Blue Edge Capital, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
137
Total value ($000)
$832,775
Net value change ($000)
+79,843 (10.6%)
New positions
9
Sold out positions
6
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
TIP 21,489 NEW
VUG 11,435 17.8%
JAAA 7,913 89.1%
IVW 7,443 22.3%
VTV 6,719 10.8%
AVEM 5,659 49.0%
BAI 5,552 57.1%
EXXON MOBIL CORP 4,812 NEW
CAT 4,359 45.1%
IJT 4,148 107.3%
Top Reduces (Value $000, Stocks/ETFs)
IEF -31,907 -97.1%
XOM -7,818 -100.0%
VOO -4,958 -84.0%
VTI -4,322 -88.7%
PFFD -3,707 -100.0%
ALB -3,271 -73.1%
NEU -1,696 -52.5%
COP -997 -100.0%
QQQM -875 -27.1%
VGK -835 -16.3%
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