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Blume Capital Management, Inc.
CIK:0001587192
Investment Adviser
$696M AUM
436 holdings
Berkeley, CA, USA
Blume Capital Management, Inc. is an SEC registered investment adviser.
Latest 13F Filing Activity
Blume Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 428 equity positions and 2 options positions with a total 13F market value of $497M. The fund increased holdings in SPDR Series Trust, Nvidia Corporation, Uber Technologies Inc. among other positions. Blume Capital Management, Inc. reduced exposure to Elevance Health Inc., SPDR S&P 500 Etf TR, Albemarle Corp. among others.
Top Buys
Top Holdings
Equity Positions (428)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 4.29% | $21.3M | 104,039 | $61.85 | $205.17 | +$1.9M |
D DFIC | DIMENSIONAL ETF TRUST | 4.12% | $20.5M | 658,134 | $20.61 | $31.09 | +$2.9M |
D DFCF | DIMENSIONAL ETF TRUST | 3.65% | $18.2M | 429,738 | $41.55 | $42.26 | -$61.7K |
S SCHW | SCHWAB CHARLES CORP | 3.11% | $15.5M | 169,454 | $44.18 | $91.24 | +$1.4M |
U UBER | UBER TECHNOLOGIES INC | 3.09% | $15.4M | 164,811 | $34.12 | $93.30 | +$3.4M |
Options Positions (2)
Industry Allocation
NATIONAL COMMERCIAL BANKS
+11.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+10.4%
SEMICONDUCTORS & RELATED DEVICES
+5.8%
ELECTRONIC COMPUTERS
+5.0%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+4.8%
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