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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 9 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MAVF Matrix Advisors Value ETF 2,672.0 $315K 0.08% $117.75 +13.3%
162 CARR Carrier Global Corp Industrials 5,560.0 $313K 0.08% -95.0 -1.7% $56.31 +14.8%
163 RL Ralph Lauren Corp Consumer Cyclical 908.0 $312K 0.08% -10.0 -1.1% $343.99 -2.9%
164 APD Air Products & Chemicals Inc Basic Materials 998.0 $290K 0.07% $290.49 +1.7%
165 PYPL Paypal Holdings Inc Financial Services 6,094.0 $276K 0.07% -155.0 -2.5% $45.23 -0.4%
166 AEP American Electric Power Co Inc Utilities 2,067.0 $271K 0.07% -27.0 -1.3% $131.08 -4.5%
167 CHI Calamos Convertible Opp & Inc Financial Services 24,961.0 $268K 0.07% -12K -32.7% $10.74 +12.4%
168 SCHX Schwab US Large-Cap ETF 10,013.0 $257K 0.06% -902.0 -8.3% $25.64 +13.3%
169 NFLX Netflix Inc Communication Services 2,650.0 $255K 0.06% $96.15 -9.6%
170 TSLA Tesla Motors Inc Consumer Cyclical 682.0 $254K 0.06% -8.0 -1.2% $371.75 +19.2%
171 LQD iShares IBOXX $ Investment Gra 2,288.0 $249K 0.06% -20.0 -0.9% $108.99 -1.0%
172 IVV iShares S&P 500 Index Fund 376.0 $245K 0.06% -11.0 -2.8% $652.78 +13.7%
173 VGT Vanguard Information Technolog 341.0 $238K 0.06% +38.0 +12.5% $697.31 -83.8%
174 CME CME Group Inc Financial Services 797.0 $235K 0.06% -8.0 -1.0% $295.35 +1.2%
175 PFE Pfizer Inc Healthcare 8,382.0 $235K 0.06% -1K -13.2% $28.08 -8.3%
176 BAC Bank of America Corp Financial Services 4,756.0 $232K 0.06% +24.0 +0.5% $48.75 +2.1%
177 TRGP Targa Resources Corp Energy 922.0 $231K 0.06% NEW $250.61 +6.7%
178 AKRE Akre Focus ETF 4,292.0 $227K 0.06% +281.0 +7.0% $52.85 +0.5%
179 SPGI S&P Global Inc Financial Services 530.0 $225K 0.06% +7.0 +1.3% $425.34 -5.0%
180 SNA Snap-On Inc Industrials 611.0 $222K 0.06% -11.0 -1.8% $363.22 +0.9%
Page 9 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%