CIK 1287618
DUMONT & BLAKE INVESTMENT ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
204
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 204
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 56K | $1M+ | SH |
| QQQ | Invesco QQQ Trust Series 1 | 35K | $1M+ | SH |
| AAPL | Apple Inc | 72K | $1M+ | SH |
| RSP | Invesco S&P 500 Equal Weight E | 83K | $1M+ | SH |
| MSFT | Microsoft Corp | 29K | $1M+ | SH |
| MDY | SPDR S&P MidCap 400 ETF Trust | 18K | $1M+ | SH |
| — | Schwab S&P 500 Index Fund | 561K | $1M+ | SH |
| DVY | iShares DJ Select Dividend Ind | 62K | $1M+ | SH |
| IWM | iShares Russell 2000 Index Fun | 31K | $1M+ | SH |
| GOOGL | Alphabet Inc Cl A | 23K | $1M+ | SH |
| IVW | iShares S&P 500 Growth | 53K | $1M+ | SH |
| IWC | iShares Russell Microcap Index | 41K | $1M+ | SH |
| VYM | Vanguard High Dividend Yield E | 43K | $1M+ | SH |
| GOOG | Alphabet Inc Cl C | 19K | $1M+ | SH |
| XLK | Technology Select Sector SPDR | 40K | $1M+ | SH |
| AMZN | Amazon.com Inc | 24K | $1M+ | SH |
| XLC | Communication Services Sector | 46K | $1M+ | SH |
| IJT | iShares S&P Smallcap 600/BARRA | 35K | $1M+ | SH |
| JPM | JP Morgan Chase & Co | 15K | $1M+ | SH |
| WMT | Wal-Mart Stores Inc | 43K | $1M+ | SH |
| EFA | iShares MSCI EAFE Index | 45K | $1M+ | SH |
| BLK | BlackRock Inc New | 4K | $1M+ | SH |
| XLE | Energy Select Sector SPDR ETF | 76K | $1M+ | SH |
| SDY | SPDR S&P Dividend ETF | 24K | $1M+ | SH |
| IJK | iShares S&P Midcap 400 Growth | 32K | $1M+ | SH |
| — | BNY Mellon Midcap Index Fund | 114K | $1M+ | SH |
| SYF | Synchrony Financial | 37K | $1M+ | SH |
| ABBV | AbbVie Inc | 13K | $1M+ | SH |
| TPR | Tapestry Inc | 24K | $1M+ | SH |
| — | Schwab Small-Cap Index Fund | 75K | $1M+ | SH |
| AMGN | Amgen Inc | 9K | $1M+ | SH |
| JNJ | Johnson & Johnson | 14K | $1M+ | SH |
| META | Meta Platforms Inc | 4K | $1M+ | SH |
| VOX | Vanguard Telecommunication Ser | 15K | $1M+ | SH |
| XLB | Materials Select Sector SPDR E | 62K | $1M+ | SH |
| CAT | Caterpillar Inc | 5K | $1M+ | SH |
| COF | Capital One Financial Corp | 11K | $1M+ | SH |
| PCEF | Invesco CEF Income Composite | 132K | $1M+ | SH |
| CHY | Calamos Convertible & High Inc | 229K | $1M+ | SH |
| INCY | Incyte Corp | 26K | $1M+ | SH |
| PFF | iShares S&P Preferred Stock In | 81K | $1M+ | SH |
| VPU | Vanguard Utilities ETF | 13K | $1M+ | SH |
| IRM | Iron Mountain Inc | 29K | $1M+ | SH |
| MET | MetLife Inc | 30K | $1M+ | SH |
| SMH | VanEck Semiconductor | 7K | $1M+ | SH |
| IJJ | iShares S&P Midcap 400/BARRA V | 18K | $1M+ | SH |
| IVE | iShares S&P 500 Value Index | 11K | $1M+ | SH |
| ORI | Old Republic Intl Corp | 49K | $1M+ | SH |
| ITA | iShares US Aerospace & Defense | 10K | $1M+ | SH |
| CSCO | Cisco Systems Inc | 29K | $1M+ | SH |