Blue Edge Capital, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 17, 2026, Blue Edge Capital, Llc disclosed 127 stock positions valued at approximately $832.77M as of quarter-end June 30, 2026. The largest holdings include Vanguard Growth, Vanguard Value, and Ishares S&P 500 Growth.
- Report Period
- June 30, 2026
- No. of Stocks
- 127
- Portfolio Value
- $832.77M
Holdings by Sector
Blue Edge Capital, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Growth | VUG | Other | 9.10% | 879,889 | +879,889 | +100.00% | $75,793,638 |
| Vanguard Value | VTV | Other | 8.26% | 315,681 | +315,681 | +100.00% | $68,796,360 |
| Ishares S&P 500 Growth | IVW | Other | 4.90% | 296,902 | +296,902 | +100.00% | $40,832,932 |
| Ishares Core Msci Europe | IEUR | Other | 4.35% | 481,757 | +481,757 | +100.00% | $36,213,674 |
| Vanguard Mega Cap Growth | MGK | Other | 4.33% | 409,912 | +409,912 | +100.00% | $36,035,364 |
| SPDR S&P 500 | SPY | Other | 3.24% | 36,103 | +36,103 | +100.00% | $26,960,360 |
| Vanguard Mega Cap Value | MGV | Other | 3.12% | 158,930 | +158,930 | +100.00% | $25,977,109 |
| iShares Broad USD Invm Grd Cor | USIG | Other | 2.62% | 426,139 | +426,139 | +100.00% | $21,856,686 |
| iShares Barclays TIP Bond | TIP | Other | 2.58% | 196,373 | +196,373 | +100.00% | $21,489,097 |
| Apple Inc | AAPL | Technology | 2.28% | 65,501 | +65,501 | +100.00% | $18,953,379 |
| Janus Henderson Mortgage-Backe | JMBS | Other | 2.10% | 387,864 | +387,864 | +100.00% | $17,450,007 |
| Ishares S&P 500 Value | IVE | Other | 2.09% | 76,736 | +76,736 | +100.00% | $17,423,676 |
| Avantis Emerging Markets Equit | AVEM | Other | 2.07% | 178,396 | +178,396 | +100.00% | $17,213,430 |
| Janus Henderson AAA CLO ETF | JAAA | Other | 2.02% | 332,555 | +332,555 | +100.00% | $16,790,715 |
| Vanguard FTSE Pacific | VPL | Other | 1.98% | 142,212 | +142,212 | +100.00% | $16,452,506 |
| iShares A.I. Innovation and Te | BAI | Other | 1.84% | 289,873 | +289,873 | +100.00% | $15,282,105 |
| Caterpillar Inc | CAT | Industrials | 1.69% | 13,179 | +13,179 | +100.00% | $14,034,317 |
| Ishares Msci Usa Esg | ESGU | Other | 1.65% | 83,906 | +83,906 | +100.00% | $13,732,895 |
| Vanguard Emerging Market | VWO | Other | 1.54% | 214,497 | +214,497 | +100.00% | $12,803,326 |
| Ishares Core Msci | IPAC | Other | 1.46% | 148,371 | +148,371 | +100.00% | $12,156,036 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 1.41% | 49,262 | +49,262 | +100.00% | $11,741,105 |
| iShares S&P Midcap 400 Growth | IJK | Other | 1.40% | 99,403 | +99,403 | +100.00% | $11,679,852 |
| iShares Core MSCI Emerging Mar | IEMG | Other | 1.39% | 139,794 | +139,794 | +100.00% | $11,580,535 |
| iShares S&P Midcap 400 Value | IJJ | Other | 1.37% | 77,483 | +77,483 | +100.00% | $11,446,596 |
| Ishars Edg Msci Usa Qlty | QUAL | Other | 1.33% | 50,304 | +50,304 | +100.00% | $11,038,207 |
| iShares U.S. Equity Factor Rot | DYNF | Other | 1.32% | 161,885 | +161,885 | +100.00% | $11,009,799 |
| Alphabet Inc Class C | GOOG | Communication Services | 1.20% | 28,295 | +28,295 | +100.00% | $9,997,472 |
| Microsoft Corp | MSFT | Technology | 1.02% | 22,682 | +22,682 | +100.00% | $8,460,925 |
| Corning Inc | GLW | Technology | 0.98% | 32,095 | +32,095 | +100.00% | $8,198,026 |
| iShares S&P Small-Cap 600 Grow | IJT | Other | 0.96% | 44,864 | +44,864 | +100.00% | $8,012,710 |
Showing 30 of 127 holdings in the latest reporting period.