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Blue Edge Capital LLC

Portfolio Manager
Blue Edge Capital LLC
Performance
-3.89% (2026 Q1)
AUM (13F)
$752.93M
# of Holdings
134
Performance Rank
Allocation (Top 20)
63.06%

Blue Edge Capital LLC Holdings Map

Top 50 Blue Edge Capital LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
Vanguard Growth
8.55%147.3K$64.4M
+2.51%(+3.61K)
2025-Q1: 154.2K shares2025-Q2: 152.7K shares2025-Q3: 141.6K shares2025-Q4: 143.7K shares2026-Q1: 147.3K shares
$22.04(+305.30%)
2026-03-31
VTV
Vanguard Value
8.24%316.4K$62.1M
+3.62%(+11.06K)
2025-Q1: 309.7K shares2025-Q2: 307.5K shares2025-Q3: 299.3K shares2025-Q4: 305.3K shares2026-Q1: 316.4K shares
$21310.03(-98.99%)
2026-03-31
IEUR
Ishares Core Msci Europe
4.78%512.2K$36.0M
+13.38%(+60.44K)
2025-Q1: 388.4K shares2025-Q2: 466.7K shares2025-Q3: 412.3K shares2025-Q4: 451.8K shares2026-Q1: 512.2K shares
$55.84(+35.77%)
2026-03-31
MGK
Vanguard Mega Cap Growth
4.46%91.4K$33.6M
-6.24%(-6.08K)
2025-Q1: 90.9K shares2025-Q2: 89.5K shares2025-Q3: 95.4K shares2025-Q4: 97.5K shares2026-Q1: 91.4K shares
$40.45(+125.16%)
2026-03-31
IVW
Ishares S&P 500 Growth
4.43%295.2K$33.4M
+3.36%(+9.58K)
2025-Q1: 263.4K shares2025-Q2: 263.1K shares2025-Q3: 269.8K shares2025-Q4: 285.6K shares2026-Q1: 295.2K shares
$64.47(+117.72%)
2026-03-31
IEF
iShares 7-10 Year Treasury Bon
4.37%344.4K$32.9M
+2.82%(+9.45K)
2025-Q1: 330.6K shares2025-Q2: 321.5K shares2025-Q3: 322.1K shares2025-Q4: 334.9K shares2026-Q1: 344.4K shares
$96.98(-2.93%)
2026-03-31
SPY
SPDR S&P 500
3.34%38.7K$25.2M
+7.12%(+2.57K)
2025-Q1: 36.9K shares2025-Q2: 37.1K shares2025-Q3: 35.8K shares2025-Q4: 36.1K shares2026-Q1: 38.7K shares
$373.59(+102.86%)
2026-03-31
MGV
Vanguard Mega Cap Value
3.05%158.6K$23.0M
-9.81%(-17.25K)
2025-Q1: 169.9K shares2025-Q2: 167.8K shares2025-Q3: 164.8K shares2025-Q4: 175.9K shares2026-Q1: 158.6K shares
$6857.64(-97.67%)
2026-03-31
USIG
iShares Broad USD Invm Grd Cor
2.9%426.2K$21.8M
+3.48%(+14.31K)
2025-Q1: 362.6K shares2025-Q2: 354.0K shares2025-Q3: 379.9K shares2025-Q4: 411.9K shares2026-Q1: 426.2K shares
$51.80(-1.27%)
2026-03-31
JMBS
Janus Henderson Mortgage-Backe
2.32%386.2K$17.4M
+18.65%(+60.71K)
2025-Q1: 326.1K shares2025-Q2: 316.5K shares2025-Q3: 313.8K shares2025-Q4: 325.4K shares2026-Q1: 386.2K shares
$44.84(+0.39%)
2026-03-31

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