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Portfolio (Quarterly) Guide ↗

Blume Capital Management, Inc.

· CIK 0001587192
13F Portfolio $550M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 332 New
Page 10 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VYMI VANGUARD WHITEHALL FDS 606.0 $55K 0.01% NEW $90.00 +10.0%
182 TEL TE CONNECTIVITY PLC Technology 225.0 $51K 0.01% NEW $227.51 -11.9%
183 XLK SELECT SECTOR SPDR TR 351.0 $50K 0.01% NEW $143.78 +20.6%
184 IXUS ISHARES TR 594.0 $50K 0.01% NEW $84.64 +10.5%
185 RIG TRANSOCEAN LTD Energy 12,150.0 $50K 0.01% NEW $4.13 +82.8%
186 NFLX NETFLIX INC Communication Services 530.0 $50K 0.01% NEW $93.76 -4.6%
187 VCSH VANGUARD SCOTTSDALE FDS 610.0 $49K 0.01% NEW $79.73 -1.2%
188 VPU VANGUARD WORLD FD 255.0 $47K 0.01% NEW $185.04 +2.1%
189 SCHV SCHWAB STRATEGIC TR 1,500.0 $44K 0.01% NEW $29.61 +9.8%
190 ADSK AUTODESK INC Technology 150.0 $44K 0.01% NEW $296.01 -18.6%
191 INTC INTEL CORP Technology 1,175.0 $43K 0.01% NEW $36.90 +188.6%
192 EOG EOG RES INC Energy 400.0 $42K 0.01% NEW $105.01 +36.3%
193 VO VANGUARD INDEX FDS 139.0 $40K 0.01% NEW $289.86 -73.6%
194 PM PHILIP MORRIS INTL INC Consumer Defensive 250.0 $40K 0.01% NEW $160.40 +19.1%
195 GDXJ VANECK ETF TRUST 350.0 $40K 0.01% NEW $113.78 +1.7%
196 URNM SPROTT FDS TR 725.0 $40K 0.01% NEW $54.89 +7.2%
197 AFRM AFFIRM HLDGS INC Technology 530.0 $39K 0.01% NEW $74.43 -14.5%
198 REZI RESIDEO TECHNOLOGIES INC Industrials 1,102.0 $39K 0.01% NEW $35.12 -19.2%
199 GGAL GRUPO FINANCIERO GALICIA S.A Financial Services 700.0 $38K 0.01% NEW $53.94 -24.3%
200 SOFI SOFI TECHNOLOGIES INC Financial Services 1,400.0 $37K 0.01% NEW $26.18 -40.7%
Page 10 of 17  ·  332 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 25.2%
Communication Services 16.7%
Healthcare 7.7%
Basic Materials 6.2%
Industrials 5.6%
Energy 5.2%
Consumer Cyclical 4.1%
Consumer Defensive 2.5%
Real Estate 1.3%