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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 6 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHP SCHWAB STRATEGIC TR 12,500.0 $333K 0.06% $26.61 +0.1%
102 MCD MCDONALDS CORP Consumer Cyclical 973.0 $302K 0.05% +733.0 +305.4% $310.79 -11.1%
103 PEP PEPSICO INC Consumer Defensive 1,933.0 $300K 0.05% +250.0 +14.8% $155.29 -4.0%
104 VANGUARD CALIF TAX FREE FDS 3,000.0 $297K 0.05% $99.08
105 DSI ISHARES TR 2,350.0 $285K 0.05% $121.19 +16.1%
106 DFAE DIMENSIONAL ETF TRUST 8,354.0 $283K 0.05% $33.86 +13.6%
107 TRV TRAVELERS COMPANIES INC Financial Services 950.0 $277K 0.05% -50.0 -5.0% $291.68 +2.8%
108 VGSH VANGUARD SCOTTSDALE FDS 4,200.0 $246K 0.04% NEW $58.54 -0.6%
109 ITW ILLINOIS TOOL WKS INC Industrials 880.0 $229K 0.04% -5.0 -0.6% $260.29 -4.8%
110 AFL AFLAC INC Financial Services 2,000.0 $219K 0.04% $109.71 +8.2%
111 BIV VANGUARD BD INDEX FDS 2,800.0 $216K 0.04% -259.0 -8.5% $77.18 -1.5%
112 SCHO SCHWAB STRATEGIC TR 8,898.0 $216K 0.04% $24.27 -0.5%
113 IWB ISHARES TR 550.0 $196K 0.03% $356.26 +12.9%
114 COP CONOCOPHILLIPS Energy 1,466.0 $194K 0.03% -32.0 -2.1% $132.00 -7.3%
115 AMGN AMGEN INC Healthcare 530.0 $186K 0.03% $351.85 -7.8%
116 TMSL T ROWE PRICE ETF INC 5,000.0 $183K 0.03% $36.67 +9.3%
117 BLK BLACKROCK INC Financial Services 190.0 $183K 0.03% -15.0 -7.3% $961.71 +12.5%
118 MA MASTERCARD INCORPORATED Financial Services 364.0 $182K 0.03% $499.66 -1.1%
119 CNQ CANADIAN NAT RES LTD MED TER Energy 3,600.0 $175K 0.03% $48.73 +0.5%
120 ISRG INTUITIVE SURGICAL INC Healthcare 375.0 $173K 0.03% $460.99 -8.6%
Page 6 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%