DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK
1287618
City
PRINCETON
State / Country
NJ
Top Portfolio Positions
142 positions ·
$247,513,457 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
54,377 | $35,363,538 | 14.29% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,117 | $19,691,650 | 7.96% | |
| AAPL |
Apple Inc.
Technology
|
70,280 | $17,836,361 | 7.21% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
17,585 | $10,845,724 | 4.38% | |
| MSFT |
Microsoft Corp
Technology
|
28,909 | $10,701,244 | 4.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,806 | $6,558,093 | 2.65% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
42,631 | $5,298,180 | 2.14% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,904 | $4,770,216 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,857 | $4,370,335 | 1.77% | |
| BLK |
BlackRock, Inc.
Financial Services
|
3,490 | $3,356,367 | 1.36% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHI
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,081 | 24,961 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $388,787 | 37,098 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $326,775 | 30,285 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $318,598 | 30,285 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $290,433 | 30,285 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $361,602 | 30,285 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $352,517 | 30,285 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $715,627 | 61,480 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $351,509 | 30,970 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $324,993 | 31,370 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $330,639 | 31,370 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $351,344 | 31,370 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $330,012 | 31,370 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $321,080 | 30,550 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $303,034 | 31,370 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $343,576 | 32,050 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $423,380 | 32,050 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $468,258 | 30,990 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $469,534 | 31,365 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $480,358 | 31,665 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $441,104 | 31,020 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $352,784 | 26,055 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $286,605 | 26,055 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $277,225 | 26,055 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $217,298 | 26,055 | Shares | Sole | 2020-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||