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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 5 of 17  ·  332 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 1,963.0 $726K 0.13% NEW $369.95 -15.3%
82 DFAC DIMENSIONAL ETF TRUST 17,308.0 $685K 0.12% NEW $39.59 +8.6%
83 TROW PRICE T ROWE GROUP INC Financial Services 6,585.0 $674K 0.12% NEW $102.38 +0.0%
84 DFIV DIMENSIONAL ETF TRUST 13,200.0 $659K 0.12% NEW $49.90 +9.9%
85 DUSA DAVIS FUNDAMENTAL ETF TR 12,825.0 $656K 0.12% NEW $51.13 +9.5%
86 SBUX STARBUCKS CORP Consumer Cyclical 6,231.0 $525K 0.10% NEW $84.21 +26.4%
87 GEV GE VERNOVA INC Utilities 784.0 $512K 0.09% NEW $653.57 +66.9%
88 LRCX LAM RESEARCH CORP Technology 2,844.0 $487K 0.09% NEW $171.18 +74.8%
89 BKNG BOOKING HOLDINGS INC Consumer Cyclical 90.0 $482K 0.09% NEW $5355.33 -97.1%
90 V VISA INC Financial Services 1,371.0 $481K 0.09% NEW $350.58 -8.0%
91 CSCO CISCO SYS INC Technology 5,339.0 $411K 0.07% NEW $77.03 +50.0%
92 VDE VANGUARD WORLD FD 3,260.0 $410K 0.07% NEW $125.92 +33.7%
93 GILD GILEAD SCIENCES INC Healthcare 3,195.0 $392K 0.07% NEW $122.74 +7.6%
94 SPY SPDR S&P 500 ETF TR Financial Services 572.0 $390K 0.07% NEW $681.92 +8.4%
95 TOTR T ROWE PRICE ETF INC 9,368.0 $382K 0.07% NEW $40.76 -2.2%
96 VOO VANGUARD INDEX FDS 595.0 $373K 0.07% NEW $626.77 +8.4%
97 ADI ANALOG DEVICES INC Technology 1,300.0 $353K 0.06% NEW $271.20 +53.9%
98 SCHP SCHWAB STRATEGIC TR 12,500.0 $331K 0.06% NEW $26.49 +0.6%
99 DSI ISHARES TR 2,350.0 $303K 0.06% NEW $128.83 +9.3%
100 VANGUARD CALIF TAX FREE FDS 3,000.0 $301K 0.06% NEW $100.26
Page 5 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%