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Holders — by stockHoldings — by fund

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001287618

$445.1M

disclosed book value

204

positions

9.1%

largest position share

Positions, as of 2026-06-30

top 100 of 204 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSPDR S&P 500 ETF Trust54,001$40.3M9.1%
2QQQInvesco QQQ Trust Series 133,624$24.8M5.6%
3AAPLApple Inc66,855$19.3M4.3%
4RSPInvesco S&P 500 Equal Weight E79,451$16.9M3.8%
5MDYSPDR S&P MidCap 400 ETF Trust17,394$12.2M2.7%
6SWPPXSchwab S&P 500 Index Fund552,344$10.7M2.4%
7MSFTMicrosoft Corp27,487$10.3M2.3%
8DVYiShares DJ Select Dividend Ind58,830$9.2M2.1%
9IWMiShares Russell 2000 Index Fun28,642$8.6M1.9%
10GOOGLAlphabet Inc Cl A21,697$7.8M1.7%
11IWCiShares Russell Microcap Index38,621$7.7M1.7%
12XLKTechnology Select Sector SPDR40,322$7.7M1.7%
13IVWiShares S&P 500 Growth50,187$6.9M1.6%
14VYMVanguard High Dividend Yield E39,501$6.2M1.4%
15GOOGAlphabet Inc Cl C17,664$6.2M1.4%
16IJTiShares S&P Smallcap 600/BARRA33,603$6.0M1.3%
17Seagate Technology PLC6,196$6.0M1.3%
18AMZNAmazon.com Inc24,800$5.9M1.3%
19GLWCorning Inc19,920$5.1M1.1%
20XLCCommunication Services Sector46,557$5.0M1.1%
21JPMJP Morgan Chase & Co13,998$4.6M1%
22WMTWal-Mart Stores Inc40,379$4.6M1%
23EFAiShares MSCI EAFE Index43,336$4.5M1%
24SMHVanEck Semiconductor6,355$4.2M0.9%
25CATCaterpillar Inc3,824$4.1M0.9%
26XLEEnergy Select Sector SPDR ETF74,139$3.9M0.9%
27IJKiShares S&P Midcap 400 Growth31,071$3.7M0.8%
28SWSSXSchwab Small-Cap Index Fund73,962$3.6M0.8%
29IRMIron Mountain Inc27,503$3.5M0.8%
30SDYSPDR S&P Dividend ETF22,570$3.4M0.8%
31PESPXBNY Mellon Midcap Index Fund108,069$3.4M0.8%
32JNJJohnson & Johnson12,838$3.3M0.7%
33TPRTapestry Inc21,689$3.2M0.7%
34CSCOCisco Systems Inc26,985$3.2M0.7%
35BLKBlackRock Inc New3,233$3.1M0.7%
36ABBVAbbVie Inc12,139$3.1M0.7%
37XLBMaterials Select Sector SPDR E58,646$3.0M0.7%
38AMGNAmgen Inc8,006$2.9M0.7%
39XCHYXCalamos Convertible & High Inc212,775$2.9M0.7%
40AMDAdvanced Micro Devices Inc4,963$2.9M0.6%
41INCYIncyte Corp23,560$2.7M0.6%
42IJJiShares S&P Midcap 400/BARRA V17,720$2.6M0.6%
43SYFSynchrony Financial33,992$2.6M0.6%
44SPYDSPDR Portfolio S&P 500 High Di54,123$2.6M0.6%
45IBKRInteractive Brokers Group Cl A29,467$2.6M0.6%
46AMATApplied Materials3,407$2.5M0.6%
47VOXVanguard Telecommunication Ser13,381$2.5M0.6%
48ITAiShares US Aerospace & Defense10,070$2.4M0.5%
49PCEFInvesco CEF Income Composite119,249$2.4M0.5%
50VPUVanguard Utilities ETF12,087$2.4M0.5%
51IVEiShares S&P 500 Value Index10,353$2.4M0.5%
52METMetLife Inc27,273$2.3M0.5%
53METAMeta Platforms Inc4,096$2.3M0.5%
54NVDANvidia Corp11,459$2.3M0.5%
55PFFiShares S&P Preferred Stock In74,289$2.3M0.5%
56PJPInvesco Dynamic Pharmaceutical18,231$2.2M0.5%
57GSLCGoldman Sachs ActiveBeta U.S.15,144$2.1M0.5%
58COFCapital One Financial Corp10,510$2.1M0.5%
59GSGoldman Sachs Group Inc2,076$2.1M0.5%
60RTXRTX Corp10,694$2.0M0.5%
61SRLNSPDR Blackstone Senior Loan ET49,908$2.0M0.5%
62IBMInternational Business Machine6,855$1.9M0.4%
63URIUnited Rentals Inc1,697$1.9M0.4%
64FDNFirst Trust Dow Jones Internet7,109$1.9M0.4%
65XOMExxonMobil Holdings Corporatio13,568$1.9M0.4%
66HACKAmplify Cyber Security ETF17,513$1.8M0.4%
67TXNTexas Instruments Inc6,133$1.8M0.4%
68ORIOld Republic Intl Corp43,935$1.8M0.4%
69PNCPNC Financial Services Group I7,209$1.8M0.4%
70VVisa Inc5,161$1.8M0.4%
71DISWalt Disney Co17,488$1.7M0.4%
72SJNKSPDR Barclays Short-Term High66,028$1.7M0.4%
73PAVEGlobal X US Infrastructure Dev27,653$1.6M0.4%
74OSKOshkosh Corp10,385$1.6M0.4%
75MOATVanEck Morningstar Wide Moat E15,013$1.6M0.4%
76PGProcter & Gamble Co10,546$1.5M0.3%
77GMGeneral Motors Co19,198$1.5M0.3%
78ABTAbbott Laboratories16,287$1.5M0.3%
79FLSFlowserve Corp19,885$1.5M0.3%
80LOWLowe's Cos Inc6,663$1.5M0.3%
81CVSCVS Health Corp14,153$1.5M0.3%
82VECOVeeco Instruments Inc17,210$1.3M0.3%
83MRSHMarsh & McLennan Cos7,754$1.3M0.3%
84FDXFedEx Corp4,065$1.3M0.3%
85ORCLOracle Corp8,665$1.3M0.3%
86IQVIQVIA Holdings Inc6,565$1.3M0.3%
87OCOwens Corning Inc7,968$1.3M0.3%
88SYYSysco Corp13,807$1.2M0.3%
89XLIIndustrial Select Sector SPDR6,229$1.2M0.3%
90SBUXStarbucks Corp11,158$1.1M0.3%
91COSTCostco Wholesale Corp1,217$1.1M0.3%
92PEPPepsico Inc8,310$1.1M0.3%
93BABoeing Co5,183$1.1M0.3%
94SEICSEI Investments Co12,691$1.1M0.3%
95IJSiShares S&P Smallcap 600 Value7,995$1.1M0.2%
96TMOThermo Fisher Scientific Inc2,159$1.1M0.2%
97SYKStryker Corp3,371$1.1M0.2%
98CCitigroup Inc7,334$1.0M0.2%
99MMM3M Co6,272$1.0M0.2%
100SCHWCharles Schwab Corp10,987$1.0M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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