13F holdings · Q2 2026

Blue Edge Capital

Richmond, VA · files as Blue Edge Capital, LLC

Holdings as of Jun 30, 2026Filed Aug 17, 2026Next filing due Nov 16, 2026CIK 1599620

Blue Edge Capital reported 137 stocks worth $833M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VUG (9.1%), VTV (8.3%) and IVW (4.9%). Compared with Q1 2026, the fund opened new positions in TIP, PFF and CSPF, added to VUG, IVW and MGK, trimmed VTV, IEUR and SPY and sold out of XOM, PFFD and COP.

Reported value$833M+10.6% vs last quarter

Stocks held1379 new · 6 sold out

Top 5 weight30.9%spread out

Turnover29%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	VUG Vanguard Index Fds	$75.8M	9.1%	880K	+733K (+497%)		8 of 8
2	VTV Vanguard Index Fds	$68.8M	8.3%	316K	−718 (−0%)		8 of 8
3	IVW Ishares TR	$40.8M	4.9%	297K	+1,701 (+1%)		8 of 8
4	IEUR Ishares Core Msci Europe ETF	$36.2M	4.3%	482K	−30K (−6%)		8 of 8
5	MGK Vanguard Mega Cap Growth	$36M	4.3%	410K	+319K (+349%)		8 of 8
6	SPY Spdr S&P 500 ETF TR	$27M	3.2%	36K	−2,593 (−7%)		8 of 8
7	MGV Vanguard Mega Cap Value	$26M	3.1%	159K	+314 (+0%)		8 of 8
8	USIG Ishares TR	$21.9M	2.6%	426K	No change		8 of 8
9	TIP Ishares Tips Bond ETF	$21.5M	2.6%	196K	New position		1 of 8
10	AAPL Apple Inc	$19M	2.3%	66K	−1,103 (−2%)		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 127 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026

Stock	Value last quarter	Shares sold
XOM Exxon Mobil Corp	$7.8M	46K
PFFD Global X Fds	$3.7M	201K
COP Conocophillips	$997K	7,551
IBIT Ishares Bitcoin Trust ETF	$272K	7,083
DE Deere & Co	$225K	399

🔒 Free account: see all 6.

Reported value

last 8 quarters

$642MQ3 '24

$636MQ4 '24

$623MQ1 '25

$673MQ2 '25

$704MQ3 '25

$747MQ4 '25

$753MQ1 '26

$833MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC

Filed	Form	Quarter
Aug 17, 2026	13F-HR	Q2 2026	SEC filing ↗

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Blue Edge Capital 13F FAQ

What does Blue Edge Capital own?

Blue Edge Capital reported 137 stocks worth $833M in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are VUG (9.1%), VTV (8.3%) and IVW (4.9%). The table above lists every position in the filing (the top 10 without an account).

What did Blue Edge Capital buy and sell in Q2 2026?

Compared with Q1 2026: 9 new positions, 34 added to, 63 trimmed and 6 sold out. New positions include TIP, PFF and CSPF. It sold all of XOM, PFFD and COP.

When will Blue Edge Capital file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Blue Edge Capital's portfolio worth?

The Q2 2026 filing reports $833M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.