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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 15 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TEM TEMPUS AI INC Healthcare 200.0 $12K 0.00% $57.93 +25.5%
282 RRC RANGE RES CORP Energy 300.0 $11K 0.00% $37.19 +10.4%
283 POWI POWER INTEGRATIONS INC Technology 125.0 $10K 0.00% NEW $83.76 -34.1%
284 ZETA ZETA GLOBAL HOLDINGS CORP Technology 500.0 $10K 0.00% $19.68 +47.7%
285 RALLIANT CORP 133.0 $10K 0.00% $73.63
286 WPC WP CAREY INC Real Estate 134.0 $10K 0.00% $71.50 -0.4%
287 CSNR COHEN & STEERS ETF TRUST 250.0 $8K 0.00% $33.40 +16.2%
288 F FORD MTR CO Consumer Cyclical 597.0 $8K 0.00% $13.90 +3.7%
289 GM GENERAL MTRS CO Consumer Cyclical 103.0 $8K 0.00% $77.09 +14.1%
290 AMLP ALPS ETF TR 153.0 $8K 0.00% $51.86 +5.6%
291 AWK AMERICAN WTR WKS CO INC NEW Utilities 60.0 $8K 0.00% $131.58 +2.9%
292 NVS NOVARTIS AG Healthcare 50.0 $8K 0.00% NEW $156.72 +1.4%
293 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 450.0 $8K 0.00% $17.17 +9.4%
294 KIM KIMCO REALTY CORP Real Estate 300.0 $8K 0.00% $25.35 -5.2%
295 BLOCK INC 100.0 $8K 0.00% $76.00
296 VWO VANGUARD INTL EQUITY INDEX F 124.0 $7K 0.00% $59.69 +1.3%
297 SPYV SPDR SERIES TRUST 112.0 $7K 0.00% $60.79 +4.5%
298 DFSI DIMENSIONAL ETF TRUST 150.0 $7K 0.00% $45.10 +5.0%
299 EXEL EXELIXIS INC Healthcare 115.0 $6K 0.00% NEW $54.42 -0.6%
300 WDAY WORKDAY INC Technology 50.0 $6K 0.00% $122.42 +63.4%
Page 15 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%