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BLUME CAPITAL MANAGEMENT, INC. 13F portfolio summary

BLUME CAPITAL MANAGEMENT, INC. of BLUME CAPITAL MANAGEMENT, INC. has 330 current stock holdings with a reported portfolio value of $588.1M. The portfolio 1 year return is +22.09%. Top holdings include SPY (0.00%), AWK (0.00%), BSV (0.00%), QQQ (0.00%), XFIV (0.00%).

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BLUME CAPITAL MANAGEMENT, INC.

BLUME CAPITAL MANAGEMENT, INC.
Latest filing: 2026-03-31

BLUME CAPITAL MANAGEMENT, INC. runs BLUME CAPITAL MANAGEMENT, INC. and currently holds 330 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $588.10M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BLUME CAPITAL MANAGEMENT, INC. ranks #796 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BLUME CAPITAL MANAGEMENT, INC.'s portfolio at BLUME CAPITAL MANAGEMENT, INC. has delivered returns of +22.09%. Their 3-year annualized return is +56.71%. Looking at the 5-year horizon, BLUME CAPITAL MANAGEMENT, INC. has achieved +54.82% annualized returns at BLUME CAPITAL MANAGEMENT, INC..

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+22.09%
#578/1000
3 Year
+56.71%
#723/1000
5 Year
+54.82%
#784/1000

Portfolio Value

$588.10M

Alpha Score

43.5

#796 of 1000

Holdings

330

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change