Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Blue Edge Capital, LLC

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0001599620-26-000001

Total Value
$747.4M
Positions
125
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (125)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Growth922908736143,736$70.1M9.38%
2Vanguard Value922908744305,343$58.3M7.80%
3Vanguard Mega Cap Growth92191081697,469$40.2M5.38%
4Ishares S&P 500 Growth464287309285,618$35.2M4.71%
5iShares 7-10 Year Treasury Bon464287440334,910$32.2M4.31%
6Ishares Core Msci Europe46434V738451,804$32.1M4.29%
7Vanguard Mega Cap Value921910840175,865$24.8M3.32%
8SPDR S&P 500SPY36,125$24.6M3.30%
9iShares Broad USD Invm Grd Cor464288620411,854$21.3M2.85%
10iShares Core MSCI Emerging Mar46434G103234,074$15.7M2.11%
11Ishares S&P 500 Value46428740873,910$15.7M2.10%
12Apple IncAAPL55,874$15.2M2.03%
13Janus Henderson Mortgage-Backe47103U852325,450$14.9M1.99%
14Vanguard Emerging Market922042858268,857$14.5M1.93%
15Ishares Msci Usa Esg46435G42591,302$13.6M1.82%
16Amazon Com IncAMZN51,824$12.0M1.60%
17Vanguard FTSE Pacific922042866132,020$11.9M1.60%
18Microsoft CorpMSFT22,730$11.0M1.47%
19iShares A.I. Innovation and TeBLK311,086$10.4M1.39%
20Ishars Edg Msci Usa Qlty46432F33951,807$10.3M1.38%
21iShares U.S. Equity Factor RotBLK163,032$9.9M1.33%
22iShares S&P Midcap 400 Value46428770574,511$9.8M1.31%
23Ishares Core Msci46434V696129,624$9.5M1.27%
24iShares S&P Midcap 400 Growth46428760695,701$9.3M1.24%
25Janus Henderson AAA CLO ETF47103U845162,370$8.2M1.10%
26Invesco NASDAQ 100 ETFIVZ32,430$8.2M1.10%
27Alphabet Inc Class CGOOG25,128$7.9M1.05%
28Caterpillar IncCAT13,116$7.5M1.01%
29JP Morgan Chase & Co.VYLD23,076$7.4M0.99%
30Alphabet Inc Class AGOOG22,575$7.1M0.95%
31Visa IncV20,100$7.0M0.94%
32Meta Platforms Inc Class AMETA10,293$6.8M0.91%
33SPDR S AND P 500 ESG ETF78468R531101,227$6.7M0.90%
34Vanguard S&P 500 Etf9229083639,448$5.9M0.79%
35JPMorgan BetaBuilders Canada E46641Q69660,053$5.6M0.75%
36Unitedhealth Group IncUNH16,813$5.6M0.74%
37Home Depot IncHD15,944$5.5M0.73%
38Blackrock IncBLK4,684$5.0M0.67%
39Exxon Mobil CorpXOM41,604$5.0M0.67%
40Vanguard Total Stock Market ET92290876914,413$4.8M0.65%
41Vanguard European92204287457,278$4.8M0.64%
42Boeing CoBA-PA20,978$4.6M0.61%
43Ishares Msci Eafe Esg46435G51646,216$4.4M0.59%
44Ge Vernova Llc ComGEV6,653$4.3M0.58%
45Mkt Vctrs J P Mrgn Em92189F494163,172$4.2M0.56%
46Mastercard Inc.MA7,197$4.1M0.55%
47Corning IncGLW46,667$4.1M0.55%
48Citigroup Inc NewC-PR34,216$4.0M0.53%
49Global X US Preferred ETF37954Y657193,747$3.7M0.49%
50Janus Henderson Securitized In47103U74669,616$3.6M0.48%
51Ishares S&P Small Cap46428787931,793$3.6M0.48%
52Albemarle CorpALB-PA25,501$3.6M0.48%
53NEWMARKET CORPNEU5,054$3.5M0.46%
54Johnson & JohnsonJNJ16,504$3.4M0.46%
55iShares Core MSCI Total Intl S46432F83439,937$3.4M0.45%
56iShares S&P Small-Cap 600 Grow46428788720,758$2.9M0.39%
57Moody's CorpMCO5,393$2.8M0.37%
58Ishares Msci Em Esg46434G86352,609$2.3M0.31%
59iShares US Treasury Bond46429B26799,192$2.3M0.31%
60General Electric CoGE6,931$2.1M0.29%
61PowerShares QQQ Trust Unit Ser73935A1043,449$2.1M0.28%
62Bank of America Corp06050510437,880$2.1M0.28%
63Intl Business MachinesINTR6,765$2.0M0.27%
64Merck & Co IncMRK18,054$1.9M0.25%
65SPDR S&P Midcap 400MFICL2,983$1.8M0.24%
66Abbvie IncABBV6,374$1.5M0.19%
67SPDR Port S&P 1500 Comps Stk M78464A80516,686$1.4M0.18%
68Ishares 0-5 Year Tips46429B74712,883$1.3M0.18%
693M CoMMM8,000$1.3M0.17%
70Vanguard Short Term Corp Bond92206C40915,643$1.2M0.17%
71iShares Barclays 1-3 Year Trea46428745715,049$1.2M0.17%
72AMPHENOL CORP CLASS A0320951018,108$1.1M0.15%
73Ishrs Msci Usa Sml Cp46435U66322,923$1.1M0.14%
74Disney Walt Co2546871068,842$1.0M0.13%
75Coca Cola CoKO14,279$998,2450.13%
76Berkshire Hathaway B NewBRK-A1,958$984,1890.13%
77Oracle CorpORCL-PD5,033$980,9820.13%
78Nvidia CorpNVDA5,256$980,2440.13%
79Dominion Res Inc Va New ComD15,700$919,8840.12%
80Nucor CorpNUE5,600$913,4160.12%
81Vanguard Total World Stock Ind9220427426,452$910,1150.12%
82iShares Russell 30004642876892,344$906,7760.12%
83McDonalds CorpMCD2,883$881,1310.12%
84Abbott LaboratoriesABLZF6,724$842,4530.11%
85Intuitive Surgical IncISRG1,479$837,6460.11%
86Markel CorpMKL334$717,9830.10%
87SPDR Portfolio S&P 500 ETF78464A8548,798$705,7980.09%
88Amgen IncorporatedAMGN2,110$690,6240.09%
89ISHARES TRUST TRS FLT RT BD ET46434V86013,521$682,2940.09%
90Spdr S&P Biotech Etf78464A8705,377$655,6180.09%
91Blue Ridge Bankshares IncBRBS152,514$651,2350.09%
92BROADCOM LTDAVGO1,866$645,8230.09%
93iShares ESG USD Corporate Bond46435G19325,752$602,2030.08%
94Ishares 3-7 Year Trery4642886614,921$587,3210.08%
95ADVANCED DRAINAGE SYSTEMS INC00790R1044,012$581,0580.08%
96ConocoPhillipsCOP6,201$580,5070.08%
97Philip Morris Intl7181721093,540$567,8840.08%
98Ishares Core S&P Etf4642875078,085$533,6350.07%
99iShares Core MSCI EAFE46432F8425,663$506,6120.07%
100Chevron Corp New ComCVX3,291$501,5810.07%
101MARTIN MARIETTA MATERIALS INCMLM783$487,5430.07%
102iShares Barclays Aggregate Bon4642872264,782$477,6260.06%
103TAKE-TWO INTERACTIVE SOFTWARETTWO1,748$447,5400.06%
104Norfolk Southern Corp6558441081,500$433,0800.06%
105PhillipsPSX3,302$426,0400.06%
106Procter & Gamble Co7427181092,968$425,3440.06%
107Cme Group IncCME1,556$424,9120.06%
108Verisk Analytics IncVRSK1,821$407,3390.05%
109Starbucks CorpSBUX4,734$398,6500.05%
110TRANSDIGM GROUP INCTDG296$393,6360.05%
111JPMorgan BetaBuilders Japan ET46641Q2175,854$385,8370.05%
112Lowes Cos Inc5486611071,526$368,0100.05%
113Hershey CompanyHSY2,013$366,3260.05%
114iShares Core S&P 500464287200524$358,9090.05%
115Marvell Technology GroupMRVL3,436$291,9910.04%
116MSCI Inc.MSCI508$291,4550.04%
117iShares Bitcoin Trust ETFIBIT5,735$284,7430.04%
118NXP SEMICONDUCTORS NVNXPI1,263$274,1470.04%
119Tesla Motors IncTSLA602$270,7310.04%
120Vanguard Small Cap9229087511,047$270,0740.04%
121Pimco Exch Traded Fund72201R7752,832$263,5850.04%
122Ishares Core S&P Small4642878042,025$243,3830.03%
123Morgan StanleyMS-PQ1,320$234,3400.03%
124Vanguard Information92204A702298$224,6260.03%
125Pfizer IncPFE8,514$211,9990.03%