Blue Edge Capital, LLC holds a focused book of 134 stocks worth $752.9M as of Q1 2026 (disclosed Jun 2, 2026, a ~63-day 13F lag). This quarter they opened Avantis Emerging Markets Eq and trimmed Vanguard Mega Cap Growth ETF. Their largest long position is Vanguard Growth ETF at 9% of the equity book. Cloning the disclosed picks since 2014 would be +173% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1599620/holdings"
Use Arkolith to show Blue Edge Capital, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +183.0%, a 9.8-point gap that is the cost of the ~63-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Blue Edge Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~63 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Blue Edge Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 73 / 80 | $518.8B |
| BANK OF AMERICA CORP /DE/ | 73 / 80 | $403.4B |
| ROYAL BANK OF CANADA | 73 / 80 | $137.1B |
| UBS Group AG | 73 / 80 | $132.8B |
| WELLS FARGO & COMPANY/MN | 73 / 80 | $130.8B |
| AMERIPRISE FINANCIAL INC | 73 / 80 | $119.5B |
| ENVESTNET ASSET MANAGEMENT INC | 73 / 80 | $96.1B |
| RAYMOND JAMES FINANCIAL INC | 73 / 80 | $89.8B |
Ranked by how many of Blue Edge Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Growth COM | $64.4M | 147.3K | 8.5% | ▲+2.5% Added · +4K sh | |
| 2 | Vanguard Value COM | $62.1M | 316.4K | 8.2% | ▲+3.6% Added · +11K sh | |
| 3 | Ishares Core Msci Europe COM | $36.0M | 512.2K | 4.8% | ▲+13% Added · +60K sh | |
| 4 | Vanguard Mega Cap Growth COM | $33.6M | 91.4K | 4.5% | ▼−6.2% Reduced · −6K sh | |
| 5 | Ishares S&P 500 Growth COM | $33.4M | 295.2K | 4.4% | ▲+3.4% Added · +10K sh | |
| 6 | iShares 7-10 Year Treasury Bon COM | $32.9M | 344.4K | 4.4% | ▲+2.8% Added · +9K sh | |
| 7 | SPDR S&P 500 COM | $25.2M | 38.7K | 3.3% | ▲+7.1% Added · +3K sh | |
| 8 | Vanguard Mega Cap Value COM | $23.0M | 158.6K | 3.1% | ▼−9.8% Reduced · −17K sh | |
| 9 | iShares Broad USD Invm Grd Cor COM | $21.8M | 426.2K | 2.9% | ▲+3.5% Added · +14K sh | |
| 10 | Janus Henderson Mortgage-Backe COM | $17.4M | 386.2K | 2.3% | ▲+19% Added · +61K sh | |
| 11 | Apple Inc COM | $16.9M | 66.6K | 2.2% | ▲+19% Added · +11K sh | |
| 12 | Ishares S&P 500 Value COM | $16.1M | 76.1K | 2.1% | ▲+3.0% Added · +2K sh | |
| 13 | Vanguard FTSE Pacific COM | $14.4M | 147.1K | 1.9% | ▲+11% Added · +15K sh | |
| 14 | Ishares Msci Usa Esg COM | $12.0M | 84.9K | 1.6% | ▼−7.0% Reduced · −6K sh | |
| 15 | Vanguard Emerging Market COM | $11.8M | 218.2K | 1.6% | ▼−19% Reduced · −51K sh | |
| 16 | Avantis Emerging Markets Equit COM | $11.6M | 143.4K | 1.5% | ▲New New position | |
| 17 | Ishares Core Msci COM | $11.3M | 147.7K | 1.5% | ▲+14% Added · +18K sh | |
| 18 | Amazon Com Inc COM | $11.1M | 53.1K | 1.5% | ▲+2.5% Added · +1K sh | |
| 19 | iShares S&P Midcap 400 Value COM | $10.1M | 76.5K | 1.3% | ▲+2.6% Added · +2K sh | |
| 20 | iShares S&P Midcap 400 Growth COM | $9.9M | 98.2K | 1.3% | ▲+2.6% Added · +2K sh | |
| 21 | iShares A.I. Innovation and Te COM | $9.7M | 295.3K | 1.3% | ▼−5.1% Reduced · −16K sh | |
| 22 | Caterpillar Inc COM | $9.7M | 13.7K | 1.3% | ▲+4.1% Added · +541 sh | |
| 23 | Ishars Edg Msci Usa Qlty COM | $9.6M | 50.3K | 1.3% | ▼−3.0% Reduced · −2K sh | |
| 24 | iShares U.S. Equity Factor Rot COM | $9.5M | 163.7K | 1.3% | ▲+0.4% Added · +693 sh | |
| 25 | iShares Core MSCI Emerging Mar COM | $9.4M | 135.4K | 1.3% | ▼−42% Reduced · −99K sh | |
| 26 | Janus Henderson AAA CLO ETF COM | $8.9M | 176.2K | 1.2% | ▲+8.5% Added · +14K sh | |
| 27 | Microsoft Corp COM | $8.4M | 22.8K | 1.1% | ▲+0.4% Added · +83 sh | |
| 28 | Exxon Mobil Corp COM | $7.8M | 46.1K | 1.0% | ▲+11% Added · +4K sh | |
| 29 | Alphabet Inc Class C COM | $7.3M | 25.4K | 1.0% | ▲+0.9% Added · +239 sh | |
| 30 | JP Morgan Chase & Co. COM | $6.8M | 23.1K | 0.9% | ▼~0% Reduced · −8 sh | |
| 31 | Alphabet Inc Class A COM | $6.5M | 22.6K | 0.9% | ▼~0% Reduced · −10 sh | |
| 32 | Corning Inc COM | $6.3M | 46.7K | 0.8% | ▼~0% Reduced · −7 sh | |
| 33 | SPDR S And P 500 Esg ETF COM | $6.1M | 96.4K | 0.8% | ▼−4.8% Reduced · −5K sh | |
| 34 | Visa Inc COM | $6.0M | 20.0K | 0.8% | ▼−0.5% Reduced · −109 sh | |
| 35 | Meta Platforms Inc Class A COM | $5.9M | 10.3K | 0.8% | ▲+0.4% Added · +38 sh | |
| 36 | Vanguard S&P 500 Etf COM | $5.9M | 9.9K | 0.8% | ▲+4.5% Added · +428 sh | |
| 37 | Ge Vernova Llc Com COM | $5.8M | 6.7K | 0.8% | ▼~0% Reduced · −3 sh | |
| 38 | JPMorgan BetaBuilders Canada E COM | $5.7M | 60.8K | 0.8% | ▲+1.3% Added · +781 sh | |
| 39 | SPDR S&P Midcap 400 COM | $5.3M | 8.6K | 0.7% | ▲+189% Added · +6K sh | |
| 40 | Home Depot Inc COM | $5.3M | 16.0K | 0.7% | ▲+0.4% Added · +67 sh | |
| 41 | Vanguard European COM | $5.1M | 62.2K | 0.7% | ▲+8.6% Added · +5K sh | |
| 42 | Vanguard Total Stock Market ET COM | $4.9M | 15.2K | 0.6% | ▲+5.4% Added · +778 sh | |
| 43 | Ishares S&P Small Cap COM | $4.7M | 39.8K | 0.6% | ▲+25% Added · +8K sh | |
| 44 | Unitedhealth Group Inc COM | $4.5M | 16.8K | 0.6% | ▼−0.2% Reduced · −30 sh | |
| 45 | Johnson & Johnson COM | $4.5M | 18.5K | 0.6% | ▲+12% Added · +2K sh | |
| 46 | Blackrock Inc COM | $4.5M | 4.7K | 0.6% | ▲+0.5% Added · +25 sh | |
| 47 | Albemarle Corp COM | $4.5M | 24.9K | 0.6% | ▼−2.3% Reduced · −594 sh | |
| 48 | Ishares Msci Eafe Esg COM | $4.4M | 46.2K | 0.6% | ▼−0.1% Reduced · −33 sh | |
| 49 | Boeing Co COM | $4.2M | 21.3K | 0.6% | ▲+1.3% Added · +272 sh | |
| 50 | Mkt Vctrs J P Mrgn Em COM | $4.2M | 166.2K | 0.6% | ▲+1.9% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 2, 2026 | 134 | $752.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 125 | $747.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 122 | $703.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 115 | $672.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 109 | $622.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 110 | $635.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 111 | $641.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 7, 2024 | 110 | $604.3M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 110 | $597.9M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 102 | $530.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 100 | $477.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 21, 2023 | 99 | $496.4M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 101 | $462.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 13, 2023 | 104 | $438.8M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 106 | $403.8M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 102 | $430.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 106 | $499.1M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 102 | $518.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 97 | $479.3M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 13, 2021 | 105 | $482.1M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 12, 2021 | 94 | $449.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 9, 2021 | 99 | $414.0M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 4, 2020 | 97 | $367.3M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 93 | $333.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.