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Portfolio (Quarterly) Guide ↗

DUMONT & BLAKE INVESTMENT ADVISORS LLC

· CIK 0001287618
13F Portfolio $399.7B AUM 202 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 15 New 17 Added 149 Reduced 16 Exited
Page 8 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCHX Schwab US Large-Cap ETF 10,013.0 $257K 0.06% -902.0 -8.3% $25.64 +13.3%
142 TSLA Tesla Motors Inc Consumer Cyclical 682.0 $254K 0.06% -8.0 -1.2% $371.75 +19.2%
143 LQD iShares IBOXX $ Investment Gra 2,288.0 $249K 0.06% -20.0 -0.9% $108.99 -1.0%
144 IVV iShares S&P 500 Index Fund 376.0 $245K 0.06% -11.0 -2.8% $652.78 +13.7%
145 CME CME Group Inc Financial Services 797.0 $235K 0.06% -8.0 -1.0% $295.35 +1.2%
146 PFE Pfizer Inc Healthcare 8,382.0 $235K 0.06% -1K -13.2% $28.08 -8.3%
147 SNA Snap-On Inc Industrials 611.0 $222K 0.06% -11.0 -1.8% $363.22 +0.9%
148 OZK Bank Ozk Financial Services 4,755.0 $218K 0.06% -43.0 -0.9% $45.89 +2.7%
149 CINF Cincinnati Financial Corp Financial Services 1,355.0 $213K 0.05% -14.0 -1.0% $157.35 +5.8%
Page 8 of 8  ·  149 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.6%
Technology 20.6%
Industrials 8.3%
Communication Services 7.0%
Healthcare 6.8%
Consumer Cyclical 6.6%
Consumer Defensive 4.9%
Energy 3.1%
Real Estate 1.6%
Utilities 0.3%