Blue Edge Capital, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$822,640
Net value change ($000)
-10,135 (-1.2%)
New positions
3
Sold out positions
6
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
XOM 6,493 NEW
MSFT 3,047 36.0%
VUG 2,978 3.9%
NEU 2,320 151.3%
MGK 2,023 5.6%
JAAA 1,854 11.0%
AAPL 1,495 7.9%
META 1,452 25.5%
AMZN 729 6.2%
COP 716 NEW
Top Reduces (Value $000, Stocks/ETFs)
EXXON MOBIL CORP -4,812 -100.0%
CAT -3,689 -26.3%
GLW -3,355 -40.9%
VB -2,851 -90.6%
BAI -1,783 -11.7%
GEV -1,564 -20.1%
USIG -1,412 -6.5%
HD -1,193 -21.2%
JMBS -1,156 -6.6%
MKL -1,119 -28.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type