Institutional Investor · CIK 0001599620
BLUE EDGE CAPITAL, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
118
Total Value
$711.29M
Total Shares
6.18M
Latest Filing
Jun 2, 2026
CIK
0001599620
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Growth ETF(VUG) | Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 147,345 | $64.36M | 0.0032% | SH | — | View |
Vanguard Value ETF(VTV) | Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 316,399 | $62.08M | 0.0283% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 512,239 | $36.00M | 0.4467% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 91,387 | $33.58M | 0.0242% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 295,201 | $33.39M | 0.0542% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 344,363 | $32.87M | 0.0689% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 38,696 | $25.17M | 0.0037% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 158,616 | $22.99M | 0.2055% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 426,168 | $21.83M | 0.1235% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 386,161 | $17.45M | 0.2564% | SH | — | View | |
Apple Inc.(AAPL.NE) | Technology | Consumer Electronics | 2026-03-31 | 2026-06-02 | 66,604 | $16.90M | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 76,110 | $16.07M | 0.0361% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 147,123 | $14.38M | 0.1186% | SH | — | View | |
iShares ESG Aware MSCI…(ESGU) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 84,923 | $12.01M | 0.0783% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 218,176 | $11.79M | 0.0080% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 143,381 | $11.55M | 0.0508% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 147,650 | $11.30M | 0.4751% | SH | — | View | |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-03-31 | 2026-06-02 | 53,121 | $11.06M | 0.0005% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 76,475 | $10.13M | 0.1289% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 98,194 | $9.88M | 0.1017% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 295,285 | $9.73M | 0.1717% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-03-31 | 2026-06-02 | 13,657 | $9.68M | 0.0030% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 163,725 | $9.53M | 0.0292% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 135,381 | $9.44M | 0.0068% | SH | — | View | |
Janus Henderson AAA CLO…(JAAA) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 176,247 | $8.88M | 0.0326% | SH | — | View |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-02 | 22,813 | $8.44M | 0.0003% | SH | — | View |
| Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-02 | 46,079 | $7.82M | 0.0011% | SH | — | View | |
Alphabet Inc.(GOOG) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-02 | 25,367 | $7.28M | 0.0002% | SH | — | View |
JPMorgan Chase & Co.(JPM) | Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-02 | 23,068 | $6.79M | 0.0009% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-02 | 22,565 | $6.49M | 0.0002% | SH | — | View |
Corning Inc(GLW) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-06-02 | 46,660 | $6.34M | 0.0054% | SH | — | View |
State Street SPDR S&P…(EFIV) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 96,352 | $6.08M | 0.6360% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-03-31 | 2026-06-02 | 19,991 | $6.04M | 0.0010% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-03-31 | 2026-06-02 | 10,331 | $5.91M | 0.0004% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 9,876 | $5.90M | 0.0004% | SH | — | View |
GE Vernova Inc.(GEV) | Utilities | Renewable Utilities | 2026-03-31 | 2026-06-02 | 6,650 | $5.80M | 0.0025% | SH | — | View |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-06-02 | 16,011 | $5.27M | 0.0016% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 62,213 | $5.13M | 0.0146% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 15,191 | $4.87M | 0.0009% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 39,779 | $4.71M | 0.0671% | SH | — | View | |
| Healthcare | Medical - Healthcare Plans | 2026-03-31 | 2026-06-02 | 16,783 | $4.54M | 0.0018% | SH | — | View | |
Johnson & Johnson(JNJ) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-02 | 18,533 | $4.53M | 0.0008% | SH | — | View |
| Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-06-02 | 24,907 | $4.47M | 0.0211% | SH | — | View | |
iShares ESG Aware MSCI…(ESGD) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 46,183 | $4.42M | 0.0404% | SH | — | View |
| Industrials | Aerospace & Defense | 2026-03-31 | 2026-06-02 | 21,250 | $4.23M | 0.0027% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-02 | 34,376 | $3.90M | 0.0020% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 26,709 | $3.87M | 0.0575% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 72,200 | $3.72M | 0.2444% | SH | — | View | |
Global X - U.S.…(PFFD) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 201,465 | $3.71M | 0.1755% | SH | — | View |
iShares Core MSCI Total…(IXUS) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 40,937 | $3.55M | 0.0066% | SH | — | View |
Invesco NASDAQ 100 ETF(QQQM) | Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 13,600 | $3.23M | 0.0050% | SH | — | View |
| Basic Materials | Chemicals - Specialty | 2026-03-31 | 2026-06-02 | 5,038 | $3.23M | 0.0548% | SH | — | View | |
iShares ESG Aware MSCI…(ESGE) | Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 52,708 | $2.40M | 0.0388% | SH | — | View |
Markel Corporation(MKL) | Financial Services | Insurance - Property & Casualty | 2026-03-31 | 2026-06-02 | 1,114 | $2.13M | 0.0089% | SH | — | View |
| Technology | Information Technology Services | 2026-03-31 | 2026-06-02 | 8,316 | $2.02M | 0.0009% | SH | — | View | |
iShares 0-5 Year TIPS…(STIP) | Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 19,183 | $1.98M | 0.0122% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 22,798 | $1.88M | 0.0074% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 23,721 | $1.88M | 0.0036% | SH | — | View | |
| Financial Services | Financial - Capital Markets | 2026-03-31 | 2026-06-02 | 2,216 | $1.87M | 0.0008% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-03-31 | 2026-06-02 | 6,764 | $1.47M | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 16,679 | $1.32M | 0.0112% | SH | — | View | |
3M Company(MMM.SW) | Industrials | Conglomerates | 2026-03-31 | 2026-06-02 | 8,000 | $1.16M | 0.0015% | SH | — | View |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-03-31 | 2026-06-02 | 6,422 | $1.12M | 0.0000% | SH | — | View |
| Utilities | Regulated Electric | 2026-03-31 | 2026-06-02 | 17,527 | $1.08M | 0.0020% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-03-31 | 2026-06-02 | 21,680 | $1.06M | 0.0003% | SH | — | View | |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-03-31 | 2026-06-02 | 2,176 | $1.04M | 0.0001% | SH | — | View |
ConocoPhillips(COP) | Energy | Oil & Gas Exploration & Production | 2026-03-31 | 2026-06-02 | 7,551 | $996.78K | 0.0006% | SH | — | View |
| Consumer Defensive | Beverages - Non-Alcoholic | 2026-03-31 | 2026-06-02 | 12,728 | $967.96K | 0.0003% | SH | — | View | |
Nucor Corporation(NUE) | Basic Materials | Steel | 2026-03-31 | 2026-06-02 | 5,600 | $946.96K | 0.0025% | SH | — | View |
Amphenol Corporation(APH) | Technology | Hardware, Equipment & Parts | 2026-03-31 | 2026-06-02 | 7,454 | $941.81K | 0.0006% | SH | — | View |
| Consumer Cyclical | Restaurants | 2026-03-31 | 2026-06-02 | 2,883 | $896.01K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 2,344 | $868.87K | 0.0050% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 11,305 | $865.27K | 0.0010% | SH | — | View | |
| Industrials | Railroads | 2026-03-31 | 2026-06-02 | 2,989 | $857.84K | 0.0013% | SH | — | View | |
| Communication Services | Entertainment | 2026-03-31 | 2026-06-02 | 8,690 | $837.56K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 6,062 | $753.63K | 0.0008% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-03-31 | 2026-06-02 | 2,114 | $743.81K | 0.0004% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-03-31 | 2026-06-02 | 3,423 | $708.22K | 0.0002% | SH | — | View |
Abbott Laboratories(ABT) | Healthcare | Medical - Devices | 2026-03-31 | 2026-06-02 | 6,729 | $690.87K | 0.0004% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 5,377 | $686.80K | 0.0103% | SH | — | View | |
Intuitive Surgical, Inc.(ISRG) | Healthcare | Medical - Devices | 2026-03-31 | 2026-06-02 | 1,487 | $685.49K | 0.0004% | SH | — | View |
| Financial Services | Banks - Regional | 2026-03-31 | 2026-06-02 | 152,514 | $640.56K | 0.1696% | SH | — | View | |
| Consumer Cyclical | Home Improvement | 2026-03-31 | 2026-06-02 | 2,596 | $613.38K | 0.0005% | SH | — | View | |
Phillips 66(PSX) | Energy | Oil & Gas Refining & Marketing | 2026-03-31 | 2026-06-02 | 3,302 | $601.49K | 0.0008% | SH | — | View |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-03-31 | 2026-06-02 | 1,915 | $592.71K | 0.0000% | SH | — | View |
Philip Morris International Inc.(PMI.SW) | Consumer Defensive | Tobacco | 2026-03-31 | 2026-06-02 | 3,570 | $590.34K | 0.0002% | SH | — | View |
Oracle Corporation(ORCL) | Technology | Software - Infrastructure | 2026-03-31 | 2026-06-02 | 4,000 | $588.44K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 8,520 | $575.36K | 0.0005% | SH | — | View | |
| Industrials | Construction | 2026-03-31 | 2026-06-02 | 4,012 | $550.17K | 0.0052% | SH | — | View | |
Moody's Corporation(MCO) | Financial Services | Financial - Data & Stock Exchanges | 2026-03-31 | 2026-06-02 | 1,246 | $543.57K | 0.0007% | SH | — | View |
| Financial Services | Asset Management | 2026-03-31 | 2026-06-02 | 5,352 | $531.29K | 0.0004% | SH | — | View | |
Kinder Morgan, Inc.(KMI) | Energy | Oil & Gas Midstream | 2026-03-31 | 2026-06-02 | 13,875 | $465.23K | 0.0006% | SH | — | View |
CME Group Inc.(CME) | Financial Services | Financial - Data & Stock Exchanges | 2026-03-31 | 2026-06-02 | 1,556 | $459.56K | 0.0004% | SH | — | View |
| Consumer Defensive | Household & Personal Products | 2026-03-31 | 2026-06-02 | 2,968 | $428.70K | 0.0001% | SH | — | View | |
Starbucks-t(4337.HK) | Consumer Cyclical | Restaurants | 2026-03-31 | 2026-06-02 | 4,734 | $424.12K | 0.0004% | SH | — | View |
The Hershey Company(HSY) | Consumer Defensive | Food Confectioners | 2026-03-31 | 2026-06-02 | 2,013 | $418.48K | 0.0010% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-03-31 | 2026-06-02 | 2,759 | $381.57K | 0.0004% | SH | — | View | |
iShares ESG Aware USD…(SUSC) | Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 15,519 | $359.07K | 0.0272% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-03-31 | 2026-06-02 | 2,924 | $346.79K | 0.0019% | SH | — | View | |
| Technology | Electronic Gaming & Multimedia | 2026-03-31 | 2026-06-02 | 1,748 | $345.23K | 0.0009% | SH | — | View |
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