Blume Capital Management, Inc. Q1 2020 Filing

Filed May 7, 2020

Portfolio Value

$156.1M

Holdings

243

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (243 positions)

#StockSharesValue% PortfolioType
1
VTIPVanguard Shrt Inf Prot
268,986$13.1M8.39%
2
AAPLApple
42,575$10.8M6.93%
3
GOOGAlphabet Class C
6,437$7.5M4.79%
4
JNJJohnson & Johnson
54,224$7.1M4.55%
5
SCHOSchwab ST US Treasury
136,139$7.0M4.51%
6
CMCSAComcast
187,584$6.4M4.13%
7
CVSCVS Corp
105,303$6.2M4.00%
8
MSFTMicrosoft
39,100$6.2M3.95%
9
IBBiShares Biotech Fund
56,028$6.0M3.87%
10
DISWalt Disney
57,339$5.5M3.55%
11
FDXFedEx
43,950$5.3M3.41%
12
INTCIntel
88,896$4.8M3.08%
13
WFCWells Fargo & Co
119,024$3.4M2.19%
14
ORCLOracle
70,660$3.4M2.19%
15
SCHWCharles Schwab Corp
101,035$3.4M2.17%
16
VTIVanguard Total Stock Mkt
25,647$3.3M2.12%
17
WYWeyerhaeuser Co.
189,515$3.2M2.06%
18
COFCapital One
62,800$3.2M2.03%
19
TRVCCitigroup
69,465$2.9M1.87%
20
COSTCostco Wholesale
9,260$2.6M1.69%
21
GSGoldman Sachs
16,655$2.6M1.65%
22
GDXVanEck Vectors Gold Miners ETF
101,910$2.3M1.50%
23
0VVBViacomCBS Inc.
167,405$2.3M1.50%
24
AMATApplied Materials
51,000$2.3M1.50%
25
QCOMQualcomm
30,385$2.1M1.32%
26
BRK/BBerkshire Hathaway B
11,145$2.0M1.30%
27
JPMJP Morgan
22,193$2.0M1.28%
28
RIORio Tinto ADR
42,700$1.9M1.25%
29
SLBSchlumberger
137,601$1.9M1.19%
30
AVBAvalonbay Communities
11,030$1.6M1.04%
31
AMZNAmazon.com
796$1.6M0.99%
32
HASHasbro Inc
20,482$1.5M0.94%
33
METAFacebook
7,540$1.3M0.81%
34
CLColgate Palmolive Co.
17,017$1.1M0.72%
35
MUMicron Technology
24,900$1.0M0.67%
36
VVisa Inc Cl A
6,411$1.0M0.66%
37
HONHoneywell International
6,800$909K0.58%
38
KOCoca Cola
19,200$849K0.54%
39
DHID R Horton Co
22,000$748K0.48%
40
XOMExxon
19,575$743K0.48%
41
GOOGLAlphabet Inc Class A
587$682K0.44%
42
VCSHVanguard ST Corporate Bond ETF
7,294$576K0.37%
43
VTEBVanguard Muni Bnd ETF
10,250$542K0.35%
44
SBUXStarbucks
6,600$433K0.28%
45
WTRGEssential Utils Inc.
10,105$411K0.26%
46
CVXChevron
5,288$383K0.25%
47
HRLHormel Foods Corp
5,600$261K0.17%
48
UNPUnion Pacific
1,800$253K0.16%
49
GILDGilead Sciences
3,350$250K0.16%
50
DSIiShares KLD 400 Social Index
2,496$243K0.16%
51
XBISPDR S&P Biotech ETF
3,005$232K0.15%
52
GQ9Streetracks Gold TRUST
1,530$226K0.14%
53
GEGeneral Electric
27,274$216K0.14%
54
PFEPfizer
6,274$204K0.13%
55
TAT&T Inc.
6,837$199K0.13%
56
AMTAmern Tower Corp Class A
850$185K0.12%
57
BKNGBooking Holdings Inc
137$184K0.12%
58
SCHZSchwab US Aggregate Bond
3,316$180K0.12%
59
LYFTLyft Inc
6,400$171K0.11%
60
BACVerizon Communications
3,154$169K0.11%
61
PEPPepsico
1,400$168K0.11%
62
CSCOCisco Systems
4,263$167K0.11%
63
BMYBristol-Myers
3,004$167K0.11%
64
VCITVanguard Corp Bond ETF
1,904$165K0.11%
65
VGSHVanguard Short Term
2,500$155K0.10%
66
MMM3M Company
1,092$149K0.10%
67
UBERUber Technologies Inc
5,250$146K0.09%
68
DEDeere & Co
1,000$138K0.09%
69
PGProcter & Gamble
1,200$132K0.08%
70
AXPAmerican Express Co.
1,500$128K0.08%
71
LQDiShares Investment Grade Bond ETF
1,000$123K0.08%
72
BLKCHFBlackRock Inc.
275$120K0.08%
73
UBSUBS AG
12,800$118K0.08%
74
SCHESchwab Emerging Markets Equity ETF
5,611$116K0.07%
75
TRVTravelers Group Inc
1,150$114K0.07%
76
BDXBecton Dickinson
500$114K0.07%
77
AEPAmerican Electric Pwr Co Inc
1,411$112K0.07%
78
LSXMKUSDLibertySirius
3,400$107K0.07%
79
MRKMerck
1,400$107K0.07%
80
WMTWal-Mart
900$102K0.07%
81
IAUUSDiShares Gold TRUST
6,692$100K0.06%
82
BACBank of America
4,486$95K0.06%
83
IBMIBM
840$93K0.06%
84
BILSPDR Bloomberg Barclays
1,000$91K0.06%
85
EX9Exelixis Inc
5,200$89K0.06%
86
IWBiShares Russell 1000 ETF
626$88K0.06%
87
LRCXEURLam Research Corp
365$87K0.06%
88
CRMSalesforce.com
600$86K0.06%
89
AMGNAmgen
400$81K0.05%
90
ADBEAdobe
250$79K0.05%
91
TFISpdr Nuveen Barclays Mun
1,536$76K0.05%
92
EDConsolidated Edison
971$75K0.05%
93
MAMastercard Inc
300$72K0.05%
94
EMREmerson Electric
1,500$71K0.05%
95
AVGOBroadcom Ltd
300$71K0.05%
96
AFLAflac Inc.
2,000$68K0.04%
97
DHRDanaher Corp
485$67K0.04%
98
PYPLPaypal Holdings Inco
700$67K0.04%
99
SHMSPDR Nuv Blmbrg ST Nat Muni
1,348$65K0.04%
100
VTVVanguard Value ETF
700$62K0.04%
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