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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 Q1 2024 · Filed May 2, 2024 · Accession 0001587192-24-000006

Total Value
$413.9M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V799593,412$15.9M3.83%
2SELECT SECTOR SPDR TR81369Y506165,728$15.6M3.78%
3APPLE INCAAPL83,803$14.4M3.47%
4SCHWAB CHARLES CORPSCHW-PJ188,745$13.7M3.30%
5ALPHABET INCGOOG85,589$13.0M3.15%
6FEDEX CORPFDX44,938$13.0M3.15%
7UBER TECHNOLOGIES INCUBER160,715$12.4M2.99%
8VANGUARD MUN BD FDS922907746240,792$12.2M2.94%
9VANGUARD BD INDEX FDS921937835162,743$11.8M2.86%
10META PLATFORMS INCMETA22,829$11.1M2.68%
11BONDBLOXX ETF TRUST09789C788211,796$10.7M2.57%
12BANK AMERICA CORP060505104271,036$10.3M2.48%
13DISNEY WALT CO25468710683,731$10.2M2.48%
14CAPITAL ONE FINL CORP14040H10564,291$9.6M2.31%
15COMCAST CORP NEWCCZ218,799$9.5M2.29%
16MICROSOFT CORPMSFT22,525$9.5M2.29%
17JOHNSON & JOHNSONJNJ59,265$9.4M2.26%
18CITIGROUP INCC-PR141,027$8.9M2.15%
19AMAZON COM INCAMZN47,178$8.5M2.06%
20APPLIED MATLS INC03822210541,186$8.5M2.05%
21MICRON TECHNOLOGY INCMU71,262$8.4M2.03%
22WELLS FARGO CO NEW949746101143,378$8.3M2.01%
23CVS HEALTH CORPCVS103,655$8.3M2.00%
24DIMENSIONAL ETF TRUST25434V732299,122$7.6M1.84%
25FREEPORT-MCMORAN INCFCX157,734$7.4M1.79%
26T ROWE PRICE ETF INC87283Q800180,195$7.3M1.76%
27ISHARES TR46428755652,404$7.2M1.74%
28GOLDMAN SACHS GROUP INCGSCE14,987$6.3M1.51%
29DIMENSIONAL ETF TRUST25434V740230,914$6.0M1.45%
30BAKER HUGHES COMPANYBKR172,125$5.8M1.39%
31VANGUARD SCOTTSDALE FDS92206C70692,950$5.4M1.31%
32DIMENSIONAL ETF TRUST25434V872125,950$5.3M1.28%
33VANGUARD INDEX FDS92290876919,274$5.0M1.21%
34COSTCO WHSL CORP NEW22160K1056,754$4.9M1.20%
35BERKSHIRE HATHAWAY INC DELBRK-A11,750$4.9M1.19%
36JPMORGAN CHASE & COVYLD23,612$4.7M1.14%
37CNH INDL N VN20944109351,855$4.6M1.10%
38VANGUARD WORLD FD92204A87630,062$4.3M1.04%
39WEYERHAEUSER CO MTN BEWY116,800$4.2M1.01%
40FISERV INCFISV24,269$3.9M0.94%
41SPDR S&P 500 ETF TRSPY7,200$3.8M0.91%
42SCHWAB STRATEGIC TR80852486272,529$3.5M0.84%
43GOLDMAN SACHS ETF TRNVGLF34,578$3.5M0.84%
44RIO TINTO PLCRTNTF54,002$3.4M0.83%
45VANECK ETF TRUST92189F10691,852$2.9M0.70%
46DIMENSIONAL ETF TRUST25434V50045,764$2.9M0.69%
47EXXON MOBIL CORPXOM20,213$2.3M0.57%
48SCHLUMBERGER LTDSLB40,798$2.2M0.54%
49PFIZER INCPFE65,793$1.8M0.44%
50DIMENSIONAL ETF TRUST25434V84933,522$1.6M0.39%
51MEDTRONIC PLCMDT17,890$1.6M0.38%
52COLGATE PALMOLIVE COCL16,450$1.5M0.36%
53ALPHABET INCGOOG9,115$1.4M0.33%
54VANGUARD SCOTTSDALE FDS92206C10223,090$1.3M0.32%
55HONEYWELL INTL INC4385161066,190$1.3M0.31%
56NXP SEMICONDUCTORS N VNXPI4,949$1.2M0.30%
57ALBEMARLE CORPALB-PA8,218$1.1M0.26%
58QUALCOMM INCQCOM6,245$1.1M0.26%
59COCA COLA COKO17,200$1.1M0.25%
60VISA INCV3,636$1.0M0.25%
61NUTRIEN LTDNTR17,127$930,1680.22%
62CHEVRON CORP NEWCVX5,570$878,5630.21%
63DIMENSIONAL ETF TRUST25434V77332,750$820,7150.20%
64STARBUCKS CORPSBUX6,600$603,1740.15%
65DIMENSIONAL ETF TRUST25434V80714,150$520,0130.13%
66GENERAL ELECTRIC CO3696043012,895$508,1600.12%
67AMERICAN EXPRESS COAXP2,084$474,5060.11%
68CHARTER COMMUNICATIONS INC N16119P1081,628$473,1460.11%
69VANGUARD WORLD FD92204A3063,260$429,3420.10%
70SANOFISNYNF8,710$423,3060.10%
71DIMENSIONAL ETF TRUST25434V70812,497$399,2800.10%
72EQT CORPEQT10,565$391,6450.09%
73BROADCOM INCAVGO290$384,3690.09%
74ISHARES TR4642885703,788$381,8690.09%
75UNION PAC CORPUNP1,500$368,8950.09%
76VANGUARD CALIF TAX FREE FDS9220216053,500$351,6780.08%
77ANALOG DEVICES INCADI1,775$351,0780.08%
78DEERE & CODE850$349,1290.08%
79BOOKING HOLDINGS INCBKNG95$344,6490.08%
80CHEWY INCCHWY21,260$338,2470.08%
81SPDR GOLD TRGLD1,630$335,3240.08%
82LAM RESEARCH CORPLRCX330$320,6190.08%
83PEPSICO INCPEP1,783$312,0430.08%
84MERCK & CO INCMRK2,300$303,4850.07%
85D R HORTON INC23331A1091,775$292,0770.07%
86CISCO SYS INCCSCO5,751$287,0330.07%
87HORMEL FOODS CORPHRL7,700$268,6530.06%
88NVIDIA CORPORATIONNVDA291$262,9360.06%
89GILEAD SCIENCES INCGILD3,520$257,8400.06%
90TRAVELERS COMPANIES INCTRV1,100$253,1540.06%
91ILLINOIS TOOL WKS INC452308109910$244,1810.06%
92VERIZON COMMUNICATIONS INCVZ5,567$233,5920.06%
93ADOBE INCADBE435$219,5010.05%
94THERMO FISHER SCIENTIFIC INCTMO375$217,9540.05%
95VANGUARD INDEX FDS922908363452$217,4580.05%
96MADDEN STEVEN LTD5562691085,000$211,4000.05%
97SALESFORCE INCCRM700$210,8260.05%
98SCHWAB STRATEGIC TR8085248704,000$208,6400.05%
99PALO ALTO NETWORKS INCPANW700$198,8910.05%
100SPDR S&P 500 ETF TRSPY369$193,0130.05%
101AMERICAN TOWER CORP NEW03027X100964$190,4770.05%
102ESSENTIAL UTILS INC29670G1025,055$187,2880.05%
103VERISK ANALYTICS INCVRSK768$181,0410.04%
104VANGUARD BD INDEX FDS9219378192,400$180,9600.04%
105VANGUARD MALVERN FDS9220208053,700$177,1930.04%
106INTUITIVE SURGICAL INCISRG440$175,6000.04%
107MASTERCARD INCORPORATEDMA364$175,2920.04%
108BLACKROCK INCBLK210$175,0770.04%
109VANECK ETF TRUST92189F1065,500$173,9100.04%
110HOME DEPOT INCHD450$172,6200.04%
111AFLAC INCAFL2,000$171,7200.04%
112CONOCOPHILLIPSCOP1,316$167,5010.04%
113WALMART INCWMT2,769$166,6110.04%
114SYNOPSYS INCSNPS290$165,7350.04%
115TETRA TECH INC NEWTTEK875$161,6220.04%
116PAYCHEX INCPAYX1,315$161,4820.04%
117ISHARES TR464287622550$158,2820.04%
118AMGEN INCAMGN555$157,7980.04%
119LINDE PLCLIN330$153,2260.04%
120MERCADOLIBRE INCMELI95$143,6370.03%
121DIMENSIONAL ETF TRUST25434V3025,800$143,3760.03%
122VANGUARD BD INDEX FDS92203C3032,819$139,6820.03%
1233M COMMM1,300$137,8910.03%
124CANADIAN NAT RES LTD1363851011,800$137,3760.03%
125UNITEDHEALTH GROUP INCUNH275$136,0430.03%
126ORACLE CORPORCL-PD1,075$135,0310.03%
127BRISTOL-MYERS SQUIBB COCELG-RI2,475$134,2200.03%
128VANGUARD SCOTTSDALE FDS92206C4091,712$132,3210.03%
129GSK PLCGLAXF3,080$132,0400.03%
130ISHARES TR464287200250$131,4330.03%
131CHUBB LIMITEDCB500$129,5650.03%
132PROCTER AND GAMBLE CO742718109793$128,6650.03%
133BECTON DICKINSON & COBDX500$123,7250.03%
134RBB FD INC74933W6354,000$121,2400.03%
135AMERICAN ELEC PWR CO INC0255371011,350$116,2350.03%
136INTERNATIONAL BUSINESS MACHSINTR600$114,5760.03%
137EMERSON ELEC COEMR1,000$113,4200.03%
138MCDONALDS CORPMCD400$112,7800.03%
139PALANTIR TECHNOLOGIES INCPLTR4,890$112,5190.03%
140DANAHER CORPORATION235851102450$112,3740.03%
141MANAGED PORTFOLIO SERIES56167N7203,944$110,2750.03%
142FORTUNE BRANDS INNOVATIONS IFBIN1,280$108,3780.03%
143STRYKER CORPORATIONSYK300$107,3610.03%
144NEXTERA ENERGY INCNEE-PW1,626$103,9180.03%
145ALPS ETF TR00162Q4603,500$103,8800.03%
146DIMENSIONAL ETF TRUST25434V8234,561$102,0300.02%
147DIAGEO PLCDGEAF670$99,6560.02%
148TESLA INCTSLA566$99,4980.02%
149JOHNSON CTLS INTL PLCG515021051,500$97,9800.02%
150SUNCOR ENERGY INC NEWSU2,415$89,1380.02%
151CONSOLIDATED EDISON INCED971$88,1770.02%
152GE HEALTHCARE TECHNOLOGIES IGEHC965$87,7290.02%
153DEVON ENERGY CORP NEW25179M1031,735$87,0630.02%
154INTRA-CELLULAR THERAPIES INC46116X1011,250$86,5000.02%
155HALLIBURTON COHAL2,100$82,7820.02%
156GENUINE PARTS COGPC514$79,6350.02%
157TRIMBLE INCTRMB1,150$74,0140.02%
158SCHWAB STRATEGIC TR8085248473,630$73,6890.02%
159INVESCO EXCHANGE TRADED FD TIVZ1,836$70,6420.02%
160LOCKHEED MARTIN CORPLMT150$68,2310.02%
161SCHWAB STRATEGIC TR8085247891,000$66,2600.02%
162AT&T INCT-PC3,737$65,7720.02%
163NEW YORK TIMES CONYT1,505$65,0470.02%
164ISHARES TR4642875071,065$64,6890.02%
165SPDR SER TR78468R7391,348$63,9500.02%
166ISHARES TR4642872341,500$61,6200.01%
167TJX COS INC NEW872540109600$60,8520.01%
168AIR PRODS & CHEMS INCAIIR250$60,5680.01%
169UNILEVER PLCUNLYF1,200$60,2280.01%
170PAYPAL HLDGS INCPYPL881$59,0190.01%
171SCHWAB STRATEGIC TR808524300600$55,6320.01%
172CONSTELLATION BRANDS INCSTZ200$54,3520.01%
173OCCIDENTAL PETE CORP674599105800$51,9920.01%
174INTEL CORPINTC1,165$51,4590.01%
175EOG RES INCEOG400$51,1360.01%
176SELECT SECTOR SPDR TR81369Y803240$50,0410.01%
177SCHWAB STRATEGIC TR8085246071,016$50,0350.01%
178US BANCORP DELUSB-PS1,102$49,2600.01%
179LOGITECH INTL S AH50430232550$49,1540.01%
180GENERAL MLS INC370334104700$48,9790.01%
181VANGUARD WHITEHALL FDS921946406400$48,3960.01%
182CHENIERE ENERGY INCLNG300$48,3840.01%
183AUTODESK INCADSK185$48,1780.01%
184UNITED PARCEL SERVICE INCUPS320$47,5620.01%
185SPDR SER TR78464A870500$47,4450.01%
186BROADRIDGE FINL SOLUTIONS IN11133T103229$46,9130.01%
187CHEMED CORP NEWCHE70$44,9670.01%
188ROSS STORES INCROST300$44,0280.01%
189TE CONNECTIVITY LTDTEL273$39,6510.01%
190DIAMONDBACK ENERGY INCFANG200$39,6340.01%
191SCHWAB STRATEGIC TR808524409500$37,9900.01%
192CARMAX INCKMX435$37,8930.01%
193INVESCO QQQ TRIVZ85$37,7410.01%
194EXPEDITORS INTL WASH INC302130109300$36,4710.01%
195ISHARES TR46432F842477$35,4030.01%
196EDISON INTL281020107500$35,3650.01%
197VANGUARD INDEX FDS922908629139$34,6870.01%
198FORTIVE CORPFTV400$34,4080.01%
199PHILIP MORRIS INTL INC718172109350$32,0670.01%
200ISHARES GOLD TRIAU750$31,5080.01%
201INTERNATIONAL PAPER CO460146103800$31,2160.01%
202BAXTER INTL INC071813109700$29,9180.01%
203SPROTT FDS TRSII600$29,5740.01%
204CRESCENT PT ENERGY CORP22576C1013,500$28,6650.01%
205SCHWAB STRATEGIC TR808524508350$28,5010.01%
206AVALONBAY CMNTYS INCAWX150$27,8340.01%
207RANGE RES CORPRRC800$27,5440.01%
208CORTEVA INCCTVA473$27,2780.01%
209CLOROX CO DELCLX175$26,7950.01%
210PIONEER NAT RES CO723787107100$26,2500.01%
211CNX RES CORPCNX1,100$26,0920.01%
212UNITED AIRLS HLDGS INCUNTCW530$25,3770.01%
213IQVIA HLDGS INCIQV100$25,2890.01%
214RESIDEO TECHNOLOGIES INCREZI1,102$24,7070.01%
215SYNAPTICS INCSYNA250$24,3900.01%
216MASTERBRAND INCMBC1,280$23,9880.01%
217ARES CAPITAL CORPARCC1,100$22,9020.01%
218SCHWAB STRATEGIC TR808524102370$22,5760.01%
219INVESCO EXCH TRADED FD TR IIIVZ400$21,4640.01%
220VANGUARD WORLD FD92204A70240$20,9740.01%
221EASTMAN CHEM COEMN200$20,0440.00%
222ELI LILLY & COLLY25$19,4490.00%
223NOVO-NORDISK A SNONOF135$17,3340.00%
224PDF SOLUTIONS INCPDFS500$16,8350.00%
225CBRE GBL REAL ESTATE INC FD12504G1003,000$16,1420.00%
226VANGUARD INDEX FDS92290873645$15,4890.00%
227SCHWAB STRATEGIC TR808524706608$15,3530.00%
228LOWES COS INC54866110760$15,2840.00%
229WALGREENS BOOTS ALLIANCE INC931427108700$15,1830.00%
230NOVARTIS AGNVSEF150$14,5100.00%
231ETSY INCETSY206$14,1570.00%
232FIRST TR EXCHANGE-TRADED FD33733E500400$13,8720.00%
233FORMFACTOR INCFORM300$13,6890.00%
234VERALTO CORPVLTO150$13,2990.00%
235LYFT INCLYFT683$13,2170.00%
236THE TRADE DESK INC88339J105150$13,1130.00%
237EATON VANCE TAX-MANAGED BUY-ETN1,000$12,9300.00%
238CENOVUS ENERGY INCCVE600$11,9940.00%
239DELTA AIR LINES INC DELDAL250$11,9680.00%
240COPART INCCPRT200$11,5840.00%
241CARDINAL HEALTH INCCAH100$11,1900.00%
242RTX CORPORATIONRTX110$10,7290.00%
243VANECK ETF TRUST92189F791275$10,6540.00%
244ALTRIA GROUP INCMO240$10,4690.00%
245KINDER MORGAN INC DELEP-PC550$10,0870.00%
246ASML HOLDING N VASMLF10$9,7050.00%
247BOSTON OMAHA CORPBOC625$9,6630.00%
248DIMENSIONAL ETF TRUST25434V682300$9,6600.00%
249BOEING COBA-PA50$9,6500.00%
250SIXTH STREET SPECIALTY LENDITSLX450$9,6440.00%
251EXELIXIS INCEXEL400$9,4920.00%
252CACI INTL INC12719030425$9,4710.00%
253BLOCK INCBSQKZ106$8,9660.00%
254INTERACTIVE BROKERS GROUP IN45841N10775$8,3900.00%
255VISTA GOLD CORPVGZ14,400$8,1320.00%
256FORD MTR CO DEL345370860597$7,9270.00%
257DIGITALOCEAN HLDGS INCDOCN200$7,6360.00%
258EAGLE POINT CREDIT COMPANY IECCW750$7,5830.00%
259WP CAREY INC92936U109134$7,5630.00%
260SOUTHWEST AIRLS CO844741108258$7,5320.00%
261SNAP ON INCSNA25$7,4060.00%
262AMERICAN WTR WKS CO INC NEW03042010360$7,3330.00%
263ALPS ETF TR00162Q452153$7,2620.00%
264VONTIER CORPORATIONVNT160$7,2580.00%
265EXACT SCIENCES CORP30063P105100$6,9060.00%
266SHELL PLCRYDAF100$6,7040.00%
267KRANESHARES TRUST500767306250$6,5630.00%
268VANECK ETF TRUST92189H60718$6,0540.00%
269KIMCO RLTY CORP49446R109300$5,8830.00%
270YUM BRANDS INCYUM40$5,5700.00%
271UGI CORP NEW902681105223$5,4730.00%
272GOLDMAN SACHS BDC INCGSBD350$5,2430.00%
273AES CORPAES283$5,0750.00%
274DIMENSIONAL ETF TRUST25434V690150$5,0510.00%
275TOAST INCTOST200$4,9840.00%
276MODERNA INCMRNA45$4,7960.00%
277CATERPILLAR INCCAT13$4,7640.00%
278GENERAL MTRS CO37045V100103$4,6720.00%
279ADVANCED MICRO DEVICES INCAMD25$4,5130.00%
280MORGAN STANLEYMS-PQ47$4,4260.00%
281GLOBAL X FDS37954Y871150$4,3250.00%
282COTERRA ENERGY INCCTRA154$4,2940.00%
283NV5 GLOBAL INC62945V10940$3,9210.00%
284NATIONAL FUEL GAS CONFG70$3,7610.00%
285DURECT CORP2666055003,100$3,7510.00%
286INVENTRUST PPTYS CORP46124J201130$3,3430.00%
287SCHWAB STRATEGIC TR80852480585$3,3000.00%
288GLOBAL X FDS37954Y29362$3,0380.00%
289AFFIRM HLDGS INCAFRM80$2,9810.00%
290HUBSPOT INCHUBS4$2,5070.00%
291IONIS PHARMACEUTICALS INCIONS55$2,3850.00%
292SERVICENOW INCNOW3$2,2880.00%
293ALCON AGALC25$2,0830.00%
294YUM CHINA HLDGS INCYUMC40$1,5920.00%
295EMBECTA CORPEMBC100$1,3270.00%
296FIVE9 INCFIVN20$1,2430.00%
297INOVIO PHARMACEUTICALS INCINO83$1,1530.00%
298BLOOM ENERGY CORPBE100$1,1240.00%
299SPOTIFY TECHNOLOGY S ASPOT4$1,0560.00%
300AIRBNB INCABNB6$9900.00%
301FERRARI N VRACE2$8720.00%
302SHOPIFY INCSHOP8$6180.00%
303DOORDASH INCDASH4$5510.00%
304RIVIAN AUTOMOTIVE INCRIVN50$5480.00%
305SNAP INCSNAP40$4600.00%
306SOLAREDGE TECHNOLOGIES INCSEDG5$3550.00%
307VIATRIS INCVTRS19$2270.00%
308NET LEASE OFFICE PROPERTIESNLOP8$1910.00%
309NIKE INCNKE2$1880.00%
310GARRETT MOTION INCGTX12$1200.00%
311SITE CTRS CORP82981J1097$1030.00%
312BAYTEX ENERGY CORPBTE15$550.00%
313WASTE MGMT INC DEL94106L1090$30.00%
314YANDEX N VNBIS200$00.00%