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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 6 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,250.0 $401K 0.06% +2K +2400.0% $178.24 +17.6%
102 GILD GILEAD SCIENCES INC Healthcare 3,160.0 $399K 0.06% -35.0 -1.1% $126.34 +15.7%
103 TOTR T ROWE PRICE EXCHANGE-TRADED 9,318.0 $373K 0.06% $40.07 -1.3%
104 DFAE DIMENSIONAL ETF TRUST 8,354.0 $336K 0.05% $40.21 -1.8%
105 DSI ISHARES TR 2,350.0 $335K 0.05% $142.39 +3.0%
106 SCHP SCHWAB STRATEGIC TR 12,500.0 $331K 0.05% $26.50 -2.0%
107 WMT WALMART INC Consumer Defensive 2,850.0 $323K 0.05% $113.26 -8.4%
108 TRV TRAVELERS COMPANIES INC Financial Services 950.0 $314K 0.05% $330.12 +10.1%
109 VANGUARD CALIF TAX FREE FDS 3,000.0 $302K 0.04% $100.60
110 MCD MCDONALDS CORP Consumer Cyclical 973.0 $263K 0.04% $270.31 +0.2%
111 BIL SPDR SERIES TRUST 2,752.0 $252K 0.04% +1K +71.5% $91.64 -0.0%
112 AMD ADVANCED MICRO DEVICES INC Technology 430.0 $250K 0.04% $580.94 -18.5%
113 PANW PALO ALTO NETWORKS INC Technology 700.0 $239K 0.04% $341.02 +4.9%
114 ITW ILLINOIS TOOL WKS INC Industrials 875.0 $237K 0.04% -5.0 -0.6% $270.47 +4.4%
115 NEBIUS GROUP N.V. 850.0 $235K 0.03% -25.0 -2.9% $276.17
116 PEP PEPSICO INC Consumer Defensive 1,733.0 $235K 0.03% -200.0 -10.3% $135.40 +6.0%
117 AFL AFLAC INC Financial Services 2,000.0 $234K 0.03% $117.25 -1.0%
118 IWB ISHARES TR 550.0 $225K 0.03% $409.15 +2.6%
119 TMSL T ROWE PRICE EXCHANGE-TRADED 5,000.0 $219K 0.03% $43.85 -0.6%
120 SCHO SCHWAB STRATEGIC TR 8,898.0 $215K 0.03% $24.14 -0.2%
Page 6 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%