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Livermore
Livermore
ZHEN

Blue Edge Capital, LLC

SEC CIK
0001599620
Latest filing
Aug 14, 2026

The latest 13F from Blue Edge Capital, LLC covers Q2 2026 (filed Aug 14, 2026): 137 long positions worth $829.6M. The top 10 holdings make up 44.9% of the portfolio, and the largest is Vanguard Morningstar Growth ETF at 9.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
9
Est. +$31.4M
Added
33
Est. +$31.8M
Reduced
66
Est. −$74.5M
Sold out
6
Est. −$13.2M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Growth ETF922908736
    9.1%$75.8M
  2. Vanguard Morningstar Value ETF922908744
    8.3%$68.8M
  3. iShares S&P 500 Growth ETF464287309
    4.9%$40.8M
  4. iShares Core MSCI Europe ETF46434V738
    4.4%$36.2M
  5. Vanguard World FD921910816
    4.3%$36.0M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tips Bond ETF464287176
    +$21.5MNew
  2. Janus Detroit STR Tr47103U845
    +$7.89MAdded
  3. XOMExxon Mobil Corp
    +$4.81MNewHistory
  4. American Centy ETF Tr025072604
    +$3.38MAdded
  5. iShares S&P Small-Cap 600 Growth ETF464287887
    +$3.24MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tips Bond ETF464287176
    +2.59 pp0.0% → 2.6%
  2. Janus Detroit STR Tr47103U845
    +0.84 pp1.2% → 2.0%
  3. XOMExxon Mobil Corp
    +0.58 pp0.0% → 0.6%History
  4. American Centy ETF Tr025072604
    +0.54 pp1.5% → 2.1%
  5. iShares S&P 500 Growth ETF464287309
    +0.49 pp4.4% → 4.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr464287440
    −$31.6MReduced
  2. XOMExxonMobil Holdings Corp
    −$7.82MSold outHistory
  3. Vanguard S&P 500 ETF922908363
    −$5.84MReduced
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −$5.07MReduced
  5. Vanguard World FD921910816
    −$4.13MReducedConverted for a 5-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464287440
    −4.25 pp4.4% → 0.1%
  2. XOMExxonMobil Holdings Corp
    −1.04 pp1.0% → 0.0%History
  3. Vanguard S&P 500 ETF922908363
    −0.67 pp0.8% → 0.1%
  4. Vanguard Morningstar Total Stock Market ETF922908769
    −0.58 pp0.6% → 0.1%
  5. Global X FDS37954Y657
    −0.49 pp0.5% → 0.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$829.6M
+$76.7M (+10.2%) vs. prior quarter
Positions
137
+3 vs. prior quarter
Top 10 concentration
44.9%
Top 10 as share of value
Turnover
8.0%
Q2 2026, one quarter
Average holding period
17.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $829.6M (Q2 2026)

Q1 2021: $449.5MQ2 2021: $482.1MQ3 2021: $479.3MQ4 2021: $518.1MQ1 2022: $499.1MQ2 2022: $430.3MQ3 2022: $403.8MQ4 2022: $438.8MQ1 2023: $462.5MQ2 2023: $496.4MQ3 2023: $477.1MQ4 2023: $530.6MQ1 2024: $597.9MQ2 2024: $604.3MQ3 2024: $641.9MQ4 2024: $635.8MQ1 2025: $622.7MQ2 2025: $672.5MQ3 2025: $703.9MQ4 2025: $747.4MQ1 2026: $752.9MQ2 2026: $829.6M
Q1 2021Q2 2026
13F filings of Blue Edge Capital, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026137$829.6MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026Jun 2, 2026134$752.9MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Core MSCI Europe ETFvs. Q4 2025SEC
Q4 2025Feb 12, 2026125$747.4MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q3 2025SEC
Q3 2025Nov 12, 2025122$703.9MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q2 2025SEC
Q2 2025Aug 15, 2025115$672.5MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q1 2025SEC
Q1 2025May 13, 2025109$622.7MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Trvs. Q4 2024SEC
Q4 2024Feb 13, 2025110$635.8MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q3 2024SEC
Q3 2024Nov 14, 2024111$641.9MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFiShares Trvs. Q2 2024SEC
Q2 2024Aug 7, 2024110$604.3MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q1 2024SEC
Q1 2024May 15, 2024110$597.9MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q4 2023SEC
Q4 2023Feb 15, 2024102$530.6MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q3 2023SEC
Q3 2023Nov 14, 2023100$477.1MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q2 2023SEC
Q2 2023Aug 21, 202399$496.4MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q1 2023SEC
Q1 2023May 16, 2023101$462.5MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFiShares Core MSCI Europe ETFvs. Q4 2022SEC
Q4 2022Feb 13, 2023104$438.8MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard World FDvs. Q3 2022SEC
Q3 2022Nov 15, 2022106$403.8MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard World FDvs. Q2 2022SEC
Q2 2022Aug 10, 2022102$430.3MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard World FDvs. Q1 2022SEC
Q1 2022May 16, 2022106$499.1MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard World FDvs. Q4 2021SEC
Q4 2021Feb 14, 2022102$518.1MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard World FDvs. Q3 2021SEC
Q3 2021Nov 15, 202197$479.3MVanguard Morningstar Growth ETFVanguard Morningstar Value ETFVanguard Ftse Emerging Markets ETFvs. Q2 2021SEC
Q2 2021Aug 13, 2021105$482.1MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFVanguard Ftse Emerging Markets ETFvs. Q1 2021SEC
Q1 2021May 12, 202194$449.5MVanguard Morningstar Value ETFVanguard Morningstar Growth ETFiShares Tr–SEC