Institution
Blue Edge Capital, LLC
CIK 0001599620 - 2026Q1 report dated 2026-03-31
Shown positions
100
Shown market value
$741,575,496
Net value change
+$10,973,368
91 changed positions shown
Latest filing
0001599620-26-000002Largest reported increase
AVEM
Avantis Emerging Markets Equit
+$11,553,641
Largest reported decrease
MGK
Vanguard Mega Cap Growth
-$6,653,040
Latest 13F holdings
Top reported positions by market value. 13F filings are delayed and may not reflect current holdings.
| Ticker | Issuer | Value | Shares | Change | Value change | Report |
|---|---|---|---|---|---|---|
| VUG | Vanguard Growth 922908736 | $64,358,823 | 147,345 | INCREASED +2.5% | -$5,764,222 | 2026-03-31SEC filing |
| VTV | Vanguard Value 922908744 | $62,077,484 | 316,399 | INCREASED +3.6% | +$3,760,024 | 2026-03-31SEC filing |
| IEUR | Ishares Core Msci Europe 46434V738 | $35,995,035 | 512,239 | INCREASED +13.4% | +$3,925,987 | 2026-03-31SEC filing |
| MGK | Vanguard Mega Cap Growth 921910816 | $33,579,239 | 91,387 | REDUCED -6.2% | -$6,653,040 | 2026-03-31SEC filing |
| IVW | Ishares S&P 500 Growth 464287309 | $33,390,185 | 295,201 | INCREASED +3.4% | -$1,815,090 | 2026-03-31SEC filing |
| IEF | iShares 7-10 Year Treasury Bon 464287440 | $32,866,022 | 344,363 | INCREASED +2.8% | +$661,093 | 2026-03-31SEC filing |
| SPY | SPDR S&P 500 78462F103 | $25,165,638 | 38,696 | INCREASED +7.1% | +$531,484 | 2026-03-31SEC filing |
| MGV | Vanguard Mega Cap Value 921910840 | $22,991,389 | 158,616 | REDUCED -9.8% | -$1,833,714 | 2026-03-31SEC filing |
| USIG | iShares Broad USD Invm Grd Cor 464288620 | $21,832,586 | 426,168 | INCREASED +3.5% | +$510,899 | 2026-03-31SEC filing |
| JMBS | Janus Henderson Mortgage-Backe 47103U852 | $17,446,744 | 386,161 | INCREASED +18.7% | +$2,576,921 | 2026-03-31SEC filing |
| AAPL | Apple Inc 037833100 | $16,903,441 | 66,604 | INCREASED +19.2% | +$1,713,601 | 2026-03-31SEC filing |
| IVE | Ishares S&P 500 Value 464287408 | $16,070,627 | 76,110 | INCREASED +3.0% | +$396,533 | 2026-03-31SEC filing |
| VPL | Vanguard FTSE Pacific 922042866 | $14,378,331 | 147,123 | INCREASED +11.4% | +$2,443,723 | 2026-03-31SEC filing |
| ESGU | Ishares Msci Usa Esg 46435G425 | $12,009,811 | 84,923 | REDUCED -7.0% | -$1,592,361 | 2026-03-31SEC filing |
| VWO | Vanguard Emerging Market 922042858 | $11,792,413 | 218,176 | REDUCED -18.9% | -$2,661,339 | 2026-03-31SEC filing |
| AVEM | Avantis Emerging Markets Equit 025072604 | $11,553,641 | 143,381 | NEW new | +$11,553,641 | 2026-03-31SEC filing |
| IPAC | Ishares Core Msci 46434V696 | $11,296,702 | 147,650 | INCREASED +13.9% | +$1,806,929 | 2026-03-31SEC filing |
| AMZN | Amazon Com Inc 023135106 | $11,063,511 | 53,121 | INCREASED +2.5% | -$898,505 | 2026-03-31SEC filing |
| IJJ | iShares S&P Midcap 400 Value 464287705 | $10,132,966 | 76,475 | INCREASED +2.6% | +$328,035 | 2026-03-31SEC filing |
| IJK | iShares S&P Midcap 400 Growth 464287606 | $9,880,280 | 98,194 | INCREASED +2.6% | +$608,767 | 2026-03-31SEC filing |
| BAI | iShares A.I. Innovation and Te 09290C780 | $9,729,641 | 295,285 | REDUCED -5.1% | -$629,523 | 2026-03-31SEC filing |
| CAT | Caterpillar Inc 149123101 | $9,675,438 | 13,657 | INCREASED +4.1% | +$2,161,675 | 2026-03-31SEC filing |
| QUAL | Ishars Edg Msci Usa Qlty 46432F339 | $9,642,289 | 50,270 | REDUCED -3.0% | -$647,617 | 2026-03-31SEC filing |
| DYNF | iShares U.S. Equity Factor Rot 09290C103 | $9,525,521 | 163,725 | INCREASED +0.4% | -$388,455 | 2026-03-31SEC filing |
| IEMG | iShares Core MSCI Emerging Mar 46434G103 | $9,442,825 | 135,381 | REDUCED -42.2% | -$6,291,629 | 2026-03-31SEC filing |