Fund Holdings

Blume Capital Management, Inc.

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
VANGUARD MALVERN FDS31,640231,850+200,2102,464,59817,940,553+15,475,955
ALPHABET INC76,080107,651+31,57123,873,90430,880,766+7,006,862
ARES CAPITAL CORP700331,490+330,79014,1615,973,450+5,959,289
ALPHABET INC6,99326,623+19,6302,188,8097,655,710+5,466,901
SELECT SECTOR SPDR TR332,656309,231-23,42514,873,05018,943,492+4,070,442
J P MORGAN EXCHANGE TRADED F218,576285,121+66,54510,349,57413,423,497+3,073,923
VANGUARD INSTL INDEX FD155,272195,049+39,77711,712,16714,755,457+3,043,290
VERSANT MEDIA GROUP INC078,480+78,48002,905,330+2,905,330
FISERV INC62,910117,952+55,0424,225,6656,581,722+2,356,057
APPLIED MATLS INC43,23438,862-4,37211,110,70613,282,643+2,171,937
CHEWY INC16577,836+77,6715,4542,101,572+2,096,118
BAKER HUGHES COMPANY169,866155,895-13,9717,735,6989,517,390+1,781,692
FREEPORT MCMORAN INC234,083227,170-6,91311,889,07613,353,053+1,463,977
INVITATION HOMES INC056,580+56,58001,406,013+1,406,013
DIMENSIONAL ETF TRUST426,293456,530+30,23718,143,03119,274,697+1,131,666
VANGUARD SCOTTSDALE FDS61,65080,554+18,9043,694,6854,796,991+1,102,306
FEDEX CORP44,04338,784-5,25912,722,26113,814,086+1,091,825
SANOFI SA25,76648,531+22,7651,248,6212,338,224+1,089,603
COHEN & STEERS ETF TRUST75,325114,441+39,1161,921,8433,007,510+1,085,667
AIRBNB INC5,98414,976+8,992812,1491,891,170+1,079,021
ELEVANCE HEALTH INC FORMERLY6,18511,026+4,8412,168,1523,227,862+1,059,710
PFIZER INC228,305238,095+9,7905,684,7956,685,708+1,000,913
UNION PAC CORP4,5378,437+3,9001,049,4992,046,985+997,486
CNH INDL N V561,855559,760-2,0955,180,3046,157,360+977,056
SLB LIMITED80,92578,180-2,7453,105,9024,017,671+911,769
RIO TINTO PLC68,04367,675-3685,445,4826,313,401+867,919
WEYERHAEUSER CO186,973215,276+28,3034,429,3915,259,193+829,802
EXXON MOBIL CORP17,15316,987-1662,064,1932,881,931+817,738
STATE STR SPDR S&P 500 ETF T(Put)0000780,408+780,408
DIMENSIONAL ETF TRUST335,561343,736+8,17511,100,35811,876,079+775,721
DEERE & CO7,4827,436-463,483,3954,188,699+705,304
DIMENSIONAL ETF TRUST262,308262,085-2238,850,2729,377,402+527,130
CHEVRON CORPORATION6,0605,856-204923,5571,211,542+287,985
VANGUARD SCOTTSDALE FDS04,200+4,2000245,868+245,868
MCDONALDS CORP240973+73373,352302,399+229,047
CAMECO CORP13,36113,36101,222,3981,451,139+228,741
INTERNATIONAL FLAVORS&FRAGRA46,55746,149-4083,137,4773,348,110+210,633
MADISON SQUARE GRDN SPRT COR3,0553,0550790,176981,877+191,701
VANGUARD BD INDEX FDS02,200+2,2000172,502+172,502
EQT CORP15,84516,045+200849,2921,021,104+171,812
TORTOISE CAPITAL SERIES TRUS03,944+3,9440167,068+167,068
GE VERNOVA INC784748-36512,399652,930+140,531
HONEYWELL INTL INC5,8705,670-2001,145,1791,281,591+136,412
FIDELITY COVINGTON TRUST03,264+3,2640122,368+122,368
VANGUARD WORLD FD3,2603,060-200410,500529,503+119,003
LAM RESEARCH CORP2,8442,750-94486,836587,565+100,729
COSTCO WHOLESALE CORPORATION5,1844,585-5994,470,3714,568,632+98,261
ONEOK INC NEW01,000+1,000090,390+90,390
ISHARES TR0339+339084,072+84,072
STARBUCKS CORP6,2316,731+500524,713603,031+78,318
ABBOTT LABORATORIES0750+750077,003+77,003
PRICE T ROWE GROUP INC6,5858,317+1,732674,173749,695+75,522
DIMENSIONAL ETF TRUST48,09948,09903,351,0583,421,282+70,224
WALMART INC2,5502,850+300284,096354,198+70,102
COCA COLA CO16,00015,600-4001,118,5601,186,380+67,820
PEPSICO INC1,6831,933+250241,545300,176+58,631
PROCTER & GAMBLE CO7031,103+400100,747159,318+58,571
UNILEVER PLC01,022+1,022058,224+58,224
TC ENERGY CORP0900+900056,340+56,340
ENBRIDGE INC0995+995053,870+53,870
CANADIAN NAT RES LTD MED TER3,6003,6000121,860175,428+53,568
CONOCOPHILLIPS1,4981,466-32140,228193,512+53,284
GILEAD SCIENCES INC3,1953,1950392,155445,288+53,133
SIMON PPTY GROUP INC NEW0270+270050,364+50,364
ISHARES INC0700+700048,825+48,825
SHELL PLC100600+5007,34855,800+48,452
GSK PLC0800+800044,152+44,152
SPDR GOLD TR1,9301,880-50764,879808,946+44,067
KINDER MORGAN INC DEL5501,750+1,20015,12058,678+43,558
DOMINION ENERGY INC0700+700043,274+43,274
VANGUARD INDEX FDS595695+100372,926415,121+42,195
SOLSTICE ADVANCED MATLS INC1,4661,466071,219111,651+40,432
DIMENSIONAL ETF TRUST13,20013,2000658,680696,696+38,016
WATERS CORP094+94027,994+27,994
LOCKHEED MARTIN CORP150165+1572,55199,725+27,174
CHENIERE ENERGY INC300300058,31785,128+26,811
HARRIS OAKMARK ETF TRUST1,0002,000+1,00028,36055,130+26,770
MEDTRONIC PLC0300+300025,995+25,995
LOWES COS INC60160+10014,47037,805+23,335
NEW YORK TIMES CO MTN BE1,5051,5050104,478126,014+21,536
AMERICAN ELEC PWR CO INC1,2501,237-13144,138162,146+18,008
NEBIUS GROUP N.V.875875073,24290,790+17,548
TIDEWATER INC NEW525525026,51843,864+17,346
DIMENSIONAL ETF TRUST23,10023,1000760,914777,777+16,863
YUM BRANDS INC40140+1006,07821,795+15,717
AT&T INC3,7373,737092,828108,336+15,508
CONSOLIDATED EDISON INC971971096,440109,898+13,458
AMGEN INC5305300173,475186,481+13,006
LINDE PLC330310-20140,709153,686+12,977
AEROVIRONMENT INC070+70012,814+12,814
NOVO-NORDISK A S75437+3623,81616,060+12,244
JOHNSON CONTROLS INTERNATION1,0001,0000119,750130,950+11,200
ILLINOIS TOOL WKS INC885880-5217,976229,056+11,080
AIR PRODUCTS AND CHEMICALS I250250061,75572,623+10,868
DIMENSIONAL ETF TRUST8,3548,3540272,090282,867+10,777
HIMS & HERS HEALTH INC3,0495,274+2,22599,002109,489+10,487
INTEL CORP1,1751,200+2543,35852,956+9,598
STERLING INFRASTRUCTURE INC7575022,96830,546+7,578
BRISTOL-MYERS SQUIBB CO1,0541,054056,85363,926+7,073
ISHARES GOLD TR920920074,67781,108+6,431
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