Blue Edge Capital, LLC

13F filer · CIK 0001599620

Reported Aug 17, 2026

Net seller this quarter

13F portfolio value$833MU.S. long equity reported on 13F

Positions724 new · 5 closed

Net flow last quarter-$22.1MBuys minus sells

Top 10 positions weight15.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 17, 202672 positions
SPYSPDR S&P 500 ETF Trust	$27M	3.24%	Not reported	-6.7%	Q2 2014
AAPLApple Inc.	$19M	2.28%	0.00%	-1.7%	Q2 2014
VPLInvesco Pennsylvania Value Municipal Income Trust	$16.5M	1.98%	Not reported	-3.3%	Q2 2014
CATCaterpillar Inc	$14M	1.69%	0.00%	-3.5%	Q1 2017
AMZNAmazon Com Inc	$11.7M	1.41%	0.00%	-7.3%	Q1 2017
GOOGAlphabet Inc.	$10M	1.20%	Not reported	+11.5%	Q1 2017
MSFTMicrosoft Corp	$8.46M	1.02%	0.00%	-0.6%	Q3 2020
GLWCorning Inc	$8.2M	0.98%	0.00%	-31.2%	Q4 2025
GEVGE Vernova Inc.	$7.77M	0.93%	0.00%	-0.5%	Q2 2024
JPMJPMorgan Chase & Co	$7.52M	0.90%	0.00%	-0.4%	Q2 2014
GOOGLAlphabet Inc.	$7.41M	0.89%	0.00%	-8.2%	Q1 2017
VVisa Inc.	$6.86M	0.82%	0.00%	Not reported	Q2 2014
UNHUnitedhealth Group Inc	$6.85M	0.82%	0.00%	-1.8%	Q2 2014
METAMeta Platforms, Inc.	$5.7M	0.68%	Not reported	-2.1%	Q1 2017
HDHome Depot, Inc.	$5.62M	0.68%	0.00%	-0.4%	Q1 2017
CCitigroup Inc	$4.81M	0.58%	0.00%	Not reported	Q1 2025
BABoeing Co	$4.6M	0.55%	0.00%	Not reported	Q2 2025
BLKBlackRock, Inc.	$4.53M	0.54%	0.00%	Not reported	Q2 2014
MKLMarkel Group Inc.	$3.9M	0.47%	0.02%	+79.3%	Q3 2020
JNJJohnson & Johnson	$3.83M	0.46%	0.00%	-18.7%	Q2 2014
IBMInternational Business Machines Corp	$2.35M	0.28%	0.00%	+0.3%	Q2 2014
GSGoldman Sachs Group Inc	$2.22M	0.27%	0.00%	-1.0%	Q1 2017
NEUNewmarket Corp	$1.53M	0.18%	0.02%	-61.5%	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.32M	0.16%	Not reported	+21.1%	Q3 2020
MMM3m Co	$1.3M	0.16%	0.00%	Not reported	Q2 2014
NVDANvidia Corp	$1.24M	0.15%	0.00%	-3.8%	Q3 2025
APHAmphenol Corp	$1.23M	0.15%	0.00%	-6.1%	Q2 2024
ALBAlbemarle Corp	$1.2M	0.14%	0.01%	-64.3%	Q2 2014
ABBVAbbVie Inc.	$1.18M	0.14%	0.00%	-30.4%	Q3 2020
MRVLMarvell Technology, Inc.	$1.17M	0.14%	0.00%	-8.0%	Q4 2025
DDominion Energy, Inc	$1.07M	0.13%	0.00%	-10.9%	Q1 2017
KOCoca Cola Co	$937K	0.11%	0.00%	-9.4%	Q2 2014
NSCNorfolk Southern Corp	$887K	0.11%	0.00%	-5.7%	Q2 2014
MCDMcdonalds Corp	$762K	0.09%	0.00%	-2.2%	Q3 2020
DISWalt Disney Co	$748K	0.09%	0.00%	-10.6%	Q1 2017
AVGOBroadcom Inc.	$716K	0.09%	0.00%	-1.0%	Q2 2024
WMSAdvanced Drainage Systems, Inc.	$630K	0.08%	0.01%	Not reported	Q1 2024
AMGNAmgen Inc	$621K	0.07%	0.00%	-18.9%	Q3 2020
PMPhilip Morris International Inc.	$615K	0.07%	0.00%	-4.8%	Q1 2017
LOWLowes Companies Inc	$572K	0.07%	0.00%	Not reported	Q1 2017
CVXChevron Corp	$567K	0.07%	0.00%	Not reported	Q3 2020
BRBSBlue Ridge Bankshares, Inc.	$538K	0.06%	0.17%	Not reported	Q2 2024
MCOMoodys Corp	$514K	0.06%	0.00%	-8.9%	Q2 2014
ISRGIntuitive Surgical Inc	$486K	0.06%	0.00%	-17.9%	Q2 2025
SBUXStarbucks Corp	$484K	0.06%	0.00%	Not reported	Q2 2014
BNBROOKFIELD Corp	$479K	0.06%	Not reported	New	Q2 2026
KMIKinder Morgan, Inc.	$444K	0.05%	0.00%	Not reported	Q1 2026
ORCLOracle Corp	$440K	0.05%	0.00%	-25.0%	Q3 2020
TTWOTake Two Interactive Software Inc	$437K	0.05%	0.00%	Not reported	Q4 2025
PGPROCTER & GAMBLE Co	$419K	0.05%	0.00%	-3.7%	Q2 2014

Q1 2026Reported Jun 2, 202673 positions
SPYSPDR S&P 500 ETF Trust	$25.2M	3.34%	Not reported	+7.1%	Q2 2014
AAPLApple Inc.	$16.9M	2.25%	0.00%	+19.2%	Q2 2014
VPLInvesco Pennsylvania Value Municipal Income Trust	$14.4M	1.91%	Not reported	+11.4%	Q2 2014
AMZNAmazon Com Inc	$11.1M	1.47%	0.00%	+2.5%	Q1 2017
CATCaterpillar Inc	$9.68M	1.29%	0.00%	+4.1%	Q1 2017
MSFTMicrosoft Corp	$8.44M	1.12%	0.00%	+0.4%	Q3 2020
XOMExxonMobil Holdings Corp	$7.82M	1.04%	0.00%	+10.8%	Q2 2014
GOOGAlphabet Inc.	$7.28M	0.97%	Not reported	+1.0%	Q1 2017
JPMJPMorgan Chase & Co	$6.79M	0.90%	0.00%	0.0%	Q2 2014
GOOGLAlphabet Inc.	$6.49M	0.86%	0.00%	0.0%	Q1 2017
GLWCorning Inc	$6.34M	0.84%	0.01%	0.0%	Q4 2025
VVisa Inc.	$6.04M	0.80%	0.00%	-0.5%	Q2 2014
METAMeta Platforms, Inc.	$5.91M	0.79%	Not reported	+0.4%	Q1 2017
GEVGE Vernova Inc.	$5.8M	0.77%	0.00%	-0.1%	Q2 2024
HDHome Depot, Inc.	$5.27M	0.70%	0.00%	+0.4%	Q1 2017
UNHUnitedhealth Group Inc	$4.54M	0.60%	0.00%	-0.2%	Q2 2014
JNJJohnson & Johnson	$4.53M	0.60%	0.00%	+12.3%	Q2 2014
BLKBlackRock, Inc.	$4.53M	0.60%	0.00%	+0.5%	Q2 2014
ALBAlbemarle Corp	$4.47M	0.59%	0.02%	-2.3%	Q2 2014
BABoeing Co	$4.23M	0.56%	0.00%	+1.3%	Q2 2025
CCitigroup Inc	$3.9M	0.52%	0.00%	+0.5%	Q1 2025
NEUNewmarket Corp	$3.23M	0.43%	0.05%	-0.3%	Q1 2017
MKLMarkel Group Inc.	$2.13M	0.28%	0.01%	+233.5%	Q3 2020
IBMInternational Business Machines Corp	$2.02M	0.27%	0.00%	+22.9%	Q2 2014
GSGoldman Sachs Group Inc	$1.87M	0.25%	0.00%	Not reported	Q1 2017
ABBVAbbVie Inc.	$1.47M	0.20%	0.00%	+6.1%	Q3 2020
MMM3m Co	$1.16M	0.15%	0.00%	Not reported	Q2 2014
NVDANvidia Corp	$1.12M	0.15%	0.00%	+22.2%	Q3 2025
DDominion Energy, Inc	$1.08M	0.14%	0.00%	+11.6%	Q1 2017
BACBank of America Corp	$1.06M	0.14%	0.00%	-42.8%	Q2 2014
BRK.BBerkshire Hathaway Inc	$1.04M	0.14%	Not reported	+11.1%	Q3 2020
COPConocophillips	$997K	0.13%	0.00%	+21.8%	Q1 2017
KOCoca Cola Co	$968K	0.13%	0.00%	-10.9%	Q2 2014
NUENucor Corp	$947K	0.13%	0.00%	Not reported	Q1 2017
APHAmphenol Corp	$942K	0.13%	0.00%	-8.1%	Q2 2024
MCDMcdonalds Corp	$896K	0.12%	0.00%	Not reported	Q3 2020
NSCNorfolk Southern Corp	$858K	0.11%	0.00%	+99.3%	Q2 2014
DISWalt Disney Co	$838K	0.11%	0.00%	-1.7%	Q1 2017
AMGNAmgen Inc	$744K	0.10%	0.00%	+0.2%	Q3 2020
CVXChevron Corp	$708K	0.09%	0.00%	+4.0%	Q3 2020
ABTAbbott Laboratories	$691K	0.09%	0.00%	+0.1%	Q3 2020
ISRGIntuitive Surgical Inc	$685K	0.09%	0.00%	+0.5%	Q2 2025
BRBSBlue Ridge Bankshares, Inc.	$641K	0.09%	0.17%	Not reported	Q2 2024
LOWLowes Companies Inc	$613K	0.08%	0.00%	+70.1%	Q1 2017
PSXPhillips 66	$601K	0.08%	0.00%	Not reported	Q1 2017
AVGOBroadcom Inc.	$593K	0.08%	0.00%	+2.6%	Q2 2024
PMPhilip Morris International Inc.	$590K	0.08%	0.00%	+0.9%	Q1 2017
ORCLOracle Corp	$588K	0.08%	0.00%	-20.5%	Q3 2020
WMSAdvanced Drainage Systems, Inc.	$550K	0.07%	0.01%	Not reported	Q1 2024
MCOMoodys Corp	$544K	0.07%	0.00%	-76.9%	Q2 2014

Q4 2025Reported Feb 12, 202664 positions
SPYSPDR S&P 500 ETF Trust	$24.6M	3.30%	Not reported	+0.9%	Q2 2014
AAPLApple Inc.	$15.2M	2.03%	0.00%	+2.5%	Q2 2014
AMZNAmazon Com Inc	$12M	1.60%	0.00%	+7.4%	Q1 2017
VPLInvesco Pennsylvania Value Municipal Income Trust	$11.9M	1.60%	Not reported	+0.4%	Q2 2014
MSFTMicrosoft Corp	$11M	1.47%	0.00%	+5.4%	Q3 2020
GOOGAlphabet Inc.	$7.89M	1.05%	Not reported	+18.5%	Q1 2017
CATCaterpillar Inc	$7.51M	1.01%	0.00%	+2.9%	Q1 2017
JPMJPMorgan Chase & Co	$7.44M	0.99%	0.00%	+1.6%	Q2 2014
GOOGLAlphabet Inc.	$7.07M	0.95%	0.00%	0.0%	Q1 2017
VVisa Inc.	$7.05M	0.94%	0.00%	+9.4%	Q2 2014
METAMeta Platforms, Inc.	$6.79M	0.91%	Not reported	+5.9%	Q1 2017
UNHUnitedhealth Group Inc	$5.55M	0.74%	0.00%	+5.0%	Q2 2014
HDHome Depot, Inc.	$5.49M	0.73%	0.00%	+2.1%	Q1 2017
BLKBlackRock, Inc.	$5.01M	0.67%	0.00%	+1.3%	Q2 2014
XOMExxonMobil Holdings Corp	$5.01M	0.67%	0.00%	-0.2%	Q2 2014
BABoeing Co	$4.55M	0.61%	0.00%	+105.3%	Q2 2025
GEVGE Vernova Inc.	$4.35M	0.58%	0.00%	+2.2%	Q2 2024
MAMastercard Inc	$4.11M	0.55%	0.00%	+1.6%	Q3 2020
GLWCorning Inc	$4.09M	0.55%	0.01%	New	Q4 2025
CCitigroup Inc	$3.99M	0.53%	0.00%	+3.2%	Q1 2025
ALBAlbemarle Corp	$3.61M	0.48%	0.02%	-3.9%	Q2 2014
NEUNewmarket Corp	$3.47M	0.46%	0.05%	Not reported	Q1 2017
JNJJohnson & Johnson	$3.42M	0.46%	0.00%	+0.9%	Q2 2014
MCOMoodys Corp	$2.76M	0.37%	0.00%	+27.8%	Q2 2014
BACBank of America Corp	$2.08M	0.28%	0.00%	+3.4%	Q2 2014
IBMInternational Business Machines Corp	$2M	0.27%	0.00%	+0.3%	Q2 2014
ABBVAbbVie Inc.	$1.46M	0.19%	0.00%	-1.5%	Q3 2020
MMM3m Co	$1.28M	0.17%	0.00%	Not reported	Q2 2014
APHAmphenol Corp	$1.1M	0.15%	0.00%	+153.4%	Q2 2024
DISWalt Disney Co	$1.01M	0.13%	0.00%	-6.6%	Q1 2017
KOCoca Cola Co	$998K	0.13%	0.00%	+2.4%	Q2 2014
BRK.BBerkshire Hathaway Inc	$984K	0.13%	Not reported	-5.9%	Q3 2020
ORCLOracle Corp	$981K	0.13%	0.00%	Not reported	Q3 2020
NVDANvidia Corp	$980K	0.13%	0.00%	+124.8%	Q3 2025
DDominion Energy, Inc	$920K	0.12%	0.00%	Not reported	Q1 2017
NUENucor Corp	$913K	0.12%	0.00%	Not reported	Q1 2017
MCDMcdonalds Corp	$881K	0.12%	0.00%	+2.2%	Q3 2020
ABTAbbott Laboratories	$842K	0.11%	0.00%	Not reported	Q3 2020
ISRGIntuitive Surgical Inc	$838K	0.11%	0.00%	+1.7%	Q2 2025
MKLMarkel Group Inc.	$718K	0.10%	0.00%	+0.3%	Q3 2020
AMGNAmgen Inc	$691K	0.09%	0.00%	+21.8%	Q3 2020
BRBSBlue Ridge Bankshares, Inc.	$651K	0.09%	0.17%	Not reported	Q2 2024
AVGOBroadcom Inc.	$646K	0.09%	0.00%	+28.7%	Q2 2024
WMSAdvanced Drainage Systems, Inc.	$581K	0.08%	0.01%	Not reported	Q1 2024
COPConocophillips	$581K	0.08%	0.00%	Not reported	Q1 2017
PMPhilip Morris International Inc.	$568K	0.08%	0.00%	+14.9%	Q1 2017
CVXChevron Corp	$502K	0.07%	0.00%	+16.2%	Q3 2020
TTWOTake Two Interactive Software Inc	$448K	0.06%	0.00%	New	Q4 2025
NSCNorfolk Southern Corp	$433K	0.06%	0.00%	Not reported	Q2 2014
PSXPhillips 66	$426K	0.06%	0.00%	+0.1%	Q1 2017

Q3 2025Reported Nov 12, 202557 positions
SPYSPDR S&P 500 ETF Trust	$23.8M	3.39%	Not reported	-3.6%	Q2 2014
AAPLApple Inc.	$13.9M	1.97%	0.00%	-2.4%	Q2 2014
VPLInvesco Pennsylvania Value Municipal Income Trust	$11.5M	1.64%	Not reported	-6.9%	Q2 2014
MSFTMicrosoft Corp	$11.2M	1.59%	0.00%	-3.6%	Q3 2020
AMZNAmazon Com Inc	$10.6M	1.50%	0.00%	-3.3%	Q1 2017
JPMJPMorgan Chase & Co	$7.17M	1.02%	0.00%	-4.4%	Q2 2014
METAMeta Platforms, Inc.	$7.14M	1.01%	Not reported	-5.4%	Q1 2017
HDHome Depot, Inc.	$6.33M	0.90%	0.00%	-4.2%	Q1 2017
VVisa Inc.	$6.27M	0.89%	0.00%	-4.5%	Q2 2014
CATCaterpillar Inc	$6.08M	0.86%	0.00%	-5.4%	Q1 2017
UNHUnitedhealth Group Inc	$5.53M	0.79%	0.00%	-3.8%	Q2 2014
GOOGLAlphabet Inc.	$5.49M	0.78%	0.00%	-1.3%	Q1 2017
BLKBlackRock, Inc.	$5.39M	0.77%	0.00%	-4.7%	Q2 2014
MARMarriott International Inc	$5.32M	0.76%	0.01%	-5.2%	Q1 2021
GOOGAlphabet Inc.	$5.16M	0.73%	Not reported	-4.6%	Q1 2017
XOMExxonMobil Holdings Corp	$4.7M	0.67%	0.00%	-0.6%	Q2 2014
NEUNewmarket Corp	$4.19M	0.59%	0.05%	Not reported	Q1 2017
MAMastercard Inc	$4.03M	0.57%	0.00%	-4.8%	Q3 2020
GEVGE Vernova Inc.	$4M	0.57%	0.00%	-3.6%	Q2 2024
CCitigroup Inc	$3.37M	0.48%	0.00%	-5.0%	Q1 2025
JNJJohnson & Johnson	$3.03M	0.43%	0.00%	Not reported	Q2 2014
BABoeing Co	$2.21M	0.31%	0.00%	-4.8%	Q2 2025
ALBAlbemarle Corp	$2.15M	0.31%	0.02%	Not reported	Q2 2014
MCOMoodys Corp	$2.01M	0.29%	0.00%	-5.2%	Q2 2014
USRTEnigma-Bulwark, Ltd.	$1.91M	0.27%	Not reported	-10.3%	Q4 2022
IBMInternational Business Machines Corp	$1.9M	0.27%	0.00%	0.0%	Q2 2014
BACBank of America Corp	$1.89M	0.27%	0.00%	Not reported	Q2 2014
ABBVAbbVie Inc.	$1.5M	0.21%	0.00%	Not reported	Q3 2020
ORCLOracle Corp	$1.42M	0.20%	0.00%	-2.0%	Q3 2020
MMM3m Co	$1.24M	0.18%	0.00%	Not reported	Q2 2014
DISWalt Disney Co	$1.08M	0.15%	0.00%	-6.1%	Q1 2017
BRK.BBerkshire Hathaway Inc	$1.05M	0.15%	Not reported	Not reported	Q3 2020
DDominion Energy, Inc	$960K	0.14%	0.00%	Not reported	Q1 2017
KOCoca Cola Co	$924K	0.13%	0.00%	Not reported	Q2 2014
ABTAbbott Laboratories	$901K	0.13%	0.00%	Not reported	Q3 2020
MCDMcdonalds Corp	$857K	0.12%	0.00%	Not reported	Q3 2020
NUENucor Corp	$758K	0.11%	0.00%	Not reported	Q1 2017
ISRGIntuitive Surgical Inc	$651K	0.09%	0.00%	Not reported	Q2 2025
BRBSBlue Ridge Bankshares, Inc.	$645K	0.09%	0.17%	+2.7%	Q2 2024
MKLMarkel Group Inc.	$636K	0.09%	0.00%	Not reported	Q3 2020
COPConocophillips	$587K	0.08%	0.00%	-6.1%	Q1 2017
WMSAdvanced Drainage Systems, Inc.	$556K	0.08%	0.01%	Not reported	Q1 2024
PMPhilip Morris International Inc.	$500K	0.07%	0.00%	-0.9%	Q1 2017
AMGNAmgen Inc	$489K	0.07%	0.00%	Not reported	Q3 2020
AVGOBroadcom Inc.	$478K	0.07%	0.00%	Not reported	Q2 2024
NSCNorfolk Southern Corp	$451K	0.06%	0.00%	Not reported	Q2 2014
PSXPhillips 66	$449K	0.06%	0.00%	+0.1%	Q1 2017
CVXChevron Corp	$440K	0.06%	0.00%	Not reported	Q3 2020
NVDANvidia Corp	$436K	0.06%	0.00%	New	Q3 2025
SBUXStarbucks Corp	$400K	0.06%	0.00%	Not reported	Q2 2014

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