Blue Edge Capital

RICHMOND, VAfiles as Blue Edge Capital, LLC

$833m in 137 US stocks at the end of 30 June 2026. The top 10 are 44.8% of the money. It changed about 11.2% of the portfolio this quarter.

Value

$833m

Stocks

137

Top 10 share

44.8%

Turnover

11.2%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRTIP
2.6% of the fund
Exxon Mobil
0.6% of the fund
Ishares TRPFF
0.2% of the fund
Cohen & Steers ETF TrustCSPF
0.2% of the fund
BrookfieldBN
<0.1% of the fund
John Marshall BancorpJMSB
<0.1% of the fund
Radiant LogisticsRLGT
<0.1% of the fund
Select Sector Spdr TRXLK
<0.1% of the fund
AllstateALL
<0.1% of the fund

Added

Bought more of a stock they already held.

American Centy ETF TRAVEM
2.1% of the fund
+24%
Janus Detroit STR TRJAAA
2.0% of the fund
+89%
IsharesIEMG
1.4% of the fund
+3%
AlphabetGOOG
1.2% of the fund
+12%
Ishares TRIJT
1.0% of the fund
+68%
Ishares TRIJS
1.0% of the fund
+47%
Janus Detroit STR TRJSI
0.8% of the fund
+84%
Markel GroupMKL
0.5% of the fund
+79%
Ishares TRIJR
0.4% of the fund
+256%
IsharesESGE
0.4% of the fund
+6%
Ishares TRSTIP
0.3% of the fund
+24%
Spdr Series TrustSPYM
0.3% of the fund
+129%
Vanguard Scottsdale FDSVCSH
0.3% of the fund
+16%
Ishares TRSHY
0.3% of the fund
+1059%
Ishares TRESML
0.2% of the fund
+20%
Berkshire HathawayBRK-B
0.2% of the fund
+21%
Ishares TRIJH
0.1% of the fund
+59%
Ishares TRIEFA
<0.1% of the fund
+25%
Ishares TRAGG
<0.1% of the fund
+18%
Vanguard Intl Equity Index FVT
<0.1% of the fund
+3%

Cut

Sold some of their stake.

Ishares TRIEUR
4.3% of the fund
-6%
Vanguard World FDMGK
4.3% of the fund
-10%
State STR Spdr S&P 500 ETF TSPY
3.2% of the fund
-7%
Vanguard Intl Equity Index FVPL
2.0% of the fund
-3%
CaterpillarCAT
1.7% of the fund
-4%
Amazon.comAMZN
1.4% of the fund
-7%
CorningGLW
1.0% of the fund
-31%
AlphabetGOOGL
0.9% of the fund
-8%
Meta PlatformsMETA
0.7% of the fund
-2%
SPDR S&P Midcap 400
0.6% of the fund
-18%
Ishares TRESGD
0.5% of the fund
-5%
Vanguard Intl Equity Index FVGK
0.5% of the fund
-22%
Mkt Vctrs J P Mrgn Em
0.5% of the fund
-2%
Johnson & JohnsonJNJ
0.5% of the fund
-19%
Invesco Exch Traded FD TR IIQQQM
0.3% of the fund
-43%
General ElectricGE
0.3% of the fund
-10%
Ishares TRGOVT
0.3% of the fund
-3%
NewmarketNEU
0.2% of the fund
-62%
MerckMRK
0.2% of the fund
-39%
NvidiaNVDA
0.1% of the fund
-4%
AmphenolAPH
0.1% of the fund
-6%
AlbemarleALB
0.1% of the fund
-64%
AbbVieABBV
0.1% of the fund
-30%
Marvell Technology Group
0.1% of the fund
-8%
Dominion EnergyD
0.1% of the fund
-11%

Sold out

Sold their entire stake.

ExxonMobil HoldingsXOM
-100%
Global X FDSPFFD
-100%
ConocoPhillipsCOP
-100%
Ishares Bitcoin Trust ETFIBIT
-100%
DeereDE
-100%
Honeywell InternationalHON
-100%

Holdings

Vanguard Index FDSVUG
Share
9.1%
Value
$76m
Shares
879,889
Held
Vanguard Index FDSVTV
Share
8.3%
Value
$69m
Shares
315,681
Held
Ishares TRIVW
Share
4.9%
Value
$41m
Shares
296,902
Held
Ishares TRIEUR
Share
4.3%
Value
$36m
Shares
481,757
-6%
Vanguard World FDMGK
Share
4.3%
Value
$36m
Shares
409,912
-10%
State STR Spdr S&P 500 ETF TSPY
Share
3.2%
Value
$27m
Shares
36,103
-7%
Vanguard World FDMGV
Share
3.1%
Value
$26m
Shares
158,930
Held
Ishares TRUSIG
Share
2.6%
Value
$22m
Shares
426,139
Held
Ishares TRTIP
Share
2.6%
Value
$21m
Shares
196,373
New
AppleAAPL
Share
2.3%
Value
$19m
Shares
65,501
Held
Janus Detroit STR TRJMBS
Share
2.1%
Value
$17m
Shares
387,864
Held
Ishares TRIVE
Share
2.1%
Value
$17m
Shares
76,736
Held
American Centy ETF TRAVEM
Share
2.1%
Value
$17m
Shares
178,396
+24%
Janus Detroit STR TRJAAA
Share
2.0%
Value
$17m
Shares
332,555
+89%
Vanguard Intl Equity Index FVPL
Share
2.0%
Value
$16m
Shares
142,212
-3%
Blackrock ETF TrustBAI
Share
1.8%
Value
$15m
Shares
289,873
Held
CaterpillarCAT
Share
1.7%
Value
$14m
Shares
13,179
-4%
Ishares TRESGU
Share
1.6%
Value
$14m
Shares
83,906
Held
Vanguard Intl Equity Index FVWO
Share
1.5%
Value
$13m
Shares
214,497
Held
Ishares TRIPAC
Share
1.5%
Value
$12m
Shares
148,371
Held
Amazon.comAMZN
Share
1.4%
Value
$12m
Shares
49,262
-7%
Ishares TRIJK
Share
1.4%
Value
$12m
Shares
99,403
Held
IsharesIEMG
Share
1.4%
Value
$12m
Shares
139,794
+3%
Ishares TRIJJ
Share
1.4%
Value
$11m
Shares
77,483
Held
Ishares TRQUAL
Share
1.3%
Value
$11m
Shares
50,304
Held
Blackrock ETF TrustDYNF
Share
1.3%
Value
$11m
Shares
161,885
Held
AlphabetGOOG
Share
1.2%
Value
$10m
Shares
28,295
+12%
MicrosoftMSFT
Share
1.0%
Value
$8m
Shares
22,682
Held
CorningGLW
Share
1.0%
Value
$8m
Shares
32,095
-31%
Ishares TRIJT
Share
1.0%
Value
$8m
Shares
44,864
+68%
Ishares TRIJS
Share
1.0%
Value
$8m
Shares
58,297
+47%
GE VernovaGEV
Share
0.9%
Value
$8m
Shares
6,617
Held
JPMorgan ChaseJPM
Share
0.9%
Value
$8m
Shares
22,972
Held
AlphabetGOOGL
Share
0.9%
Value
$7m
Shares
20,724
-8%
Spdr Series TrustEFIV
Share
0.8%
Value
$7m
Shares
96,463
Held
VisaV
Share
0.8%
Value
$7m
Shares
19,991
Held
UnitedHealth GroupUNH
Share
0.8%
Value
$7m
Shares
16,489
Held
Janus Detroit STR TRJSI
Share
0.8%
Value
$7m
Shares
132,590
+84%
JPMorgan BetaBuilders Canada E
Share
0.7%
Value
$6m
Shares
60,269
Held
Meta PlatformsMETA
Share
0.7%
Value
$6m
Shares
10,118
-2%
Home DepotHD
Share
0.7%
Value
$6m
Shares
15,949
Held
SPDR S&P Midcap 400
Share
0.6%
Value
$5m
Shares
7,029
-18%
Exxon Mobil
Share
0.6%
Value
$5m
Shares
35,193
New
CitigroupC
Share
0.6%
Value
$5m
Shares
34,376
Held
BoeingBA
Share
0.6%
Value
$5m
Shares
21,250
Held
Ishares TRESGD
Share
0.5%
Value
$5m
Shares
44,064
-5%
BlackRockBLK
Share
0.5%
Value
$5m
Shares
4,709
Held
Vanguard Intl Equity Index FVGK
Share
0.5%
Value
$4m
Shares
48,488
-22%
Mkt Vctrs J P Mrgn Em
Share
0.5%
Value
$4m
Shares
162,650
-2%
Ishares TRIXUS
Share
0.5%
Value
$4m
Shares
40,950
Held
Markel GroupMKL
Share
0.5%
Value
$4m
Shares
1,997
+79%
Johnson & JohnsonJNJ
Share
0.5%
Value
$4m
Shares
15,069
-19%
Ishares TRIJR
Share
0.4%
Value
$3m
Shares
21,557
+256%
Vanguard Index FDSVB
Share
0.4%
Value
$3m
Shares
1,038
Held
IsharesESGE
Share
0.4%
Value
$3m
Shares
55,892
+6%
Powershares QQQ Trust SER 1
Share
0.3%
Value
$3m
Shares
3,411
Held
Ishares TRSTIP
Share
0.3%
Value
$2m
Shares
23,788
+24%
Invesco Exch Traded FD TR IIQQQM
Share
0.3%
Value
$2m
Shares
7,778
-43%
International Business MachinesIBM
Share
0.3%
Value
$2m
Shares
8,340
Held
General ElectricGE
Share
0.3%
Value
$2m
Shares
6,250
-10%
Spdr Series TrustSPYM
Share
0.3%
Value
$2m
Shares
25,911
+129%
Ishares TRGOVT
Share
0.3%
Value
$2m
Shares
99,822
-3%
Goldman Sachs GroupGS
Share
0.3%
Value
$2m
Shares
2,195
Held
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$2m
Shares
27,507
+16%
Ishares TRSHY
Share
0.3%
Value
$2m
Shares
264,332
+1059%
Ishares TRPFF
Share
0.2%
Value
$2m
Shares
67,832
New
Ishares TRESML
Share
0.2%
Value
$2m
Shares
27,866
+20%
NewmarketNEU
Share
0.2%
Value
$2m
Shares
1,938
-62%
Cohen & Steers ETF TrustCSPF
Share
0.2%
Value
$2m
Shares
58,512
New
Spdr Series TrustSPTM
Share
0.2%
Value
$2m
Shares
16,679
Held
MerckMRK
Share
0.2%
Value
$1m
Shares
11,499
-39%
Berkshire HathawayBRK-B
Share
0.2%
Value
$1m
Shares
2,635
+21%
3MMMM
Share
0.2%
Value
$1m
Shares
8,000
Held
NvidiaNVDA
Share
0.1%
Value
$1m
Shares
6,177
-4%
AmphenolAPH
Share
0.1%
Value
$1m
Shares
7,000
-6%
AlbemarleALB
Share
0.1%
Value
$1m
Shares
8,892
-64%
AbbVieABBV
Share
0.1%
Value
$1m
Shares
4,709
-30%
Marvell Technology Group
Share
0.1%
Value
$1m
Shares
3,911
-8%
Dominion EnergyD
Share
0.1%
Value
$1m
Shares
15,623
-11%
Ishares TRIJH
Share
0.1%
Value
$1m
Shares
13,572
+59%
Ishares TRIWV
Share
0.1%
Value
$999,482
Shares
2,344
Held
Ishares TRIEF
Share
0.1%
Value
$959,315
Shares
10,144
-97%
Vanguard Index FDSVOO
Share
0.1%
Value
$943,277
Shares
1,373
-86%
Coca-ColaKO
Share
0.1%
Value
$936,881
Shares
11,528
-9%
Norfolk SouthernNSC
Share
0.1%
Value
$886,829
Shares
2,819
-6%
Spdr Series TrustXBI
Share
0.1%
Value
$850,910
Shares
5,377
Held
Ishares TRIEFA
Share
<0.1%
Value
$822,186
Shares
8,513
+25%
McDonald'sMCD
Share
<0.1%
Value
$762,274
Shares
2,820
-2%
Walt DisneyDIS
Share
<0.1%
Value
$747,863
Shares
7,770
-11%
BroadcomAVGO
Share
<0.1%
Value
$715,836
Shares
1,895
Held
Advanced Drainage SystemsWMS
Share
<0.1%
Value
$629,724
Shares
4,012
Held
Ishares TRAGG
Share
<0.1%
Value
$623,772
Shares
6,302
+18%
AmgenAMGN
Share
<0.1%
Value
$620,674
Shares
1,714
-19%
Philip Morris InternationalPM
Share
<0.1%
Value
$615,033
Shares
3,400
-5%
Lowe's CompaniesLOW
Share
<0.1%
Value
$572,392
Shares
2,596
Held
ChevronCVX
Share
<0.1%
Value
$567,396
Shares
3,423
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$551,469
Shares
1,491
-90%
Blue Ridge BanksharesBRBS
Share
<0.1%
Value
$538,374
Shares
152,514
Held
Moody'sMCO
Share
<0.1%
Value
$514,064
Shares
1,135
-9%
Intuitive SurgicalISRG
Share
<0.1%
Value
$485,567
Shares
1,221
-18%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVUG	9.1%	$76m	879,889	Held
Vanguard Index FDSVTV	8.3%	$69m	315,681	Held
Ishares TRIVW	4.9%	$41m	296,902	Held
Ishares TRIEUR	4.3%	$36m	481,757	-6%
Vanguard World FDMGK	4.3%	$36m	409,912	-10%
State STR Spdr S&P 500 ETF TSPY	3.2%	$27m	36,103	-7%
Vanguard World FDMGV	3.1%	$26m	158,930	Held
Ishares TRUSIG	2.6%	$22m	426,139	Held
Ishares TRTIP	2.6%	$21m	196,373	New
AppleAAPL	2.3%	$19m	65,501	Held
Janus Detroit STR TRJMBS	2.1%	$17m	387,864	Held
Ishares TRIVE	2.1%	$17m	76,736	Held
American Centy ETF TRAVEM	2.1%	$17m	178,396	+24%
Janus Detroit STR TRJAAA	2.0%	$17m	332,555	+89%
Vanguard Intl Equity Index FVPL	2.0%	$16m	142,212	-3%
Blackrock ETF TrustBAI	1.8%	$15m	289,873	Held
CaterpillarCAT	1.7%	$14m	13,179	-4%
Ishares TRESGU	1.6%	$14m	83,906	Held
Vanguard Intl Equity Index FVWO	1.5%	$13m	214,497	Held
Ishares TRIPAC	1.5%	$12m	148,371	Held
Amazon.comAMZN	1.4%	$12m	49,262	-7%
Ishares TRIJK	1.4%	$12m	99,403	Held
IsharesIEMG	1.4%	$12m	139,794	+3%
Ishares TRIJJ	1.4%	$11m	77,483	Held
Ishares TRQUAL	1.3%	$11m	50,304	Held
Blackrock ETF TrustDYNF	1.3%	$11m	161,885	Held
AlphabetGOOG	1.2%	$10m	28,295	+12%
MicrosoftMSFT	1.0%	$8m	22,682	Held
CorningGLW	1.0%	$8m	32,095	-31%
Ishares TRIJT	1.0%	$8m	44,864	+68%
Ishares TRIJS	1.0%	$8m	58,297	+47%
GE VernovaGEV	0.9%	$8m	6,617	Held
JPMorgan ChaseJPM	0.9%	$8m	22,972	Held
AlphabetGOOGL	0.9%	$7m	20,724	-8%
Spdr Series TrustEFIV	0.8%	$7m	96,463	Held
VisaV	0.8%	$7m	19,991	Held
UnitedHealth GroupUNH	0.8%	$7m	16,489	Held
Janus Detroit STR TRJSI	0.8%	$7m	132,590	+84%
JPMorgan BetaBuilders Canada E	0.7%	$6m	60,269	Held
Meta PlatformsMETA	0.7%	$6m	10,118	-2%
Home DepotHD	0.7%	$6m	15,949	Held
SPDR S&P Midcap 400	0.6%	$5m	7,029	-18%
Exxon Mobil	0.6%	$5m	35,193	New
CitigroupC	0.6%	$5m	34,376	Held
BoeingBA	0.6%	$5m	21,250	Held
Ishares TRESGD	0.5%	$5m	44,064	-5%
BlackRockBLK	0.5%	$5m	4,709	Held
Vanguard Intl Equity Index FVGK	0.5%	$4m	48,488	-22%
Mkt Vctrs J P Mrgn Em	0.5%	$4m	162,650	-2%
Ishares TRIXUS	0.5%	$4m	40,950	Held
Markel GroupMKL	0.5%	$4m	1,997	+79%
Johnson & JohnsonJNJ	0.5%	$4m	15,069	-19%
Ishares TRIJR	0.4%	$3m	21,557	+256%
Vanguard Index FDSVB	0.4%	$3m	1,038	Held
IsharesESGE	0.4%	$3m	55,892	+6%
Powershares QQQ Trust SER 1	0.3%	$3m	3,411	Held
Ishares TRSTIP	0.3%	$2m	23,788	+24%
Invesco Exch Traded FD TR IIQQQM	0.3%	$2m	7,778	-43%
International Business MachinesIBM	0.3%	$2m	8,340	Held
General ElectricGE	0.3%	$2m	6,250	-10%
Spdr Series TrustSPYM	0.3%	$2m	25,911	+129%
Ishares TRGOVT	0.3%	$2m	99,822	-3%
Goldman Sachs GroupGS	0.3%	$2m	2,195	Held
Vanguard Scottsdale FDSVCSH	0.3%	$2m	27,507	+16%
Ishares TRSHY	0.3%	$2m	264,332	+1059%
Ishares TRPFF	0.2%	$2m	67,832	New
Ishares TRESML	0.2%	$2m	27,866	+20%
NewmarketNEU	0.2%	$2m	1,938	-62%
Cohen & Steers ETF TrustCSPF	0.2%	$2m	58,512	New
Spdr Series TrustSPTM	0.2%	$2m	16,679	Held
MerckMRK	0.2%	$1m	11,499	-39%
Berkshire HathawayBRK-B	0.2%	$1m	2,635	+21%
3MMMM	0.2%	$1m	8,000	Held
NvidiaNVDA	0.1%	$1m	6,177	-4%
AmphenolAPH	0.1%	$1m	7,000	-6%
AlbemarleALB	0.1%	$1m	8,892	-64%
AbbVieABBV	0.1%	$1m	4,709	-30%
Marvell Technology Group	0.1%	$1m	3,911	-8%
Dominion EnergyD	0.1%	$1m	15,623	-11%
Ishares TRIJH	0.1%	$1m	13,572	+59%
Ishares TRIWV	0.1%	$999,482	2,344	Held
Ishares TRIEF	0.1%	$959,315	10,144	-97%
Vanguard Index FDSVOO	0.1%	$943,277	1,373	-86%
Coca-ColaKO	0.1%	$936,881	11,528	-9%
Norfolk SouthernNSC	0.1%	$886,829	2,819	-6%
Spdr Series TrustXBI	0.1%	$850,910	5,377	Held
Ishares TRIEFA	<0.1%	$822,186	8,513	+25%
McDonald'sMCD	<0.1%	$762,274	2,820	-2%
Walt DisneyDIS	<0.1%	$747,863	7,770	-11%
BroadcomAVGO	<0.1%	$715,836	1,895	Held
Advanced Drainage SystemsWMS	<0.1%	$629,724	4,012	Held
Ishares TRAGG	<0.1%	$623,772	6,302	+18%
AmgenAMGN	<0.1%	$620,674	1,714	-19%
Philip Morris InternationalPM	<0.1%	$615,033	3,400	-5%
Lowe's CompaniesLOW	<0.1%	$572,392	2,596	Held
ChevronCVX	<0.1%	$567,396	3,423	Held
Vanguard Index FDSVTI	<0.1%	$551,469	1,491	-90%
Blue Ridge BanksharesBRBS	<0.1%	$538,374	152,514	Held
Moody'sMCO	<0.1%	$514,064	1,135	-9%
Intuitive SurgicalISRG	<0.1%	$485,567	1,221	-18%

Showing the largest 100 of 137.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.8% since 30 June 2025.

Where the money is

Technology5.1%

Financial services4.1%

Industrials3.9%

Media & telecom2.9%

Retail & consumer2.4%

Health care1.8%

Materials0.4%

Everyday goods0.3%

Energy0.2%

Utilities0.2%

Real estate0.1%

Other78.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.