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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 2025 · Filed February 5, 2026 · Accession 0001587192-26-000001

Total Value
$549.7M
Positions
332
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (332)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL101,681$27.6M5.03%
2ALPHABET INCGOOG76,080$23.9M4.34%
3DIMENSIONAL ETF TRUST25434V799661,084$22.8M4.14%
4DIMENSIONAL ETF TRUST25434V872426,293$18.1M3.30%
5CITIGROUP INCC-PR150,375$17.5M3.19%
6SCHWAB CHARLES CORPSCHW-PJ168,114$16.8M3.06%
7MICRON TECHNOLOGY INCMU57,214$16.3M2.97%
8CAPITAL ONE FINL CORP14040H10563,472$15.4M2.80%
9SELECT SECTOR SPDR TR81369Y506332,656$14.9M2.71%
10JOHNSON & JOHNSONJNJ66,658$13.8M2.51%
11FEDEX CORPFDX44,043$12.7M2.31%
12BANK AMERICA CORP060505104229,489$12.6M2.30%
13UBER TECHNOLOGIES INCUBER153,323$12.5M2.28%
14META PLATFORMS INCMETA18,100$11.9M2.17%
15FREEPORT-MCMORAN INCFCX234,083$11.9M2.16%
16VANGUARD INSTL INDEX FD922040845155,272$11.7M2.13%
17WELLS FARGO CO NEW949746101124,887$11.6M2.12%
18AMAZON COM INCAMZN48,386$11.2M2.03%
19APPLIED MATLS INC03822210543,234$11.1M2.02%
20DIMENSIONAL ETF TRUST25434V732335,561$11.1M2.02%
21COMCAST CORP NEWCCZ360,131$10.8M1.96%
22DISNEY WALT CO25468710692,232$10.5M1.91%
23J P MORGAN EXCHANGE TRADED F46641Q670218,576$10.3M1.88%
24MICROSOFT CORPMSFT19,566$9.5M1.72%
25DIMENSIONAL ETF TRUST25434V740262,308$8.9M1.61%
26GOLDMAN SACHS GROUP INCGSCE9,321$8.2M1.49%
27NVIDIA CORPORATIONNVDA43,420$8.1M1.47%
28BAKER HUGHES COMPANYBKR169,866$7.7M1.41%
29JPMORGAN CHASE & CO.VYLD20,306$6.5M1.19%
30VANGUARD MUN BD FDS92290771284,015$6.3M1.16%
31VANGUARD INDEX FDS92290876918,860$6.3M1.15%
32VANECK ETF TRUST92189F10671,587$6.1M1.12%
33PFIZER INCPFE228,305$5.7M1.03%
34BERKSHIRE HATHAWAY INC DELBRK-A11,195$5.6M1.02%
35RIO TINTO PLCRTNTF68,043$5.4M0.99%
36ISHARES TR46436E71852,943$5.3M0.97%
37INVESCO QQQ TRIVZ8,500$5.2M0.95%
38CNH INDL N VN20944109561,855$5.2M0.94%
39ISHARES TR46428755629,638$5.0M0.91%
40COSTCO WHSL CORP NEW22160K1055,184$4.5M0.81%
41WEYERHAEUSER CO MTN BEWY186,973$4.4M0.81%
42FISERV INCFISV62,910$4.2M0.77%
43GLOBAL X FDS37954Y29366,377$4.0M0.73%
44VANGUARD SCOTTSDALE FDS92206C70661,650$3.7M0.67%
45PROFESIONALLY MANAGED PORTFO74316P57956,229$3.7M0.67%
46CVS HEALTH CORPCVS44,074$3.5M0.64%
47DEERE & CODE7,482$3.5M0.63%
48DIMENSIONAL ETF TRUST25434V50048,099$3.4M0.61%
49VANGUARD MUN BD FDS92290774664,600$3.2M0.59%
50INTERNATIONAL FLAVORS&FRAGRA45950610146,557$3.1M0.57%
51SLB LIMITEDSLB80,925$3.1M0.57%
52COLGATE PALMOLIVE COCL35,580$2.8M0.51%
53BONDBLOXX ETF TRUST09789C78852,608$2.6M0.48%
54VANGUARD MALVERN FDS92202074831,640$2.5M0.45%
55ALPHABET INCGOOG6,993$2.2M0.40%
56ELEVANCE HEALTH INC FORMERLYELV6,185$2.2M0.39%
57EXXON MOBIL CORPXOM17,153$2.1M0.38%
58NUTRIEN LTDNTR32,091$2.0M0.36%
59COHEN & STEERS ETF TRUST19249U10475,325$1.9M0.35%
60BONDBLOXX ETF TRUST09789C83836,790$1.8M0.33%
61GOLDMAN SACHS ETF TRNVGLF15,181$1.5M0.28%
62FIRST SOLAR INCFSLR5,628$1.5M0.27%
63SANOFI SASNYNF25,766$1.2M0.23%
64VAIL RESORTS INCMTN9,396$1.2M0.23%
65VERIZON COMMUNICATIONS INCVZ30,557$1.2M0.23%
66CAMECO CORPCCJ13,361$1.2M0.22%
67HONEYWELL INTL INC4385161065,870$1.1M0.21%
68COCA COLA COKO16,000$1.1M0.20%
69DIMENSIONAL ETF TRUST25434V84922,685$1.1M0.20%
70UNION PAC CORPUNP4,537$1.0M0.19%
71CHEVRON CORP NEWCVX6,060$923,5570.17%
72GE AEROSPACE3696043012,895$891,7470.16%
73PALANTIR TECHNOLOGIES INCPLTR4,910$872,7530.16%
74COTERRA ENERGY INCCTRA33,074$870,5080.16%
75EQT CORPEQT15,845$849,2920.15%
76AIRBNB INCABNB5,984$812,1490.15%
77MADISON SQUARE GRDN SPRT COR55825T1033,055$790,1760.14%
78BROADCOM INCAVGO2,268$784,9550.14%
79SPDR GOLD TRGLD1,930$764,8790.14%
80DIMENSIONAL ETF TRUST25434V77323,100$760,9140.14%
81AMERICAN EXPRESS COAXP1,963$726,2120.13%
82DIMENSIONAL ETF TRUST25434V70817,308$685,2240.12%
83PRICE T ROWE GROUP INCTROW6,585$674,1730.12%
84DIMENSIONAL ETF TRUST25434V80713,200$658,6800.12%
85DAVIS FUNDAMENTAL ETF TR23908L20712,825$655,7430.12%
86STARBUCKS CORPSBUX6,231$524,7130.10%
87GE VERNOVA INCGEV784$512,3990.09%
88LAM RESEARCH CORPLRCX2,844$486,8360.09%
89BOOKING HOLDINGS INCBKNG90$481,9800.09%
90VISA INCV1,371$480,6510.09%
91CISCO SYS INCCSCO5,339$411,2640.07%
92VANGUARD WORLD FD92204A3063,260$410,5000.07%
93GILEAD SCIENCES INCGILD3,195$392,1550.07%
94SPDR S&P 500 ETF TRSPY572$390,0590.07%
95T ROWE PRICE ETF INC87283Q8009,368$381,8690.07%
96VANGUARD INDEX FDS922908363595$372,9260.07%
97ANALOG DEVICES INCADI1,300$352,5600.06%
98SCHWAB STRATEGIC TR80852487012,500$331,1250.06%
99ISHARES TR4642885702,350$302,7510.06%
100VANGUARD CALIF TAX FREE FDS9220216053,000$300,7800.05%
101TRAVELERS COMPANIES INCTRV1,000$290,0600.05%
102WALMART INCWMT2,550$284,0960.05%
103DIMENSIONAL ETF TRUST25434V3028,354$272,0900.05%
104PEPSICO INCPEP1,683$241,5450.04%
105VANGUARD WHITEHALL FDS9219464061,660$238,2440.04%
106VANGUARD BD INDEX FDS9219378193,059$238,2270.04%
107SPDR SERIES TRUST78468R6632,545$232,5630.04%
108AFLAC INCAFL2,000$220,5400.04%
109BLACKROCK INCBLK205$219,4200.04%
110ILLINOIS TOOL WKS INC452308109885$217,9760.04%
111SCHWAB STRATEGIC TR8085248628,898$216,8450.04%
112INTUITIVE SURGICAL INCISRG375$212,3850.04%
113MASTERCARD INCORPORATEDMA364$207,8010.04%
114ISHARES TR464287622550$205,2180.04%
115QUALCOMM INCQCOM1,050$179,6030.03%
116T ROWE PRICE ETF INC87283Q8265,000$179,5000.03%
117SALESFORCE INCCRM677$179,3450.03%
118HORMEL FOODS CORPHRL7,500$177,7500.03%
119INTERNATIONAL BUSINESS MACHSINTR600$177,7260.03%
120MERCK & CO INCMRK1,650$173,6790.03%
121AMGEN INCAMGN530$173,4750.03%
122HOME DEPOT INCHD500$172,0500.03%
1233M COMMM1,000$160,1000.03%
124THERMO FISHER SCIENTIFIC INCTMO275$159,3490.03%
125AMERICAN TOWER CORP NEW03027X100825$144,8460.03%
126AMERICAN ELEC PWR CO INC0255371011,250$144,1380.03%
127PAYCHEX INCPAYX1,265$141,9080.03%
128LINDE PLCLIN330$140,7090.03%
129VANGUARD BD INDEX FDS92203C3032,819$140,4990.03%
130CONOCOPHILLIPSCOP1,498$140,2280.03%
131TORTOISE CAPITAL SERIES TRUS8909303083,944$139,2000.03%
132EMERSON ELEC COEMR1,000$132,7200.02%
133SYNOPSYS INCSNPS280$131,5220.02%
134PALO ALTO NETWORKS INCPANW700$128,9400.02%
135CANADIAN NAT RES LTD1363851013,600$121,8600.02%
136JOHNSON CTLS INTL PLCG515021051,000$119,7500.02%
137D R HORTON INC23331A109775$111,6240.02%
138TESLA INCTSLA242$108,8330.02%
139DEVON ENERGY CORP NEW25179M1032,935$107,5100.02%
140NEW YORK TIMES CONYT1,505$104,4780.02%
141DANAHER CORPORATION235851102450$103,0140.02%
142PROCTER AND GAMBLE CO742718109703$100,7470.02%
143DIMENSIONAL ETF TRUST25434V8234,361$99,8730.02%
144HIMS & HERS HEALTH INCHIMS3,049$99,0020.02%
145UNITED AIRLS HLDGS INCUNTCW880$98,4020.02%
146BECTON DICKINSON & COBDX500$97,0350.02%
147CONSOLIDATED EDISON INCED971$96,4400.02%
148UNITEDHEALTH GROUP INCUNH290$95,7320.02%
149AT&T INCT-PC3,737$92,8280.02%
150NEXTERA ENERGY INCNEE-PW1,150$92,3220.02%
151TJX COS INC NEW872540109600$92,1660.02%
152ADVANCED MICRO DEVICES INCAMD415$88,8770.02%
153SUNCOR ENERGY INC NEWSU2,000$88,7200.02%
154ELI LILLY & COLLY82$88,1240.02%
155INVESCO EXCHANGE TRADED FD TIVZ1,836$86,1590.02%
156VERISK ANALYTICS INCVRSK375$83,8840.02%
157ISHARES TR4642872341,500$82,0650.01%
158GENUINE PARTS COGPC666$81,8920.01%
159ADOBE INCADBE230$80,4980.01%
160SCHWAB STRATEGIC TR8085243002,400$78,2880.01%
161ISHARES GOLD TRIAU920$74,6770.01%
162MCDONALDS CORPMCD240$73,3520.01%
163NEBIUS GROUP N.V.NBIS875$73,2420.01%
164LOCKHEED MARTIN CORPLMT150$72,5510.01%
165SOLSTICE ADVANCED MATLS INC83443Q1031,466$71,2190.01%
166STRYKER CORPORATIONSYK200$70,2940.01%
167ISHARES TR4642875071,065$70,2900.01%
168GE HEALTHCARE TECHNOLOGIES IGEHC840$68,8970.01%
169ISHARES TR464287200100$68,4940.01%
170SCHWAB STRATEGIC TR8085248473,230$67,4750.01%
171TRIMBLE INCTRMB850$66,5980.01%
172SPDR SERIES TRUST78468R7391,348$64,6910.01%
173FORTUNE BRANDS INNOVATIONS IFBIN1,280$64,0260.01%
174MADDEN STEVEN LTD5562691081,500$62,4600.01%
175HALLIBURTON COHAL2,202$62,2290.01%
176AIR PRODS & CHEMS INCAIIR250$61,7550.01%
177US BANCORP DELUSB-PS1,102$58,8030.01%
178CHENIERE ENERGY INCLNG300$58,3170.01%
179SCHWAB STRATEGIC TR8085246072,032$57,8760.01%
180BRISTOL-MYERS SQUIBB COCELG-RI1,054$56,8530.01%
181VANGUARD WHITEHALL FDS921946794606$54,5400.01%
182TE CONNECTIVITY PLCTEL225$51,1900.01%
183SELECT SECTOR SPDR TR81369Y803351$50,4660.01%
184ISHARES TR46432F834594$50,2770.01%
185TRANSOCEAN LTDRIG12,150$50,1800.01%
186NETFLIX INCNFLX530$49,6930.01%
187VANGUARD SCOTTSDALE FDS92206C409610$48,6360.01%
188VANGUARD WORLD FD92204A876255$47,1860.01%
189SCHWAB STRATEGIC TR8085244091,500$44,4150.01%
190AUTODESK INCADSK150$44,4020.01%
191INTEL CORPINTC1,175$43,3580.01%
192EOG RES INCEOG400$42,0040.01%
193VANGUARD INDEX FDS922908629139$40,2900.01%
194PHILIP MORRIS INTL INC718172109250$40,1000.01%
195VANECK ETF TRUST92189F791350$39,8230.01%
196SPROTT FDS TRSII725$39,7960.01%
197AFFIRM HLDGS INCAFRM530$39,4480.01%
198RESIDEO TECHNOLOGIES INCREZI1,102$38,7030.01%
199GRUPO FINANCIERO GALICIA S.AGGAL700$37,7580.01%
200SOFI TECHNOLOGIES INCSOFI1,400$36,6520.01%
201INVESCO QQQ TRIVZ57$35,0160.01%
202VANGUARD WORLD FD92204A70245$33,9210.01%
203INVESCO EXCH TRADED FD TR IIIVZ400$33,7160.01%
204DIMENSIONAL ETF TRUST25434V682800$33,1840.01%
205GENERAL MLS INC370334104700$32,5500.01%
206PAYPAL HLDGS INCPYPL550$32,1090.01%
207SCHWAB STRATEGIC TR8085245081,050$31,5740.01%
208INTERNATIONAL PAPER CO460146103800$31,5120.01%
209ISHARES TR46432F842350$31,3110.01%
210EDISON INTL281020107500$30,0100.01%
211SCHWAB STRATEGIC TR8085241021,114$29,2220.01%
212NU HLDGS LTDNU1,700$28,4580.01%
213HARRIS OAKMARK ETF TRUST41456U1061,000$28,3600.01%
214CHEMED CORP NEWCHE66$28,0300.01%
215CONSTELLATION BRANDS INCSTZ200$27,5920.01%
216AVALONBAY CMNTYS INCAWX150$27,1970.00%
217ESSENTIAL UTILS INC29670G102700$26,8520.00%
218SCHWAB STRATEGIC TR8085247891,000$26,5700.00%
219TIDEWATER INC NEWTDGMW525$26,5180.00%
220DIMENSIONAL ETF TRUST25434V658905$23,9110.00%
221HARTFORD INSURANCE GROUP INCHIG-PG172$23,7020.00%
222CANADIAN IMPERIAL BANK OF COCNDIF258$23,3780.00%
223STERLING INFRASTRUCTURE INCSTRL75$22,9680.00%
224ABBVIE INCABBV100$22,8490.00%
225ISHARES INC464286400700$22,2390.00%
226FORTIVE CORPFTV400$22,0840.00%
227WASTE MGMT INC DEL94106L109100$21,9710.00%
228ASML HOLDING N VASMLF20$21,3980.00%
229VANGUARD INDEX FDS922908611100$21,1790.00%
230RANGE RES CORPRRC600$21,1560.00%
231ISHARES INC464286715600$20,6520.00%
232BOEING COBA-PA95$20,6270.00%
233CARDINAL HEALTH INCCAH100$20,5500.00%
234RTX CORPORATIONRTX110$20,1740.00%
235SCHWAB STRATEGIC TR808524706613$20,0890.00%
236SOLVENTUM CORPSOLV250$19,8100.00%
237HONEYWELL INTL INC438516106100$19,5090.00%
238ISHARES INC464286319625$19,4750.00%
239CORTEVA INCCTVA266$17,8300.00%
240CLOROX CO DELCLX175$17,6460.00%
241DELTA AIR LINES INC DELDAL250$17,3500.00%
242CATERPILLAR INCCAT30$17,1870.00%
243CARMAX INCKMX435$16,8090.00%
244KINDER MORGAN INC DELEP-PC550$15,1200.00%
245VERALTO CORPVLTO150$14,9670.00%
246VANGUARD MALVERN FDS922020805300$14,8380.00%
247LOWES COS INC54866110760$14,4700.00%
248ARES CAPITAL CORPARCC700$14,1610.00%
249MASTERBRAND INCMBC1,280$14,1320.00%
250BAXTER INTL INC071813109700$13,3770.00%
251CBRE GBL REAL ESTATE INC FD12504G1003,000$13,1420.00%
252EASTMAN CHEM COEMN200$12,7660.00%
253TEMPUS AI INCTEM200$11,8100.00%
254PHILLIPS 66PSX91$11,7430.00%
255ETSY INCETSY206$11,4210.00%
256FIRST TR EXCHANGE-TRADED FD33733E500250$11,1490.00%
257WORKDAY INCWDAY50$10,7390.00%
258SOUTHWEST AIRLS CO844741108258$10,6640.00%
259VISTA GOLD CORPVGZ5,240$10,3230.00%
260ZETA GLOBAL HOLDINGS CORPZETA500$10,1750.00%
261CENOVUS ENERGY INCCVE600$10,1520.00%
262SIXTH STREET SPECIALTY LENDITSLX450$9,7740.00%
263ORACLE CORPORCL-PD50$9,7460.00%
264ABCELLERA BIOLOGICS INCABCL2,800$9,5760.00%
265GALAXY DIGITAL INC.GLXY400$8,9440.00%
266BLOOM ENERGY CORPBE100$8,6890.00%
267OUSTER INCOUST400$8,6560.00%
268WP CAREY INC92936U109134$8,6250.00%
269SCHWAB STRATEGIC TR808524805356$8,5660.00%
270GENERAL MTRS CO37045V100103$8,3760.00%
271FORD MTR CO345370860597$7,8310.00%
272AMERICAN WTR WKS CO INC NEW03042010360$7,8300.00%
273BITMINE IMMERSION TECNOLOGIE09175A206275$7,4670.00%
274SHELL PLCRYDAF100$7,3480.00%
275ALPS ETF TR00162Q452153$7,1950.00%
276TOAST INCTOST200$7,1020.00%
277BLOCK INCBSQKZ106$6,9000.00%
278RALLIANT CORPRAL133$6,7720.00%
279VANGUARD INTL EQUITY INDEX F922042858124$6,6670.00%
280VANGUARD TAX-MANAGED FDS921943858104$6,4970.00%
281DIMENSIONAL ETF TRUST25434V690150$6,4270.00%
282SPDR SERIES TRUST78464A508112$6,3630.00%
283ISHARES TR46428827379$6,1250.00%
284KIMCO RLTY CORP49446R109300$6,0810.00%
285YUM BRANDS INCYUM40$6,0780.00%
286NATIONAL FUEL GAS CONFG70$5,6050.00%
287CHEWY INCCHWY165$5,4540.00%
288THE TRADE DESK INC88339J105125$4,7450.00%
289EAGLE POINT CREDIT COMPANY IECCW750$4,3200.00%
290RED CAT HLDGS INCRCAT540$4,2830.00%
291ALBEMARLE CORPALB-PA30$4,2440.00%
292NOVO-NORDISK A SNONOF75$3,8160.00%
293INVENTRUST PPTYS CORP46124J201130$3,6680.00%
294PETROLEO BRASILEIRO SA PETRO71654V408300$3,5550.00%
295GOLDMAN SACHS BDC INCGSBD350$3,2480.00%
296COHEN & STEERS ETF TRUST19249U302100$3,0880.00%
297LUCID GROUP INCLCID260$2,7490.00%
298XPLR INFRASTRUCTURE LPNEE-PW270$2,7000.00%
299SPOTIFY TECHNOLOGY S ASPOT4$2,3230.00%
300SERVICENOW INCNOW15$2,2980.00%
301EPAM SYS INCEPAM10$2,0490.00%
302DIREXION SHS ETF TR25459W45848$2,0180.00%
303YUM CHINA HLDGS INCYUMC40$1,9100.00%
304DIAGEO PLCDGEAF20$1,7260.00%
305HUBSPOT INCHUBS4$1,6060.00%
306PINTEREST INCPINS60$1,5540.00%
307VANGUARD INDEX FDS9229087448$1,5280.00%
308BIT DIGITAL INCBTBT750$1,4180.00%
309MODERNA INCMRNA45$1,3280.00%
310SHOPIFY INCSHOP8$1,2880.00%
311INDIA FD INC45408910388$1,2070.00%
312EMBECTA CORPEMBC100$1,1880.00%
313RIVIAN AUTOMOTIVE INCRIVN50$9860.00%
314DOORDASH INCDASH4$9060.00%
315FERRARI N VRACE2$7400.00%
316NIKE INCNKE10$6380.00%
317E L F BEAUTY INCELF8$6090.00%
318TARGET CORPTGT6$5870.00%
319VANGUARD SPECIALIZED FUNDS9219088442$4400.00%
320SNAP INCSNAP41$3310.00%
321SPDR SERIES TRUST78464A8544$3210.00%
322PARAMOUNT SKYDANCE CORPPSKY20$2680.00%
323GLOBAL X FDS37954Y45915$2300.00%
324NET LEASE OFFICE PROPERTIESNLOP8$2070.00%
325INOVIO PHARMACEUTICALS INCINO83$1450.00%
326SOLAREDGE TECHNOLOGIES INCSEDG5$1450.00%
327MOLSON COORS BEVERAGE COTAP-A3$1410.00%
328DECKERS OUTDOOR CORPDECK1$1040.00%
329VANGUARD CHARLOTTE FDS92203J4072$970.00%
330CURBLINE PPTYS CORP23128Q1012$470.00%
331VIATRIS INCVTRS3$380.00%
332SITE CTRS CORP82981J8511$70.00%