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CIK: 0001587192
Total reported value
$683.7M
$683.7M
457 檔
12.4%
At the close of Q1 2025, Blume Capital Management, Inc. disclosed equity holdings valued at approximately $683.7M, spread across 457 reported holdings.
In Q1 2025, Blume Capital Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 457 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.05% | +5.80% | |
| 2 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.08% | -0.64% | +42.36% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 3.93% | -0.33% | +7.18% | |
| 4 | XLE | Ss Energy Select Sector | ETF-Other | 3.42% | -0.82% | -0.83% | |
| 5 | SCHW | Schwab (charles) CORP | Stock-Financials | 3.15% | -0.39% | -0.45% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.92% | +0.29% | -0.21% | |
| 7 | TOTR | T Rowe Price Total Return Et | ETF-Other | 2.72% | -0.01% | +42.10% | |
| 8 | UBER | Uber Technologies Inc | Stock-Industrials | 2.68% | -0.12% | +0.44% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.62% | -0.22% | -12.39% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.50% | -0.52% | -0.69% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.43% | -0.22% | -5.91% | |
| 12 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 2.42% | -0.07% | -17.12% | |
| 13 | FDX | Fedex CORP | Stock-Industrials | 2.36% | -1.02% | +3.60% | |
| 14 | COF | Capital One Financial CORP | Stock-Financials | 2.35% | -0.07% | +5.58% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 2.31% | +0.02% | +0.40% | |
| 16 | C | Citigroup Inc | Stock-Financials | 2.27% | +0.15% | +1.28% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.19% | -0.32% | +11.92% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | +0.81% | +1.11% | |
| 19 | WFC | Wells Fargo & Co | Stock-Financials | 2.02% | -0.14% | -8.35% | |
| 20 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.97% | -0.23% | +3.67% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.95% | -0.07% | -3.46% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.88% | -0.02% | -0.27% | |
| 23 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.85% | +0.02% | +3.13% | |
| 24 | BKR | Baker Hughes Co | Stock-Energy | 1.65% | -0.36% | -0.47% | |
| 25 | FCX | Freeport-mcmoran Inc | Stock-Materials | 1.56% | -0.18% | +3.15% | |
| 26 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.56% | +0.04% | +6.50% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.52% | -0.04% | -15.82% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.46% | -0.04% | -0.66% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 1.42% | +0.92% | +9.27% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.36% | -0.11% | -0.84% | |
| 31 | MU | Micron Technology Inc | Stock-Tech | 1.28% | +1.96% | +7.27% | |
| 32 | CNH | CNH Industrial N.V. | Stock-Industrials | 1.23% | -0.13% | +0.56% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.21% | -0.05% | -5.02% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.16% | -9.09% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.19% | -0.01% | — | |
| 36 | ELV | Elevance Health Inc | Stock-Healthcare | 1.13% | +0.06% | +9.27% | |
| 37 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.08% | -0.05% | +2.46% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 1.07% | -0.29% | +60.46% | |
| 39 | CVS | Cvs Health CORP | Stock-Healthcare | 1.03% | +0.13% | -0.70% | |
| 40 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.91% | -0.30% | -2.47% | |
| 41 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.90% | -0.13% | +2.61% | |
| 42 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.85% | -0.13% | +2.91% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.78% | — | -0.09% | |
| 44 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.69% | -0.10% | -35.82% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.65% | -0.01% | +6.07% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.64% | +0.02% | -13.36% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.64% | +0.19% | +786.64% | |
| 48 | GTLS | Chart Industries Inc | Stock-Industrials | 0.58% | — | +1.08% | |
| 49 | SLB | Slb LTD | Stock-Energy | 0.57% | -0.15% | +1.99% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.95% | +1112.74% |
According to official SEC Form 13F filings, Blume Capital Management, Inc. reported a total U.S. public equity portfolio value of $683.7M across 457 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, DFCF, DFIC) accounted for 12.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $19.5M
During Q1 2025, Blume Capital Management, Inc.'s top holdings by market value included AAPL (4.3%)、DFCF (4.1%)、DFIC (3.9%). The largest single position, AAPL, represented 4.3% of total portfolio value.
In Q1 2025, Blume Capital Management, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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