Blue Edge Capital, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
6/2/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$752,932
Net value change ($000)
+5,493 (0.7%)
New positions
12
Sold out positions
3
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 11,554 NEW
iSHARES TRUST 3,926 12.2%
VTV 3,760 6.4%
SPDR S&P Midcap 400 3,514 195.2%
XOM 2,811 56.1%
JMBS 2,577 17.3%
VPL 2,443 20.5%
GLW 2,258 55.3%
CAT 2,161 28.8%
GS 1,875 NEW
Top Reduces (Value $000, Stocks/ETFs)
MGK -6,653 -16.5%
IEMG -6,291 -40.0%
VUG -5,764 -8.2%
QQQM -4,970 -60.6%
MA -4,109 -100.0%
VWO -2,662 -18.4%
MSFT -2,548 -23.2%
MCO -2,211 -80.3%
MGV -1,834 -7.4%
IVW -1,815 -5.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type