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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 6 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XLI Industrial Select Sector SPDR 5,878.0 $951K 0.24% -61.0 -1.0% $161.74 +6.0%
102 MMM 3M Co Industrials 6,517.0 $946K 0.24% -138.0 -2.1% $145.23 -0.1%
103 OC Owens Corning Inc Industrials 8,683.0 $940K 0.23% +6K +221.2% $108.22 +11.9%
104 IJS iShares S&P Smallcap 600 Value 7,914.0 $937K 0.23% -378.0 -4.6% $118.45 +6.1%
105 OIH Vectors Oil Services ETF 2,312.0 $935K 0.23% -70.0 -2.9% $404.25 +9.0%
106 VECO Veeco Instruments Inc Technology 27,430.0 $929K 0.23% -710.0 -2.5% $33.86 +75.8%
107 WFC Wells Fargo & Co Financial Services 11,427.0 $910K 0.23% $79.61 -7.3%
108 DWX SPDR S&P Intl Dividend ETF 19,826.0 $904K 0.23% -145.0 -0.7% $45.60 +2.0%
109 SWK Stanley Black & Decker Inc Industrials 12,501.0 $888K 0.22% -272.0 -2.1% $71.06 +8.9%
110 KBWB Invesco KBW Bank ETF 11,058.0 $875K 0.22% -421.0 -3.7% $79.12 +5.8%
111 CVX Chevron Corp Energy 4,225.0 $874K 0.22% -3K -41.8% $206.90 -9.8%
112 RCL Royal Caribbean Cruises Consumer Cyclical 3,167.0 $871K 0.22% -20.0 -0.6% $275.18 -3.6%
113 C Citigroup Inc Financial Services 7,649.0 $867K 0.22% -734.0 -8.8% $113.41 +8.8%
114 RSPF Invesco S&P 500 Eq Weight Finc 11,814.0 $843K 0.21% -452.0 -3.7% $71.39 +4.8%
115 XLU Utilities Select Sector SPDR E 18,319.0 $841K 0.21% -299.0 -1.6% $45.89 -4.4%
116 CMG Chipotle Mexican Grill Inc Consumer Cyclical 24,865.0 $796K 0.20% -280.0 -1.1% $32.01 +2.0%
117 Schwab US Mid-Cap Index 53,569.0 $781K 0.20% +2K +4.5% $14.57
118 CMCSA Comcast Corp Communication Services 26,967.0 $774K 0.19% -421.0 -1.5% $28.71 -13.8%
119 ADBE Adobe Systems Inc Technology 3,166.0 $770K 0.19% +1K +65.8% $243.08 +1.9%
120 SCHG Schwab U.S. Large-Cap Growth E 26,111.0 $761K 0.19% $29.13 +17.6%
Page 6 of 11  ·  202 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%