Institutions / Dumont & Blake Investment Advisors LLC

Dumont & Blake Investment Advisors LLC

CIK 1287618 · Institution · as of Jun 30, 2026
Portfolio value
$445.05M
Positions
204
As of
Jun 30, 2026

Portfolio trend

Portfolio value

$445.05M+11.3%
$445.05M$222.73M$416.1KQ4 '25Q1 '26Q2 '26

Positions

204+1.0%
204203202Q4 '25Q1 '26Q2 '26

Top holdings

Jun 30, 2026View all 204 →
CompanyClassValueShares% of portfolio
SPDR S&P 500 ETF Trust$40.33M54,0019.1%
Invesco QQQ Trust Series 1$24.76M33,6245.6%
Apple Inc.$19.35M66,8554.3%
Invesco S&P 500 Equal Weight E$16.90M79,4513.8%
SPDR S&P MidCap 400 ETF Trust$12.23M17,3942.7%
Schwab S&P 500 Index Fund$10.67M552,3442.4%
Microsoft Corp$10.25M27,4872.3%
iShares DJ Select Dividend Ind$9.20M58,8302.1%
iShares Russell 2000 Index Fun$8.61M28,6421.9%
Alphabet Inc.$7.75M21,6971.7%
iShares Russell Microcap Index$7.73M38,6211.7%
Technology Select Sector SPDR$7.68M40,3221.7%
iShares S&P 500 Growth$6.90M50,1871.6%
Vanguard High Dividend Yield E$6.24M39,5011.4%
Alphabet Inc.$6.24M17,6641.4%
iShares S&P Smallcap 600/BARRA$6.00M33,6031.3%
Seagate Technology PLC$5.98M6,1961.3%
Amazon.com Inc$5.91M24,8001.3%
Corning Inc /Ny$5.09M19,9201.1%
Communication Services Sector$4.99M46,5571.1%
JP Morgan Chase & Co$4.58M13,9981.0%
Walmart Inc.$4.57M40,3791.0%
iShares MSCI EAFE Index$4.50M43,3361.0%
VanEck Semiconductor$4.17M6,3550.9%
Caterpillar Inc$4.07M3,8240.9%

Activity

InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q2 2026
as of
Exit30231g102$-2.46M-15K
-100.00%
low
Q2 2026
as of
New30233q108$1.85M+14K
13,568
0.42% of portfolio
low
Q2 2026
as of
ExitIllinois Tool Works Inc$-1.39M-5K
-100.00%
low
Q1 2026
as of
Trim78462F103$-1.29M-2K
-3.53%
54,377
7.95% of portfolio
low
Q1 2026
as of
New46266c105$1.18M+7K
6,890
0.26% of portfolio
low
Q1 2026
as of
Add22160k105$996.4K+1K
+406.50%
1,246
0.28% of portfolio
low
Q2 2026
as of
TrimApple Inc.$-991.1K-3K
-4.87%
66,855
4.35% of portfolio
low
Q2 2026
as of
ExitStanley Black & Decker, Inc.$-888.3K-13K
-100.00%
low
Q2 2026
as of
NewANET
Arista Networks, Inc.
Common Stock
$876.6K+5K
5,160
0.20% of portfolio
low
Q1 2026
as of
Trim46090E103$-778.6K-1K
-3.80%
34,117
4.42% of portfolio
low