Blume Capital Management, Inc. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$549.7M

Holdings

330

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (330 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
101,681$27.6M5.03%
2
GOOGALPHABET INC
76,080$23.9M4.34%
3
DFICDIMENSIONAL ETF TRUST
661,084$22.8M4.14%
4
DFCFDIMENSIONAL ETF TRUST
426,293$18.1M3.30%
5
TRVCCITIGROUP INC
150,375$17.5M3.19%
6
SCHWSCHWAB CHARLES CORP
168,114$16.8M3.06%
7
MUMICRON TECHNOLOGY INC
57,214$16.3M2.97%
8
COFCAPITAL ONE FINL CORP
63,472$15.4M2.80%
9
XLESELECT SECTOR SPDR TR
332,656$14.9M2.71%
10
JNJJOHNSON & JOHNSON
66,658$13.8M2.51%
11
FDXFEDEX CORP
44,043$12.7M2.31%
12
BACBANK AMERICA CORP
229,489$12.6M2.30%
13
UBERUBER TECHNOLOGIES INC
153,323$12.5M2.28%
14
METAMETA PLATFORMS INC
18,100$11.9M2.17%
15
FCXFREEPORT-MCMORAN INC
234,083$11.9M2.16%
16
VBILVANGUARD INSTL INDEX FD
155,272$11.7M2.13%
17
WFCWELLS FARGO CO NEW
124,887$11.6M2.12%
18
AMZNAMAZON COM INC
48,386$11.2M2.03%
19
AMATAPPLIED MATLS INC
43,234$11.1M2.02%
20
DFEMDIMENSIONAL ETF TRUST
335,561$11.1M2.02%
21
CMCSACOMCAST CORP NEW
360,131$10.8M1.96%
22
DISDISNEY WALT CO
92,232$10.5M1.91%
23
JCPBJ P MORGAN EXCHANGE TRADED F
218,576$10.3M1.88%
24
MSFTMICROSOFT CORP
19,566$9.5M1.72%
25
DFEVDIMENSIONAL ETF TRUST
262,308$8.8M1.61%
26
GSGOLDMAN SACHS GROUP INC
9,321$8.2M1.49%
27
NVDANVIDIA CORPORATION
43,420$8.1M1.47%
28
BKRBAKER HUGHES COMPANY
169,866$7.7M1.41%
29
JPMJPMORGAN CHASE & CO.
20,306$6.5M1.19%
30
VCRMVANGUARD MUN BD FDS
84,015$6.3M1.16%
31
VTIVANGUARD INDEX FDS
18,860$6.3M1.15%
32
GDXVANECK ETF TRUST
71,587$6.1M1.12%
33
PFEPFIZER INC
228,305$5.7M1.03%
34
BRK/BBERKSHIRE HATHAWAY INC DEL
11,195$5.6M1.02%
35
RIORIO TINTO PLC
68,043$5.4M0.99%
36
SGOVISHARES TR
52,943$5.3M0.97%
37
NDQINVESCO QQQ TR
8,557$5.3M0.96%Put
38
CNHICNH INDL N V
561,855$5.2M0.94%
39
IBBISHARES TR
29,638$5.0M0.91%
40
COSTCOSTCO WHSL CORP NEW
5,184$4.5M0.81%
41
WYWEYERHAEUSER CO MTN BE
186,973$4.4M0.81%
42
FISVFISERV INC
62,910$4.2M0.77%
43
MLPXGLOBAL X FDS
66,377$4.0M0.73%
44
VGITVANGUARD SCOTTSDALE FDS
61,650$3.7M0.67%
45
AKREPROFESIONALLY MANAGED PORTFO
56,229$3.7M0.67%
46
CVSCVS HEALTH CORP
44,074$3.5M0.64%
47
DEDEERE & CO
7,482$3.5M0.63%
48
DFASDIMENSIONAL ETF TRUST
48,099$3.4M0.61%
49
VTEBVANGUARD MUN BD FDS
64,600$3.2M0.59%
50
IFFINTERNATIONAL FLAVORS&FRAGRA
46,557$3.1M0.57%
51
SLBSLB LIMITED
80,925$3.1M0.56%
52
CLCOLGATE PALMOLIVE CO
35,580$2.8M0.51%
53
XHLFBONDBLOXX ETF TRUST
52,608$2.6M0.48%
54
VCRBVANGUARD MALVERN FDS
31,640$2.5M0.45%
55
GOOGLALPHABET INC
6,993$2.2M0.40%
56
ELVELEVANCE HEALTH INC FORMERLY
6,185$2.2M0.39%
57
XOMEXXON MOBIL CORP
17,153$2.1M0.38%
58
NTRNUTRIEN LTD
32,091$2.0M0.36%
59
CSRECOHEN & STEERS ETF TRUST
75,325$1.9M0.35%
60
XFIVBONDBLOXX ETF TRUST
36,790$1.8M0.33%
61
GBILGOLDMAN SACHS ETF TR
15,181$1.5M0.28%
62
FSLRFIRST SOLAR INC
5,628$1.5M0.27%
63
SNYSANOFI SA
25,766$1.2M0.23%
64
MTNVAIL RESORTS INC
9,396$1.2M0.23%
65
BACVERIZON COMMUNICATIONS INC
30,557$1.2M0.23%
66
CCOCAMECO CORP
13,361$1.2M0.22%
67
HONHONEYWELL INTL INC
5,970$1.2M0.21%Call
68
KOCOCA COLA CO
16,000$1.1M0.20%
69
DFNMDIMENSIONAL ETF TRUST
22,685$1.1M0.20%
70
UNPUNION PAC CORP
4,537$1.0M0.19%
71
CVXCHEVRON CORP NEW
6,060$923K0.17%
72
GEGE AEROSPACE
2,895$891K0.16%
73
PLTRPALANTIR TECHNOLOGIES INC
4,910$872K0.16%
74
CTRACOTERRA ENERGY INC
33,074$870K0.16%
75
EQTEQT CORP
15,845$849K0.15%
76
ABNBAIRBNB INC
5,984$812K0.15%
77
MSGSMADISON SQUARE GRDN SPRT COR
3,055$790K0.14%
78
AVGOBROADCOM INC
2,268$784K0.14%
79
GQ9SPDR GOLD TR
1,930$764K0.14%
80
DFISDIMENSIONAL ETF TRUST
23,100$760K0.14%
81
AXPAMERICAN EXPRESS CO
1,963$726K0.13%
82
DFACDIMENSIONAL ETF TRUST
17,308$685K0.12%
83
TROWPRICE T ROWE GROUP INC
6,585$674K0.12%
84
DFIVDIMENSIONAL ETF TRUST
13,200$658K0.12%
85
DUSADAVIS FUNDAMENTAL ETF TR
12,825$655K0.12%
86
SBUXSTARBUCKS CORP
6,231$524K0.10%
87
GEVGE VERNOVA INC
784$512K0.09%
88
LRCXLAM RESEARCH CORP
2,844$486K0.09%
89
BKNGBOOKING HOLDINGS INC
90$481K0.09%
90
VVISA INC
1,371$480K0.09%
91
CSCOCISCO SYS INC
5,339$411K0.07%
92
VDEVANGUARD WORLD FD
3,260$410K0.07%
93
GILDGILEAD SCIENCES INC
3,195$392K0.07%
94
SPYSPDR S&P 500 ETF TR
572$390K0.07%
95
TOTRT ROWE PRICE ETF INC
9,368$381K0.07%
96
VOOVANGUARD INDEX FDS
595$372K0.07%
97
ADIANALOG DEVICES INC
1,300$352K0.06%
98
SCHPSCHWAB STRATEGIC TR
12,500$331K0.06%
99
DSIISHARES TR
2,350$302K0.05%
100
VTECVANGUARD CALIF TAX FREE FDS
3,000$300K0.05%
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