Blue Edge Capital, LLC holds a focused book of 99 stocks worth $752.9M as of Q1 2026 (disclosed Jun 2, 2026, a ~45-day 13F lag). This quarter they opened Avantis Emerging Markets Equit and trimmed Vanguard Mega Cap Growth. Their largest long position is VANGUARD GROWTH ETF at 18% of the equity book.
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.
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.
6% 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
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 ~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.