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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 14 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BE BLOOM ENERGY CORP Industrials 100.0 $14K 0.00% $135.49 +89.5%
262 VLTO VERALTO CORP Industrials 150.0 $13K 0.00% $88.42 -2.0%
263 IGR CBRE GBL REAL ESTATE INC FD Financial Services 3,000.0 $13K 0.00% $4.39 +5.8%
264 AVAV AEROVIRONMENT INC Industrials 70.0 $13K 0.00% NEW $183.06 -12.0%
265 CHE CHEMED CORP NEW Healthcare 34.0 $13K 0.00% -32.0 -48.5% $373.41 +18.9%
266 VGZ VISTA GOLD CORP Basic Materials 6,016.0 $12K 0.00% +776.0 +14.8% $1.96 +10.5%
267 BAX BAXTER INTL INC Healthcare 700.0 $12K 0.00% $16.80 +6.0%
268 CTVA CORTEVA INC Basic Materials 140.0 $12K 0.00% -126.0 -47.4% $83.71 -2.4%
269 QCLN FIRST TR EXCHANGE-TRADED FD 250.0 $12K 0.00% $46.47 +25.5%
270 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 550.0 $11K 0.00% +275.0 +100.0% $19.78 -5.7%
271 MBC MASTERBRAND INC Consumer Cyclical 1,280.0 $11K 0.00% $8.31 -16.3%
272 NTR NUTRIEN LTD Basic Materials 138.0 $10K 0.00% -32K -99.6% $75.46 -4.5%
273 ABCL ABCELLERA BIOLOGICS INC Healthcare 2,800.0 $10K 0.00% $3.49 +17.3%
274 LUV SOUTHWEST AIRLS CO Industrials 258.0 $10K 0.00% $37.57 +3.1%
275 CSNR COHEN & STEERS ETF TRUST 250.0 $9K 0.00% +150.0 +150.0% $37.58 -1.1%
276 GALAXY DIGITAL INC. 500.0 $9K 0.00% +100.0 +25.0% $18.45
277 WPC WP CAREY INC Real Estate 134.0 $9K 0.00% $67.96 +8.8%
278 TEM TEMPUS AI INC Healthcare 200.0 $9K 0.00% $45.22 -2.7%
279 ETSY INC 171.0 $9K 0.00% -35.0 -17.0% $49.98
280 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 450.0 $8K 0.00% $18.38 -2.3%
Page 14 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%