Blue Edge Capital, LLC

CIK

1599620

Location

RICHMOND, VA

Portfolio Value

Small $212,250,414

Diversification

Diversified

Filing Date

Global Rank

#4,418 / 8,650 ▲ 352

Top Industry

Internet Content & Information 13.6%

3Y Alpha vs SPY

-1.8%

Period ended 54 days ago

Filed Aug 17, 2026 · 6d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+63.9%

SPY

+72.8%

Annualised alpha

-2.1%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

71 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.7%

−2.0 pts

Top 5

43.6%

+2.0 pts

Top 10

64.2%

+4.1 pts

HHI

551

Diversified+3

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	20.1%	$42,557,379	3
Technology	19.3%	$40,930,021	10
Industrials	15.3%	$32,558,848	10
Financial Services	14.3%	$30,285,876	17
Communication Services	11.4%	$24,287,802	4
Consumer Cyclical	9.3%	$19,763,031	7
Healthcare	6.4%	$13,561,557	7
Basic Materials	1.4%	$3,045,959	3
Consumer Defensive	1.2%	$2,551,900	5
Energy	0.8%	$1,641,147	4
Utilities	0.5%	$1,066,894	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	+26,454	49,019	$17,403,607
MKL	Markel Group Inc.	+883	1,997	$3,900,160
IBM	International Business Machines Corp	+24	8,340	$2,345,291
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−16,300	5,380	$306,552
ALB	Albemarle Corp	−16,015	8,892	$1,200,686
GLW	Corning Inc /Ny	−14,565	32,095	$8,198,025
NUE	Nucor Corp	−4,200	1,400	$311,850
AMZN	Amazon Com Inc	−3,859	49,262	$11,741,105
JNJ	Johnson & Johnson	−3,464	15,069	$3,827,073
NEU	Newmarket Corp	−3,100	1,938	$1,533,423
SPY	Spdr S&P 500 ETF Trust	−2,593	36,103	$26,960,637
ABT	Abbott Laboratories	−2,524	4,205	$381,561
EPD	Enterprise Products Partners L.P.	−2,300	6,000	$220,560
ABBV	AbbVie Inc.	−2,055	4,709	$1,184,972
D	Dominion Energy, Inc	−1,904	15,623	$1,066,894
KO	Coca Cola Co	−1,200	11,528	$936,880
AAPL	Apple Inc.	−1,103	65,501	$18,953,369
ORCL	Oracle Corp	−1,000	3,000	$439,650
DIS	Walt Disney Co	−920	7,770	$747,862
PSX	Phillips 66	−879	2,423	$409,608
KMX	Carmax Inc	−750	6,550	$346,429
PFE	Pfizer Inc	−571	8,654	$208,388
CAT	Caterpillar Inc	−478	13,179	$14,034,317
APH	Amphenol Corp /De/	−454	7,000	$0
AMGN	Amgen Inc	−400	1,714	$620,673
UNH	Unitedhealth Group Inc	−294	16,489	$6,853,323
ISRG	Intuitive Surgical Inc	−266	1,221	$485,567
MS	Morgan Stanley	−257	959	$200,469
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BAI	iShares A.I. Innovation and Tech Active ETF	289,873	$15,282,104
GE	General Electric Co	6,250	$2,335,812
BRK-B	Berkshire Hathaway Inc	2,635	$1,318,527
BN	BROOKFIELD Corp /ON/	11,250	$479,137
JMSB	John Marshall Bancorp, Inc.	15,500	$337,900
VB	Vanguard Morningstar Small-Cap ETF	1,038	$314,638
RLGT	Radiant Logistics, Inc	30,000	$283,800
TYG	Tortoise Energy Infrastructure Corp	5,750	$246,502
ALL	Allstate Corp	857	$203,914
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
COP	Conocophillips	7,551	$996,732
IBIT	iShares Bitcoin Trust ETF	7,083	$272,128
DE	Deere & Co	399	$224,756
HON	Honeywell International Inc	976	$220,605
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

71 tracked positions · $212,250,414 total · filing declares 137 positions · $832,774,589 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 71 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	36,103	-2,593	$26,960,637	+7.1%	12.70%
AAPL	Apple Inc. Technology	Reduced	65,501	-1,103	$18,953,369	+12.1%	8.93%
GOOGL	Alphabet Inc. Communication Services	Added	49,019	+26,454	$17,403,607	+168.2%	8.20%
BAI	iShares A.I. Innovation and Tech Active ETF	NEW	289,873	NEW	$15,282,104	NEW	7.20%
CAT	Caterpillar Inc Industrials	Reduced	13,179	-478	$14,034,317	+45.1%	6.61%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,262	-3,859	$11,741,105	+6.1%	5.53%
MSFT	Microsoft Corp Technology	Reduced	22,682	-131	$8,460,839	+0.2%	3.99%
GLW	Corning Inc /Ny Technology	Reduced	32,095	-14,565	$8,198,025	+29.2%	3.86%
GEV	GE Vernova Inc. Industrials	Reduced	6,617	-33	$7,774,048	+33.9%	3.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,972	-96	$7,519,424	+10.8%	3.54%
V	Visa Inc. Financial Services	Held	19,991	0	$6,858,712	+13.5%	3.23%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,489	-294	$6,853,323	+50.9%	3.23%
META	Meta Platforms, Inc. Communication Services	Reduced	10,118	-213	$5,699,368	−3.6%	2.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,949	-62	$5,624,893	+6.8%	2.65%
C	Citigroup Inc Financial Services	Held	34,376	0	$4,811,264	+23.4%	2.27%
BA	Boeing Co Industrials	Held	21,250	0	$4,599,987	+8.8%	2.17%
MKL	Markel Group Inc. Financial Services	Added	1,997	+883	$3,900,160	+82.9%	1.84%
JNJ	Johnson & Johnson Healthcare	Reduced	15,069	-3,464	$3,827,073	−15.5%	1.80%
IBM	International Business Machines Corp Technology	Added	8,340	+24	$2,345,291	+16.4%	1.10%
GE	General Electric Co Industrials	NEW	6,250	NEW	$2,335,812	NEW	1.10%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,195	-21	$2,219,957	+18.4%	1.05%
NEU	Newmarket Corp Basic Materials	Reduced	1,938	-3,100	$1,533,423	−52.5%	0.72%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	2,635	NEW	$1,318,527	NEW	0.62%
MMM	3M Co Industrials	Held	8,000	0	$1,295,280	+11.5%	0.61%
NVDA	Nvidia Corp Technology	Reduced	6,177	-245	$1,235,955	+10.4%	0.58%
ALB	Albemarle Corp Basic Materials	Reduced	8,892	-16,015	$1,200,686	−73.1%	0.57%
ABBV	AbbVie Inc. Healthcare	Reduced	4,709	-2,055	$1,184,972	−19.5%	0.56%
D	Dominion Energy, Inc Utilities	Reduced	15,623	-1,904	$1,066,894	−1.5%	0.50%
KO	Coca Cola Co Consumer Defensive	Reduced	11,528	-1,200	$936,880	−3.2%	0.44%
NSC	Norfolk Southern Corp Industrials	Reduced	2,819	-170	$886,829	+3.4%	0.42%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,820	-63	$762,274	−14.9%	0.36%
DIS	Walt Disney Co Communication Services	Reduced	7,770	-920	$747,862	−10.7%	0.35%
AVGO	Broadcom Inc. Technology	Reduced	1,895	-20	$715,836	+20.8%	0.34%
WMS	Advanced Drainage Systems, Inc. Industrials	Held	4,012	0	$629,723	+14.5%	0.30%
AMGN	Amgen Inc Healthcare	Reduced	1,714	-400	$620,673	−16.6%	0.29%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	3,400	-170	$615,094	+4.2%	0.29%
LOW	Lowes Companies Inc Consumer Cyclical	Held	2,596	0	$572,392	−6.7%	0.27%
CVX	Chevron Corp Energy	Held	3,423	0	$567,396	−19.9%	0.27%
BRBS	Blue Ridge Bankshares, Inc. Financial Services	Held	152,514	0	$538,374	−16.0%	0.25%
MCO	Moodys Corp /De/ Financial Services	Reduced	1,135	-111	$514,064	−5.4%	0.24%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,221	-266	$485,567	−29.2%	0.23%
SBUX	Starbucks Corp Consumer Cyclical	Held	4,734	0	$483,767	+14.1%	0.23%
BN	BROOKFIELD Corp /ON/ Financial Services	NEW	11,250	NEW	$479,137	NEW	0.23%
KMI	Kinder Morgan, Inc. Energy	Held	13,875	0	$443,583	−4.7%	0.21%
ORCL	Oracle Corp Technology	Reduced	3,000	-1,000	$439,650	−25.3%	0.21%
TTWO	Take Two Interactive Software Inc Communication Services	Held	1,748	0	$436,965	+26.6%	0.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,858	-110	$419,097	−2.2%	0.20%
PSX	Phillips 66 Energy	Reduced	2,423	-879	$409,608	−31.9%	0.19%
TDG	TransDigm Group INC Industrials	Held	296	0	$394,283	+14.9%	0.19%
ABT	Abbott Laboratories Healthcare	Reduced	4,205	-2,524	$381,561	−44.8%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.