Blue Edge Capital, LLC

CIK

1599620

Location

RICHMOND, VA

Portfolio Value

Small $171,074,321

Diversification

Diversified

Filing Date

Global Rank

#4,459 / 8,605 ▲ 155 · as of Mar 2026

Top Industry

Consumer Electronics 11.6%

3Y Alpha vs SPY

-2.6%

Period ended 3 months ago

Filed Jun 2, 2026 · 37d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+64.6%

SPY

+76.5%

Annualised alpha

-2.8%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

66 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

14.7%

+0.4 pts

Top 5

41.7%

+0.8 pts

Top 10

60.1%

−0.5 pts

HHI

548

Diversified+13

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	21.9%	$37,383,449	10
Unclassified	14.9%	$25,437,684	2
Financial Services	14.1%	$24,114,420	12
Industrials	13.7%	$23,411,128	10
Consumer Cyclical	11.0%	$18,792,433	7
Communication Services	7.9%	$13,582,238	4
Healthcare	7.6%	$12,921,825	7
Basic Materials	5.1%	$8,647,619	3
Energy	1.8%	$3,085,808	5
Consumer Defensive	1.5%	$2,614,198	5
Utilities	0.6%	$1,083,519	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+10,730	66,604	$16,903,429
SPY	Spdr S&P 500 ETF Trust	+2,571	38,696	$25,165,556
JNJ	Johnson & Johnson	+2,029	18,533	$4,530,206
D	Dominion Energy, Inc	+1,827	17,527	$1,083,519
IBM	International Business Machines Corp	+1,551	8,316	$2,015,715
NSC	Norfolk Southern Corp	+1,489	2,989	$857,843
COP	Conocophillips	+1,350	7,551	$996,732
IBIT	iShares Bitcoin Trust ETF	+1,348	7,083	$272,128
AMZN	Amazon Com Inc	+1,297	53,121	$11,063,510
NVDA	Nvidia Corp	+1,166	6,422	$1,119,996
LOW	Lowes Companies Inc	+1,070	2,596	$613,382
MKL	Markel Group Inc.	+780	1,114	$2,132,273
PFE	Pfizer Inc	+711	9,225	$259,038
CAT	Caterpillar Inc	+541	13,657	$9,675,438
ABBV	AbbVie Inc.	+390	6,764	$1,471,102
BA	Boeing Co	+272	21,250	$4,229,387
C	Citigroup Inc	+160	34,376	$3,898,582
CVX	Chevron Corp	+132	3,423	$708,218
MSFT	Microsoft Corp	+83	22,813	$8,444,688
HD	Home Depot, Inc.	+67	16,011	$5,265,857
AVGO	Broadcom Inc.	+49	1,915	$592,711
META	Meta Platforms, Inc.	+38	10,331	$5,910,675
PM	Philip Morris International Inc.	+30	3,570	$590,263
ISRG	Intuitive Surgical Inc	+8	1,487	$685,492
TSLA	Tesla, Inc.	+6	608	$226,024
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−16,200	21,680	$1,056,900
MCO	Moodys Corp /De/	−4,147	1,246	$543,567
KO	Coca Cola Co	−1,551	12,728	$967,964
ORCL	Oracle Corp	−1,033	4,000	$588,440
APH	Amphenol Corp /De/	−654	7,454	$941,812
ALB	Albemarle Corp	−594	24,907	$4,471,553
DIS	Walt Disney Co	−152	8,690	$837,542
V	Visa Inc.	−109	19,991	$6,042,079
MS	Morgan Stanley	−104	1,216	$200,117
NXPI	NXP Semiconductors N.V.	−90	1,173	$230,916
UNH	Unitedhealth Group Inc	−30	16,783	$4,541,311
NEU	Newmarket Corp	−16	5,038	$3,229,106
VRSK	Verisk Analytics, Inc.	−12	1,809	$343,257
GOOGL	Alphabet Inc.	−10	22,565	$6,488,791
JPM	Jpmorgan Chase & Co	−8	23,068	$6,785,682
GLW	Corning Inc /Ny	−7	46,660	$6,344,360
GEV	GE Vernova Inc.	−3	6,650	$5,804,785
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
GS	Goldman Sachs Group Inc	2,216	$1,874,713
KMI	Kinder Morgan, Inc.	13,875	$465,228
EPD	Enterprise Products Partners L.P.	8,300	$314,072
KMX	Carmax Inc	7,300	$303,534
DE	Deere & Co	399	$224,756
HON	Honeywell International Inc	976	$220,605
MO	Altria Group, Inc.	3,164	$208,792
SCHW	Schwab Charles Corp	2,198	$206,568
ADI	Analog Devices Inc	633	$201,382
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	7,197	$4,108,623
BRK-B	Berkshire Hathaway Inc	1,958	$984,188
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

66 positions · $171,074,321 total · as of Mar 31, 2026

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

Showing 1–50 of 66 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	Added	38,696	+2,571	$25,165,556	+2.2%	14.71%
AAPL	Apple Inc. Technology	Added	66,604	+10,730	$16,903,429	+11.3%	9.88%
AMZN	Amazon Com Inc Consumer Cyclical	Added	53,121	+1,297	$11,063,510	−7.5%	6.47%
CAT	Caterpillar Inc Industrials	Added	13,657	+541	$9,675,438	+28.8%	5.66%
MSFT	Microsoft Corp Technology	Added	22,813	+83	$8,444,688	−23.2%	4.94%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	23,068	-8	$6,785,682	−8.7%	3.97%
GOOGL	Alphabet Inc. Communication Services	Reduced	22,565	-10	$6,488,791	−8.2%	3.79%
GLW	Corning Inc /Ny Technology	Reduced	46,660	-7	$6,344,360	+55.3%	3.71%
V	Visa Inc. Financial Services	Reduced	19,991	-109	$6,042,079	−14.3%	3.53%
META	Meta Platforms, Inc. Communication Services	Added	10,331	+38	$5,910,675	−13.0%	3.46%
GEV	GE Vernova Inc. Industrials	Reduced	6,650	-3	$5,804,785	+33.5%	3.39%
HD	Home Depot, Inc. Consumer Cyclical	Added	16,011	+67	$5,265,857	−4.0%	3.08%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,783	-30	$4,541,311	−18.2%	2.65%
JNJ	Johnson & Johnson Healthcare	Added	18,533	+2,029	$4,530,206	+32.6%	2.65%
ALB	Albemarle Corp Basic Materials	Reduced	24,907	-594	$4,471,553	+24.0%	2.61%
BA	Boeing Co Industrials	Added	21,250	+272	$4,229,387	−7.1%	2.47%
C	Citigroup Inc Financial Services	Added	34,376	+160	$3,898,582	−2.4%	2.28%
NEU	Newmarket Corp Basic Materials	Reduced	5,038	-16	$3,229,106	−7.0%	1.89%
MKL	Markel Group Inc. Financial Services	Added	1,114	+780	$2,132,273	+197.0%	1.25%
IBM	International Business Machines Corp Technology	Added	8,316	+1,551	$2,015,715	+0.6%	1.18%
GS	Goldman Sachs Group Inc Financial Services	NEW	2,216	NEW	$1,874,713	NEW	1.10%
ABBV	AbbVie Inc. Healthcare	Added	6,764	+390	$1,471,102	+1.0%	0.86%
MMM	3M Co Industrials	Held	8,000	0	$1,161,840	−9.3%	0.68%
NVDA	Nvidia Corp Technology	Added	6,422	+1,166	$1,119,996	+14.3%	0.65%
D	Dominion Energy, Inc Utilities	Added	17,527	+1,827	$1,083,519	+17.8%	0.63%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	21,680	-16,200	$1,056,900	−49.3%	0.62%
COP	Conocophillips Energy	Added	7,551	+1,350	$996,732	+71.7%	0.58%
KO	Coca Cola Co Consumer Defensive	Reduced	12,728	-1,551	$967,964	−3.0%	0.57%
NUE	Nucor Corp Basic Materials	Held	5,600	0	$946,960	+3.7%	0.55%
APH	Amphenol Corp /De/ Technology	Reduced	7,454	-654	$941,812	−14.0%	0.55%
MCD	Mcdonalds Corp Consumer Cyclical	Held	2,883	0	$896,007	+1.7%	0.52%
NSC	Norfolk Southern Corp Industrials	Added	2,989	+1,489	$857,843	+98.1%	0.50%
DIS	Walt Disney Co Communication Services	Reduced	8,690	-152	$837,542	−16.7%	0.49%
AMGN	Amgen Inc Healthcare	Added	2,114	+4	$743,810	+7.7%	0.43%
CVX	Chevron Corp Energy	Added	3,423	+132	$708,218	+41.2%	0.41%
ABT	Abbott Laboratories Healthcare	Added	6,729	+5	$690,866	−18.0%	0.40%
ISRG	Intuitive Surgical Inc Healthcare	Added	1,487	+8	$685,492	−18.2%	0.40%
BRBS	Blue Ridge Bankshares, Inc. Financial Services	Held	152,514	0	$640,558	−1.6%	0.37%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,596	+1,070	$613,382	+66.7%	0.36%
PSX	Phillips 66 Energy	Held	3,302	0	$601,558	+41.2%	0.35%
AVGO	Broadcom Inc. Technology	Added	1,915	+49	$592,711	−8.2%	0.35%
PM	Philip Morris International Inc. Consumer Defensive	Added	3,570	+30	$590,263	+4.0%	0.35%
ORCL	Oracle Corp Technology	Reduced	4,000	-1,033	$588,440	−40.0%	0.34%
WMS	Advanced Drainage Systems, Inc. Industrials	Held	4,012	0	$550,165	−5.3%	0.32%
MCO	Moodys Corp /De/ Financial Services	Reduced	1,246	-4,147	$543,567	−80.3%	0.32%
KMI	Kinder Morgan, Inc. Energy	NEW	13,875	NEW	$465,228	NEW	0.27%
CME	Cme Group Inc. Financial Services	Held	1,556	0	$459,564	+8.2%	0.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	2,968	0	$428,697	+0.8%	0.25%
SBUX	Starbucks Corp Consumer Cyclical	Held	4,734	0	$424,119	+6.4%	0.25%
HSY	Hershey Co Consumer Defensive	Held	2,013	0	$418,482	+14.2%	0.24%