Blue Edge Capital

Latest statistics and disclosures from Blue Edge Capital's latest quarterly 13F-HR filing:

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Positions held by Blue Edge Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blue Edge Capital

Blue Edge Capital holds 109 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 9.2 $57M 154k 370.82
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Vanguard Value ETF (VTV) 8.6 $54M 310k 172.74
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iShares Lehman 7-10 Yr Treas. Bond (IEF) 5.1 $32M 331k 95.37
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Vanguard Mega Cap 300 Growth Index ETF (MGK) 4.5 $28M -2% 91k 308.88
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iShares S&P 500 Growth Index (IVW) 3.9 $25M +5% 263k 92.83
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Ishares Tr core msci euro (IEUR) 3.8 $23M +8% 388k 60.15
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Vanguard Mega Cap 300 Value Index ETF (MGV) 3.5 $22M 170k 128.84
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Spdr S&p 500 Etf (SPY) 3.3 $21M 37k 559.39
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iShares Barclays Credit Bond Fund (USIG) 3.0 $19M 363k 51.08
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Janus Detroit Str Tr fund (JMBS) 2.4 $15M +74% 326k 45.20
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iShares S&P MidCap 400 Value Index (IJJ) 2.3 $14M -6% 119k 119.73
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Janus Detroit Str Tr (JAAA) 2.1 $13M +53% 254k 50.71
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iShares S&P 500 Value Index (IVE) 2.0 $13M +4% 66k 190.58
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Apple (AAPL) 2.0 $13M -6% 56k 222.13
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Ishares Tr etf msci usa (ESGU) 1.9 $12M 98k 121.91
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iShares S&P MidCap 400 Growth (IJK) 1.8 $11M -15% 136k 83.28
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Vanguard Emerging Markets ETF (VWO) 1.7 $11M +4% 233k 45.26
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Vanguard Pacific ETF (VPL) 1.7 $11M -5% 144k 72.46
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Amazon (AMZN) 1.5 $9.6M 50k 190.26
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Ishares Msci Usa Quality Facto invalid (QUAL) 1.5 $9.5M 56k 170.89
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UnitedHealth (UNH) 1.4 $8.8M 17k 523.75
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Microsoft Corporation (MSFT) 1.4 $8.7M 23k 375.40
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Ishares Inc core msci emkt (IEMG) 1.3 $8.0M +14% 149k 53.97
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Ishares Tr core msci pac (IPAC) 1.2 $7.5M +3% 121k 62.24
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Vanguard European ETF (VGK) 1.2 $7.5M -4% 106k 70.21
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Visa (V) 1.1 $6.8M 19k 350.46
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Alphabet Inc Class A cs (GOOGL) 1.1 $6.7M 44k 154.64
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Jpmorgan Exchange Traded Fd Betabuldrs Cda 1.0 $6.1M 86k 71.56
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Home Depot (HD) 1.0 $6.0M 16k 366.49
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Facebook Inc cl a (META) 1.0 $5.9M 10k 576.36
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Midcap Spdr Trust Series 1 untsr1 0.9 $5.9M 11k 533.48
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JPMorgan Chase & Co. (JPM) 0.9 $5.8M 24k 245.30
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Spdr Ser Tr (EFIV) 0.9 $5.3M 99k 53.50
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Marriott International (MAR) 0.8 $5.1M 22k 238.20
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Exxon Mobil Corporation (XOM) 0.8 $5.0M 42k 118.93
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Vanguard S&p 500 Etf idx (VOO) 0.8 $4.8M 9.3k 513.92
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Caterpillar (CAT) 0.7 $4.6M 14k 329.80
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BlackRock 0.7 $4.6M 4.8k 946.48
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Alphabet Inc Class C cs (GOOG) 0.7 $4.3M 27k 156.23
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MasterCard Incorporated (MA) 0.7 $4.1M 7.5k 548.12
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Vanguard Total Stock Market ETF (VTI) 0.6 $4.0M 15k 274.83
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iShares S&P SmallCap 600 Value Idx (IJS) 0.6 $3.9M -31% 41k 97.48
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Ishares Tr msci eafe esg (ESGD) 0.6 $3.9M +8% 48k 81.69
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Janus Detroit Str Tr (JSI) 0.6 $3.8M NEW 72k 52.35
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Global X Fds us pfd etf (PFFD) 0.6 $3.7M 195k 19.04
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Global X Fds glbl x mlp etf 0.6 $3.7M -30% 69k 53.23
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Invesco Nasdaq 100 Etf (QQQM) 0.6 $3.5M -24% 18k 193.02
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iShares S&P SmallCap 600 Growth (IJT) 0.5 $2.9M -3% 23k 124.50
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NewMarket Corporation (NEU) 0.5 $2.9M 5.1k 566.45
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Johnson & Johnson (JNJ) 0.4 $2.7M 16k 165.84
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Ishares Inc emrg mrk lc bd (LEMB) 0.4 $2.7M -7% 72k 37.46
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Ishares Core Intl Stock Etf core (IXUS) 0.4 $2.7M 38k 69.81
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Citigroup (C) 0.4 $2.5M NEW 36k 70.99
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Ishares Tr cmn (GOVT) 0.4 $2.3M +6% 101k 22.98
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iShares FTSE NAREIT Real Est 50 Ind (USRT) 0.3 $2.1M -5% 37k 57.60
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Vanguard Dividend Appreciation ETF (VIG) 0.3 $2.1M -51% 11k 193.99
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Moody's Corporation (MCO) 0.3 $2.1M +3% 4.5k 465.69
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Albemarle Corporation (ALB) 0.3 $1.9M 27k 72.02
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International Business Machines (IBM) 0.3 $1.7M 6.8k 248.64
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Merck & Co 0.3 $1.6M 18k 89.76
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PowerShares QQQ Trust, Series 1 0.3 $1.6M +2% 3.5k 468.91
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Ishares Inc msci em esg se (ESGE) 0.3 $1.6M +11% 46k 34.95
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Bank of America Corporation (BAC) 0.2 $1.5M 37k 41.73
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Ishares Tr msci usa small (ESML) 0.2 $1.5M -28% 40k 38.41
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General Electric Company 0.2 $1.4M 7.2k 200.15
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Abbvie (ABBV) 0.2 $1.4M 6.7k 209.51
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Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $1.3M +4% 19k 68.01
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Vanguard Total World Stock Idx (VT) 0.2 $1.2M 11k 115.95
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Vanguard 500 Index - Adm (VFIAX) 0.2 $1.2M NEW 2.3k 517.62
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3M Company (MMM) 0.2 $1.2M 8.1k 146.86
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Berkshire Hathaway (BRK.B) 0.2 $1.1M +23% 2.1k 532.58
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Coca-Cola Company (KO) 0.2 $1000k 14k 71.62
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Walt Disney Company (DIS) 0.2 $995k 10k 98.70
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Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.2 $989k 8.6k 115.60
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Abbott Laboratories (ABT) 0.1 $892k 6.7k 132.65
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McDonald's Corporation (MCD) 0.1 $881k 2.8k 312.37
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Dominion Resources (D) 0.1 $880k 16k 56.07
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Ishares Tr trs flt rt bd (TFLO) 0.1 $814k 16k 50.66
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iShares Russell 3000 Index (IWV) 0.1 $745k -11% 2.3k 317.64
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Oracle Corporation (ORCL) 0.1 $718k 5.1k 139.81
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ConocoPhillips (COP) 0.1 $693k 6.6k 105.03
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iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $674k +10% 5.7k 118.14
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Nucor Corporation (NUE) 0.1 $674k 5.6k 120.34
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Ishares Tr esg usd corpt (SUSC) 0.1 $660k -4% 29k 23.06
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Markel Corporation (MKL) 0.1 $623k 333.00 1869.61
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Amgen (AMGN) 0.1 $540k 1.7k 311.55
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Procter & Gamble Company (PG) 0.1 $539k +7% 3.2k 170.42
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Ge Vernova (GEV) 0.1 $510k 1.7k 305.28
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Philip Morris International (PM) 0.1 $493k 3.1k 158.71
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Chevron Corporation (CVX) 0.1 $491k 2.9k 167.29
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Starbucks Corporation (SBUX) 0.1 $464k 4.7k 98.09
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SPDR S&P Biotech (XBI) 0.1 $436k 5.4k 81.10
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Advanced Drain Sys Inc Del (WMS) 0.1 $436k 4.0k 108.65
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Blue Ridge Bank (BRBS) 0.1 $424k +30% 130k 3.26
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Dbx Etf Tr (MIDE) 0.1 $419k 15k 28.76
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Norfolk Southern (NSC) 0.1 $418k +5% 1.8k 236.85
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TransDigm Group Incorporated (TDG) 0.1 $410k 296.00 1383.29
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Phillips 66 (PSX) 0.1 $406k 3.3k 123.48
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Martin Marietta Materials 0.1 $374k 783.00 478.13
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iShares MSCI ACWI Index Fund (ACWI) 0.1 $347k 3.0k 116.38
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Hershey Company (HSY) 0.1 $342k 2.0k 171.03
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JPMorgan BetaBuilders Japan ETF (BBJP) 0.1 $329k 5.9k 56.13
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Pimco Total Return Etf totl (BOND) 0.0 $269k 2.9k 92.46
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Broadcom (AVGO) 0.0 $243k 1.5k 167.43
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FactSet Research Systems (FDS) 0.0 $227k 500.00 454.64
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Msci (MSCI) 0.0 $226k 400.00 565.50
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Amphenol Corporation (APH) 0.0 $210k 3.2k 65.59
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iShares S&P SmallCap 600 Index (IJR) 0.0 $206k 2.0k 104.59
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Inotiv (NOTV) 0.0 $93k 42k 2.21
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Past Filings by Blue Edge Capital

SEC 13F filings are viewable for Blue Edge Capital going back to 2013

View all past filings