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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 14 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CVE CENOVUS ENERGY INC Energy 600.0 $10K 0.00% NEW $16.92 +78.2%
262 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 450.0 $10K 0.00% NEW $21.72 -17.5%
263 ORCL ORACLE CORP Technology 50.0 $10K 0.00% NEW $194.92 +0.4%
264 ABCL ABCELLERA BIOLOGICS INC Healthcare 2,800.0 $10K 0.00% NEW $3.42 +19.6%
265 GALAXY DIGITAL INC. 400.0 $9K 0.00% NEW $22.36
266 BE BLOOM ENERGY CORP Industrials 100.0 $9K 0.00% NEW $86.89 +217.6%
267 OUSTER INC 400.0 $9K 0.00% NEW $21.64
268 WPC WP CAREY INC Real Estate 134.0 $9K 0.00% NEW $64.37 +14.5%
269 SCHF SCHWAB STRATEGIC TR 356.0 $9K 0.00% NEW $24.06 +11.0%
270 GM GENERAL MTRS CO Consumer Cyclical 103.0 $8K 0.00% NEW $81.32 -4.4%
271 F FORD MTR CO Consumer Cyclical 597.0 $8K 0.00% NEW $13.12 +10.4%
272 AWK AMERICAN WTR WKS CO INC NEW Utilities 60.0 $8K 0.00% NEW $130.50 -4.8%
273 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 275.0 $7K 0.00% NEW $27.15 -26.8%
274 SHEL SHELL PLC Energy 100.0 $7K 0.00% NEW $73.48 +15.0%
275 AMLP ALPS ETF TR 153.0 $7K 0.00% NEW $47.03 +14.9%
276 TOST TOAST INC Technology 200.0 $7K 0.00% NEW $35.51 -35.0%
277 BLOCK INC 106.0 $7K 0.00% NEW $65.09
278 RALLIANT CORP 133.0 $7K 0.00% NEW $50.92
279 VWO VANGUARD INTL EQUITY INDEX F 124.0 $7K 0.00% NEW $53.77 +8.7%
280 VEA VANGUARD TAX-MANAGED FDS 104.0 $6K 0.00% NEW $62.47 +10.6%
Page 14 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%