Blue Edge Capital, LLC 13F Holdings · Q2 2026
Blue Edge Capital, LLC reported 135 securities worth $832.77M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (9.10%), VTV (8.26%), IVW (4.90%). Among its top 25 positions this quarter: 1 new, 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth | $75.8M | 9.10% | 879,889 | Added |
| 2 | VTV | Vanguard Value | $68.8M | 8.26% | 315,681 | Trimmed |
| 3 | IVW | Ishares S&P 500 Growth | $40.8M | 4.90% | 296,902 | Added |
| 4 | IEUR | Ishares Core Msci Europe | $36.2M | 4.35% | 481,757 | Trimmed |
| 5 | MGK | Vanguard Mega Cap Growth | $36.0M | 4.33% | 409,912 | Added |
| 6 | SPY | SPDR S&P 500 | $27.0M | 3.24% | 36,103 | Trimmed |
| 7 | MGV | Vanguard Mega Cap Value | $26.0M | 3.12% | 158,930 | Added |
| 8 | USIG | iShares Broad USD Invm Grd Cor | $21.9M | 2.62% | 426,139 | Trimmed |
| 9 | TIP | iShares Barclays TIP Bond | $21.5M | 2.58% | 196,373 | New |
| 10 | AAPL | Apple Inc | $19.0M | 2.28% | 65,501 | Trimmed |
| 11 | JMBS | Janus Henderson Mortgage-Backe | $17.5M | 2.10% | 387,864 | Added |
| 12 | IVE | Ishares S&P 500 Value | $17.4M | 2.09% | 76,736 | Added |
| 13 | AVEM | Avantis Emerging Markets Equit | $17.2M | 2.07% | 178,396 | Added |
| 14 | JAAA | Janus Henderson AAA CLO ETF | $16.8M | 2.02% | 332,555 | Added |
| 15 | VPL | Vanguard FTSE Pacific | $16.5M | 1.98% | 142,212 | Trimmed |
| 16 | BAI | iShares A.I. Innovation and Te | $15.3M | 1.84% | 289,873 | Trimmed |
| 17 | CAT | Caterpillar Inc | $14.0M | 1.69% | 13,179 | Trimmed |
| 18 | ESGU | Ishares Msci Usa Esg | $13.7M | 1.65% | 83,906 | Trimmed |
| 19 | VWO | Vanguard Emerging Market | $12.8M | 1.54% | 214,497 | Trimmed |
| 20 | IPAC | Ishares Core Msci | $12.2M | 1.46% | 148,371 | Added |
| 21 | AMZN | Amazon Com Inc | $11.7M | 1.41% | 49,262 | Trimmed |
| 22 | IJK | iShares S&P Midcap 400 Growth | $11.7M | 1.40% | 99,403 | Added |
| 23 | IEMG | iShares Core MSCI Emerging Mar | $11.6M | 1.39% | 139,794 | Added |
| 24 | IJJ | iShares S&P Midcap 400 Value | $11.4M | 1.37% | 77,483 | Added |
| 25 | QUAL | Ishars Edg Msci Usa Qlty | $11.0M | 1.33% | 50,304 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR