DUMONT & BLAKE INVESTMENT ADVISORS LLC
Top Portfolio Positions
99 positions ·
$183,650,074 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
54,377 | $35,363,538 | 19.26% |
| QQQ |
Invesco Qqq Trust, Series 1
|
34,117 | $19,691,650 | 10.72% |
| AAPL |
Apple Inc.
Technology
|
70,280 | $17,836,361 | 9.71% |
| MSFT |
Microsoft Corp
Technology
|
28,909 | $10,701,244 | 5.83% |
| GOOGL |
Alphabet Inc.
Communication Services
|
22,806 | $6,558,093 | 3.57% |
| WMT |
Walmart Inc.
Consumer Defensive
|
42,631 | $5,298,180 | 2.88% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,904 | $4,770,216 | 2.60% |
| BLK |
BlackRock, Inc.
Financial Services
|
3,490 | $3,356,367 | 1.83% |
| JNJ |
Johnson & Johnson
Healthcare
|
13,416 | $3,279,407 | 1.79% |
| TPR |
Tapestry, Inc.
Consumer Cyclical
|
23,094 | $3,258,794 | 1.77% |
Portfolio Trend
Holdings in CHY
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $2,586,155 | 228,661 | Shares | Sole | 2026-01-29 | |
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