Blue Edge Capital, LLC

CIK 0001599620 • 6 13F filings • May 13, 2025 – Aug 17, 2026

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Filer information

Filed by: Blue Edge Capital, LLC, Chief Compliance Officer
Address: 5706 GROVE AVENUE, SUITE 202, RICHMOND, VA, 23226
Phone: 8046737405
AUM: $747.4M

AUM over time

$832.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $747.4M125 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$1.3M	0.2%Prev: 0.2%	8,000 SH	Increased
Abbott Laboratories	COM	$842K	0.1%Prev: 0.1%	6,724 SH	Decreased
Abbvie Inc	COM	$1.5M	0.2%Prev: 0.2%	6,374 SH	Decreased-100 SH
ADVANCED DRAINAGE SYSTEMS INC	COM	$581K	0.1%Prev: 0.1%	4,012 SH	Increased
Albemarle Corp	COM	$3.6M	0.5%Prev: 0.3%	25,501 SH	Increased-1,023 SH
Alphabet Inc Class A	COM	$7.1M	0.9%Prev: 0.8%	22,575 SH	Increased+2 SH
Alphabet Inc Class C	COM	$7.9M	1.1%Prev: 0.7%	25,128 SH	Increased+3,928 SH
Amazon Com Inc	COM	$12.0M	1.6%Prev: 1.5%	51,824 SH	Increased+3,587 SH
Amgen Incorporated	COM	$691K	0.1%Prev: 0.1%	2,110 SH	Increased+377 SH
AMPHENOL CORP CLASS A	COM	$1.1M	0.1%Prev: 0.1%	8,108 SH	Increased+4,908 SH
Apple Inc	COM	$15.2M	2.0%Prev: 2.0%	55,874 SH	Increased+1,354 SH
Bank of America Corp	COM	$2.1M	0.3%Prev: 0.3%	37,880 SH	Increased+1,250 SH
Berkshire Hathaway B New	COM	$984K	0.1%Prev: 0.1%	1,958 SH	Decreased-122 SH
Blackrock Inc	COM	$5.0M	0.7%Prev: 0.8%	4,684 SH	Decreased+60 SH
Blue Ridge Bankshares Inc	COM	$651K	0.1%Prev: 0.1%	152,514 SH	Increased
Boeing Co	COM	$4.6M	0.6%Prev: 0.3%	20,978 SH	Increased+10,759 SH
BROADCOM LTD	COM	$646K	0.1%Prev: 0.1%	1,866 SH	Increased+416 SH
Caterpillar Inc	COM	$7.5M	1.0%Prev: 0.9%	13,116 SH	Increased+372 SH
Chevron Corp New Com	COM	$502K	0.1%Prev: 0.1%	3,291 SH	Increased+458 SH
Citigroup Inc New	COM	$4.0M	0.5%Prev: 0.5%	34,216 SH	Increased+1,058 SH
Cme Group Inc	COM	$425K	0.1%	1,556 SH	New
Coca Cola Co	COM	$998K	0.1%Prev: 0.1%	14,279 SH	Increased+340 SH
ConocoPhillips	COM	$581K	0.1%Prev: 0.1%	6,201 SH	Decreased
Corning Inc	COM	$4.1M	0.5%	46,667 SH	New
Disney Walt Co	COM	$1.0M	0.1%Prev: 0.2%	8,842 SH	Decreased-627 SH
Dominion Res Inc Va New Com	COM	$920K	0.1%Prev: 0.1%	15,700 SH	Decreased
Exxon Mobil Corp	COM	$5.0M	0.7%Prev: 0.7%	41,604 SH	Increased-68 SH
Ge Vernova Llc Com	COM	$4.3M	0.6%Prev: 0.6%	6,653 SH	Increased+145 SH
General Electric Co	COM	$2.1M	0.3%Prev: 0.3%	6,931 SH	Decreased-300 SH
Global X US Preferred ETF	COM	$3.7M	0.5%Prev: 0.5%	193,747 SH	Decreased+5,080 SH
Hershey Company	COM	$366K	0.0%Prev: 0.1%	2,013 SH	Decreased+13 SH
Home Depot Inc	COM	$5.5M	0.7%Prev: 0.9%	15,944 SH	Decreased+328 SH
Intl Business Machines	COM	$2.0M	0.3%Prev: 0.3%	6,765 SH	Increased+21 SH
Intuitive Surgical Inc	COM	$838K	0.1%Prev: 0.1%	1,479 SH	Increased+24 SH
Invesco NASDAQ 100 ETF	COM	$8.2M	1.1%Prev: 0.8%	32,430 SH	Increased+9,358 SH
Ishares 0-5 Year Tips	COM	$1.3M	0.2%Prev: 0.1%	12,883 SH	Increased+8,085 SH
Ishares 3-7 Year Trery	COM	$587K	0.1%Prev: 0.1%	4,921 SH	Decreased-14 SH
iShares 7-10 Year Treasury Bon	COM	$32.2M	4.3%Prev: 4.4%	334,910 SH	Increased+12,780 SH
iShares A.I. Innovation and Te	COM	$10.4M	1.4%	311,086 SH	New
iShares Barclays 1-3 Year Trea	COM	$1.2M	0.2%Prev: 0.1%	15,049 SH	Increased+9,767 SH
iShares Barclays Aggregate Bon	COM	$478K	0.1%	4,782 SH	New
iShares Bitcoin Trust ETF	COM	$285K	0.0%Prev: 0.0%	5,735 SH	Increased+1,404 SH
iShares Broad USD Invm Grd Cor	COM	$21.3M	2.9%Prev: 2.8%	411,854 SH	Increased+31,943 SH
Ishares Core Msci	COM	$9.5M	1.3%Prev: 1.3%	129,624 SH	Increased+5,234 SH
iShares Core MSCI EAFE	COM	$507K	0.1%Prev: 0.0%	5,663 SH	Increased+1,865 SH
iShares Core MSCI Emerging Mar	COM	$15.7M	2.1%Prev: 2.1%	234,074 SH	Increased+10,495 SH
Ishares Core Msci Europe	COM	$32.1M	4.3%Prev: 4.0%	451,804 SH	Increased+39,513 SH
iShares Core MSCI Total Intl S	COM	$3.4M	0.5%Prev: 0.5%	39,937 SH	Increased+1,532 SH
iShares Core S&P 500	COM	$359K	0.0%Prev: 0.0%	524 SH	Increased+38 SH
Ishares Core S&P Etf	COM	$534K	0.1%Prev: 0.0%	8,085 SH	Increased+3,420 SH
Ishares Core S&P Small	COM	$243K	0.0%Prev: 0.0%	2,025 SH	Decreased-435 SH
iShares ESG USD Corporate Bond	COM	$602K	0.1%Prev: 0.1%	25,752 SH	Increased+1,007 SH
Ishares Msci Eafe Esg	COM	$4.4M	0.6%Prev: 0.6%	46,216 SH	Decreased-1,701 SH
Ishares Msci Em Esg	COM	$2.3M	0.3%Prev: 0.3%	52,609 SH	Decreased-3,196 SH
Ishares Msci Usa Esg	COM	$13.6M	1.8%Prev: 2.0%	91,302 SH	Decreased-4,290 SH
iShares Russell 3000	COM	$907K	0.1%Prev: 0.1%	2,344 SH	Increased
Ishares S&P 500 Growth	COM	$35.2M	4.7%Prev: 4.6%	285,618 SH	Increased+15,820 SH
Ishares S&P 500 Value	COM	$15.7M	2.1%Prev: 2.0%	73,910 SH	Increased+5,325 SH
iShares S&P Midcap 400 Growth	COM	$9.3M	1.2%Prev: 1.4%	95,701 SH	Decreased-4,027 SH
iShares S&P Midcap 400 Value	COM	$9.8M	1.3%Prev: 1.7%	74,511 SH	Decreased-17,793 SH
Ishares S&P Small Cap	COM	$3.6M	0.5%Prev: 0.6%	31,793 SH	Decreased-7,285 SH
iShares S&P Small-Cap 600 Grow	COM	$2.9M	0.4%	20,758 SH	New
ISHARES TRUST TRS FLT RT BD ET	COM	$682K	0.1%Prev: 0.1%	13,521 SH	Increased+166 SH
iShares U.S. Equity Factor Rot	COM	$9.9M	1.3%Prev: 1.2%	163,032 SH	Increased+24,966 SH
iShares US Treasury Bond	COM	$2.3M	0.3%Prev: 0.3%	99,192 SH	Increased+516 SH
Ishars Edg Msci Usa Qlty	COM	$10.3M	1.4%Prev: 1.4%	51,807 SH	Increased+2,063 SH
Ishrs Msci Usa Sml Cp	COM	$1.1M	0.1%Prev: 0.2%	22,923 SH	Decreased-1,516 SH
Janus Henderson AAA CLO ETF	COM	$8.2M	1.1%Prev: 1.1%	162,370 SH	Increased+14,646 SH
Janus Henderson Mortgage-Backe	COM	$14.9M	2.0%	325,450 SH	New
Janus Henderson Securitized In	COM	$3.6M	0.5%Prev: 0.5%	69,616 SH	Increased+2,338 SH
Johnson & Johnson	COM	$3.4M	0.5%Prev: 0.4%	16,504 SH	Increased+149 SH
JP Morgan Chase & Co.	COM	$7.4M	1.0%Prev: 1.0%	23,076 SH	Increased+360 SH
JPMorgan BetaBuilders Canada E	COM	$5.6M	0.7%Prev: 1.0%	60,053 SH	Decreased-20,391 SH
JPMorgan BetaBuilders Japan ET	COM	$386K	0.1%Prev: 0.1%	5,854 SH	Decreased
Lowes Cos Inc	COM	$368K	0.0%Prev: 0.0%	1,526 SH	Increased+726 SH
Markel Corp	COM	$718K	0.1%Prev: 0.1%	334 SH	Increased+1 SH
MARTIN MARIETTA MATERIALS INC	COM	$488K	0.1%Prev: 0.1%	783 SH	Decreased
Marvell Technology Group	COM	$292K	0.0%	3,436 SH	New
Mastercard Inc.	COM	$4.1M	0.5%Prev: 0.6%	7,197 SH	Increased+111 SH
McDonalds Corp	COM	$881K	0.1%Prev: 0.1%	2,883 SH	Increased+63 SH
Merck & Co Inc	COM	$1.9M	0.3%Prev: 0.2%	18,054 SH	Increased
Meta Platforms Inc Class A	COM	$6.8M	0.9%Prev: 1.0%	10,293 SH	Decreased+573 SH
Microsoft Corp	COM	$11.0M	1.5%Prev: 1.6%	22,730 SH	Decreased+1,158 SH
Mkt Vctrs J P Mrgn Em	COM	$4.2M	0.6%Prev: 0.6%	163,172 SH	Increased+1,986 SH
Moody's Corp	COM	$2.8M	0.4%Prev: 0.3%	5,393 SH	Increased+1,174 SH
Morgan Stanley	COM	$234K	0.0%	1,320 SH	New
MSCI Inc.	COM	$291K	0.0%	508 SH	New
NEWMARKET CORP	COM	$3.5M	0.5%Prev: 0.6%	5,054 SH	Decreased
Norfolk Southern Corp	COM	$433K	0.1%	1,500 SH	New
Nucor Corp	COM	$913K	0.1%Prev: 0.1%	5,600 SH	Increased
Nvidia Corp	COM	$980K	0.1%Prev: 0.1%	5,256 SH	Increased+2,918 SH
NXP SEMICONDUCTORS NV	COM	$274K	0.0%	1,263 SH	New
Oracle Corp	COM	$981K	0.1%Prev: 0.2%	5,033 SH	Decreased
Pfizer Inc	COM	$212K	0.0%	8,514 SH	New
Philip Morris Intl	COM	$568K	0.1%Prev: 0.1%	3,540 SH	Increased+458 SH
Phillips	COM	$426K	0.1%Prev: 0.1%	3,302 SH	Decreased+4 SH
Pimco Exch Traded Fund	COM	$264K	0.0%Prev: 0.0%	2,832 SH	Increased+318 SH
PowerShares QQQ Trust Unit Ser	COM	$2.1M	0.3%Prev: 0.3%	3,449 SH	Increased-10 SH
Procter & Gamble Co	COM	$425K	0.1%Prev: 0.1%	2,968 SH	Increased+424 SH
SPDR Port S&P 1500 Comps Stk M	COM	$1.4M	0.2%	16,686 SH	New
SPDR Portfolio S&P 500 ETF	COM	$706K	0.1%Prev: 0.0%	8,798 SH	Increased+5,933 SH
SPDR S AND P 500 ESG ETF	COM	$6.7M	0.9%Prev: 0.9%	101,227 SH	Increased+1,324 SH
SPDR S&P 500	COM	$24.6M	3.3%Prev: 3.4%	36,125 SH	Increased+327 SH
Spdr S&P Biotech Etf	COM	$656K	0.1%Prev: 0.1%	5,377 SH	Increased
SPDR S&P Midcap 400	COM	$1.8M	0.2%Prev: 0.9%	2,983 SH	Decreased-7,673 SH
Starbucks Corp	COM	$399K	0.1%Prev: 0.1%	4,734 SH	Decreased
TAKE-TWO INTERACTIVE SOFTWARE	COM	$448K	0.1%	1,748 SH	New
Tesla Motors Inc	COM	$271K	0.0%	602 SH	New
TRANSDIGM GROUP INC	COM	$394K	0.1%Prev: 0.1%	296 SH	Increased
Unitedhealth Group Inc	COM	$5.6M	0.7%Prev: 0.8%	16,813 SH	Increased+800 SH
Vanguard Emerging Market	COM	$14.5M	1.9%Prev: 2.1%	268,857 SH	Increased+2,358 SH
Vanguard European	COM	$4.8M	0.6%Prev: 0.6%	57,278 SH	Increased+267 SH
Vanguard FTSE Pacific	COM	$11.9M	1.6%Prev: 1.6%	132,020 SH	Increased+539 SH
Vanguard Growth	COM	$70.1M	9.4%Prev: 9.6%	143,736 SH	Increased+2,135 SH
Vanguard Information	COM	$225K	0.0%	298 SH	New
Vanguard Mega Cap Growth	COM	$40.2M	5.4%Prev: 5.5%	97,469 SH	Increased+2,040 SH
Vanguard Mega Cap Value	COM	$24.8M	3.3%Prev: 3.2%	175,865 SH	Increased+11,101 SH
Vanguard S&P 500 Etf	COM	$5.9M	0.8%Prev: 0.8%	9,448 SH	Increased+48 SH
Vanguard Short Term Corp Bond	COM	$1.2M	0.2%Prev: 0.1%	15,643 SH	Increased+10,150 SH
Vanguard Small Cap	COM	$270K	0.0%Prev: 0.0%	1,047 SH	Increased+199 SH
Vanguard Total Stock Market ET	COM	$4.8M	0.6%Prev: 0.7%	14,413 SH	Increased-190 SH
Vanguard Total World Stock Ind	COM	$910K	0.1%Prev: 0.1%	6,452 SH	Decreased-455 SH
Vanguard Value	COM	$58.3M	7.8%Prev: 7.9%	305,343 SH	Increased+6,022 SH
Verisk Analytics Inc	COM	$407K	0.1%	1,821 SH	New
Visa Inc	COM	$7.0M	0.9%Prev: 0.9%	20,100 SH	Increased+1,733 SH

Sold (vs prior filing)

Global X MLP ETF — $3.0M
iShares Core U.S. Reit — $1.9M
iShares MSCI ACWI — $366K
iShares S&P Small Cap 600 Grow — $3.2M
Janus Henderson Mortgage Backe — $14.3M
Marriott International Inc — $5.3M
MSCI Inc — $227K
Norfolk Southern Corp. — $451K
Principal MidCap S&P 400 Index — $400K
Principal SmallCap S&P 600 Ind — $235K
SPDR Port S&P 1500 Comps Stk — $1.3M
T Rowe Price Health — $237K
Vanguard FTSE All-World ex-US — $965K
Xtrackers S&P MidCap 400 ESG — $456K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001599620-26-000001	$747.4M	View
Nov 12, 2025	Q3 2025	13F-HR	0001599620-25-000007	$703.9M	View
Aug 17, 2026	Q2 2026