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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 11 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QQQ INVESCO QQQ TR Financial Services 57.0 $35K 0.01% NEW $614.32 +14.5%
202 VGT VANGUARD WORLD FD 45.0 $34K 0.01% NEW $753.80 -85.2%
203 KBWB INVESCO EXCH TRADED FD TR II 400.0 $34K 0.01% NEW $84.29 -0.0%
204 DFSE DIMENSIONAL ETF TRUST 800.0 $33K 0.01% NEW $41.48 +14.3%
205 GIS GENERAL MLS INC Consumer Defensive 700.0 $33K 0.01% NEW $46.50 -28.8%
206 PYPL PAYPAL HLDGS INC Financial Services 550.0 $32K 0.01% NEW $58.38 -23.7%
207 SCHM SCHWAB STRATEGIC TR 1,050.0 $32K 0.01% NEW $30.07 +12.3%
208 IP INTERNATIONAL PAPER CO Consumer Cyclical 800.0 $32K 0.01% NEW $39.39 -22.1%
209 IEFA ISHARES TR 350.0 $31K 0.01% NEW $89.46 +7.0%
210 EIX EDISON INTL Utilities 500.0 $30K 0.01% NEW $60.02 +15.8%
211 SCHB SCHWAB STRATEGIC TR 1,114.0 $29K 0.01% NEW $26.23 +7.9%
212 NU NU HLDGS LTD Financial Services 1,700.0 $28K 0.01% NEW $16.74 -27.6%
213 OAKM HARRIS OAKMARK ETF TRUST 1,000.0 $28K 0.01% NEW $28.36 -1.4%
214 CHE CHEMED CORP NEW Healthcare 66.0 $28K 0.01% NEW $424.70 +4.5%
215 STZ CONSTELLATION BRANDS INC Consumer Defensive 200.0 $28K 0.01% NEW $137.96 +5.5%
216 AVB AVALONBAY CMNTYS INC Real Estate 150.0 $27K 0.01% NEW $181.31 +1.6%
217 WTRG ESSENTIAL UTILS INC Utilities 700.0 $27K 0.01% NEW $38.36 -3.3%
218 FNDB SCHWAB STRATEGIC TR 1,000.0 $27K 0.01% NEW $26.57 +11.4%
219 TDW TIDEWATER INC NEW Energy 525.0 $27K 0.01% NEW $50.51 +67.9%
220 DFGR DIMENSIONAL ETF TRUST 905.0 $24K 0.00% NEW $26.42 +7.7%
Page 11 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%