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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 (Amended)

Blume Capital Management, Inc.

Quarter ended Q1 2024 · Filed May 2, 2024 · Accession 0001587192-24-000005

Total Value
$382.5M
Positions
315
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (315)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V799654,985$16.7M4.37%
2APPLE INCAAPL84,287$16.2M4.24%
3SELECT SECTOR SPDR TR81369Y506164,103$13.8M3.60%
4SCHWAB CHARLES CORPSCHW-PJ187,920$12.9M3.38%
5ALPHABET INCGOOG89,274$12.6M3.29%
6VANGUARD MUN BD FDS922907746242,192$12.4M3.23%
7VANGUARD BD INDEX FDS921937835162,583$12.0M3.13%
8FEDEX CORPFDX44,863$11.3M2.97%
9UBER TECHNOLOGIES INCUBER171,800$10.6M2.77%
10COMCAST CORP NEWCCZ215,329$9.4M2.47%
11MICROSOFT CORPMSFT24,480$9.2M2.41%
12BANK AMERICA CORP060505104271,147$9.1M2.39%
13JOHNSON & JOHNSONJNJ57,765$9.1M2.37%
14META PLATFORMS INCMETA24,537$8.7M2.27%
15CAPITAL ONE FINL CORP14040H10564,451$8.5M2.21%
16DISNEY WALT CO25468710691,193$8.2M2.15%
17DIMENSIONAL ETF TRUST25434V732296,972$7.4M1.94%
18AMAZON COM INCAMZN47,753$7.3M1.90%
19CVS HEALTH CORPCVS91,759$7.2M1.89%
20CITIGROUP INCC-PR140,452$7.2M1.89%
21ISHARES TR46428755652,786$7.2M1.87%
22SPDR S&P 500 ETF TRSPY15,000$7.1M1.86%
23WELLS FARGO CO NEW949746101143,603$7.1M1.85%
24APPLIED MATLS INC03822210543,476$7.0M1.84%
25FREEPORT-MCMORAN INCFCX155,449$6.6M1.73%
26MICRON TECHNOLOGY INCMU73,597$6.3M1.64%
27BONDBLOXX ETF TRUST09789C788119,770$6.0M1.57%
28GOLDMAN SACHS GROUP INCGSCE15,076$5.8M1.52%
29BAKER HUGHES COMPANYBKR169,800$5.8M1.52%
30VANGUARD SCOTTSDALE FDS92206C70697,540$5.8M1.51%
31DIMENSIONAL ETF TRUST25434V740225,611$5.7M1.49%
32T ROWE PRICE ETF INC87283Q800128,320$5.3M1.38%
33DIMENSIONAL ETF TRUST25434V872124,180$5.3M1.38%
34VANGUARD INDEX FDS92290876919,274$4.6M1.20%
35COSTCO WHSL CORP NEW22160K1056,864$4.5M1.18%
36BERKSHIRE HATHAWAY INC DELBRK-A11,885$4.2M1.11%
37JPMORGAN CHASE & COVYLD24,623$4.2M1.09%
38CNH INDL N VN20944109338,055$4.1M1.08%
39WEYERHAEUSER CO MTN BEWY117,550$4.1M1.07%
40VANGUARD WORLD FDS92204A87629,642$4.1M1.06%
41SCHWAB STRATEGIC TR80852486273,204$3.5M0.93%
42RIO TINTO PLCRTNTF45,832$3.4M0.89%
43FISERV INCFISV24,439$3.2M0.85%
44VANECK ETF TRUST92189F10691,902$2.8M0.74%
45GOLDMAN SACHS ETF TRNVGLF26,928$2.7M0.70%
46DIMENSIONAL ETF TRUST25434V50044,939$2.7M0.70%
47SCHLUMBERGER LTDSLB40,023$2.1M0.54%
48EXXON MOBIL CORPXOM20,213$2.0M0.53%
49QUALCOMM INCQCOM12,849$1.9M0.49%
50DIMENSIONAL ETF TRUST25434V84935,122$1.7M0.45%
51MEDTRONIC PLCMDT17,840$1.5M0.38%
52PFIZER INCPFE49,225$1.4M0.37%
53VANGUARD SCOTTSDALE FDS92206C10224,090$1.4M0.37%
54ALPHABET INCGOOG9,615$1.3M0.35%
55HONEYWELL INTL INC4385161066,390$1.3M0.35%
56COLGATE PALMOLIVE COCL16,600$1.3M0.35%
57NXP SEMICONDUCTORS N VNXPI4,999$1.1M0.30%
58VISA INCV3,998$1.0M0.27%
59ALBEMARLE CORPALB-PA7,138$1.0M0.27%
60COCA COLA COKO17,200$1.0M0.26%
61NUTRIEN LTDNTR15,837$892,3190.23%
62CHEVRON CORP NEWCVX5,570$830,7750.22%
63DIMENSIONAL ETF TRUST25434V77332,750$791,5680.21%
64D R HORTON INC23331A1095,100$775,0980.20%
65STARBUCKS CORPSBUX6,600$633,6660.17%
66DIMENSIONAL ETF TRUST25434V80714,150$486,1940.13%
67AMERICAN EXPRESS COAXP2,099$393,2270.10%
68DIMENSIONAL ETF TRUST25434V70812,747$372,5950.10%
69VANGUARD WORLD FDS92204A3063,160$370,6050.10%
70GENERAL ELECTRIC CO3696043012,895$369,4890.10%
71UNION PAC CORPUNP1,500$368,4300.10%
72ANALOG DEVICES INCADI1,775$352,4440.09%
73ISHARES TR4642885703,838$349,4500.09%
74DEERE & CODE850$339,8900.09%
75BOOKING HOLDINGS INCBKNG95$336,9860.09%
76BROADCOM INCAVGO300$334,8750.09%
77SPDR GOLD TRGLD1,630$311,6080.08%
78PEPSICO INCPEP1,783$302,8250.08%
79CISCO SYS INCCSCO5,751$290,5410.08%
80VERIZON COMMUNICATIONS INCVZ7,567$285,2760.07%
81GILEAD SCIENCES INCGILD3,520$285,1560.07%
82LAM RESEARCH CORPLRCX340$266,3090.07%
83MERCK & CO INCMRK2,400$261,6480.07%
84ADOBE INCADBE435$259,5210.07%
85ILLINOIS TOOL WKS INC452308109960$251,4630.07%
86HORMEL FOODS CORPHRL7,700$247,2470.06%
87AIRBNB INCABNB1,601$217,9610.06%
88THERMO FISHER SCIENTIFIC INCTMO400$212,3160.06%
89MADDEN STEVEN LTD5562691085,000$210,0000.05%
90TRAVELERS COMPANIES INCTRV1,100$209,5390.05%
91SCHWAB STRATEGIC TR8085248704,000$208,8000.05%
92AMERICAN TOWER CORP NEW03027X100964$208,1090.05%
93PALO ALTO NETWORKS INCPANW700$206,4160.05%
94SPDR S&P 500 ETF TRSPY413$196,3040.05%
95VERISK ANALYTICS INCVRSK818$195,3880.05%
96ESSENTIAL UTILS INC29670G1025,055$188,8050.05%
97SALESFORCE INCCRM700$184,1980.05%
98VANGUARD BD INDEX FDS9219378192,400$183,3120.05%
99VANGUARD MALVERN FDS9220208053,700$175,7130.05%
100BLACKROCK INCBLK210$170,4780.04%
101AFLAC INCAFL2,000$165,0000.04%
102PAYCHEX INCPAYX1,381$164,4910.04%
103ORACLE CORPORCL-PD1,555$163,9440.04%
104AMGEN INCAMGN555$159,8520.04%
105TETRA TECH INC NEWTTEK950$158,5840.04%
106ISHARES TR46432F3961,002$157,2480.04%
107SYNOPSYS INCSNPS305$157,0480.04%
108LINDE PLCLIN380$156,0700.04%
109NVIDIA CORPORATIONNVDA315$155,9950.04%
110MASTERCARD INCORPORATEDMA364$155,2500.04%
111INTUITIVE SURGICAL INCISRG459$154,8490.04%
112HOME DEPOT INCHD445$154,2150.04%
113CONOCOPHILLIPSCOP1,316$152,7490.04%
114MERCADOLIBRE INCMELI95$149,2970.04%
115WALMART INCWMT923$145,5110.04%
116UNITEDHEALTH GROUP INCUNH275$144,7800.04%
117ISHARES TR464287622550$144,1210.04%
118ISHARES TR464287200300$143,2890.04%
1193M COMMM1,300$142,1160.04%
120VANGUARD BD INDEX FDS92203C3032,819$139,3720.04%
121INTERNATIONAL BUSINESS MACHSINTR840$137,3820.04%
122VANGUARD SCOTTSDALE FDS92206C4091,712$132,4240.03%
123TESLA INCTSLA515$127,9680.03%
124BRISTOL-MYERS SQUIBB COCELG-RI2,475$126,9930.03%
125BECTON DICKINSON & COBDX500$121,9150.03%
126MCDONALDS CORPMCD400$118,6040.03%
127CANADIAN NAT RES LTD1363851011,800$117,9360.03%
128PROCTER AND GAMBLE CO742718109793$116,2070.03%
129GSK PLCGLAXF3,080$114,1450.03%
130CHUBB LIMITEDCB500$113,0000.03%
131RBB FD INC74933W6354,000$111,2800.03%
132AMERICAN ELEC PWR CO INC0255371011,350$109,6470.03%
133DANAHER CORPORATION235851102450$104,1030.03%
134DIMENSIONAL ETF TRUST25434V8234,561$103,7180.03%
135MANAGED PORTFOLIO SERIES56167N7203,944$102,3080.03%
136NEXTERA ENERGY INCNEE-PW1,626$98,7640.03%
137DIAGEO PLCDGEAF670$97,5930.03%
138FORTUNE BRANDS INNOVATIONS IFBIN1,280$97,4600.03%
139EMERSON ELEC COEMR1,000$97,3300.03%
140STRYKER CORPORATIONSYK325$97,3250.03%
141ISHARES TR4642884301,573$91,1900.02%
142INTRA-CELLULAR THERAPIES INC46116X1011,250$89,5250.02%
143SPDR SER TR78464A8701,000$89,2900.02%
144CONSOLIDATED EDISON INCED971$88,3320.02%
145DIMENSIONAL ETF TRUST25434V3023,630$87,5200.02%
146HALLIBURTON COHAL2,400$86,7600.02%
147JOHNSON CTLS INTL PLCG515021051,500$86,4600.02%
148PALANTIR TECHNOLOGIES INCPLTR4,890$83,9620.02%
149DEVON ENERGY CORP NEW25179M1031,735$78,5960.02%
150SUNCOR ENERGY INC NEWSU2,415$77,3770.02%
151NOVARTIS AGNVSEF750$75,7280.02%
152SCHWAB STRATEGIC TR8085248473,630$75,1780.02%
153GE HEALTHCARE TECHNOLOGIES IGEHC965$74,6140.02%
154NEW YORK TIMES CONYT1,505$73,7300.02%
155GENUINE PARTS COGPC514$71,1890.02%
156TRIMBLE INCTRMB1,300$69,1600.02%
157AIR PRODS & CHEMS INCAIIR250$68,4500.02%
158LOCKHEED MARTIN CORPLMT150$67,9860.02%
159INVESCO EXCHANGE TRADED FD TIVZ1,836$64,6380.02%
160SPDR SER TR78468R7391,348$64,4210.02%
161AT&T INCT-PC3,737$62,7070.02%
162SCHWAB STRATEGIC TR8085247891,000$61,1000.02%
163ISHARES TR464287242550$60,8630.02%
164ISHARES TR4642872341,500$60,3150.02%
165ISHARES TR464287507213$59,0330.02%
166INTEL CORPINTC1,165$58,5420.02%
167UNILEVER PLCUNLYF1,200$58,1760.02%
168TJX COS INC NEW872540109600$56,2860.01%
169UNITED PARCEL SERVICE INCUPS345$54,2450.01%
170PAYPAL HLDGS INCPYPL881$54,1030.01%
171ALPS ETF TR00162Q4601,500$53,8500.01%
172LOGITECH INTL S AH50430232550$52,2830.01%
173CHENIERE ENERGY INCLNG300$51,2130.01%
174SCHWAB STRATEGIC TR808524300600$49,7760.01%
175VANGUARD INDEX FDS922908363112$49,0740.01%
176EOG RES INCEOG400$48,3800.01%
177CONSTELLATION BRANDS INCSTZ200$48,3500.01%
178SCHWAB STRATEGIC TR8085246071,016$48,0030.01%
179OCCIDENTAL PETE CORP674599105800$47,7680.01%
180US BANCORP DELUSB-PS1,102$47,6950.01%
181BROADRIDGE FINL SOLUTIONS IN11133T103229$47,1170.01%
182CHEMED CORP NEWCHE80$46,8500.01%
183SELECT SECTOR SPDR TR81369Y803240$46,1720.01%
184GENERAL MLS INC370334104700$45,5980.01%
185VANGUARD WHITEHALL FDS921946406405$45,2110.01%
186AUTODESK INCADSK185$45,0440.01%
187ROSS STORES INCROST300$41,5170.01%
188ISHARES GOLD TRIAU1,000$39,0300.01%
189TE CONNECTIVITY LTDTEL273$38,3570.01%
190EXPEDITORS INTL WASH INC302130109300$38,1600.01%
191EDISON INTL281020107500$35,7450.01%
192SCHWAB STRATEGIC TR808524409500$35,0500.01%
193INVESCO QQQ TRIVZ85$34,8100.01%
194ISHARES TR46432F842477$33,5570.01%
195CARMAX INCKMX435$33,3820.01%
196PHILIP MORRIS INTL INC718172109350$32,9280.01%
197VANGUARD INDEX FDS922908629139$32,2970.01%
198DIAMONDBACK ENERGY INCFANG200$31,0160.01%
199FORTIVE CORPFTV400$29,4520.01%
200INTERNATIONAL PAPER CO460146103800$28,9200.01%
201SYNAPTICS INCSYNA250$28,5200.01%
202AVALONBAY CMNTYS INCAWX150$28,0830.01%
203BAXTER INTL INC071813109700$27,0620.01%
204SPROTT FDS TRSII550$26,5490.01%
205SCHWAB STRATEGIC TR808524508350$26,3620.01%
206CLOROX CO DELCLX175$24,9540.01%
207RANGE RES CORPRRC800$24,3520.01%
208OCCIDENTAL PETE CORP674599162600$23,3580.01%
209IQVIA HLDGS INCIQV100$23,1380.01%
210CORTEVA INCCTVA473$22,6670.01%
211PIONEER NAT RES CO723787107100$22,4880.01%
212ARES CAPITAL CORPARCC1,100$22,0330.01%
213CNX RES CORPCNX1,100$22,0000.01%
214UNITED AIRLS HLDGS INCUNTCW530$21,8680.01%
215RESIDEO TECHNOLOGIES INCREZI1,102$20,7400.01%
216NOVO-NORDISK A SNONOF200$20,6900.01%
217SCHWAB STRATEGIC TR808524102370$20,5730.01%
218INVESCO EXCH TRADED FD TR IIIVZ400$19,6760.01%
219VANGUARD WORLD FDS92204A70240$19,3600.01%
220EXELIXIS INCEXEL800$19,1920.01%
221MASTERBRAND INCMBC1,280$19,0080.00%
222WALGREENS BOOTS ALLIANCE INC931427108700$18,2770.00%
223EASTMAN CHEM COEMN200$17,9640.00%
224FIRST TR EXCHANGE-TRADED FD33733E500400$16,8680.00%
225BAYTEX ENERGY CORPBTE5,015$16,6500.00%
226CBRE GBL REAL ESTATE INC FD12504G1003,000$16,2920.00%
227PDF SOLUTIONS INCPDFS500$16,0700.00%
228EXACT SCIENCES CORP30063P105210$15,5360.00%
229SCHWAB STRATEGIC TR808524706608$15,0730.00%
230ETSY INCETSY180$14,5890.00%
231ELI LILLY & COLLY25$14,5730.00%
232VANGUARD INDEX FDS92290873645$13,9900.00%
233CRESCENT PT ENERGY CORP22576C1012,000$13,8600.00%
234NUVEEN CALIFORNIA AMT QLT MUNU1,200$13,8480.00%
235LOWES COS INC54866110760$13,3530.00%
236INTERACTIVE BROKERS GROUP IN45841N107159$13,1870.00%
237BOEING COBA-PA50$13,0330.00%
238FORMFACTOR INCFORM300$12,5130.00%
239VERALTO CORPVLTO150$12,3390.00%
240EATON VANCE TAX-MANAGED BUY-ETN1,000$12,3300.00%
241THE TRADE DESK INC88339J105150$10,7940.00%
242LYFT INCLYFT683$10,2390.00%
243CARDINAL HEALTH INCCAH100$10,0800.00%
244DELTA AIR LINES INC DELDAL250$10,0580.00%
245CENOVUS ENERGY INCCVE600$9,9900.00%
246BOSTON OMAHA CORPBOC625$9,8320.00%
247COPART INCCPRT200$9,8000.00%
248SIXTH STREET SPECIALTY LENDITSLX450$9,7200.00%
249KINDER MORGAN INC DELEP-PC550$9,7020.00%
250ALTRIA GROUP INCMO240$9,6820.00%
251DIMENSIONAL ETF TRUST25434V682300$9,4880.00%
252RTX CORPORATIONRTX110$9,2560.00%
253WP CAREY INC92936U109134$8,6850.00%
254ADVANCED MICRO DEVICES INCAMD56$8,2550.00%
255BLOCK INCBSQKZ106$8,2000.00%
256CACI INTL INC12719030425$8,0970.00%
257AMERICAN WTR WKS CO INC NEW03042010360$7,9200.00%
258ASML HOLDING N VASMLF10$7,5700.00%
259SOUTHWEST AIRLS CO844741108258$7,4520.00%
260DIGITALOCEAN HLDGS INCDOCN200$7,3380.00%
261FORD MTR CO DEL345370860597$7,2760.00%
262SNAP ON INCSNA25$7,2210.00%
263EAGLE POINT CREDIT COMPANY IECCW750$7,1250.00%
264SHELL PLCRYDAF100$6,5800.00%
265VISTA GOLD CORPVGZ14,400$6,5080.00%
266ALPS ETF TR00162Q452153$6,5060.00%
267KIMCO RLTY CORP49446R109300$6,3930.00%
268VANECK ETF TRUST92189H60718$5,5720.00%
269VONTIER CORPORATIONVNT160$5,5280.00%
270UGI CORP NEW902681105223$5,4860.00%
271AES CORPAES283$5,4480.00%
272YUM BRANDS INCYUM40$5,2490.00%
273GOLDMAN SACHS BDC INCGSBD350$5,1280.00%
274GLOBAL X FDS37954Y855100$5,0940.00%
275DIMENSIONAL ETF TRUST25434V690150$4,8050.00%
276NV5 GLOBAL INC62945V10940$4,4450.00%
277MORGAN STANLEYMS-PQ47$4,3830.00%
278AFFIRM HLDGS INCAFRM80$3,9320.00%
279COTERRA ENERGY INCCTRA154$3,9310.00%
280CATERPILLAR INCCAT13$3,8440.00%
281CHEWY INCCHWY160$3,7810.00%
282GENERAL MTRS CO37045V100103$3,7000.00%
283TOAST INCTOST200$3,6520.00%
284NATIONAL FUEL GAS CONFG70$3,5120.00%
285VODAFONE GROUP PLC NEW92857W308400$3,4800.00%
286ASTRAZENECA PLCAZN50$3,3680.00%
287TAIWAN SEMICONDUCTOR MFG LTD87403910032$3,3280.00%
288INVENTRUST PPTYS CORP46124J201130$3,2950.00%
289SCHWAB STRATEGIC TR80852480585$3,1260.00%
290IONIS PHARMACEUTICALS INCIONS55$2,7830.00%
291GLOBAL X FDS37954Y29362$2,7670.00%
292HUBSPOT INCHUBS4$2,3230.00%
293SERVICENOW INCNOW3$2,1200.00%
294ALCON AGALC25$1,9530.00%
295EMBECTA CORPEMBC100$1,8930.00%
296DURECT CORP2666055003,100$1,8290.00%
297YUM CHINA HLDGS INCYUMC40$1,6980.00%
298FIVE9 INCFIVN20$1,5740.00%
299BLOOM ENERGY CORPBE100$1,4800.00%
300RIVIAN AUTOMOTIVE INCRIVN50$1,1730.00%
301KYNDRYL HLDGS INCKD48$9980.00%
302SPOTIFY TECHNOLOGY S ASPOT4$7520.00%
303SNAP INCSNAP40$6780.00%
304FERRARI N VRACE2$6770.00%
305SHOPIFY INCSHOP8$6240.00%
306INOVIO PHARMACEUTICALS INCINO1,000$5100.00%
307DOORDASH INCDASH4$3960.00%
308NIKE INCNKE2$2180.00%
309VIATRIS INCVTRS16$1740.00%
310NET LEASE OFFICE PROPERTIESNLOP8$1480.00%
311GARRETT MOTION INCGTX12$1170.00%
312SITE CTRS CORP82981J1097$960.00%
313ADVISORSHARES TR00768Y4535$360.00%
314WASTE MGMT INC DEL94106L1090$30.00%
315YANDEX N VNBIS200$00.00%