StockDriftsStockDriftsTop 50 Blue Edge Capital LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | Vanguard Growth | 9.1% | 879.9K | $75.8M | -0.47%(-4.18K) | $22.04(+304.62%) | 2026-06-30 | |
| VTV | Vanguard Value | 8.26% | 315.7K | $68.8M | -0.23%(-718) | $106.15(+114.32%) | 2026-06-30 | |
| IVW | Ishares S&P 500 Growth | 4.9% | 296.9K | $40.8M | +0.58%(+1.70K) | $64.81(+118.54%) | 2026-06-30 | |
| IEUR | Ishares Core Msci Europe | 4.35% | 481.8K | $36.2M | -5.95%(-30.48K) | $55.84(+40.24%) | 2026-06-30 | |
| MGK | Vanguard Mega Cap Growth | 4.33% | 409.9K | $36.0M | -10.29%(-47.02K) | $40.45(+123.75%) | 2026-06-30 | |
| SPY | SPDR S&P 500 | 3.24% | 36.1K | $27.0M | -6.70%(-2.59K) | $373.59(+107.54%) | 2026-06-30 | |
| MGV | Vanguard Mega Cap Value | 3.12% | 158.9K | $26.0M | +0.20%(+314) | $109.68(+53.53%) | 2026-06-30 | |
| USIG | iShares Broad USD Invm Grd Cor | 2.62% | 426.1K | $21.9M | -0.01%(-29) | $51.71(-2.76%) | 2026-06-30 | |
| TIP | iShares Barclays TIP Bond | 2.58% | 196.4K | $21.5M | new | $109.89(-2.77%) | 2026-06-30 | |
| AAPL | Apple Inc | 2.28% | 65.5K | $19.0M | -1.66%(-1.10K) | $90.92(+235.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.43% | +49.84% | +7.22% | +41.70% |
| Top 20 Holdings Unweighted | +13.21% | +45.11% | +6.48% | +36.90% |
Blue Edge Capital LLC reports $832.77M in US-listed equity holdings across 137 positions in its most recent 13F filing. Its largest disclosed positions are VUG (9.1%), VTV (8.3%) and IVW (4.9%). The top 20 holdings account for 63.22% of reported assets. Its disclosed equity book has returned +49.84% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Edge Capital LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1599620). View Blue Edge Capital LLC’s 13F filings on SEC