,095 | 1.0% | 2 |
| ISHARES TR | [IJT](https://holderbook.com/stocks/IJT/) | $8.0M | 44,864 | 1.0% | 30 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $8.0M | 58,297 | 1.0% | 30 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $7.8M | 6,617 | 0.9% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.5M | 22,972 | 0.9% | 30 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $7.4M | 20,724 | 0.9% | 30 |
| SPDR SERIES TRUST | [EFIV](https://holderbook.com/stocks/EFIV/) | $7.0M | 96,463 | 0.8% | 18 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.9M | 19,991 | 0.8% | 30 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $6.9M | 16,489 | 0.8% | 9 |
| JANUS DETROIT STR TR | [JSI](https://holderbook.com/stocks/JSI/) | $6.8M | 132,590 | 0.8% | 5 |
| J P MORGAN EXCHANGE-TRADED F | [BBCAXXXX](https://holderbook.com/stocks/BBCAXXXX/) | $6.0M | 60,269 | 0.7% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.7M | 10,118 | 0.7% | 10 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $5.6M | 15,949 | 0.7% | 30 |
| SPDR S&P MIDCAP 400 ETF | - | $4.9M | 7,029 | 0.6% | 30 |
| EXXON MOBIL CORPORATION | - | $4.8M | 35,193 | 0.6% | 1 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $4.8M | 34,376 | 0.6% | 5 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $4.6M | 21,250 | 0.6% | 4 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $4.5M | 44,064 | 0.5% | 27 |
| BLACKROCK INC | [BLKXXXX](https://holderbook.com/stocks/BLKXXXX/) | $4.5M | 4,709 | 0.5% | 30 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $4.3M | 48,488 | 0.5% | 30 |
| VANECK VECTORS ETF TR | - | $4.2M | 162,650 | 0.5% | 3 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $3.9M | 40,950 | 0.5% | 18 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $3.9M | 1,997 | 0.5% | 25 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $3.8M | 15,069 | 0.5% | 30 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $3.2M | 21,557 | 0.4% | 8 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.1M | 1,038 | 0.4% | 4 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $3.1M | 55,892 | 0.4% | 27 |
| POWERSHARES QQQ TRUST | - | $2.5M | 3,411 | 0.3% | 30 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.4M | 23,788 | 0.3% | 4 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $2.4M | 7,778 | 0.3% | 11 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $2.3M | 8,340 | 0.3% | 30 |
| GENERAL ELECTRIC CO | [GEXXXX](https://holderbook.com/stocks/GEXXXX/) | $2.3M | 6,250 | 0.3% | 30 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $2.3M | 25,911 | 0.3% | 3 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $2.3M | 99,822 | 0.3% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $2.2M | 2,195 | 0.3% | 1 |
| VANGUARD SCOTTSDALE FDS | [VCSH](https://holderbook.com/stocks/VCSH/) | $2.2M | 27,507 | 0.3% | 4 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $2.2M | 264,332 | 0.3% | 4 |
| ISHARES TR | [PFF](https://holderbook.com/stocks/PFF/) | $2.1M | 67,832 | 0.2% | 1 |
| ISHARES TR | [ESML](https://holderbook.com/stocks/ESML/) | $1.6M | 27,866 | 0.2% | 27 |
| NEWMARKET CORP | [NEU](https://holderbook.com/stocks/NEU/) | $1.5M | 1,938 | 0.2% | 30 |
| COHEN & STEERS ETF TRUST | [CSPF](https://holderbook.com/stocks/CSPF/) | $1.5M | 58,512 | 0.2% | 1 |
| SPDR SERIES TRUST | [SPTM](https://holderbook.com/stocks/SPTM/) | $1.5M | 16,679 | 0.2% | 14 |
| Merck & Co Inc | - | $1.5M | 11,499 | 0.2% | 30 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.3M | 2,635 | 0.2% | 24 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.3M | 8,000 | 0.2% | 30 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 6,177 | 0.1% | 3 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $1.2M | 7,000 | 0.1% | 8 |
| ALBEMARLE CORP | [ALB](https://holderbook.com/stocks/ALB/) | $1.2M | 8,892 | 0.1% | 30 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.2M | 4,709 | 0.1% | 30 |
| MARVELL TECHNOLOGY GROUP LTD | [MRVLXXXX](https://holderbook.com/stocks/MRVLXXXX/) | $1.2M | 3,911 | 0.1% | 2 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.1M | 15,623 | 0.1% | 30 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.0M | 13,572 | 0.1% | 3 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $999.5K | 2,344 | 0.1% | 30 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $959.3K | 10,144 | 0.1% | 16 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $943.3K | 1,373 | 0.1% | 30 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $936.9K | 11,528 | 0.1% | 30 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $886.8K | 2,819 | 0.1% | 30 |
| SPDR SERIES TRUST | [XBI](https://holderbook.com/stocks/XBI/) | $850.9K | 5,377 | 0.1% | 9 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $822.2K | 8,513 | 0.1% | 3 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $762.3K | 2,820 | 0.1% | 21 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $747.9K | 7,770 | 0.1% | 30 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $715.8K | 1,895 | 0.1% | 8 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $629.7K | 4,012 | 0.1% | 9 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $623.8K | 6,302 | 0.1% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $620.7K | 1,714 | 0.1% | 25 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $615.0K | 3,400 | 0.1% | 30 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $572.4K | 2,596 | 0.1% | 3 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $567.4K | 3,423 | 0.1% | 30 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $551.5K | 1,491 | 0.1% | 19 |
| BLUE RIDGE BANKSHARES INC VA | [BRBS](https://holderbook.com/stocks/BRBS/) | $538.4K | 152,514 | 0.1% | 8 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $514.1K | 1,135 | 0.1% | 9 |
| INTUITIVE SURGICAL INC | [ISRG](https://holderbook.com/stocks/ISRG/) | $485.6K | 1,221 | 0.1% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2026 | -2.6% | -4.6% | +2.0% | 98% |
| Q4 2025 | +2.4% | +2.4% | +0.1% | 97% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 97% |
| Q2 2025 | +7.9% | +10.5% | -2.5% | 97% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 97% |
| Q4 2024 | -0.6% | +2.1% | -2.7% | 97% |
| Q3 2024 | +5.5% | +5.4% | +0.1% | 98% |
| Q2 2024 | +1.5% | +4.0% | -2.5% | 98% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $832.8M | 137 |
| Q4 2025 | $747.4M | 125 |
| Q3 2025 | $703.9M | 122 |
| Q2 2025 | $672.5M | 115 |
| Q1 2025 | $622.7M | 109 |
| Q4 2024 | $635.8M | 110 |
| Q3 2024 | $641.9M | 111 |
| Q2 2024 | $604.3M | 110 |
| Q1 2024 | $597.9M | 110 |
| Q4 2023 | $530.6M | 102 |
| Q3 2023 | $477.1M | 100 |
| Q2 2023 | $496.4M | 99 |