Blue Edge Capital

Blue Edge Capital as of Dec. 31, 2025

Portfolio Holdings for Blue Edge Capital

Blue Edge Capital holds 125 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth ETF (VUG) 9.4 $70M 144k 487.86
Vanguard Value ETF (VTV) 7.8 $58M 305k 190.99
Vanguard Mega Cap 300 Growth Index ETF (MGK) 5.4 $40M 98k 412.77
iShares S&P 500 Growth Index (IVW) 4.7 $35M 286k 123.26
iShares Lehman 7-10 Yr Treas. Bond (IEF) 4.3 $32M 335k 96.16
Ishares Tr core msci euro (IEUR) 4.3 $32M 452k 70.98
Vanguard Mega Cap 300 Value Index ETF (MGV) 3.3 $25M 176k 141.16
Spdr S&p 500 Etf (SPY) 3.3 $25M 36k 681.91
iShares Barclays Credit Bond Fund (USIG) 2.9 $21M 412k 51.77
Ishares Inc core msci emkt (IEMG) 2.1 $16M 234k 67.22
iShares S&P 500 Value Index (IVE) 2.1 $16M 74k 212.07
Apple (AAPL) 2.0 $15M 56k 271.86
Janus Detroit Str Tr fund (JMBS) 2.0 $15M 326k 45.69
Vanguard Emerging Markets ETF (VWO) 1.9 $15M 269k 53.76
Ishares Tr etf msci usa (ESGU) 1.8 $14M 91k 148.98
Amazon (AMZN) 1.6 $12M 52k 230.82
Vanguard Pacific ETF (VPL) 1.6 $12M 132k 90.40
Microsoft Corporation (MSFT) 1.5 $11M 23k 483.62
Ishares Ai Invatn And Tec Act Etf (BAI) 1.4 $10M 311k 33.30
Ishares Msci Usa Quality Facto invalid (QUAL) 1.4 $10M 52k 198.62
Blackrock Etf Trust us eqt factor (DYNF) 1.3 $9.9M 163k 60.81
iShares S&P MidCap 400 Value Index (IJJ) 1.3 $9.8M 75k 131.59
Ishares Tr core msci pac (IPAC) 1.3 $9.5M 130k 73.21
iShares S&P MidCap 400 Growth (IJK) 1.2 $9.3M 96k 96.88
Janus Detroit Str Tr (JAAA) 1.1 $8.2M 162k 50.58
Invesco Nasdaq 100 Etf (QQQM) 1.1 $8.2M 32k 252.92
Alphabet Inc Class C cs (GOOG) 1.1 $7.9M 25k 313.80
Caterpillar (CAT) 1.0 $7.5M 13k 572.87
JPMorgan Chase & Co. (JPM) 1.0 $7.4M 23k 322.22
Alphabet Inc Class A cs (GOOGL) 0.9 $7.1M 23k 313.00
Visa (V) 0.9 $7.0M 20k 350.71
Facebook Inc cl a (META) 0.9 $6.8M 10k 660.09
Spdr Ser Tr (EFIV) 0.9 $6.7M 101k 66.15
Vanguard S&p 500 Etf idx (VOO) 0.8 $5.9M 9.4k 627.10
Jpmorgan Exchange Traded Fd Betabuldrs Cda 0.7 $5.6M 60k 93.00
UnitedHealth (UNH) 0.7 $5.6M 17k 330.11
Home Depot (HD) 0.7 $5.5M 16k 344.10
BlackRock 0.7 $5.0M 4.7k 1070.34
Exxon Mobil Corporation (XOM) 0.7 $5.0M 42k 120.34
Vanguard Total Stock Market ETF (VTI) 0.6 $4.8M 14k 335.26
Vanguard European ETF (VGK) 0.6 $4.8M 57k 83.61
Boeing Company (BA) 0.6 $4.6M 21k 217.12
Ishares Tr msci eafe esg (ESGD) 0.6 $4.4M 46k 95.09
Ge Vernova (GEV) 0.6 $4.3M 6.7k 653.57
Jpm Em Local Currency Bond Etf 0.6 $4.2M 163k 25.82
MasterCard Incorporated (MA) 0.5 $4.1M 7.2k 570.88
Corning Incorporated (GLW) 0.5 $4.1M 47k 87.56
Citigroup (C) 0.5 $4.0M 34k 116.69
Global X Fds us pfd etf (PFFD) 0.5 $3.7M 194k 18.91
Janus Detroit Str Tr (JSI) 0.5 $3.6M 70k 52.06
iShares S&P SmallCap 600 Value Idx (IJS) 0.5 $3.6M 32k 113.72
Albemarle Corporation (ALB) 0.5 $3.6M 26k 141.44
NewMarket Corporation (NEU) 0.5 $3.5M 5.1k 687.26
Johnson & Johnson (JNJ) 0.5 $3.4M 17k 206.95
Ishares Core Intl Stock Etf core (IXUS) 0.5 $3.4M 40k 84.64
iShares S&P SmallCap 600 Growth (IJT) 0.4 $2.9M 21k 141.16
Moody's Corporation (MCO) 0.4 $2.8M 5.4k 510.85
Ishares Inc msci em esg se (ESGE) 0.3 $2.3M 53k 44.17
Ishares Tr cmn (GOVT) 0.3 $2.3M 99k 23.03
General Electric Company 0.3 $2.1M 6.9k 308.03
PowerShares QQQ Trust, Series 1 0.3 $2.1M 3.4k 614.27
Bank of America Corporation (BAC) 0.3 $2.1M 38k 55.00
International Business Machines (IBM) 0.3 $2.0M 6.8k 296.19
Merck & Co 0.3 $1.9M 18k 105.26
Midcap Spdr Trust Series 1 untsr1 0.2 $1.8M 3.0k 603.37
Abbvie (ABBV) 0.2 $1.5M 6.4k 228.47
Spdr Series Trust dj ttl mkt etf (SPTM) 0.2 $1.4M 17k 82.50
Ishares Tr cmn (STIP) 0.2 $1.3M 13k 102.39
3M Company (MMM) 0.2 $1.3M 8.0k 160.10
Vanguard Short Term Corporate Bond ETF (VCSH) 0.2 $1.2M 16k 79.73
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.2 $1.2M 15k 82.82
Amphenol Corporation (APH) 0.1 $1.1M 8.1k 135.14
Ishares Tr msci usa small (ESML) 0.1 $1.1M 23k 45.98
Walt Disney Company (DIS) 0.1 $1.0M 8.8k 113.77
Coca-Cola Company (KO) 0.1 $998k 14k 69.91
Berkshire Hathaway (BRK.B) 0.1 $984k 2.0k 502.65
Oracle Corporation (ORCL) 0.1 $981k 5.0k 194.91
NVIDIA Corporation (NVDA) 0.1 $980k 5.3k 186.50
Dominion Resources (D) 0.1 $920k 16k 58.59
Nucor Corporation (NUE) 0.1 $913k 5.6k 163.11
Vanguard Total World Stock Idx (VT) 0.1 $910k 6.5k 141.06
iShares Russell 3000 Index (IWV) 0.1 $907k 2.3k 386.85
McDonald's Corporation (MCD) 0.1 $881k 2.9k 305.63
Abbott Laboratories (ABT) 0.1 $843k 6.7k 125.29
Intuitive Surgical (ISRG) 0.1 $838k 1.5k 566.36
Markel Corporation (MKL) 0.1 $718k 334.00 2149.65
SPDR DJ Wilshire Large Cap (SPYM) 0.1 $706k 8.8k 80.22
Amgen (AMGN) 0.1 $691k 2.1k 327.31
Ishares Tr trs flt rt bd (TFLO) 0.1 $682k 14k 50.46
SPDR S&P Biotech (XBI) 0.1 $656k 5.4k 121.93
Blue Ridge Bank (BRBS) 0.1 $651k 153k 4.27
Broadcom (AVGO) 0.1 $646k 1.9k 346.10
Ishares Tr esg usd corpt (SUSC) 0.1 $602k 26k 23.38
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.1 $587k 4.9k 119.35
Advanced Drain Sys Inc Del (WMS) 0.1 $581k 4.0k 144.83
ConocoPhillips (COP) 0.1 $581k 6.2k 93.62
Philip Morris International (PM) 0.1 $568k 3.5k 160.42
iShares S&P MidCap 400 Index (IJH) 0.1 $534k 8.1k 66.00
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.1 $507k 5.7k 89.46
Chevron Corporation (CVX) 0.1 $502k 3.3k 152.41
Martin Marietta Materials 0.1 $488k 783.00 622.66
iShares Lehman Aggregate Bond (AGG) 0.1 $478k 4.8k 99.88
Take-Two Interactive Software (TTWO) 0.1 $448k 1.7k 256.03
Norfolk Southern (NSC) 0.1 $433k 1.5k 288.72
Phillips 66 (PSX) 0.1 $426k 3.3k 129.02
Procter & Gamble Company (PG) 0.1 $425k 3.0k 143.31
Cme (CME) 0.1 $425k 1.6k 273.08
Verisk Analytics (VRSK) 0.1 $407k 1.8k 223.69
Starbucks Corporation (SBUX) 0.1 $399k 4.7k 84.21
TransDigm Group Incorporated (TDG) 0.1 $394k 296.00 1329.85
JPMorgan BetaBuilders Japan ETF (BBJP) 0.1 $386k 5.9k 65.91
Lowe's Companies (LOW) 0.0 $368k 1.5k 241.16
Hershey Company (HSY) 0.0 $366k 2.0k 181.98
iShares S&P 500 Index (IVV) 0.0 $359k 524.00 684.94
Marvell Technology Group 0.0 $292k 3.4k 84.98
Msci (MSCI) 0.0 $292k 508.00 573.73
Ishares Bitcoin Tr (IBIT) 0.0 $285k 5.7k 49.65
Nxp Semiconductors N V (NXPI) 0.0 $274k 1.3k 217.06
Tesla Motors (TSLA) 0.0 $271k 602.00 449.72
Vanguard Small-Cap ETF (VB) 0.0 $270k 1.0k 257.95
Pimco Total Return Etf totl (BOND) 0.0 $264k 2.8k 93.07
iShares S&P SmallCap 600 Index (IJR) 0.0 $243k 2.0k 120.19
Morgan Stanley (MS) 0.0 $234k 1.3k 177.53
Vanguard Information Technology ETF (VGT) 0.0 $225k 298.00 753.78
Pfizer (PFE) 0.0 $212k 8.5k 24.90