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The Analysis of Blue Edge Capital, LLC's Holdings & P&L

Currently, Blue Edge Capital, LLC holds 134 types of securities in its portfolio with a total value $752.9M. In the most recent quarter, they have increased their positions in AVEM (+143.4K shares, valued at $11.6M), IEUR (+60.4K shares, valued at $4.2M), N/A (+5.6K shares, valued at $3.5M); decreased their positions in IEMG (-98.7K shares, valued at $6.9M), QQQM (-18.8K shares, valued at $4.5M), VWO (-50.7K shares, valued at $2.7M); initiated new positions in AVEM (+143.4K shares, valued at $11.6M), GS (+2.2K shares, valued at $1.9M), KMI (+13.9K shares, valued at $465.2K).

1M P&L

-6.1M-0.74%

3M P&L

+18.3M+2.30%

HY P&L

-464.2M-36.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A571.3M

76.9%

2Internet Content & Information19.7M

2.6%

3Consumer Electronics16.9M

2.3%

Top Industries by Stock Count

1N/A58 stocks

44.6%

2Drug Manufacturers - General5 stocks

3.8%

3Semiconductors5 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG Vanguard Growth147.3K shares2.51%2026-03-312026-06-02

VTV Vanguard Value316.4K shares3.62%2026-03-312026-06-02

IEUR Ishares Core Msci Europe512.2K shares13.38%2026-03-312026-06-02

MGK Vanguard Mega Cap Growth91.4K shares-6.24%2026-03-312026-06-02

IVW Ishares S&P 500 Growth295.2K shares3.36%2026-03-312026-06-02

IEF iShares 7-10 Year Treasury Bon344.4K shares2.82%2026-03-312026-06-02

SPY SPDR S&P 50038.7K shares7.12%2026-03-312026-06-02

MGV Vanguard Mega Cap Value158.6K shares-9.81%2026-03-312026-06-02

Sponsored

USIG iShares Broad USD Invm Grd Cor426.2K shares3.48%2026-03-312026-06-02

JMBS Janus Henderson Mortgage-Backe386.2K shares18.65%2026-03-312026-06-02

AAPL Apple Inc66.6K shares19.20%2026-03-312026-06-02

IVE Ishares S&P 500 Value76.1K shares2.98%2026-03-312026-06-02

VPL Vanguard FTSE Pacific147.1K shares11.44%2026-03-312026-06-02

ESGU Ishares Msci Usa Esg84.9K shares-6.99%2026-03-312026-06-02

VWO Vanguard Emerging Market218.2K shares-18.85%2026-03-312026-06-02

AVEM Avantis Emerging Markets Equit143.4K sharesnew addition2026-03-312026-06-02

Sponsored

IPAC Ishares Core Msci147.7K shares13.91%2026-03-312026-06-02

AMZN Amazon Com Inc53.1K shares2.50%2026-03-312026-06-02

IJJ iShares S&P Midcap 400 Value76.5K shares2.64%2026-03-312026-06-02

IJK iShares S&P Midcap 400 Growth98.2K shares2.60%2026-03-312026-06-02

BAI iShares A.I. Innovation and Te295.3K shares-5.08%2026-03-312026-06-02

CAT Caterpillar Inc13.7K shares4.12%2026-03-312026-06-02

QUAL Ishars Edg Msci Usa Qlty50.3K shares-2.97%2026-03-312026-06-02

DYNF iShares U.S. Equity Factor Rot163.7K shares0.43%2026-03-312026-06-02

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IEMG iShares Core MSCI Emerging Mar135.4K shares-42.16%2026-03-312026-06-02

JAAA Janus Henderson AAA CLO ETF176.2K shares8.55%2026-03-312026-06-02

MSFT Microsoft Corp22.8K shares0.37%2026-03-312026-06-02

XOM Exxon Mobil Corp46.1K shares10.76%2026-03-312026-06-02

GOOG Alphabet Inc Class C25.4K shares0.95%2026-03-312026-06-02

JPM JP Morgan Chase & Co.23.1K shares-0.03%2026-03-312026-06-02

GOOGL Alphabet Inc Class A22.6K shares-0.04%2026-03-312026-06-02

GLW Corning Inc46.7K shares-0.01%2026-03-312026-06-02

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EFIV SPDR S AND P 500 ESG ETF96.4K shares-4.82%2026-03-312026-06-02

V Visa Inc20.0K shares-0.54%2026-03-312026-06-02

META Meta Platforms Inc Class A10.3K shares0.37%2026-03-312026-06-02

VOO Vanguard S&P 500 Etf9.9K shares4.53%2026-03-312026-06-02

GEV Ge Vernova Llc Com6.7K shares-0.05%2026-03-312026-06-02

BBCA JPMorgan BetaBuilders Canada E60.8K shares1.30%2026-03-312026-06-02

SPDR S&P Midcap 400 SPDR S&P Midcap 4008.6K shares188.84%2026-03-312026-06-02

HD Home Depot Inc16.0K shares0.42%2026-03-312026-06-02

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VGK Vanguard European62.2K shares8.62%2026-03-312026-06-02

VTI Vanguard Total Stock Market ET15.2K shares5.40%2026-03-312026-06-02

IJS Ishares S&P Small Cap39.8K shares25.12%2026-03-312026-06-02

UNH Unitedhealth Group Inc16.8K shares-0.18%2026-03-312026-06-02

JNJ Johnson & Johnson18.5K shares12.29%2026-03-312026-06-02

BLK Blackrock Inc4.7K shares0.53%2026-03-312026-06-02

ALB Albemarle Corp24.9K shares-2.33%2026-03-312026-06-02

ESGD Ishares Msci Eafe Esg46.2K shares-0.07%2026-03-312026-06-02

Sponsored

BA Boeing Co21.3K shares1.30%2026-03-312026-06-02

Mkt Vctrs J P Mrgn Em Mkt Vctrs J P Mrgn Em166.2K shares1.87%2026-03-312026-06-02

C Citigroup Inc New34.4K shares0.47%2026-03-312026-06-02

IJT iShares S&P Small-Cap 600 Grow26.7K shares28.67%2026-03-312026-06-02

JSI Janus Henderson Securitized In72.2K shares3.71%2026-03-312026-06-02

PFFD Global X US Preferred ETF201.5K shares3.98%2026-03-312026-06-02

IXUS iShares Core MSCI Total Intl S40.9K shares2.50%2026-03-312026-06-02

QQQM Invesco NASDAQ 100 ETF13.6K shares-58.06%2026-03-312026-06-02

Sponsored

NEU NEWMARKET CORP5.0K shares-0.32%2026-03-312026-06-02

ESGE Ishares Msci Em Esg52.7K shares0.19%2026-03-312026-06-02

GOVT iShares US Treasury Bond103.3K shares4.10%2026-03-312026-06-02

MRK Merck & Co Inc18.9K shares4.64%2026-03-312026-06-02

MKL Markel Corp1.1K shares233.53%2026-03-312026-06-02

IBM Intl Business Machines8.3K shares22.93%2026-03-312026-06-02

STIP Ishares 0-5 Year Tips19.2K shares48.90%2026-03-312026-06-02

GE General Electric Co6.9K shares0.00%2026-03-312026-06-02

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QQQ PowerShares QQQ Trust Unit Ser3.4K shares-1.25%2026-03-312026-06-02

SHY iShares Barclays 1-3 Year Trea22.8K shares51.49%2026-03-312026-06-02

VCSH Vanguard Short Term Corp Bond23.7K shares51.64%2026-03-312026-06-02

GS Goldman Sachs Group Inc2.2K sharesnew addition2026-03-312026-06-02

ABBV Abbvie Inc6.8K shares6.12%2026-03-312026-06-02

SPTM SPDR Port S&P 1500 Comps Stk M16.7K shares-0.04%2026-03-312026-06-02

MMM 3M Co8.0K shares0.00%2026-03-312026-06-02

NVDA Nvidia Corp6.4K shares22.18%2026-03-312026-06-02

Sponsored

ESML Ishrs Msci Usa Sml Cp23.2K shares1.09%2026-03-312026-06-02

D Dominion Res Inc Va New Com17.5K shares11.64%2026-03-312026-06-02

BAC Bank of America Corp21.7K shares-42.77%2026-03-312026-06-02

BRK.B Berkshire Hathaway B New2.2K shares11.13%2026-03-312026-06-02

COP ConocoPhillips7.6K shares21.77%2026-03-312026-06-02

KO Coca Cola Co12.7K shares-10.86%2026-03-312026-06-02

NUE Nucor Corp5.6K shares0.00%2026-03-312026-06-02

APH AMPHENOL CORP CLASS A7.5K shares-8.07%2026-03-312026-06-02

Sponsored

MCD McDonalds Corp2.9K shares0.00%2026-03-312026-06-02

IWV iShares Russell 30002.3K shares0.00%2026-03-312026-06-02

SPYM State Street SPDR Port S&P 511.3K shares28.50%2026-03-312026-06-02

NSC Norfolk Southern Corp.3.0K shares99.27%2026-03-312026-06-02

DIS Disney Walt Co8.7K shares-1.72%2026-03-312026-06-02

IJR Ishares Core S&P Small6.1K shares199.36%2026-03-312026-06-02

AMGN Amgen Incorporated2.1K shares0.19%2026-03-312026-06-02

CVX Chevron Corp New Com3.4K shares4.01%2026-03-312026-06-02

Sponsored

ABT Abbott Laboratories6.7K shares0.07%2026-03-312026-06-02

XBI Spdr S&P Biotech Etf5.4K shares0.00%2026-03-312026-06-02

ISRG Intuitive Surgical Inc1.5K shares0.54%2026-03-312026-06-02

BRBS Blue Ridge Bankshares Inc152.5K shares0.00%2026-03-312026-06-02

IEFA iShares Core MSCI EAFE6.8K shares19.83%2026-03-312026-06-02

LOW Lowes Cos Inc2.6K shares70.12%2026-03-312026-06-02

PSX Phillips3.3K shares0.00%2026-03-312026-06-02

AVGO BROADCOM LTD1.9K shares2.63%2026-03-312026-06-02

Sponsored

PM Philip Morris Intl3.6K shares0.85%2026-03-312026-06-02

ORCL Oracle Corp4.0K shares-20.52%2026-03-312026-06-02

IJH Ishares Core S&P Etf8.5K shares5.38%2026-03-312026-06-02

WMS ADVANCED DRAINAGE SYSTEMS INC4.0K shares0.00%2026-03-312026-06-02

MCO Moody's Corp1.2K shares-76.90%2026-03-312026-06-02

AGG iShares Barclays Aggregate Bon5.4K shares11.92%2026-03-312026-06-02

KMI KINDER MORGAN13.9K sharesnew addition2026-03-312026-06-02

MARTIN MARIETTA MATERIALS INC MARTIN MARIETTA MATERIALS INC783 shares0.00%2026-03-312026-06-02

Sponsored

CME Cme Group Inc1.6K shares0.00%2026-03-312026-06-02

Tortoise Egy Infrastruct Tortoise Egy Infrastruct8.6K sharesnew addition2026-03-312026-06-02

PG Procter & Gamble Co3.0K shares0.00%2026-03-312026-06-02

SBUX Starbucks Corp4.7K shares0.00%2026-03-312026-06-02

MRVL Marvell Technology Group4.3K shares23.72%2026-03-312026-06-02

HSY Hershey Company2.0K shares0.00%2026-03-312026-06-02

BBJP JPMorgan BetaBuilders Japan ET5.9K shares0.00%2026-03-312026-06-02

VT Vanguard Total World Stock Ind2.8K shares-57.24%2026-03-312026-06-02

Sponsored

SUSC iShares ESG USD Corporate Bond15.5K shares-39.74%2026-03-312026-06-02

IEI Ishares 3-7 Year Trery2.9K shares-40.58%2026-03-312026-06-02

TTWO TAKE-TWO INTERACTIVE SOFTWARE1.7K shares0.00%2026-03-312026-06-02

VRSK Verisk Analytics Inc1.8K shares-0.66%2026-03-312026-06-02

TDG TRANSDIGM GROUP INC296 shares0.00%2026-03-312026-06-02

IVV iShares Core S&P 500524 shares0.00%2026-03-312026-06-02

EPD Enterprise Products Lp8.3K sharesnew addition2026-03-312026-06-02

KMX CarMax Inc7.3K sharesnew addition2026-03-312026-06-02

Sponsored

MSCI MSCI Inc.508 shares0.00%2026-03-312026-06-02

IBIT iShares Bitcoin Trust ETF7.1K shares23.50%2026-03-312026-06-02

VB Vanguard Small Cap1.0K shares-0.86%2026-03-312026-06-02

LH Lab Cp Of Amer Hldg New1.0K sharesnew addition2026-03-312026-06-02

PFE Pfizer Inc9.2K shares8.35%2026-03-312026-06-02

NXPI NXP SEMICONDUCTORS NV1.2K shares-7.13%2026-03-312026-06-02

VGT Vanguard Information328 shares10.07%2026-03-312026-06-02

TSLA Tesla Motors Inc608 shares1.00%2026-03-312026-06-02

Sponsored

DE Deere & Co399 sharesnew addition2026-03-312026-06-02

HON Honeywell International976 sharesnew addition2026-03-312026-06-02

MO Altria Group Inc3.2K sharesnew addition2026-03-312026-06-02

SCHW CHARLES SCHWAB CORP2.2K sharesnew addition2026-03-312026-06-02

ADI ANALOG DEVICES INC633 sharesnew addition2026-03-312026-06-02

MS Morgan Stanley1.2K shares-7.88%2026-03-312026-06-02

VUG

Vanguard Growth

2.51%

Shares147.3K

Event2026-03-31

Filed2026-06-02

VTV

Vanguard Value

3.62%

Shares316.4K

Event2026-03-31

Filed2026-06-02

IEUR

Ishares Core Msci Europe

13.38%

Shares512.2K

Event2026-03-31

Filed2026-06-02

MGK

Vanguard Mega Cap Growth

-6.24%

Shares91.4K

Event2026-03-31

Filed2026-06-02

IVW

Ishares S&P 500 Growth

3.36%

Shares295.2K

Event2026-03-31

Filed2026-06-02

IEF

iShares 7-10 Year Treasury Bon

2.82%

Shares344.4K

Event2026-03-31

Filed2026-06-02

SPY

SPDR S&P 500

7.12%

Shares38.7K

Event2026-03-31

Filed2026-06-02

MGV

Vanguard Mega Cap Value

-9.81%

Shares158.6K

Event2026-03-31

Filed2026-06-02

USIG

iShares Broad USD Invm Grd Cor

3.48%

Shares426.2K

Event2026-03-31

Filed2026-06-02

JMBS

Janus Henderson Mortgage-Backe

18.65%

Shares386.2K

Event2026-03-31

Filed2026-06-02

AAPL

Apple Inc

19.20%

Shares66.6K

Event2026-03-31

Filed2026-06-02

IVE

Ishares S&P 500 Value

2.98%

Shares76.1K

Event2026-03-31

Filed2026-06-02

VPL

Vanguard FTSE Pacific

11.44%

Shares147.1K

Event2026-03-31

Filed2026-06-02

ESGU

Ishares Msci Usa Esg

-6.99%

Shares84.9K

Event2026-03-31

Filed2026-06-02

VWO

Vanguard Emerging Market

-18.85%

Shares218.2K

Event2026-03-31

Filed2026-06-02

AVEM

Avantis Emerging Markets Equit

New

Shares143.4K

Event2026-03-31

Filed2026-06-02

IPAC

Ishares Core Msci

13.91%

Shares147.7K

Event2026-03-31

Filed2026-06-02

AMZN

Amazon Com Inc

2.50%

Shares53.1K

Event2026-03-31

Filed2026-06-02

IJJ

iShares S&P Midcap 400 Value

2.64%

Shares76.5K

Event2026-03-31

Filed2026-06-02

IJK

iShares S&P Midcap 400 Growth

2.60%

Shares98.2K

Event2026-03-31

Filed2026-06-02

BAI

iShares A.I. Innovation and Te

-5.08%

Shares295.3K

Event2026-03-31

Filed2026-06-02

CAT

Caterpillar Inc

4.12%

Shares13.7K

Event2026-03-31

Filed2026-06-02

QUAL

Ishars Edg Msci Usa Qlty

-2.97%

Shares50.3K

Event2026-03-31

Filed2026-06-02

DYNF

iShares U.S. Equity Factor Rot

0.43%

Shares163.7K

Event2026-03-31

Filed2026-06-02

IEMG

iShares Core MSCI Emerging Mar

-42.16%

Shares135.4K

Event2026-03-31

Filed2026-06-02

JAAA

Janus Henderson AAA CLO ETF

8.55%

Shares176.2K

Event2026-03-31

Filed2026-06-02

MSFT

Microsoft Corp

0.37%

Shares22.8K

Event2026-03-31

Filed2026-06-02

XOM

Exxon Mobil Corp

10.76%

Shares46.1K

Event2026-03-31

Filed2026-06-02

GOOG

Alphabet Inc Class C

0.95%

Shares25.4K

Event2026-03-31

Filed2026-06-02

JPM

JP Morgan Chase & Co.

-0.03%

Shares23.1K

Event2026-03-31

Filed2026-06-02

GOOGL

Alphabet Inc Class A

-0.04%

Shares22.6K

Event2026-03-31

Filed2026-06-02

GLW

Corning Inc

-0.01%

Shares46.7K

Event2026-03-31

Filed2026-06-02

EFIV

SPDR S AND P 500 ESG ETF

-4.82%

Shares96.4K

Event2026-03-31

Filed2026-06-02

Visa Inc

-0.54%

Shares20.0K

Event2026-03-31

Filed2026-06-02