Blue Edge Capital, LLC

CIK 0001599620 · RICHMOND, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-17 · Open the SEC source

Blue Edge Capital, LLC reported 137 positions worth $832.8M as of June 30, 2026 (13F filed August 17, 2026). Largest holding: VUG (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$832.8M
2026 Q2
Positions
137
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.8%
Est. Net Flow (Q)
2026 Q2
10 / 137 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VUGVanguard Growth SH$75.8M9.10%879,889
2VTVVanguard Value SH$68.8M8.26%315,681
3IVWIshares S&P 500 Growth SH$40.8M4.90%296,902
4IEURIshares Core Msci Europe SH$36.2M4.35%481,757
5MGKVanguard Mega Cap Growth SH$36.0M4.33%409,912
6SPYSPDR S&P 500 SH$27.0M3.24%36,103
7MGVVanguard Mega Cap Value SH$26.0M3.12%158,930
8USIGiShares Broad USD Invm Grd Cor SH$21.9M2.62%426,139
9TIPiShares Barclays TIP Bond SH$21.5M2.58%196,373
10AAPLApple Inc SH$19.0M2.28%65,501

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Blue Edge Capital, LLC hold as of Q2 2026?

Blue Edge Capital, LLC reported 137 positions worth $832.8M in its Q2 2026 13F filing. Largest positions: VUG (9.1%), VTV (8.3%), IVW (4.9%), IEUR (4.3%) and MGK (4.3%).

What did Blue Edge Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Blue Edge Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.