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Home > Institutional Investor > Blume Capital Management, Inc. > Profile

Instuitional Investor - Blume Capital Management, Inc.

Fund Profile
Filing Period:
Fund Name: Blume Capital Management, Inc.
Portfolio Value $446,927,412
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 87,565 $19,450,829 4.35%
2.
Dimensional Etf Trust
 433,248 $18,222,411 4.08%
3.
Dimensional Etf Trust
 633,109 $17,581,437 3.93%
4.
Sector Spdr Trust
 XLB 163,773 $15,304,587 3.42%
5.
Schwab Charles Corp
 SCHW 179,620 $14,060,654 3.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)