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Portfolio (Quarterly) Guide ↗

Blume Capital Management, Inc.

· CIK 0001587192
13F Portfolio $684M AUM 359 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 54 Added 50 Reduced 9 Exited
Page 11 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ENB ENBRIDGE INC Energy 995.0 $54K 0.01% $54.21 -6.9%
202 SPACE EXPLORATION TECHN CORP 300.0 $51K 0.01% NEW $170.86
203 SHOO MADDEN STEVEN LTD Consumer Cyclical 1,200.0 $51K 0.01% -300.0 -20.0% $42.10 +9.5%
204 VPU VANGUARD WORLD FD 255.0 $50K 0.01% $195.73 -5.5%
205 VCSH VANGUARD SCOTTSDALE FDS 610.0 $48K 0.01% $79.03 -0.6%
206 D DOMINION ENERGY INC Utilities 700.0 $48K 0.01% $68.29 -2.5%
207 ADBE ADOBE INC Technology 230.0 $47K 0.01% $205.02 +34.3%
208 SHEL SHELL PLC Energy 600.0 $47K 0.01% $77.54 +20.4%
209 VO VANGUARD INDEX FDS 569.0 $46K 0.01% +430.0 +309.4% $80.55 +3.0%
210 TEL TE CONNECTIVITY PLC Technology 225.0 $45K 0.01% $201.61 +1.0%
211 OUSTER INC 725.0 $45K 0.01% -75.0 -9.4% $62.52
212 PM PHILIP MORRIS INTL INC Consumer Defensive 250.0 $45K 0.01% $180.91 +4.0%
213 TRMB TRIMBLE INC Technology 850.0 $44K 0.01% $51.18 +17.7%
214 GSK GSK PLC Healthcare 800.0 $42K 0.01% $52.42 -0.0%
215 RIG TRANSOCEAN LTD Energy 8,500.0 $42K 0.01% $4.89 +21.1%
216 ASML ASML HLDG NV Technology 20.0 $40K 0.01% $1989.45 -11.3%
217 DFSE DIMENSIONAL ETF TRUST 800.0 $39K 0.01% $48.88 -0.6%
218 SCHM SCHWAB STRATEGIC TR 1,050.0 $39K 0.01% $36.87 -1.9%
219 SOFI SOFI TECHNOLOGIES INC Financial Services 2,150.0 $39K 0.01% +650.0 +43.3% $17.93 +5.5%
220 URNM SPROTT FDS TR 725.0 $38K 0.01% $52.59 +10.6%
Page 11 of 18  ·  359 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 30.8%
Financial Services 23.0%
Communication Services 10.5%
Healthcare 8.3%
Consumer Cyclical 7.1%
Basic Materials 6.8%
Energy 5.3%
Industrials 4.6%
Consumer Defensive 1.9%
Real Estate 1.3%