DOSSIER · 13F-HR · Q1 2026

Blue Edge Capital, LLC

$753M in tracked AUM across 134 positions as of Q1 2026.

BE
CIK 0001599620 · last filed Mar 31, 2026
Total AUM
$753M
as of Q1 2026
Holdings
134
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Blue Edge Capital, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VUG
Vanguard Growth
$64M147K8.5%
02
VTV
Vanguard Value
$62M316K8.2%
03
IEUR
Ishares Core Msci Europe
$36M512K4.8%
04
MGK
Vanguard Mega Cap Growth
$34M91K4.5%
05
IVW
Ishares S&P 500 Growth
$33M295K4.4%
06
IEF
iShares 7-10 Year Treasury Bon
$33M344K4.4%
07
SPY
SPDR S&P 500
$25M39K3.3%
08
MGV
Vanguard Mega Cap Value
$23M159K3.1%
09
USIG
iShares Broad USD Invm Grd Cor
$22M426K2.9%
10
JMBS
Janus Henderson Mortgage-Backe
$17M386K2.3%

Filing history

2026Q1Mar 31
$753M 0.7%
134 positionsView →
2025Q4Dec 31
$747M 6.2%
125 positionsView →
2025Q3Sep 30
$704M 4.7%
122 positionsView →
2025Q2Jun 30
$673M 8.0%
115 positionsLocked
2025Q1Mar 31
$623M 2.1%
109 positionsLocked
2024Q4Dec 31
$636M 1.0%
110 positionsLocked
2024Q3Sep 30
$642M 6.2%
111 positionsLocked
2024Q2Jun 30
$604M 1.1%
110 positionsLocked
2024Q1Mar 31
$598M 12.7%
110 positionsLocked
2023Q4Dec 31
$531M 11.2%
102 positionsLocked
2023Q3Sep 30
$477M 3.9%
100 positionsLocked
2023Q2Jun 30
$496M 7.3%
99 positionsLocked
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