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Portfolio (Quarterly) Guide ↗

Blume Capital Management, Inc.

· CIK 0001587192
13F Portfolio $588.1B AUM 337 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 56 Added 77 Reduced 19 Exited
Page 15 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 AWK AMERICAN WTR WKS CO INC NEW Utilities 60.0 $8K 0.00% $136.10 -7.6%
282 AMLP ALPS ETF TR 153.0 $8K 0.00% $52.64 +2.3%
283 ZETA ZETA GLOBAL HOLDINGS CORP Technology 500.0 $8K 0.00% $15.92 +14.1%
284 GM GENERAL MTRS CO Consumer Cyclical 103.0 $8K 0.00% $74.50 -0.9%
285 ORCL ORACLE CORP Technology 50.0 $7K 0.00% $147.12 +27.9%
286 F FORD MTR CO Consumer Cyclical 597.0 $7K 0.00% $11.54 +16.0%
287 KIM KIMCO REALTY CORP Real Estate 300.0 $7K 0.00% $22.47 +3.7%
288 VWO VANGUARD INTL EQUITY INDEX F 124.0 $7K 0.00% $54.06 +8.5%
289 NFG NATIONAL FUEL GAS CO Energy 70.0 $7K 0.00% $93.97 -12.8%
290 WDAY WORKDAY INC Technology 50.0 $6K 0.00% $129.92 -3.1%
291 DFSI DIMENSIONAL ETF TRUST 150.0 $6K 0.00% $42.40 +5.6%
292 SPYV SPDR SERIES TRUST 112.0 $6K 0.00% $56.58 +5.8%
293 PBR PETROLEO BRASILEIRO S A Energy 300.0 $6K 0.00% $20.75 -5.3%
294 BLOCK INC 100.0 $6K 0.00% -6.0 -5.7% $60.18
295 RALLIANT CORP 133.0 $6K 0.00% $41.59
296 TOST TOAST INC Technology 200.0 $5K 0.00% $26.51 -14.1%
297 XLV SELECT SECTOR SPDR TR 35.0 $5K 0.00% NEW $146.63 -1.5%
298 SCHF SCHWAB STRATEGIC TR 180.0 $4K 0.00% -176.0 -49.4% $24.79 +8.5%
299 XLP SELECT SECTOR SPDR TR 50.0 $4K 0.00% NEW $81.98 +3.8%
300 IVT INVENTRUST PPTYS CORP Real Estate 130.0 $4K 0.00% $30.46 +4.4%
Page 15 of 17  ·  337 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 23.7%
Financial Services 22.3%
Communication Services 18.3%
Healthcare 7.9%
Industrials 6.8%
Basic Materials 6.1%
Energy 5.9%
Consumer Cyclical 4.7%
Consumer Defensive 2.1%
Real Estate 1.8%