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Blume Capital Management, Inc.

Portfolio Manager
Blume Capital Management, Inc.
Performance
+1.34% (2026 Q1)
AUM (13F)
$588.10M
# of Holdings
336
Performance Rank
Allocation (Top 20)
54.64%

Blume Capital Management, Inc. Holdings Map

Top 50 Blume Capital Management, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GOOG
ALPHABET INC
5.26%107.7K$30.9M
+41.50%(+31.57K)
2025-Q1: 83.7K shares2025-Q2: 84.0K shares2025-Q3: 81.8K shares2025-Q4: 76.1K shares2026-Q1: 107.7K shares
$120.86(+230.18%)
2026-03-31
AAPL
APPLE INC
4.34%100.3K$25.5M
-1.33%(-1.35K)
2025-Q1: 87.6K shares2025-Q2: 104.0K shares2025-Q3: 103.0K shares2025-Q4: 101.7K shares2026-Q1: 100.3K shares
$77.85(+283.90%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
3.84%635.1K$22.6M
-3.94%(-26.03K)
2025-Q1: 633.1K shares2025-Q2: 658.1K shares2025-Q3: 657.4K shares2025-Q4: 661.1K shares2026-Q1: 635.1K shares
$21.48(+77.34%)
2026-03-31
DFCF
DIMENSIONAL ETF TRUST
3.28%456.5K$19.3M
+7.09%(+30.24K)
2025-Q1: 433.2K shares2025-Q2: 429.7K shares2025-Q3: 444.4K shares2025-Q4: 426.3K shares2026-Q1: 456.5K shares
$41.75(+1.17%)
2026-03-31
XLE
SELECT SECTOR SPDR TR
3.23%309.2K$18.9M
-7.04%(-23.43K)
2025-Q1: 163.8K shares2025-Q2: 165.5K shares2025-Q3: 166.0K shares2025-Q4: 332.7K shares2026-Q1: 309.2K shares
$18.47(+212.04%)
2026-03-31
VCRB
VANGUARD MALVERN FDS
3.05%231.8K$17.9M
+632.77%(+200.21K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 31.6K shares2026-Q1: 231.8K shares
$77.67(-0.89%)
2026-03-31
C
CITIGROUP INC
2.9%150.4K$17.1M
+0.01%(+9)
2025-Q1: 142.7K shares2025-Q2: 154.2K shares2025-Q3: 152.6K shares2025-Q4: 150.4K shares2026-Q1: 150.4K shares
$58.81(+111.02%)
2026-03-31
SCHW
SCHWAB CHARLES CORP
2.69%168.0K$15.8M
-0.09%(-159)
2025-Q1: 179.6K shares2025-Q2: 169.5K shares2025-Q3: 168.4K shares2025-Q4: 168.1K shares2026-Q1: 168.0K shares
$50.71(+79.80%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD
2.51%195.0K$14.8M
+25.62%(+39.78K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 155.3K shares2026-Q1: 195.0K shares
$75.53(+0.03%)
2026-03-31
MU
MICRON TECHNOLOGY INC
2.43%42.2K$14.3M
-26.25%(-15.02K)
2025-Q1: 65.7K shares2025-Q2: 66.5K shares2025-Q3: 63.6K shares2025-Q4: 57.2K shares2026-Q1: 42.2K shares
$73.50(+1075.51%)
2026-03-31

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