Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DUMONT & BLAKE INVESTMENT ADVISORS LLC (CIK 1287618) reported $399.7M across 201 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($35.4M, 8.85%), QQQ ($19.7M, 4.93%), AAPL ($17.8M, 4.46%), RSP ($15.4M, 3.86%), MDY ($10.8M, 2.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | $35.4M | 8.85% | 54,377 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust Series 1 | $19.7M | 4.93% | 34,117 | Trimmed |
| 3 | AAPL | Apple Inc | $17.8M | 4.46% | 70,280 | Trimmed |
| 4 | RSP | Invesco S&P 500 Equal Weight E | $15.4M | 3.86% | 80,396 | Trimmed |
| 5 | MDY | SPDR S&P MidCap 400 ETF Trust | $10.8M | 2.71% | 17,585 | Trimmed |
| 6 | MSFT | Microsoft Corp | $10.7M | 2.68% | 28,909 | Trimmed |
| 7 | SWPPX | Schwab S&P 500 Index Fund | $9.4M | 2.35% | 561,266 | Added |
| 8 | DVY | iShares DJ Select Dividend Ind | $9.3M | 2.34% | 61,686 | Trimmed |
| 9 | IWM | iShares Russell 2000 Index Fun | $7.2M | 1.80% | 29,015 | Trimmed |
| 10 | GOOGL | Alphabet Inc Cl A | $6.6M | 1.64% | 22,806 | Trimmed |
| 11 | IWC | iShares Russell Microcap Index | $6.2M | 1.55% | 38,922 | Trimmed |
| 12 | VYM | Vanguard High Dividend Yield E | $6.2M | 1.55% | 41,954 | Trimmed |
| 13 | IVW | iShares S&P 500 Growth | $5.7M | 1.44% | 50,761 | Trimmed |
| 14 | GOOG | Alphabet Inc Cl C | $5.3M | 1.34% | 18,608 | Trimmed |
| 15 | WMT | Wal-Mart Stores Inc | $5.3M | 1.33% | 42,631 | Trimmed |
| 16 | XLK | Technology Select Sector SPDR | $5.3M | 1.31% | 39,504 | Trimmed |
| 17 | XLC | Communication Services Sector | $5.0M | 1.26% | 45,300 | Trimmed |
| 18 | IJT | iShares S&P Smallcap 600/BARRA | $4.9M | 1.22% | 33,782 | Trimmed |
| 19 | AMZN | Amazon.com Inc | $4.8M | 1.19% | 22,904 | Trimmed |
| 20 | XLE | Energy Select Sector SPDR ETF | $4.6M | 1.16% | 75,799 | Trimmed |
| 21 | JPM | JP Morgan Chase & Co | $4.4M | 1.09% | 14,857 | Trimmed |
| 22 | EFA | iShares MSCI EAFE Index | $4.1M | 1.04% | 42,662 | Trimmed |
| 23 | SDY | SPDR S&P Dividend ETF | $3.5M | 0.87% | 23,724 | Trimmed |
| 24 | BLK | BlackRock Inc New | $3.4M | 0.84% | 3,490 | Trimmed |
| 25 | TPR | Tapestry Inc | $3.3M | 0.82% | 23,094 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31