Blue Edge Capital, LLC

Registered adviser

CIK

1599620

Location

RICHMOND, VA

Portfolio Value

Small $764,346,554

Diversification

Diversified

Filing Date

Global Rank

#2,957 / 8,814 ▲ 82

Top Industry

Internet Content & Information 13.3%

Period ended 4 months ago

Filed Aug 17, 2026 · 2mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 155613

Roster of Oct 1, 2026

Regulatory AUM

$765,120,402

Main clients

Individuals and high net worth (83% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
May 2026 to Oct 2026	$765,120,402	Individuals and high net worth (83%)
Apr 2025 to Apr 2026	$692,701,513	Individuals and high net worth (81%)
Apr 2024 to Mar 2025	$657,132,612	Individuals and high net worth (81%)
May 2023 to Mar 2024	$529,940,474	Individuals and high net worth (78%)
Apr 2023	$529,940,474	Individuals and high net worth (78%)
Apr 2022 to Mar 2023	$555,548,826	Individuals and high net worth (78%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 78.7% of the book (60%+)

Turnover

Low turnover

17.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.0 quarters (12+), a floor since 64.7% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 75.9%; sector active share 64.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

27.6%

−2.9 pts

Top 5

64.7%

−0.9 pts

Top 10

78.7%

+1.7 pts

HHI

1,299

Diversified−197

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.3%	$591,062,779	59
Technology	5.5%	$42,164,261	10
Financial Services	4.3%	$32,642,376	18
Industrials	4.3%	$32,558,848	10
Communication Services	3.2%	$24,287,802	5
Consumer Cyclical	2.6%	$19,763,031	7
Healthcare	1.8%	$13,561,557	7
Basic Materials	0.4%	$3,045,959	3
Consumer Defensive	0.3%	$2,551,900	5
Energy	0.2%	$1,641,147	4
Utilities	0.1%	$1,066,894	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VUG	VANGUARD GROWTH INDEX FUND	+732,544	879,889	$75,793,638
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	+318,525	409,912	$36,035,363
SHY	iShares 1-3 Year Treasury Bond ETF	+241,534	264,332	$2,170,369
JAAA	Janus Henderson AAA CLO ETF	+156,308	332,555	$16,790,701
JSI	Janus Henderson Securitized Income ETF	+60,390	132,590	$6,789,933
AVEM	Avantis Emerging Markets Equity ETF	+35,015	178,396	$17,213,430
IJS	iShares S&P Small-Cap 600 Value ETF	+18,518	58,297	$7,968,033
IJT	iShares S&P Small-Cap 600 Growth ETF	+18,155	44,864	$8,012,710
IJR	iShares Core S&P Small-Cap ETF	+15,495	21,557	$3,197,118
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+14,606	25,911	$2,277,058
IJH	iShares Core S&P Mid-Cap ETF	+5,052	13,572	$1,046,536
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+4,694	27,866	$0
STIP	iShares 0-5 Year TIPS Bond ETF	+4,605	23,788	$2,430,182
IEMG	iShares Trust	+4,413	139,794	$0
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	+3,786	27,507	$2,173,878
ESGE	iShares Trust	+3,184	55,892	$0
GOOG	Alphabet Inc.	+2,928	28,295	$9,997,472
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+2,072	2,400	$286,848
IEFA	iShares Core MSCI EAFE ETF	+1,727	8,513	$822,185
JMBS	Janus Henderson Mortgage-Backed Securities ETF	+1,703	387,864	$17,450,001
IVW	iShares S&P 500 Growth ETF	+1,701	296,902	$40,832,932
IJK	iShares S&P Mid-Cap 400 Growth ETF	+1,209	99,403	$11,679,852
IJJ	iShares S&P Mid-Cap 400 Value ETF	+1,008	77,483	$11,446,563
AGG	iShares Core U.S. Aggregate Bond ETF	+950	6,302	$623,771
MKL	Markel Group Inc.	+883	1,997	$3,900,160
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IEF	iShares 7-10 Year Treasury Bond ETF	−334,219	10,144	$959,318
IEUR	iShares Core MSCI Europe ETF	−30,482	481,757	$36,213,673
BAC	Bank Of America Corp	−16,300	5,380	$306,552
ALB	Albemarle Corp	−16,015	8,892	$1,200,686
GLW	Corning Inc	−14,565	32,095	$8,198,025
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−13,725	48,488	$4,293,127
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−13,700	1,491	$551,729
VOO	VANGUARD 500 INDEX FUND	−8,503	1,373	$942,990
QQQM	Invesco Ltd.	−5,822	7,778	$2,356,500
BAI	BlackRock ETF Trust	−5,412	289,873	$15,282,104
VPL	VANGUARD PACIFIC STOCK INDEX FUND	−4,911	142,212	$16,452,506
NUE	Nucor Corp	−4,200	1,400	$311,850
AMZN	Amazon Com Inc	−3,859	49,262	$11,741,105
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−3,679	214,497	$12,803,325
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	−3,576	162,650	$4,157,334
JNJ	Johnson & Johnson	−3,464	15,069	$3,827,073
GOVT	iShares U.S. Treasury Bond ETF	−3,434	99,822	$2,273,945
NEU	Newmarket Corp	−3,100	1,938	$1,533,423
TYG	Tortoise Energy Infrastructure Corp	−2,875	5,750	$246,502
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
ESGD	iShares ESG Aware MSCI EAFE ETF	−2,119	44,064	$0
ABBV	AbbVie Inc.	−2,055	4,709	$1,184,972
D	Dominion Energy, Inc	−1,904	15,623	$1,066,894
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
TIP	iShares TIPS Bond ETF	196,373	$21,489,097
PFF	iShares Preferred and Income Securities ETF	67,832	$2,068,197
CSPF	Cohen & Steers Preferred and Income Opportunities Active ETF	58,512	$1,525,992
BN	BROOKFIELD Corp	11,250	$479,137
JMSB	John Marshall Bancorp, Inc.	15,500	$337,900
RLGT	Radiant Logistics, Inc	30,000	$283,800
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	1,224	$233,196
ALL	Allstate Corp	857	$203,914
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	46,079	$7,817,763
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
PFFD	Global X U.S. Preferred ETF	201,465	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

129 tracked positions · $764,346,554 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 129 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VUG	VANGUARD GROWTH INDEX FUND	Added	879,889	+732,544	$75,793,638	+17.8%	26+	before history	9.92%
VTV	VANGUARD VALUE INDEX FUND	Reduced	315,681	-718	$68,796,360	+10.8%	26+	before history	9.00%
IVW	iShares S&P 500 Growth ETF	Added	296,902	+1,701	$40,832,932	+22.3%	26+	before history	5.34%
IEUR	iShares Core MSCI Europe ETF	Reduced	481,757	-30,482	$36,213,673	+0.6%	26+	before history	4.74%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Added	409,912	+318,525	$36,035,363	—	26+	before history	4.71%
SPY	Spdr S&P 500 ETF Trust	Reduced	36,103	-2,593	$26,960,637	+7.1%	26+	before history	3.53%
MGV	VANGUARD MEGA CAP VALUE INDEX FUND	Added	158,930	+314	$25,977,108	—	23	unpriced	3.40%
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	Reduced	426,139	-29	$21,856,669	+0.1%	8	unpriced	2.86%
TIP	iShares TIPS Bond ETF	NEW	196,373	NEW	$21,489,097	NEW	1	unpriced	2.81%
AAPL	Apple Inc. Technology	Reduced	65,501	-1,103	$18,953,369	+12.1%	26+	before history	2.48%
JMBS	Janus Henderson Mortgage-Backed Securities ETF	Added	387,864	+1,703	$17,450,001	+0.0%	11	$44.48	2.28%
IVE	iShares S&P 500 Value ETF	Added	76,736	+626	$17,423,676	+8.4%	15	unpriced	2.28%
AVEM	Avantis Emerging Markets Equity ETF	Added	178,396	+35,015	$17,213,430	+49.0%	2	$84.84	2.25%
JAAA	Janus Henderson AAA CLO ETF	Added	332,555	+156,308	$16,790,701	+89.1%	11	$50.59	2.20%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Reduced	142,212	-4,911	$16,452,506	+14.4%	26+	before history	2.15%
BAI	BlackRock ETF Trust	Reduced	289,873	-5,412	$15,282,104	+57.1%	3	$34.67	2.00%
CAT	Caterpillar Inc Industrials	Reduced	13,179	-478	$14,034,317	+45.1%	26+	before history	1.84%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	214,497	-3,679	$12,803,325	+8.6%	26+	before history	1.68%
IPAC	iShares Core MSCI Pacific ETF	Added	148,371	+721	$12,156,036	+7.6%	26+	before history	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	49,262	-3,859	$11,741,105	+6.1%	26+	before history	1.54%
IJK	iShares S&P Mid-Cap 400 Growth ETF	Added	99,403	+1,209	$11,679,852	+18.2%	26+	before history	1.53%
IJJ	iShares S&P Mid-Cap 400 Value ETF	Added	77,483	+1,008	$11,446,563	+13.0%	26+	before history	1.50%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	161,885	-1,840	$11,009,798	+15.6%	4	$57.27	1.44%
GOOG	Alphabet Inc. Communication Services	Added	28,295	+2,928	$9,997,472	+37.4%	26+	before history	1.31%
MSFT	Microsoft Corp Technology	Reduced	22,682	-131	$8,460,839	+0.2%	26+	before history	1.11%
GLW	Corning Inc Technology	Reduced	32,095	-14,565	$8,198,025	+29.2%	3	$86.13	1.07%
IJT	iShares S&P Small-Cap 600 Growth ETF	Added	44,864	+18,155	$8,012,710	+107.3%	26+	before history	1.05%
IJS	iShares S&P Small-Cap 600 Value ETF	Added	58,297	+18,518	$7,968,033	+69.1%	26+	before history	1.04%
GEV	GE Vernova Inc. Industrials	Reduced	6,617	-33	$7,774,048	+33.9%	9	$358.16	1.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	22,972	-96	$7,519,424	+10.8%	26+	before history	0.98%
GOOGL	Alphabet Inc. Communication Services	Reduced	20,724	-1,841	$7,406,135	+14.1%	26+	before history	0.97%
		Added	96,463	+111	$7,035,046	+15.7%	19	$45.91	0.92%
V	Visa Inc. Financial Services	Held	19,991	0	$6,858,712	+13.5%	26+	before history	0.90%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,489	-294	$6,853,323	+50.9%	10	$500.37	0.90%
JSI	Janus Henderson Securitized Income ETF	Added	132,590	+60,390	$6,789,933	+82.4%	6	$51.85	0.89%
BBCA	JPMorgan BetaBuilders Canada ETF	Reduced	60,269	-565	$5,990,738	+4.7%	26+	before history	0.78%
META	Meta Platforms, Inc. Communication Services	Reduced	10,118	-213	$5,699,368	−3.6%	11	$400.09	0.75%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	15,949	-62	$5,624,893	+6.8%	26+	before history	0.74%
C	Citigroup Inc Financial Services	Held	34,376	0	$4,811,264	+23.4%	6	$77.28	0.63%
BA	Boeing Co Industrials	Held	21,250	0	$4,599,987	+8.8%	5	$197.87	0.60%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	48,488	-13,725	$4,293,127	−16.3%	26+	before history	0.56%
EMLC	VanEck J.P. Morgan EM Local Currency Bond ETF	Reduced	162,650	-3,576	$4,157,334	−0.4%	4	$25.30	0.54%
IXUS	iShares Core MSCI Total International Stock ETF	Added	40,950	+13	$3,908,268	+10.2%	19	unpriced	0.51%
MKL	Markel Group Inc. Financial Services	Added	1,997	+883	$3,900,160	+82.9%	26+	before history	0.51%
JNJ	Johnson & Johnson Healthcare	Reduced	15,069	-3,464	$3,827,073	−15.5%	26+	before history	0.50%
IJR	iShares Core S&P Small-Cap ETF	Added	21,557	+15,495	$3,197,118	+324.3%	9	unpriced	0.42%
STIP	iShares 0-5 Year TIPS Bond ETF	Added	23,788	+4,605	$2,430,182	+22.5%	5	unpriced	0.32%
QQQM	Invesco Ltd. Financial Services	Reduced	7,778	-5,822	$2,356,500	−27.1%	12	$196.30	0.31%
IBM	International Business Machines Corp Technology	Added	8,340	+24	$2,345,291	+16.4%	26+	before history	0.31%
GE	General Electric Co Industrials	Reduced	6,250	-681	$2,335,812	+18.8%	26+	before history	0.31%

Showing the top 50 of 129 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.