13F Insight
DOSSIER · 13F-HR · Q1 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC

$400M in tracked AUM across 202 positions as of Q1 2026.

D&
CIK 0001287618 · last filed Mar 31, 2026
Total AUM
$400M
as of Q1 2026
Holdings
202
—
positions
Whale Score
46
46
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

DUMONT & BLAKE INVESTMENT ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
SPDR S&P 500 ETF Trust
$35M54K8.8%02
QQQ
Invesco QQQ Trust Series 1
$20M34K4.9%03
AAPL
Apple Inc
$18M70K4.5%04
RSP
Invesco S&P 500 Equal Weight E
$15M80K3.9%05
MDY
SPDR S&P MidCap 400 ETF Trust
$11M18K2.7%06
MSFT
Microsoft Corp
$11M29K2.7%07
SWPPX
Schwab S&P 500 Index Fund
$9M561K2.4%08
DVY
iShares DJ Select Dividend Ind
$9M62K2.3%09
IWM
iShares Russell 2000 Index Fun
$7M29K1.8%10
GOOGL
Alphabet Inc Cl A
$7M23K1.6%

Filing history

2026Q1Mar 31
$400M▼ 3.9%
202 positionsView →2025Q4Dec 31
$416M▲ 0.9%
204 positionsView →2025Q3Sep 30
$412M▲ 7.7%
207 positionsView →2025Q2Jun 30
$383M▲ 7.4%
209 positionsLocked2025Q1Mar 31
$357M▼ 4.2%
207 positionsLocked2024Q4Dec 31
$373M▼ 0.7%
203 positionsLocked2024Q3Sep 30
$375M▼ 46.9%
202 positionsLocked2024Q2Jun 30
$706M▲ 103.3%
198 positionsLocked2024Q1Mar 31
$347M▲ 7.5%
200 positionsLocked2023Q4Dec 31
$323M▲ 9.3%
202 positionsLocked2023Q3Sep 30
$296M▼ 3.9%
191 positionsLocked2023Q2Jun 30
$308M▲ 4.3%
192 positionsLocked
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