Blume Capital Management, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $503 Million distributed in 352 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $26.2M, Dimensional ETF Tr Dimensional with a value of $21.6M, Alphabet Inc. with a value of $19.9M, Dimensional ETF Tr Core Fxd In with a value of $19M, and Uber Technologies, Inc with a value of $16.1M.

Examining the 13F form we can see an increase of $21.5M in the current position value, from $481M to 503M.

Blume Capital Management, Inc. is based out at Berkeley, CA

Below you can find more details about Blume Capital Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $503 Million
ETFs: $150 Million
Financial Services: $91.6 Million
Technology: $90.1 Million
Communication Services: $57.7 Million
Healthcare: $27.5 Million
Industrials: $23 Million
Energy: $17.9 Million
Basic Materials: $17.2 Million
Other: $28.3 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 352
  • Current Value $503 Million
  • Prior Value $481 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 104 stocks
Track This Portfolio

Track Blume Capital Management, Inc. Portfolio

Follow Blume Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blume Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Blume Capital Management, Inc. with notifications on news.