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

DUMONT & BLAKE INVESTMENT ADVISORS LLC

DUMONT & BLAKE INVESTMENT's asset manager based in New York, NY — $400M in tracked AUM across 202 positions as of Q1 2026.

D&
DUMONT & BLAKE INVESTMENT·New York, NY·Asset Manager
CIK 0001287618 · last filed Mar 31, 2026
Total AUM
$400M
▲ 8.0%
vs prior
Holdings
202
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
37% weight
concentration
AI Analysis · Q1 2026 · 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

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