Blue Edge Capital, LLC

Est. AUM

$752.9M

13F long equity, this entity only

Positions

134

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard Growth	COM	$64.4M	147345	8.55%	SOLE
2	Vanguard Value	COM	$62.1M	316399	8.24%	SOLE
3	Ishares Core Msci Europe	COM	$36.0M	512239	4.78%	SOLE
4	Vanguard Mega Cap Growth	COM	$33.6M	91387	4.46%	SOLE
5	Ishares S&P 500 Growth	COM	$33.4M	295201	4.43%	SOLE
6	iShares 7-10 Year Treasury Bon	COM	$32.9M	344363	4.37%	SOLE
7	SPDR S&P 500	COM	$25.2M	38696	3.34%	SOLE
8	Vanguard Mega Cap Value	COM	$23.0M	158616	3.05%	SOLE
9	iShares Broad USD Invm Grd Cor	COM	$21.8M	426168	2.90%	SOLE
10	Janus Henderson Mortgage-Backe	COM	$17.4M	386161	2.32%	SOLE
11	Apple Inc	COM	$16.9M	66604	2.24%	SOLE
12	Ishares S&P 500 Value	COM	$16.1M	76110	2.13%	SOLE
13	Vanguard FTSE Pacific	COM	$14.4M	147123	1.91%	SOLE
14	Ishares Msci Usa Esg	COM	$12.0M	84923	1.59%	SOLE
15	Vanguard Emerging Market	COM	$11.8M	218176	1.57%	SOLE
16	Avantis Emerging Markets Equit	COM	$11.6M	143381	1.53%	SOLE
17	Ishares Core Msci	COM	$11.3M	147650	1.50%	SOLE
18	Amazon Com Inc	COM	$11.1M	53121	1.47%	SOLE
19	iShares S&P Midcap 400 Value	COM	$10.1M	76475	1.35%	SOLE
20	iShares S&P Midcap 400 Growth	COM	$9.9M	98194	1.31%	SOLE
21	iShares A.I. Innovation and Te	COM	$9.7M	295285	1.29%	SOLE
22	Caterpillar Inc	COM	$9.7M	13657	1.28%	SOLE
23	Ishars Edg Msci Usa Qlty	COM	$9.6M	50270	1.28%	SOLE
24	iShares U.S. Equity Factor Rot	COM	$9.5M	163725	1.27%	SOLE
25	iShares Core MSCI Emerging Mar	COM	$9.4M	135381	1.25%	SOLE
26	Janus Henderson AAA CLO ETF	COM	$8.9M	176247	1.18%	SOLE
27	Microsoft Corp	COM	$8.4M	22813	1.12%	SOLE
28	Exxon Mobil Corp	COM	$7.8M	46079	1.04%	SOLE
29	Alphabet Inc Class C	COM	$7.3M	25367	0.97%	SOLE
30	JP Morgan Chase & Co.	COM	$6.8M	23068	0.90%	SOLE
31	Alphabet Inc Class A	COM	$6.5M	22565	0.86%	SOLE
32	Corning Inc	COM	$6.3M	46660	0.84%	SOLE
33	SPDR S AND P 500 ESG ETF	COM	$6.1M	96352	0.81%	SOLE
34	Visa Inc	COM	$6.0M	19991	0.80%	SOLE
35	Meta Platforms Inc Class A	COM	$5.9M	10331	0.78%	SOLE
36	Vanguard S&P 500 Etf	COM	$5.9M	9876	0.78%	SOLE
37	Ge Vernova Llc Com	COM	$5.8M	6650	0.77%	SOLE
38	JPMorgan BetaBuilders Canada E	COM	$5.7M	60834	0.76%	SOLE
39	SPDR S&P Midcap 400	COM	$5.3M	8616	0.71%	SOLE
40	Home Depot Inc	COM	$5.3M	16011	0.70%	SOLE
41	Vanguard European	COM	$5.1M	62213	0.68%	SOLE
42	Vanguard Total Stock Market ET	COM	$4.9M	15191	0.65%	SOLE
43	Ishares S&P Small Cap	COM	$4.7M	39779	0.63%	SOLE
44	Unitedhealth Group Inc	COM	$4.5M	16783	0.60%	SOLE
45	Johnson & Johnson	COM	$4.5M	18533	0.60%	SOLE
46	Blackrock Inc	COM	$4.5M	4709	0.60%	SOLE
47	Albemarle Corp	COM	$4.5M	24907	0.59%	SOLE
48	Ishares Msci Eafe Esg	COM	$4.4M	46183	0.59%	SOLE
49	Boeing Co	COM	$4.2M	21250	0.56%	SOLE
50	Mkt Vctrs J P Mrgn Em	COM	$4.2M	166226	0.55%	SOLE

1–50 of 134

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.