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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Blume Capital Management, Inc.

Quarter ended Q2 2023 · Filed May 8, 2023 · Accession 0001587192-23-000002

Total Value
$315.6M
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1Goldman Sachs Access Treasury 0-1 Year ETF NVGLF149,470$15.0M4.74%
2Dimensional Intl Core Equity 2 ETF 25434V799605,332$14.6M4.62%
3Energy Select SPDR 81369Y506173,490$14.4M4.55%
4Apple AAPL86,206$14.2M4.50%
5FedEx FDX52,094$11.9M3.77%
6Schwab ST US Treasury 808524862225,505$11.0M3.49%
7Alphabet Class C GOOG105,379$11.0M3.47%
8Comcast CCZ240,628$9.1M2.89%
9Charles Schwab Corp SCHW-PJ173,070$9.1M2.87%
10Walt Disney 25468710683,465$8.4M2.65%
11Johnson & Johnson JNJ51,573$8.0M2.53%
12Microsoft MSFT26,954$7.8M2.46%
13iShares Biotech Fund 46428755654,523$7.0M2.23%
14Bank of America 060505104246,021$7.0M2.23%
15Applied Materials 03822210557,039$7.0M2.22%
16DFA Emerging Markets Core2 ETF 25434V732288,142$6.8M2.15%
17Meta Platforms Inc. META31,063$6.6M2.09%
18Capital One 14040H10563,089$6.1M1.92%
19Freeport McMoran Copper FCX138,099$5.6M1.79%
20Micron Technology MU91,425$5.5M1.75%
21Citigroup C-PR110,898$5.2M1.65%
22Wells Fargo & Co 949746101138,383$5.2M1.64%
23CVS Corp CVS69,564$5.2M1.64%
24Baker Hughes BKR175,165$5.1M1.60%
25Uber Technologies Inc UBER156,370$5.0M1.57%
26Qualcomm QCOM38,384$4.9M1.55%
27Amazon.com AMZN47,339$4.9M1.55%
28Goldman Sachs GSCE14,602$4.8M1.51%
29Weyerhaeuser Co. WY144,095$4.3M1.38%
30Fiserv Inc FISV35,940$4.1M1.29%
31Bondbloxx Bloomberg Six Month Target Duration09789C78880,375$4.0M1.28%
32Vanguard Total Stock Mkt 92290876919,274$3.9M1.25%
33Berkshire Hathaway B BRK-A12,122$3.7M1.19%
34Vanguard Muni Bnd ETF 92290774672,925$3.7M1.17%
35JP Morgan VYLD26,962$3.5M1.11%
36Vanguard ST Corporate Bond ETF 92206C40943,667$3.3M1.05%
37Costco Wholesale 22160K1056,622$3.3M1.04%
38DFA Emerging Markets Value ETF 25434V740139,599$3.3M1.03%
39Rio Tinto ADR RTNTF44,664$3.1M0.97%
40CNH Industrial N.V. N20944109197,930$3.0M0.96%
41VanEck Vectors Gold Miners ETF 92189F10692,287$3.0M0.95%
42D R Horton Co 23331A10922,040$2.2M0.68%
43Exxon XOM19,452$2.1M0.68%
44DFA U.S. Small Cap ETF 25434V50037,690$2.0M0.63%
45Schlumberger SLB34,960$1.7M0.54%
46DFA Dimensional National Municipal Bond ETF 25434V84934,145$1.6M0.52%
47Alcoa Corporation AA38,505$1.6M0.52%
48Vanguard Utilities Index Fund 92204A8769,780$1.4M0.46%
49Vanguard Short Term Treasury ETF 92206C10223,128$1.4M0.43%
50SPDR S&P 500 ETF TRSPY3,200$1.3M0.42%
51Colgate Palmolive Co. CL16,600$1.2M0.40%
52Honeywell International 4385161066,390$1.2M0.39%
53Alphabet Inc Class A GOOG10,640$1.1M0.35%
54Coca Cola KO17,200$1.1M0.34%
55Visa Inc. Cl A V4,337$977,7090.31%
56Kinder Morgan EP-PC54,375$952,1060.30%
57Chevron CVX5,321$868,1230.28%
58Dimensional International Small Cap ETF 25434V77332,750$752,9230.24%
59SPDR S&P Biotech ETF 78464A8709,070$691,2250.22%
60Starbucks SBUX6,600$687,2580.22%
61Gilead Sciences GILD5,800$481,2260.15%
62DFA International Value ETF 25434V80714,150$456,0550.14%
63Vanguard Energy Sector ETF 92204A3063,185$363,8230.12%
64Analog Devices ADI1,825$359,9270.11%
65Deere & Co DE850$350,9480.11%
66iShares KLD 400 Social Index 4642885704,468$348,4590.11%
67American Express Co. AXP2,049$337,9830.11%
68Booking Holdings Inc BKNG127$336,8560.11%
69Pepsico PEP1,783$325,0410.10%
70DFA U.S. Core Equity 2 ETF 25434V70812,579$320,5130.10%
71Streetracks Gold TRUST GLD1,730$316,9710.10%
72Union Pacific Corporation UNP1,546$311,1480.10%
73Cisco Systems CSCO5,888$307,7950.10%
74Hormel Foods Corp HRL7,700$307,0760.10%
75Vaneck Semiconductor ETF 92189F6761,100$289,5090.09%
76General Electric 3696043012,895$276,7620.09%
77Merck MRK2,500$265,9750.08%
78Vanguard Ultra-Short Bond ETF 92203C3035,066$249,4500.08%
79Essential Utilities, Inc. 29670G1025,700$248,8050.08%
80Illinois Tool Works 452308109985$239,7980.08%
81Thermo Fisher Scientific Inc. TMO400$230,5480.07%
82Airbnb Inc. ABNB1,761$219,0680.07%
83SPDR S&P 500 ETF SPY484$198,1450.06%
84American Tower Corporation 03027X100964$196,9840.06%
85Broadcom Ltd AVGO300$192,4620.06%
86Travelers Group Inc TRV1,100$188,5510.06%
87Lam Research Corp LRCX340$180,2410.06%
88Steven Madden Ltd. 5562691085,000$180,0000.06%
89Invesco KBW Bank ETF (KBWB) IVZ4,250$178,3730.06%
90Verisk Analytics Inc. Cl A VRSK913$175,1680.06%
91Verizon Communications VZ4,435$172,4770.05%
92Paychex PAYX1,431$163,9780.05%
93Adobe ADBE425$163,7820.05%
94Oracle ORCL-PD1,700$157,9640.05%
95AT&T Inc. T-PC8,061$155,1740.05%
96Bristol-Myers CELG-RI2,204$152,7590.05%
973M Company MMM1,400$147,1540.05%
98Wal-Mart WMT958$141,2570.04%
99BlackRock Inc. BLK210$140,5150.04%
100Palo Alto Networks Inc PANW700$139,8180.04%
101Tetra Tech TTEK950$139,5650.04%
102Linde Plc LIN380$135,0670.04%
103Amgen AMGN555$134,1710.04%
104Vanguard Shrt Inf Prot 9220208052,800$133,8960.04%
105iShares Russell 1000 ETF 464287622592$133,2310.04%
106Mastercard Inc MA364$132,2810.04%
107ConocoPhillips COP1,316$130,5600.04%
108Diageo Plc New Adr DGEAF720$130,4500.04%
109UnitedHealth Group Incorporated UNH275$129,9620.04%
110Aflac Inc. AFL2,000$129,0400.04%
111Synopsys SNPS330$127,4630.04%
112Mercadolibre MELI95$125,2160.04%
113Becton Dickinson BDX500$123,7700.04%
114American Electric Pwr Co Inc 0255371011,350$122,8370.04%
115Home Depot HD413$121,8850.04%
116GSK PLC GLAXF3,420$121,6840.04%
117Salesforce.com CRM600$119,8680.04%
118Intuitive Surgical New ISRG459$117,2610.04%
119Danaher Corp 235851102450$113,4180.04%
120IBM INTR840$110,1160.03%
121Trimble Inc. TRMB2,088$109,4530.03%
122Johnson Controls G515021051,800$108,3960.03%
123Pfizer PFE2,645$107,9160.03%
124Procter & Gamble 742718109703$104,5290.03%
125Intel INTC3,165$103,4010.03%
126Motley Fool Global Opportunities ETF 74933W6354,000$102,5570.03%
127Canadian Natural Resources Ltd 1363851011,800$99,6300.03%
128Albemarle Corp ALB-PA445$98,3630.03%
129ABB Ltd. ABLZF2,835$97,2410.03%
130Nvidia NVDA350$97,2200.03%
131Tesla Motors Inc TSLA465$96,4690.03%
132Tortoise North American Pipeline Fund 56167N7203,944$95,9180.03%
133DFA US Real Estate ETF 25434V8234,325$92,9440.03%
134Consolidated Edison ED971$92,8960.03%
135Novartis AG NVSEF1,000$92,0000.03%
136Emerson Electric EMR1,000$87,1400.03%
137Genuine Parts Co GPC514$85,9970.03%
138Stryker Corp. SYK300$85,6410.03%
139DFA Emerging Core Equity Market ETF 25434V3023,630$83,5630.03%
140GE HealthCare Technologies Inc. GEHC965$79,1590.03%
141Schwab REIT ETF 8085248473,930$76,6350.02%
142Nextera Energy Inc NEE-PW976$75,2300.02%
143Fortune Brands Innovations Inc. FBIN1,280$75,1740.02%
144iShares Gold ETF IAU2,000$74,7400.02%
145Suncor Energy Inc. SU2,400$74,5200.02%
146Devon Energy 25179M1031,435$72,6250.02%
147Air Prod & Chemicals Inc AIIR250$71,8030.02%
148Lockheed Martin LMT150$70,9100.02%
149Unilever Plc Adr New UNLYF1,350$70,1060.02%
150Intra-Cellular Therapies 46116X1011,250$67,6880.02%
151Paypal Holdings Inco PYPL887$67,3590.02%
152United Parcel Service UPS345$66,9270.02%
153SPDR Nuveen Bloomberg ST Municipal Bond ETF 78468R7391,348$64,0970.02%
154Palantir Technologies PLTR7,305$61,7270.02%
155iShares Investment Grade Bond ETF 464287242550$60,2860.02%
156General Mills Inc 370334104700$59,8220.02%
157Ishares MSCI EM ETF 4642872341,500$59,1900.02%
158New York Times Class A NYT1,505$58,5140.02%
159Invesco FTSE RAFI US 1000 IVZ367$57,5830.02%
160Halliburton HAL1,800$56,9520.02%
161Constellation Brands STZ250$56,4730.02%
162Vanguard High Dividend Yield ETF 921946406534$56,3370.02%
163McDonald Corp. MCD200$55,9220.02%
164TJX Companies Inc. 872540109700$54,8520.02%
165iShares Core S&P Mid-Cap ETF 464287507213$53,2840.02%
166iShares 0-5 Year TIPS Bond ETF 46429B747508$50,4090.02%
167Occidental Petroleum 674599105800$49,9440.02%
168IPG Photonics IPGP400$49,3240.02%
169Cheniere Energy Inc LNG300$47,2800.01%
170EOG Resources, Inc. EOG400$45,8520.01%
171Schwab US Large Cap 808524300700$45,6190.01%
172Invesco QQQ Trust- Nasdaq 100 ETF IVZ135$43,3260.01%
173Schwab US Small Cap ETF 8085246071,016$42,6070.01%
174Pioneer Natural Res Co 723787107200$40,8480.01%
175U S Bancorp USB-PS1,102$39,7270.01%
176Autodesk Inc ADSK185$38,5100.01%
177Philip Morris Intl Inc 718172109374$36,3720.01%
178TE Connectivity TEL273$35,8040.01%
179Edison International 281020107500$35,2950.01%
180DFA Core Fixed Income ETF 25434V872800$34,0000.01%
181Broadridge Finl Solutions 11133T103229$33,5650.01%
182Expeditors Intl Wash 302130109300$33,0360.01%
183Schwab US Large Cap 808524409500$32,7900.01%
184First Tr Nasdaq Clean Energy 33733E500625$32,6440.01%
185Logitech Intl S A H50430232550$31,9330.01%
186Ross Stores Inc ROST300$31,8390.01%
187CarMax Group KMX488$31,3690.01%
188Exelixis Inc EXEL1,600$31,0560.01%
189Activision Blizzard 00507V109350$29,9570.01%
190CACI Inc. 127190304100$29,6280.01%
191Vanguard Mid Cap Blend ETF 922908629139$29,2810.01%
192Lowes 548661107145$28,9960.01%
193International Paper 460146103800$28,8480.01%
194Baxter International Inc 071813109700$28,3920.01%
195Synaptics Incorporated SYNA250$27,7880.01%
196Clorox CLX175$27,6920.01%
197Fortive Corporation FTV400$27,2680.01%
198Diamondback Energy FANG200$27,0340.01%
199Avalonbay Communities AWX150$25,2090.01%
200Occidental Petrol 27 Wts 674599162600$24,6000.01%
201Walgreens Boots Alliance, Inc. 931427108700$24,2060.01%
202Medtronic MDT300$24,1860.01%
203C N X Resources Corporat CNX1,500$24,0300.01%
204Schwab U.S. Mid Cap ETF 808524508350$23,7480.01%
205United Contl Hldgs Inc UNTCW530$23,4530.01%
206Boston Omaha Corporation BOC925$21,8950.01%
207PDF Solutions, Inc. PDFS500$21,2000.01%
208Range Resources RRC800$21,1760.01%
209W.P. Carey Inc. 92936U109268$20,7570.01%
210Resideo Technologies Inc REZI1,102$20,1450.01%
211Ares Capital Corp ARCC1,100$20,1030.01%
212Etsy Inc ETSY180$20,0390.01%
213Iqvia Holdings Inc IQV100$19,8890.01%
214MV Junior Gold Miners ETF 92189F791475$18,7630.01%
215iShares Russell 1000 Growth ETF 46428761475$18,4130.01%
216Schwab US Broad Mkt ETF 808524102369$17,6390.01%
217Schwab US Aggregate Bond 808524839361$16,9490.01%
218Eastman Chemical Co. EMN200$16,8680.01%
219Corteva Inc. CTVA266$16,0420.01%
220CBRE Real Estate Income Fund 12504G1003,000$15,9310.01%
221Vanguard Information 92204A70240$15,4190.00%
222Biogen Idec BIIB54$15,0140.00%
223Schwab Emerging Markets Equity ETF 808524706605$14,8240.00%
224General Motors 37045V100404$14,8190.00%
225Chubb Limited CB75$14,5640.00%
226Exact Sciences Corporati 30063P105210$14,2400.00%
227Durect Corp 2666055003,100$14,0430.00%
228Nuveen Insured Calif Tax NU1,200$13,9680.00%
229First Republic Bank 33616C100980$13,7100.00%
230Coterra Energy Inc. CTRA554$13,5950.00%
231Lumentum Holdings Inc LITE250$13,5030.00%
232Lumen Technologies Inc. LUMN5,000$13,2500.00%
233Mohawk Industries Inc 608190104127$12,7280.00%
234Vanguard Short-Term Bond Index Fund 921937827164$12,5670.00%
235iShares Core S&P 500 46428720030$12,3320.00%
236Vanguard FTSE All-World ex-US Small Capital I922042718112$12,2350.00%
237Eli Lilly & Co. LLY34$11,6760.00%
238iShares ESG Aware MSCI EM ETF 46434G863358$11,2700.00%
239Altria Group MO252$11,2440.00%
240Vanguard Growth ETF 92290873645$11,2250.00%
241Raytheon Technologies Co RTX110$10,7720.00%
242Boeing BA-PA50$10,6220.00%
243KKR & Co. Inc. KKRT200$10,5040.00%
244Cenovus Energy Inc. CVE600$10,4760.00%
245MasterBrand Inc. MBC1,280$10,2910.00%
246Invesco MSCI Sustainable Future ETF IVZ201$9,8710.00%
247Formfactor FORM300$9,5550.00%
248American Water Works Co 03042010360$8,7890.00%
249Delta Air Lines Inc. DAL250$8,7300.00%
250Vista Gold Corp VGZ14,400$8,6690.00%
251iShares Core MSCI EAFE 46432F842127$8,4900.00%
252Eagle Point Credit Co. ECCW750$8,3780.00%
253Sixth Street Specialty Lending Inc. TSLX450$8,2350.00%
254Southwest Airlines Co 844741108250$8,1350.00%
255Sprott Uranium Miners ETF SII250$7,8430.00%
256DigitalOcean Holdings, Inc DOCN200$7,8340.00%
257U G I Corporation New 902681105223$7,7510.00%
258Warner Brothers Discover WBD500$7,5500.00%
259Cardinal Health, Inc. CAH100$7,5500.00%
260Copart Inc CPRT100$7,5210.00%
261Ford Motor 345370860597$7,5200.00%
262Block, Inc. BSQKZ106$7,2770.00%
263A E S Corp AES283$6,8150.00%
264SPDR Long Term Treasury 78464A664208$6,4230.00%
265Global X Lithium & Battery Tech ETF 37954Y855100$6,3550.00%
266Lyft Inc LYFT683$6,3310.00%
267Snap-on Incorporated SNA25$6,1720.00%
268Inventrust Pptys Corp 46124J201260$6,0840.00%
269ALPS Alerian MLP ETF 00162Q452153$5,9130.00%
270Kimco Realty 49446R109300$5,8590.00%
271Shell plc RYDAF100$5,7540.00%
272Invesco S&P 500 Equal-Weight ETF IVZ37$5,3510.00%
273YUM! Brands YUM40$5,3060.00%
274Ardagh Metal Packaging S.A. AMPWF1,277$5,2100.00%
275Mkt Vectors Oil Services 92189H60718$4,9880.00%
276Chewy Inc. CHWY131$4,8970.00%
277Goldman Sachs B D C Inc GSBD350$4,7780.00%
278Vanguard S&P 500 ETF 92290836312$4,6020.00%
279Vodafone Group PLC ADR 92857W308400$4,4160.00%
280Vontier Corporation VNT160$4,3740.00%
281National Fuel Gas Co NFG70$4,0420.00%
282Toast Inc. TOST200$3,5500.00%
283Redwood Trust RWTQ448$3,0170.00%
284Schwab International Equity ETF 80852480582$2,8530.00%
285Embecta Corp. EMBC100$2,8120.00%
286Yum China Holdings Inc YUMC40$2,5360.00%
287Bloom Energy Corp BE100$1,9930.00%
288Ionis Pharmaceutical IONS55$1,9660.00%
289Viatris Inc VTRS200$1,9240.00%
290Alcon Inc ALC25$1,7640.00%
291Hubspot Inc HUBS4$1,7150.00%
292Vornado Realty TRUST 92904210993$1,4290.00%
293Service Now Inc NOW3$1,3940.00%
294Affirm Hldgs Inc AFRM80$9020.00%
295Inovio Pharma INO1,000$8200.00%
296Roku, Inc. ROKU12$7900.00%
297Rivian Automotive, Inc. RIVN50$7740.00%
298Kyndryl Holdings, Inc. KD48$7080.00%
299JBG Smith Properties 46590V10039$5870.00%
300Ferrari N V RACE2$5420.00%
301Spotify Technology S.A. SPOT4$5340.00%
302Snap Inc. SNAP40$4480.00%
303PolyMet Mining Corp. 731916409200$4300.00%
304Shopify Inc SHOP8$3840.00%
305DoorDash, Inc. DASH4$2540.00%
306Nike NKE2$2450.00%
307Waste Management 94106L1091$1650.00%
308CBRE Global Real 23 Rts 12504G1183,005$930.00%
309Garrett Motion Inc GTX12$920.00%
310SITE Centers Corp. 82981J1097$860.00%
311Star Bulk Carriers Corp. SBLK4$840.00%
312Baytex Energy Corp BTE15$560.00%
313Advisorshares Pure US 00768Y4535$290.00%
314Polymet Mining Co 23 Rts 731916144200$10.00%
315Yandex N V NBIS200$00.00%