Institutional Fund
Blume Capital Management, Inc.
Berkeley, CACIK 15871925 filings on record
Portfolio Value
$587.32M
Q1 2026
Holdings
336
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+7.9%
from $544.45M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Alphabet Inc5.3%
- Apple Inc4.3%
- Dimensional ETF Trust3.8%
- Dimensional ETF Trust3.3%
- Select Sector Spdr Tr3.2%
- Vanguard Malvern Fds3.1%
- Other77.0%
Portfolio Holdings
336 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 107.7K | $30.88M | 5.3% | +31.6K | Added |
| 2 | Apple Inc | 100.3K | $25.46M | 4.3% | −1.4K | Reduced |
| 3 | Dimensional ETF Trust | 635.1K | $22.56M | 3.8% | −26.0K | Reduced |
| 4 | Dimensional ETF Trust | 456.5K | $19.27M | 3.3% | +30.2K | Added |
| 5 | Select Sector Spdr Tr | 309.2K | $18.94M | 3.2% | −23.4K | Reduced |
| 6 | Vanguard Malvern Fds | 231.8K | $17.94M | 3.1% | +200.2K | Added |
| 7 | Citigroup Inc | 150.4K | $17.06M | 2.9% | +9 | Added |
| 8 | Schwab Charles Corp | 168.0K | $15.78M | 2.7% | −159 | Reduced |
| 9 | Vanguard Instl Index Fd | 195.0K | $14.76M | 2.5% | +39.8K | Added |
| 10 | Micron Technology Inc | 42.2K | $14.26M | 2.4% | −15.0K | Reduced |
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