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Blue Edge Capital, LLC
Period ended Jun 30, 2026 · Latest filing Aug 17, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $832,774,589
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- Vanguard Growth · COM · 922908736 · shares: $75,793,638
- Vanguard Value · COM · 922908744 · shares: $68,796,360
- Ishares S&P 500 Growth · COM · 464287309 · shares: $40,832,932
- Ishares Core Msci Europe · COM · 46434V738 · shares: $36,213,674
- Vanguard Mega Cap Growth · COM · 921910816 · shares: $36,035,364
- SPDR S&P 500 · COM · 78462F103 · shares: $26,960,360
- Vanguard Mega Cap Value · COM · 921910840 · shares: $25,977,109
- iShares Broad USD Invm Grd Cor · COM · 464288620 · shares: $21,856,686
- iShares Barclays TIP Bond · COM · 464287176 · shares: $21,489,097
- Apple Inc · COM · 037833100 · shares: $18,953,379
Reported holdings
137 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| Starbucks Corp | COM | 855244109 | — | 4,734 shares | $483,767 |
| BANTA CP | COM | 11271J107 | — | 11,250 shares | $479,137 |
| MARTIN MARIETTA MATERIALS INC | COM | 589207100 | — | 783 shares | $451,556 |
| Vanguard Total World Stock Ind | COM | 922042742 | — | 2,834 shares | $444,874 |
| KINDER MORGAN | COM | 49456B101 | — | 13,875 shares | $443,584 |
| JPMorgan BetaBuilders Japan ET | COM | 46641Q217 | — | 5,854 shares | $440,865 |
| Oracle Corp | COM | 68389X105 | — | 3,000 shares | $439,650 |
| TAKE-TWO INTERACTIVE SOFTWARE | COM | 874054109 | — | 1,748 shares | $436,965 |
| Procter & Gamble Co | COM | 742718109 | — | 2,858 shares | $419,097 |
| Phillips | COM | 718546104 | — | 2,423 shares | $409,661 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 296 shares | $394,284 |
| iShares Core S&P 500 | COM | 464287200 | — | 524 shares | $392,418 |
| Abbott Laboratories | COM | 002824100 | — | 4,205 shares | $381,562 |
| iShares ESG USD Corporate Bond | COM | 46435G193 | — | 15,565 shares | $360,352 |
| Hershey Company | COM | 427866108 | — | 2,013 shares | $353,181 |
| CarMax Inc | COM | 143130102 | — | 6,550 shares | $346,430 |
| Cme Group Inc | COM | 12572Q105 | — | 1,556 shares | $343,612 |
| Ishares 3-7 Year Trery | COM | 464288661 | — | 2,921 shares | $343,071 |
| John Marshall Bancorp Inc | COM | 47805L101 | — | 15,500 shares | $337,900 |
| NXP SEMICONDUCTORS NV | COM | N6596X109 | — | 1,173 shares | $329,648 |
| Verisk Analytics Inc | COM | 92345Y106 | — | 1,809 shares | $324,770 |
| Nucor Corp | COM | 670346105 | — | 1,400 shares | $311,850 |
| Bank of America Corp | COM | 060505104 | — | 5,380 shares | $306,552 |
| Vanguard Information | COM | 92204A702 | — | 2,400 shares | $286,848 |
| MSCI Inc. | COM | 55354G100 | — | 508 shares | $284,500 |
| Radiant Logistics Inc | COM | 75025X100 | — | 30,000 shares | $283,800 |
| ANALOG DEVICES INC | COM | 032654105 | — | 633 shares | $251,409 |
| Tortoise Egy Infrastruct | COM | 89147L100 | — | 5,750 shares | $246,503 |
| Sector Spdr Tech Select | COM | 81369Y803 | — | 1,224 shares | $233,196 |
| Tesla Motors Inc | COM | 88160R101 | — | 552 shares | $232,171 |
| Altria Group Inc | COM | 02209S103 | — | 3,164 shares | $227,650 |
| Enterprise Products Lp | COM | 293792107 | — | 6,000 shares | $220,560 |
| Lab Cp Of Amer Hldg New | COM | 50540R409 | — | 750 shares | $210,000 |
| Pfizer Inc | COM | 717081103 | — | 8,654 shares | $208,388 |
| Allstate Corporation | COM | 020002101 | — | 857 shares | $203,915 |
| CHARLES SCHWAB CORP | COM | 808513105 | — | 2,198 shares | $202,809 |
| Morgan Stanley | COM | 617446448 | — | 959 shares | $200,469 |