Universe · entity
Blume Capital Management, Inc.
Institutional manager (13F) · CIK 1587192
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $511M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $31M | 107,651 |
| 2 | APPLE INC | $25M | 100,330 |
| 3 | DIMENSIONAL ETF TRUST | $23M | 635,052 |
| 4 | DIMENSIONAL ETF TRUST | $19M | 456,530 |
| 5 | SELECT SECTOR SPDR TR | $19M | 309,231 |
| 6 | VANGUARD MALVERN FDS | $18M | 231,850 |
| 7 | CITIGROUP INC | $17M | 150,384 |
| 8 | SCHWAB CHARLES CORP | $16M | 167,955 |
| 9 | VANGUARD INSTL INDEX FD | $15M | 195,049 |
| 10 | MICRON TECHNOLOGY INC | $14M | 42,198 |
| 11 | FEDEX CORP | $14M | 38,784 |
| 12 | J P MORGAN EXCHANGE TRADED F | $13M | 285,121 |
| 13 | FREEPORT MCMORAN INC | $13M | 227,170 |
| 14 | APPLIED MATLS INC | $13M | 38,862 |
| 15 | JOHNSON & JOHNSON | $13M | 52,694 |
| 16 | DIMENSIONAL ETF TRUST | $12M | 343,736 |
| 17 | CAPITAL ONE FINL CORP | $12M | 64,578 |
| 18 | UBER TECHNOLOGIES INC | $11M | 158,095 |
| 19 | BANK AMERICA CORP | $11M | 231,296 |
| 20 | AMAZON COM INC | $11M | 52,506 |
| 21 | META PLATFORMS INC | $10M | 18,278 |
| 22 | COMCAST CORP NEW | $10M | 359,740 |
| 23 | WELLS FARGO & CO | $10M | 125,517 |
| 24 | DISNEY WALT CO | $10M | 101,517 |
| 25 | BAKER HUGHES COMPANY | $10M | 155,895 |
| 26 | DIMENSIONAL ETF TRUST | $9M | 262,085 |
| 27 | MICROSOFT CORP | $9M | 24,202 |
| 28 | ALPHABET INC | $8M | 26,623 |
| 29 | NVIDIA CORPORATION | $8M | 43,483 |
| 30 | PFIZER INC | $7M | 238,095 |
| 31 | FISERV INC | $7M | 117,952 |
| 32 | RIO TINTO PLC | $6M | 67,675 |
| 33 | CNH INDL N V | $6M | 559,760 |
| 34 | VANGUARD INDEX FDS | $6M | 18,860 |
| 35 | VANECK ETF TRUST | $6M | 65,618 |
| 36 | ARES CAPITAL CORP | $6M | 331,490 |
| 37 | BERKSHIRE HATHAWAY INC DEL | $5M | 11,295 |
| 38 | VANGUARD MUN BD FDS | $5M | 70,650 |
| 39 | WEYERHAEUSER CO | $5M | 215,276 |
| 40 | JPMORGAN CHASE & CO | $5M | 16,752 |
| 41 | GOLDMAN SACHS GROUP INC | $5M | 5,686 |
| 42 | VANGUARD SCOTTSDALE FDS | $5M | 80,554 |
| 43 | ISHARES TR | $5M | 27,488 |
| 44 | COSTCO WHOLESALE CORPORATION | $5M | 4,585 |
| 45 | ISHARES TR | $4M | 41,748 |
| 46 | DEERE & CO | $4M | 7,436 |
| 47 | SLB LIMITED | $4M | 78,180 |
| 48 | GLOBAL X FDS | $4M | 51,160 |
| 49 | DIMENSIONAL ETF TRUST | $3M | 48,099 |
| 50 | INTERNATIONAL FLAVORS&FRAGRA | $3M | 46,149 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.