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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 15 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DFSI DIMENSIONAL ETF TRUST 150.0 $6K 0.00% NEW $42.85 +3.8%
282 SPYV SPDR SERIES TRUST 112.0 $6K 0.00% NEW $56.81 +5.4%
283 SCZ ISHARES TR 79.0 $6K 0.00% NEW $77.53 +8.6%
284 KIM KIMCO RLTY CORP Real Estate 300.0 $6K 0.00% NEW $20.27 +14.4%
285 YUM YUM BRANDS INC Consumer Cyclical 40.0 $6K 0.00% NEW $151.95 -0.9%
286 NFG NATIONAL FUEL GAS CO Energy 70.0 $6K 0.00% NEW $80.07 +1.8%
287 CHWY CHEWY INC Consumer Cyclical 165.0 $5K 0.00% NEW $33.05 -35.6%
288 TTD THE TRADE DESK INC Technology 125.0 $5K 0.00% NEW $37.96 -46.2%
289 ECC EAGLE POINT CREDIT COMPANY I Financial Services 750.0 $4K 0.00% NEW $5.76 -30.0%
290 RCAT RED CAT HLDGS INC Technology 540.0 $4K 0.00% NEW $7.93 +22.8%
291 ALB ALBEMARLE CORP Basic Materials 30.0 $4K 0.00% NEW $141.47 +27.5%
292 NVO NOVO-NORDISK A S Healthcare 75.0 $4K 0.00% NEW $50.88 -10.0%
293 IVT INVENTRUST PPTYS CORP Real Estate 130.0 $4K 0.00% NEW $28.22 +11.0%
294 PBR PETROLEO BRASILEIRO SA PETRO Energy 300.0 $4K 0.00% NEW $11.85 +66.9%
295 GSBD GOLDMAN SACHS BDC INC Financial Services 350.0 $3K 0.00% NEW $9.28 -3.9%
296 CSNR COHEN & STEERS ETF TRUST 100.0 $3K 0.00% NEW $30.88 +19.7%
297 LCID LUCID GROUP INC Consumer Cyclical 260.0 $3K 0.00% NEW $10.57 -40.7%
298 XPLR INFRASTRUCTURE LP 270.0 $3K NEW $10.00
299 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4.0 $2K NEW $580.75 -25.5%
300 NOW SERVICENOW INC Technology 15.0 $2K NEW $153.20 -40.9%
Page 15 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%