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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 Q4 2024 · Filed February 10, 2025 · Accession 0001587192-25-000001

Total Value
$446.4M
Positions
324
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (324)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL82,765$20.7M4.64%
2ALPHABET INCGOOG83,849$16.0M3.58%
3DIMENSIONAL ETF TRUST25434V799590,717$15.3M3.42%
4SELECT SECTOR SPDR TR81369Y506165,148$14.1M3.17%
5SCHWAB CHARLES CORPSCHW-PJ180,434$13.4M2.99%
6ISHARES TR46436E718132,734$13.3M2.98%
7BONDBLOXX ETF TRUST09789C788259,429$13.0M2.92%
8DIMENSIONAL ETF TRUST25434V872304,330$12.6M2.81%
9FEDEX CORPFDX41,822$11.8M2.64%
10META PLATFORMS INCMETA20,016$11.7M2.63%
11BANK AMERICA CORP060505104246,171$10.8M2.42%
12AMAZON COM INCAMZN47,820$10.5M2.35%
13CITIGROUP INCC-PR140,942$9.9M2.22%
14CAPITAL ONE FINL CORP14040H10555,479$9.9M2.22%
15UBER TECHNOLOGIES INCUBER163,813$9.9M2.21%
16JOHNSON & JOHNSONJNJ67,808$9.8M2.20%
17WELLS FARGO CO NEW949746101137,071$9.6M2.16%
18DISNEY WALT CO25468710686,143$9.6M2.15%
19MICROSOFT CORPMSFT22,398$9.4M2.11%
20VANGUARD BD INDEX FDS921937835129,393$9.3M2.08%
21VANGUARD MUN BD FDS922907746182,145$9.1M2.05%
22COMCAST CORP NEWCCZ237,319$8.9M2.00%
23GOLDMAN SACHS GROUP INCGSCE14,727$8.4M1.89%
24T ROWE PRICE ETF INC87283Q800210,925$8.4M1.89%
25DIMENSIONAL ETF TRUST25434V732303,597$8.0M1.78%
26BAKER HUGHES COMPANYBKR168,375$6.9M1.55%
27ISHARES TR46428755651,509$6.8M1.53%
28FREEPORT-MCMORAN INCFCX178,719$6.8M1.52%
29APPLIED MATLS INC03822210539,989$6.5M1.46%
30DIMENSIONAL ETF TRUST25434V740241,353$6.3M1.42%
31COSTCO WHSL CORP NEW22160K1056,258$5.7M1.28%
32VANGUARD INDEX FDS92290876919,274$5.6M1.25%
33JPMORGAN CHASE & CO.VYLD23,137$5.5M1.24%
34BERKSHIRE HATHAWAY INC DELBRK-A11,545$5.2M1.17%
35MICRON TECHNOLOGY INCMU61,260$5.2M1.15%
36CNH INDL N VN20944109443,540$5.0M1.13%
37GOLDMAN SACHS ETF TRNVGLF47,007$4.7M1.05%
38VANGUARD SCOTTSDALE FDS92206C70680,410$4.7M1.04%
39ELEVANCE HEALTH INCELV10,649$3.9M0.88%
40RIO TINTO PLCRTNTF65,353$3.8M0.86%
41FISERV INCFISV17,886$3.7M0.82%
42WEYERHAEUSER CO MTN BEWY126,427$3.6M0.80%
43CHART INDS INC16115Q30817,617$3.4M0.75%
44SPDR SER TR78468R66336,207$3.3M0.74%
45DEERE & CODE7,399$3.1M0.70%
46PFIZER INCPFE117,558$3.1M0.70%
47VANECK ETF TRUST92189F10691,012$3.1M0.69%
48CVS HEALTH CORPCVS68,109$3.1M0.68%
49DIMENSIONAL ETF TRUST25434V50045,914$3.0M0.67%
50SCHLUMBERGER LTDSLB59,495$2.3M0.51%
51EXXON MOBIL CORPXOM20,158$2.2M0.49%
52ALBEMARLE CORPALB-PA21,122$1.8M0.41%
53BONDBLOXX ETF TRUST09789C83836,865$1.8M0.40%
54ALPHABET INCGOOG8,690$1.6M0.37%
55ALCOA CORPAA42,135$1.6M0.36%
56MEDTRONIC PLCMDT19,128$1.5M0.34%
57DIMENSIONAL ETF TRUST25434V84931,972$1.5M0.34%
58COLGATE PALMOLIVE COCL15,700$1.4M0.32%
59NUTRIEN LTDNTR31,576$1.4M0.32%
60HONEYWELL INTL INC4385161066,035$1.4M0.31%
61INVESCO QQQ TRIVZ2,500$1.3M0.29%
62EXPEDIA GROUP INCEXPE5,933$1.1M0.25%
63COCA COLA COKO16,837$1.0M0.23%
64CHEWY INCCHWY30,265$1.0M0.23%
65VISA INCV3,176$1.0M0.22%
66CHEVRON CORP NEWCVX6,570$951,5540.21%
67DIMENSIONAL ETF TRUST25434V77332,750$804,1770.18%
68EQT CORPEQT16,265$749,9800.17%
69AMERICAN EXPRESS COAXP2,049$608,1230.14%
70STARBUCKS CORPSBUX6,601$602,3420.13%
71AIRBNB INCABNB4,482$588,9800.13%
72BROADCOM INCAVGO2,515$583,0780.13%
73NXP SEMICONDUCTORS N VNXPI2,344$487,2010.11%
74GE AEROSPACE3696043012,895$482,8580.11%
75BOOKING HOLDINGS INCBKNG95$472,0000.11%
76DIMENSIONAL ETF TRUST25434V80713,150$466,5620.10%
77SPDR GOLD TRGLD1,880$455,2050.10%
78DIMENSIONAL ETF TRUST25434V70812,797$442,6490.10%
79CHARTER COMMUNICATIONS INC N16119P1081,218$417,4940.09%
80NVIDIA CORPORATIONNVDA2,980$400,1850.09%
81VANGUARD WORLD FD92204A3063,260$395,4710.09%
82ISHARES TR4642885703,500$385,8750.09%
83BONDBLOXX ETF TRUST09789C7217,450$375,2440.08%
84ANALOG DEVICES INCADI1,750$371,8050.08%
85PALANTIR TECHNOLOGIES INCPLTR4,910$371,3440.08%
86MOLSON COORS BEVERAGE COTAP-A6,259$358,7660.08%
87UNION PAC CORPUNP1,500$342,0600.08%
88CISCO SYS INCCSCO5,751$340,4600.08%
89GILEAD SCIENCES INCGILD3,520$325,1430.07%
90VANGUARD INDEX FDS922908363552$297,6770.07%
91PEPSICO INCPEP1,783$271,1230.06%
92GE VERNOVA INCGEV815$268,0780.06%
93TRAVELERS COMPANIES INCTRV1,100$264,9790.06%
94QUALCOMM INCQCOM1,700$261,1540.06%
95TESLA INCTSLA633$255,6310.06%
96VANGUARD CALIF TAX FREE FDS9220216052,500$248,8500.06%
97PALO ALTO NETWORKS INCPANW1,350$245,6460.06%
98WALMART INCWMT2,649$239,3380.05%
99LAM RESEARCH CORPLRCX3,300$238,3590.05%
100HORMEL FOODS CORPHRL7,500$235,2750.05%
101SALESFORCE INCCRM700$234,0310.05%
102MERCK & CO INCMRK2,300$228,8040.05%
103ILLINOIS TOOL WKS INC452308109900$228,2040.05%
104SCHWAB STRATEGIC TR8085248629,398$226,1160.05%
105INTUITIVE SURGICAL INCISRG415$216,6140.05%
106SPDR S&P 500 ETF TRSPY369$216,2640.05%
107BLACKROCK INCBLK210$215,2740.05%
108MADDEN STEVEN LTD5562691085,000$212,6000.05%
109VERISK ANALYTICS INCVRSK768$211,5310.05%
110VANGUARD BD INDEX FDS9219378192,800$209,2440.05%
111AFLAC INCAFL2,000$206,8800.05%
112SCHWAB STRATEGIC TR8085248708,000$206,6400.05%
113HOME DEPOT INCHD528$205,3870.05%
114MASTERCARD INCORPORATEDMA364$191,6720.04%
115ADOBE INCADBE425$188,9890.04%
116PAYCHEX INCPAYX1,265$177,3790.04%
117ISHARES TR464287622550$177,0380.04%
118AMERICAN TOWER CORP NEW03027X100964$176,8080.04%
119TETRA TECH INC NEWTTEK4,375$174,3000.04%
120THERMO FISHER SCIENTIFIC INCTMO325$169,0750.04%
121MERCADOLIBRE INCMELI95$161,5420.04%
122DIMENSIONAL ETF TRUST25434V3025,800$147,1460.03%
123ISHARES TR464287200239$140,6950.03%
124VANGUARD BD INDEX FDS92203C3032,819$139,8790.03%
125UNITEDHEALTH GROUP INCUNH275$139,1120.03%
126LINDE PLCLIN330$138,1620.03%
127AMGEN INCAMGN530$138,1400.03%
128SYNOPSYS INCSNPS280$135,9010.03%
129MANAGED PORTFOLIO SERIES56167N7203,944$134,4510.03%
130VANGUARD SCOTTSDALE FDS92206C4091,712$133,5190.03%
131INTERNATIONAL BUSINESS MACHSINTR600$131,8980.03%
132CONOCOPHILLIPSCOP1,316$130,5080.03%
1333M COMMM1,000$129,0900.03%
134ESSENTIAL UTILS INC29670G1023,547$128,8280.03%
135PROCTER AND GAMBLE CO742718109748$125,4030.03%
136BRISTOL-MYERS SQUIBB COCELG-RI2,204$124,6590.03%
137AMERICAN ELEC PWR CO INC0255371011,350$124,5110.03%
138EMERSON ELEC COEMR1,000$123,9300.03%
139D R HORTON INC23331A109875$122,3430.03%
140MCDONALDS CORPMCD400$115,9560.03%
141BECTON DICKINSON & COBDX500$113,4350.03%
142RBB FD INC74933W6354,000$113,3200.03%
143T ROWE PRICE ETF INC87283Q8263,500$112,8580.03%
144CANADIAN NAT RES LTD1363851013,600$111,1320.02%
145NEXTERA ENERGY INCNEE-PW1,550$111,1200.02%
146DEVON ENERGY CORP NEW25179M1033,385$110,7920.02%
147CHUBB LIMITEDCB400$110,5200.02%
148DIMENSIONAL ETF TRUST25434V8234,611$107,2980.02%
149INTRA-CELLULAR THERAPIES INC46116X1011,250$104,4000.02%
150DANAHER CORPORATION235851102450$103,2980.02%
151VERIZON COMMUNICATIONS INCVZ2,367$94,6570.02%
152ALPS ETF TR00162Q4603,500$91,1400.02%
153FORTUNE BRANDS INNOVATIONS IFBIN1,280$87,4630.02%
154CONSOLIDATED EDISON INCED971$86,6430.02%
155AT&T INCT-PC3,737$85,0920.02%
156SUNCOR ENERGY INC NEWSU2,350$83,8480.02%
157GENUINE PARTS COGPC698$81,4990.02%
158TRIMBLE INCTRMB1,150$81,2590.02%
159JOHNSON CTLS INTL PLCG515021051,000$78,9300.02%
160NEW YORK TIMES CONYT1,505$78,3360.02%
161SCHWAB STRATEGIC TR8085248473,630$76,4480.02%
162INVESCO EXCHANGE TRADED FD TIVZ1,836$74,0760.02%
163LOCKHEED MARTIN CORPLMT150$72,8910.02%
164AIR PRODS & CHEMS INCAIIR250$72,5100.02%
165TJX COS INC NEW872540109600$72,4860.02%
166DIAGEO PLCDGEAF570$72,4650.02%
167STRYKER CORPORATIONSYK200$72,0100.02%
168SCHWAB STRATEGIC TR8085247893,000$69,7800.02%
169SCHWAB STRATEGIC TR8085243002,400$66,8880.01%
170ISHARES TR4642875071,065$66,3610.01%
171GE HEALTHCARE TECHNOLOGIES IGEHC840$65,6720.01%
172CHENIERE ENERGY INCLNG300$64,4610.01%
173PAYPAL HLDGS INCPYPL750$64,0130.01%
174SPDR SER TR78468R7391,348$63,8820.01%
175ISHARES TR4642872341,500$62,7300.01%
176AUTODESK INCADSK185$54,6810.01%
177US BANCORP DELUSB-PS1,102$52,7090.01%
178SCHWAB STRATEGIC TR8085246072,032$52,5520.01%
179BROADRIDGE FINL SOLUTIONS IN11133T103229$51,7750.01%
180UNITED AIRLS HLDGS INCUNTCW530$51,4630.01%
181VANGUARD WHITEHALL FDS921946406400$51,0360.01%
182VANGUARD MALVERN FDS9220208051,050$50,8410.01%
183ORACLE CORPORCL-PD300$49,9920.01%
184SELECT SECTOR SPDR TR81369Y803211$49,1430.01%
185EOG RES INCEOG400$49,0320.01%
186ROSS STORES INCROST300$45,3810.01%
187LOGITECH INTL S AH50430232550$45,2930.01%
188GENERAL MLS INC370334104700$44,6390.01%
189CONSTELLATION BRANDS INCSTZ200$44,2000.01%
190HALLIBURTON COHAL1,600$43,5040.01%
191INVESCO QQQ TRIVZ85$43,4550.01%
192INTERNATIONAL PAPER CO460146103800$43,0560.01%
193PHILIP MORRIS INTL INC718172109350$42,1230.01%
194VANGUARD WORLD FD92204A876255$41,6730.01%
195UNITED PARCEL SERVICE INCUPS320$40,3520.01%
196CNX RES CORPCNX1,100$40,3370.01%
197EDISON INTL281020107500$39,9200.01%
198SCHWAB STRATEGIC TR8085244091,500$39,1050.01%
199TE CONNECTIVITY PLCTEL273$39,0310.01%
200ISHARES GOLD TRIAU750$37,1330.01%
201VANGUARD INDEX FDS922908629139$36,6680.01%
202SPDR SER TR78464A870400$36,0240.01%
203CARMAX INCKMX435$35,5660.01%
204CHEMED CORP NEWCHE65$34,5540.01%
205EXPEDITORS INTL WASH INC302130109300$33,2310.01%
206AVALONBAY CMNTYS INCAWX150$32,9960.01%
207FORTIVE CORPFTV400$30,0000.01%
208SCHWAB STRATEGIC TR8085245081,050$29,0960.01%
209HIMS & HERS HEALTH INCHIMS1,200$29,0160.01%
210RANGE RES CORPRRC800$28,7840.01%
211CLOROX CO DELCLX175$28,4220.01%
212ABBVIE INCABBV150$26,6550.01%
213INVESCO EXCH TRADED FD TR IIIVZ400$26,1400.01%
214VEREN INC92340V1075,000$25,7000.01%
215RESIDEO TECHNOLOGIES INCREZI1,102$25,4020.01%
216SCHWAB STRATEGIC TR8085241021,111$25,2230.01%
217VANGUARD WORLD FD92204A70240$24,8720.01%
218ISHARES TR46432F842350$24,5980.01%
219ARES CAPITAL CORPARCC1,100$24,0790.01%
220INTEL CORPINTC1,165$23,3590.01%
221SPROTT FDS TRSII570$22,9770.01%
222CAMECO CORPCCJ400$20,5560.00%
223NETFLIX INCNFLX23$20,5010.00%
224DIAMONDBACK ENERGY INCFANG125$20,4790.00%
225BAXTER INTL INC071813109700$20,4120.00%
226ASML HOLDING N VASMLF29$20,1000.00%
227IQVIA HLDGS INCIQV100$19,6510.00%
228ELI LILLY & COLLY25$19,3000.00%
229SYNAPTICS INCSYNA250$19,0800.00%
230NOBLE CORP PLCNE-WT600$18,8400.00%
231VALARIS LTDVAL-WT425$18,8020.00%
232MASTERBRAND INCMBC1,280$18,7010.00%
233VANGUARD INDEX FDS92290873645$18,4700.00%
234EASTMAN CHEM COEMN200$18,2640.00%
235SOLVENTUM CORPSOLV250$16,5150.00%
236SCHWAB STRATEGIC TR808524706611$16,2620.00%
237VERALTO CORPVLTO150$15,2780.00%
238CORTEVA INCCTVA266$15,1520.00%
239DELTA AIR LINES INC DELDAL250$15,1250.00%
240KINDER MORGAN INC DELEP-PC550$15,0700.00%
241LOWES COS INC54866110760$14,8080.00%
242THE TRADE DESK INC88339J105125$14,6920.00%
243CBRE GBL REAL ESTATE INC FD12504G1003,000$14,4320.00%
244EATON VANCE TAX-MANAGED BUY-ETN1,000$14,4100.00%
245PDF SOLUTIONS INCPDFS500$13,5400.00%
246FORMFACTOR INCFORM300$13,2000.00%
247RTX CORPORATIONRTX110$12,7300.00%
248A-MARK PRECIOUS METALS INCGOLD450$12,3300.00%
249GSK PLCGLAXF360$12,1760.00%
250CARDINAL HEALTH INCCAH100$11,8270.00%
251VANECK ETF TRUST92189F791275$11,7570.00%
252ETSY INCETSY206$10,8960.00%
253WARNER BROS DISCOVERY INCWBD1,000$10,5700.00%
254ISHARES INC464286319400$10,3320.00%
255ADVANCED MICRO DEVICES INCAMD85$10,2680.00%
256ISHARES INC464286400450$10,1300.00%
257CACI INTL INC12719030425$10,1020.00%
258DIMENSIONAL ETF TRUST25434V682300$9,9400.00%
259SIXTH STREET SPECIALTY LENDITSLX450$9,5850.00%
260CENOVUS ENERGY INCCVE600$9,0900.00%
261BLOCK INCBSQKZ106$9,0090.00%
262TRANSOCEAN LTDRIG2,375$8,9070.00%
263BOEING COBA-PA50$8,8500.00%
264LYFT INCLYFT683$8,8110.00%
265URANIUM RTY CORP91702V1014,000$8,7600.00%
266SOUTHWEST AIRLS CO844741108258$8,6740.00%
267SNAP ON INCSNA25$8,4870.00%
268FIRST TR EXCHANGE-TRADED FD33733E500250$8,4830.00%
269VISTA GOLD CORPVGZ14,400$8,0360.00%
270ALTRIA GROUP INCMO150$7,8440.00%
271AMERICAN WTR WKS CO INC NEW03042010360$7,4700.00%
272ALPS ETF TR00162Q452153$7,3690.00%
273WP CAREY INC92936U109134$7,3010.00%
274TOAST INCTOST200$7,2900.00%
275KIMCO RLTY CORP49446R109300$7,0290.00%
276DIGITALOCEAN HLDGS INCDOCN200$6,8140.00%
277EAGLE POINT CREDIT COMPANY IECCW750$6,6600.00%
278WALGREENS BOOTS ALLIANCE INC931427108700$6,5310.00%
279NOVO-NORDISK A SNONOF75$6,4520.00%
280UGI CORP NEW902681105223$6,2960.00%
281SHELL PLCRYDAF100$6,2650.00%
282FORD MTR CO345370860597$5,9090.00%
283NETAPP INCNTAP50$5,8040.00%
284ISHARES TR46428740830$5,7270.00%
285NEBIUS GROUP N.V.NBIS200$5,5400.00%
286GENERAL MTRS CO37045V100103$5,4870.00%
287YUM BRANDS INCYUM40$5,3900.00%
288DIMENSIONAL ETF TRUST25434V690150$4,9280.00%
289VANECK ETF TRUST92189H60718$4,8830.00%
290AFFIRM HLDGS INCAFRM80$4,8720.00%
291CATERPILLAR INCCAT13$4,7160.00%
292NATIONAL FUEL GAS CONFG70$4,2480.00%
293GOLDMAN SACHS BDC INCGSBD350$4,2350.00%
294COTERRA ENERGY INCCTRA154$3,9340.00%
295INVENTRUST PPTYS CORP46124J201130$3,9170.00%
296GLOBAL X FDS37954Y29362$3,7550.00%
297AES CORPAES283$3,6430.00%
298SCHWAB STRATEGIC TR808524805174$3,2220.00%
299SERVICENOW INCNOW3$3,1810.00%
300HUBSPOT INCHUBS4$2,7880.00%
301EPAM SYS INCEPAM10$2,3390.00%
302DURECT CORP2666055003,100$2,3250.00%
303BLOOM ENERGY CORPBE100$2,2210.00%
304EMBECTA CORPEMBC100$2,0650.00%
305YUM CHINA HLDGS INCYUMC40$1,9270.00%
306IONIS PHARMACEUTICALS INCIONS55$1,9230.00%
307MODERNA INCMRNA45$1,8720.00%
308SPOTIFY TECHNOLOGY S ASPOT4$1,7900.00%
309DAVIS FUNDAMENTAL ETF TR23908L20725$1,0530.00%
310SHOPIFY INCSHOP8$8510.00%
311FERRARI N VRACE2$8500.00%
312NIKE INCNKE10$7570.00%
313VAIL RESORTS INCMTN4$7500.00%
314GOLDMAN SACHS PHYSICAL GOLD38150K10328$7270.00%
315DOORDASH INCDASH4$6710.00%
316RIVIAN AUTOMOTIVE INCRIVN50$6650.00%
317SNAP INCSNAP41$4420.00%
318NET LEASE OFFICE PROPERTIESNLOP8$2500.00%
319VIATRIS INCVTRS19$2370.00%
320INOVIO PHARMACEUTICALS INCINO83$1520.00%
321SOLAREDGE TECHNOLOGIES INCSEDG5$680.00%
322CURBLINE PPTYS CORP23128Q1012$470.00%
323BAYTEX ENERGY CORPBTE15$390.00%
324SITE CTRS CORP82981J8511$160.00%