Blue Edge Capital as of June 30, 2026
Portfolio Holdings for Blue Edge Capital
Blue Edge Capital holds 137 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Growth ETF (VUG) | 9.1 | $76M | 880k | 86.14 | |
| Vanguard Value ETF (VTV) | 8.3 | $69M | 316k | 217.93 | |
| iShares S&P 500 Growth Index (IVW) | 4.9 | $41M | 297k | 137.53 | |
| Ishares Tr core msci euro (IEUR) | 4.3 | $36M | 482k | 75.17 | |
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 4.3 | $36M | 410k | 87.91 | |
| Spdr S&p 500 Etf (SPY) | 3.2 | $27M | 36k | 746.76 | |
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 3.1 | $26M | 159k | 163.45 | |
| iShares Barclays Credit Bond Fund (USIG) | 2.6 | $22M | 426k | 51.29 | |
| iShares Barclays TIPS Bond Fund (TIP) | 2.6 | $22M | 196k | 109.43 | |
| Apple (AAPL) | 2.3 | $19M | 66k | 289.36 | |
| Janus Detroit Str Tr fund (JMBS) | 2.1 | $18M | 388k | 44.99 | |
| iShares S&P 500 Value Index (IVE) | 2.1 | $17M | 77k | 227.06 | |
| American Centy Etf Tr avantis emgmkt (AVEM) | 2.1 | $17M | 178k | 96.49 | |
| Janus Detroit Str Tr (JAAA) | 2.0 | $17M | 333k | 50.49 | |
| Vanguard Pacific ETF (VPL) | 2.0 | $17M | 142k | 115.69 | |
| Ishares Ai Invatn And Tec Act Etf (BAI) | 1.8 | $15M | 290k | 52.72 | |
| Caterpillar (CAT) | 1.7 | $14M | 13k | 1064.90 | |
| Ishares Tr etf msci usa (ESGU) | 1.6 | $14M | 84k | 163.67 | |
| Vanguard Emerging Markets ETF (VWO) | 1.5 | $13M | 215k | 59.69 | |
| Ishares Tr core msci pac (IPAC) | 1.5 | $12M | 148k | 81.93 | |
| Amazon (AMZN) | 1.4 | $12M | 49k | 238.34 | |
| iShares S&P MidCap 400 Growth (IJK) | 1.4 | $12M | 99k | 117.50 | |
| Ishares Inc core msci emkt (IEMG) | 1.4 | $12M | 140k | 82.84 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 1.4 | $11M | 78k | 147.73 | |
| Ishares Msci Usa Quality Facto invalid (QUAL) | 1.3 | $11M | 50k | 219.43 | |
| Blackrock Etf Trust us eqt factor (DYNF) | 1.3 | $11M | 162k | 68.01 | |
| Alphabet Inc Class C cs (GOOG) | 1.2 | $10M | 28k | 353.33 | |
| Microsoft Corporation (MSFT) | 1.0 | $8.5M | 23k | 373.02 | |
| Corning Incorporated (GLW) | 1.0 | $8.2M | 32k | 255.43 | |
| iShares S&P SmallCap 600 Growth (IJT) | 1.0 | $8.0M | 45k | 178.60 | |
| iShares S&P SmallCap 600 Value Idx (IJS) | 1.0 | $8.0M | 58k | 136.68 | |
| Ge Vernova (GEV) | 0.9 | $7.8M | 6.6k | 1174.86 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $7.5M | 23k | 327.33 | |
| Alphabet Inc Class A cs (GOOGL) | 0.9 | $7.4M | 21k | 357.37 | |
| Spdr Ser Tr (EFIV) | 0.8 | $7.0M | 97k | 72.93 | |
| Visa (V) | 0.8 | $6.9M | 20k | 343.09 | |
| UnitedHealth (UNH) | 0.8 | $6.9M | 17k | 415.62 | |
| Janus Detroit Str Tr (JSI) | 0.8 | $6.8M | 133k | 51.21 | |
| Jpmorgan Exchange Traded Fd Betabuldrs Cda | 0.7 | $6.0M | 60k | 99.40 | |
| Facebook Inc cl a (META) | 0.7 | $5.7M | 10k | 563.29 | |
| Home Depot (HD) | 0.7 | $5.6M | 16k | 352.67 | |
| Midcap Spdr Trust Series 1 untsr1 | 0.6 | $4.9M | 7.0k | 703.37 | |
| Exxon Mobil Corp a-shares | 0.6 | $4.8M | 35k | 136.72 | |
| Citigroup (C) | 0.6 | $4.8M | 34k | 139.96 | |
| Boeing Company (BA) | 0.6 | $4.6M | 21k | 216.47 | |
| Ishares Tr msci eafe esg (ESGD) | 0.5 | $4.5M | 44k | 102.81 | |
| BlackRock | 0.5 | $4.5M | 4.7k | 961.56 | |
| Vanguard European ETF (VGK) | 0.5 | $4.3M | 49k | 88.54 | |
| Jpm Em Local Currency Bond Etf | 0.5 | $4.2M | 163k | 25.56 | |
| Ishares Core Intl Stock Etf core (IXUS) | 0.5 | $3.9M | 41k | 95.44 | |
| Markel Corporation (MKL) | 0.5 | $3.9M | 2.0k | 1953.01 | |
| Johnson & Johnson (JNJ) | 0.5 | $3.8M | 15k | 253.97 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.4 | $3.2M | 22k | 148.31 | |
| Vanguard Small-Cap ETF (VB) | 0.4 | $3.1M | 1.0k | 3031.21 | |
| Ishares Inc msci em esg se (ESGE) | 0.4 | $3.1M | 56k | 54.69 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $2.5M | 3.4k | 736.30 | |
| Ishares Tr cmn (STIP) | 0.3 | $2.4M | 24k | 102.16 | |
| Invesco Nasdaq 100 Etf (QQQM) | 0.3 | $2.4M | 7.8k | 302.97 | |
| International Business Machines (IBM) | 0.3 | $2.3M | 8.3k | 281.21 | |
| General Electric Company | 0.3 | $2.3M | 6.3k | 373.73 | |
| SPDR DJ Wilshire Large Cap (SPYM) | 0.3 | $2.3M | 26k | 87.88 | |
| Ishares Tr cmn (GOVT) | 0.3 | $2.3M | 100k | 22.78 | |
| Goldman Sachs (GS) | 0.3 | $2.2M | 2.2k | 1011.37 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.3 | $2.2M | 28k | 79.03 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.3 | $2.2M | 264k | 8.21 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $2.1M | 68k | 30.49 | |
| Ishares Tr msci usa small (ESML) | 0.2 | $1.6M | 28k | 55.93 | |
| NewMarket Corporation (NEU) | 0.2 | $1.5M | 1.9k | 791.24 | |
| Cohen & Steers Etf Trust (CSPF) | 0.2 | $1.5M | 59k | 26.08 | |
| Spdr Series Trust dj ttl mkt etf (SPTM) | 0.2 | $1.5M | 17k | 90.79 | |
| Merck & Co | 0.2 | $1.5M | 12k | 128.50 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $1.3M | 2.6k | 500.39 | |
| 3M Company (MMM) | 0.2 | $1.3M | 8.0k | 161.91 | |
| NVIDIA Corporation (NVDA) | 0.1 | $1.2M | 6.2k | 200.09 | |
| Amphenol Corporation (APH) | 0.1 | $1.2M | 7.0k | 176.32 | |
| Albemarle Corporation (ALB) | 0.1 | $1.2M | 8.9k | 135.03 | |
| Abbvie (ABBV) | 0.1 | $1.2M | 4.7k | 251.64 | |
| Marvell Technology Group | 0.1 | $1.2M | 3.9k | 297.89 | |
| Dominion Resources (D) | 0.1 | $1.1M | 16k | 68.29 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.0M | 14k | 77.11 | |
| iShares Russell 3000 Index (IWV) | 0.1 | $1000k | 2.3k | 426.40 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.1 | $959k | 10k | 94.57 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.1 | $943k | 1.4k | 687.02 | |
| Coca-Cola Company (KO) | 0.1 | $937k | 12k | 81.27 | |
| Norfolk Southern (NSC) | 0.1 | $887k | 2.8k | 314.59 | |
| SPDR S&P Biotech (XBI) | 0.1 | $851k | 5.4k | 158.25 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.1 | $822k | 8.5k | 96.58 | |
| McDonald's Corporation (MCD) | 0.1 | $762k | 2.8k | 270.31 | |
| Walt Disney Company (DIS) | 0.1 | $748k | 7.8k | 96.25 | |
| Broadcom (AVGO) | 0.1 | $716k | 1.9k | 377.75 | |
| Advanced Drain Sys Inc Del (WMS) | 0.1 | $630k | 4.0k | 156.96 | |
| iShares Lehman Aggregate Bond (AGG) | 0.1 | $624k | 6.3k | 98.98 | |
| Amgen (AMGN) | 0.1 | $621k | 1.7k | 362.12 | |
| Philip Morris International (PM) | 0.1 | $615k | 3.4k | 180.89 | |
| Lowe's Companies (LOW) | 0.1 | $572k | 2.6k | 220.49 | |
| Chevron Corporation (CVX) | 0.1 | $567k | 3.4k | 165.76 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $552k | 1.5k | 369.87 | |
| Blue Ridge Bank (BRBS) | 0.1 | $538k | 153k | 3.53 | |
| Moody's Corporation (MCO) | 0.1 | $514k | 1.1k | 452.92 | |
| Intuitive Surgical (ISRG) | 0.1 | $486k | 1.2k | 397.68 | |
| Starbucks Corporation (SBUX) | 0.1 | $484k | 4.7k | 102.19 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $479k | 11k | 42.59 | |
| Martin Marietta Materials | 0.1 | $452k | 783.00 | 576.70 | |
| Vanguard Total World Stock Idx (VT) | 0.1 | $445k | 2.8k | 156.98 | |
| Kinder Morgan (KMI) | 0.1 | $444k | 14k | 31.97 | |
| JPMorgan BetaBuilders Japan ETF (BBJP) | 0.1 | $441k | 5.9k | 75.31 | |
| Oracle Corporation (ORCL) | 0.1 | $440k | 3.0k | 146.55 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $437k | 1.7k | 249.98 | |
| Procter & Gamble Company (PG) | 0.1 | $419k | 2.9k | 146.64 | |
| Phillips 66 (PSX) | 0.0 | $410k | 2.4k | 169.07 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $394k | 296.00 | 1332.04 | |
| iShares S&P 500 Index (IVV) | 0.0 | $392k | 524.00 | 748.89 | |
| Abbott Laboratories (ABT) | 0.0 | $382k | 4.2k | 90.74 | |
| Ishares Tr esg usd corpt (SUSC) | 0.0 | $360k | 16k | 23.15 | |
| Hershey Company (HSY) | 0.0 | $353k | 2.0k | 175.45 | |
| CarMax (KMX) | 0.0 | $346k | 6.6k | 52.89 | |
| Cme (CME) | 0.0 | $344k | 1.6k | 220.83 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.0 | $343k | 2.9k | 117.45 | |
| John Marshall Ban (JMSB) | 0.0 | $338k | 16k | 21.80 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $330k | 1.2k | 281.03 | |
| Verisk Analytics (VRSK) | 0.0 | $325k | 1.8k | 179.53 | |
| Nucor Corporation (NUE) | 0.0 | $312k | 1.4k | 222.75 | |
| Bank of America Corporation (BAC) | 0.0 | $307k | 5.4k | 56.98 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $287k | 2.4k | 119.52 | |
| Msci (MSCI) | 0.0 | $285k | 508.00 | 560.04 | |
| Radiant Logistics (RLGT) | 0.0 | $284k | 30k | 9.46 | |
| Analog Devices (ADI) | 0.0 | $251k | 633.00 | 397.17 | |
| Tortoise Energy Infrastructure | 0.0 | $247k | 5.8k | 42.87 | |
| Technology SPDR (XLK) | 0.0 | $233k | 1.2k | 190.52 | |
| Tesla Motors (TSLA) | 0.0 | $232k | 552.00 | 420.60 | |
| Altria (MO) | 0.0 | $228k | 3.2k | 71.95 | |
| Enterprise Products Partners (EPD) | 0.0 | $221k | 6.0k | 36.76 | |
| Laboratory Corp. of America Holdings | 0.0 | $210k | 750.00 | 280.00 | |
| Pfizer (PFE) | 0.0 | $208k | 8.7k | 24.08 | |
| Allstate Corporation (ALL) | 0.0 | $204k | 857.00 | 237.94 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $203k | 2.2k | 92.27 | |
| Morgan Stanley (MS) | 0.0 | $201k | 959.00 | 209.04 |
