Fund HoldingsBlue Edge Capital, LLC

Total Portfolio Value
$752.93M
Total Bought
$69.89M
Total Sold
$44.39M
Net Transaction
+$25.50M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Avantis Emerging Markets Equit0143,381+143,381011,5541.53%+11,554
Ishares Core Msci Europe
CORE MSCI EURO
451,804512,239+60,43532,06935,9954.78%+3,926
Vanguard Value305,343316,399+11,05658,31762,0778.24%+3,760
SPDR S&P Midcap 40008,616+8,61605,3140.71%+5,314
Exxon Mobil Corp41,60446,079+4,4755,0077,8181.04%+2,811
Janus Henderson Mortgage-Backe
HENDERSON MTG
325,450386,161+60,71114,87017,4472.32%+2,577
Vanguard FTSE Pacific132,020147,123+15,10311,93514,3781.91%+2,444
Corning Inc(GLW)46,66746,660-74,0866,3440.84%+2,258
Caterpillar Inc(CAT)13,11613,657+5417,5149,6751.29%+2,162
Goldman Sachs Group Inc(GS)02,216+2,21601,8750.25%+1,875
Ishares Core Msci
CORE MSCI PAC
129,624147,650+18,0269,49011,2971.50%+1,807
Apple Inc(AAPL)55,87466,604+10,73015,19016,9032.25%+1,714
Ge Vernova Llc Com(GEV)6,6536,650-34,3485,8050.77%+1,457
Markel Corp(MKL)3341,114+7807182,1320.28%+1,414
Johnson & Johnson(JNJ)16,50418,533+2,0293,4164,5300.60%+1,115
Ishares S&P Small Cap039,779+39,77904,7120.63%+4,712
iShares S&P Small-Cap 600 Grow026,709+26,70903,8650.51%+3,865
Albemarle Corp(ALB)25,50124,907-5943,6074,4720.59%+865
Ishares 0-5 Year Tips
0-5 YR TIPS ETF
12,88319,183+6,3001,3191,9840.26%+665
Janus Henderson AAA CLO ETF
HENDRSON AAA CL
162,370176,247+13,8778,2138,8781.18%+665
iShares 7-10 Year Treasury Bon334,910344,363+9,45332,20532,8664.37%+661
iShares Barclays 1-3 Year Trea15,04922,798+7,7491,2461,8820.25%+636
Vanguard Short Term Corp Bond
SHRT TRM CORP BD
15,64323,721+8,0781,2471,8800.25%+633
iShares S&P Midcap 400 Growth098,194+98,19409,8801.31%+9,880
SPDR S&P 500(SPY)36,12538,696+2,57124,63425,1663.34%+531
iShares Broad USD Invm Grd Cor411,854426,168+14,31421,32221,8332.90%+511
Ishares Core S&P Small06,062+6,06207540.10%+754
KINDER MORGAN(KMI)013,875+13,87504650.06%+465
Tortoise Egy Infrastruct(TYG)08,625+8,62504300.06%+430
Norfolk Southern Corp.(NSC)1,5002,989+1,4894338580.11%+425
ConocoPhillips(COP)6,2017,551+1,3505819970.13%+416
Ishares S&P 500 Value73,91076,110+2,20015,67416,0712.13%+397
Merck & Co Inc(MRK)18,05418,891+8371,9002,2720.30%+372
Vanguard European57,27862,213+4,9354,7895,1280.68%+339
iShares S&P Midcap 400 Value076,475+76,475010,1331.35%+10,133
Enterprise Products Lp(EPD)08,300+8,30003140.04%+314
CarMax Inc(KMX)07,300+7,30003040.04%+304
Lab Cp Of Amer Hldg New01,000+1,00002670.04%+267
Lowes Cos Inc(LOW)1,5262,596+1,0703686130.08%+245
Deere & Co(DE)0399+39902250.03%+225
Honeywell International(HON)0976+97602210.03%+221
Altria Group Inc(MO)03,164+3,16402090.03%+209
Chevron Corp New Com(CVX)3,2913,423+1325027080.09%+207
CHARLES SCHWAB CORP(SCHW)02,198+2,19802070.03%+207
ANALOG DEVICES INC(ADI)0633+63302010.03%+201
Phillips(PSX)3,3023,30204266010.08%+175
iShares Core MSCI Total Intl S
CORE MSCI TOTAL
39,93740,937+1,0003,3803,5470.47%+167
Dominion Res Inc Va New Com(D)017,527+17,52701,0840.14%+1,084
State Street SPDR Port S&P 5
ST STR P500ETF
8,79811,305+2,5077068650.11%+159
Nvidia Corp(NVDA)5,2566,422+1,1669801,1200.15%+140
JPMorgan BetaBuilders Canada E060,834+60,83405,7220.76%+5,722
Marvell Technology Group3,4364,251+8152924210.06%+129
iShares Core MSCI EAFE
CORE MSCI EAFE
5,6636,786+1,1235076140.08%+108
Janus Henderson Securitized In
HEND SECU IN ETF
69,61672,200+2,5843,6243,7220.49%+98
iShares US Treasury Bond
US TREAS BD ETF
99,192103,256+4,0642,2842,3660.31%+82
Ishares Msci Em Esg
ESG AWR MSCI EM
052,708+52,70802,3970.32%+2,397
Berkshire Hathaway B New02,176+2,17601,0430.14%+1,043
iShares Barclays Aggregate Bon4,7825,352+5704785310.07%+54
Amgen Incorporated(AMGN)2,1102,114+46917440.10%+53
Hershey Company(HSY)2,0132,01303664180.06%+52
Pfizer Inc(PFE)8,5149,225+7112122590.03%+47
Global X US Preferred ETF
US PFD ETF
193,747201,465+7,7183,6643,7070.49%+43
Ishares Core S&P Etf8,0858,520+4355345750.08%+42
Vanguard Total Stock Market ET14,41315,191+7784,8324,8730.65%+41
Ishrs Msci Usa Sml Cp
ESG AWARE MSCI
023,172+23,17201,0900.14%+1,090
Cme Group Inc(CME)1,5561,55604254600.06%+35
Nucor Corp(NUE)5,6005,60009139470.13%+34
Spdr S&P Biotech Etf
ST STR SP BIOT
5,3775,37706566870.09%+31
Starbucks Corp(SBUX)4,7344,73403994240.06%+25
Philip Morris Intl(PM)3,5403,570+305685900.08%+22
Ishares Msci Eafe Esg
ESG AW MSCI EAFE
046,183+46,18304,4160.59%+4,416
JPMorgan BetaBuilders Japan ET
BETABULDRS JAPAN
5,8545,85403864030.05%+18
McDonalds Corp(MCD)2,8832,88308818960.12%+15
Abbvie Inc(ABBV)06,764+6,76401,4710.20%+1,471
Intl Business Machines(IBM)6,7658,316+1,5512,0042,0160.27%+12
Vanguard Information
INF TECH ETF
298328+302252290.03%+4
Procter & Gamble Co(PG)2,9682,96804254290.06%+3
Vanguard Small Cap1,0471,038-92702720.04%+2
Blue Ridge Bankshares Inc152,514152,51406516410.09%-11
iShares Bitcoin Trust ETF(IBIT)5,7357,083+1,3482852720.04%-13
iShares Core S&P 50052452403593420.05%-17
MSCI Inc.(MSCI)50850802912740.04%-18
Vanguard S&P 500 Etf9,4489,876+4285,9255,9010.78%-24
MARTIN MARIETTA MATERIALS INC78378304884610.06%-27
Coca Cola Co(KO)14,27912,728-1,5519989680.13%-30
ADVANCED DRAINAGE SYSTEMS INC(WMS)4,0124,01205815500.07%-31
Morgan Stanley(MS)1,3201,216-1042342000.03%-34
iShares Russell 30002,3442,34409078690.12%-38
Mkt Vctrs J P Mrgn Em163,172166,226+3,0544,2134,1740.55%-39
NXP SEMICONDUCTORS NV
COM
1,2631,173-902742310.03%-43
Tesla Motors Inc(TSLA)602608+62712260.03%-45
TRANSDIGM GROUP INC(TDG)29629603943430.05%-51
BROADCOM LTD(AVGO)1,8661,915+496465930.08%-53
SPDR Port S&P 1500 Comps Stk M
ST STR PR SP1500
16,68616,679-71,3771,3190.18%-58
Verisk Analytics Inc(VRSK)1,8211,809-124073430.05%-64
Citigroup Inc New(C)34,21634,376+1603,9933,8990.52%-94
TAKE-TWO INTERACTIVE SOFTWARE(TTWO)1,7481,74804483450.05%-102
3M Co(MMM)8,0008,00001,2811,1620.15%-119
Abbott Laboratories06,729+6,72906910.09%+691
Intuitive Surgical Inc01,487+1,48706850.09%+685
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