Blume Capital Management, Inc.
Annual return '25
-10.2%
SPY '25
+17.7%
Alpha
-27.9ptsvs SPY
Invested
$588.1M
Holdings
335
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 59%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GOOG
ALPHABET INC
Q4 2025: New position (3.6k shares)
5.3%
02
$AAPL
APPLE INC
Q4 2025: New position (5.8k shares)
4.3%
03
$DFIC
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.8%
04
$DFCF
DIMENSIONAL ETF TRUST
Held since at least Q1 2024
3.3%
05
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
3.2%
06
$VCRB
VANGUARD MALVERN FDS
Held since at least Q1 2024
3.1%
07
$C
CITIGROUP INC
Q4 2025: New position (100 shares)
2.9%
08
$SCHW
SCHWAB CHARLES CORP
Q4 2025: New position (700 shares)
2.7%
09
$VBIL
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
2.5%
10
$MU
MICRON TECHNOLOGY INC
Q1 2026: New position (10 shares)
2.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:42 UTC.