DUMONT & BLAKE INVESTMENT ADVISORS LLC
CIK
1287618
City
PRINCETON
State / Country
NJ
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 MUJ
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,794 | 10,181 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $121,153 | 10,181 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $117,997 | 10,181 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $111,481 | 10,181 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $114,536 | 10,181 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $112,703 | 10,181 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $123,495 | 10,181 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $231,923 | 20,362 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $118,405 | 10,181 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $116,165 | 10,181 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $103,031 | 10,181 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $125,830 | 11,265 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $128,984 | 11,265 | Shares | Sole | 2023-04-14 | |
| 2022-09-30 | $144,026 | 12,268 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $161,814 | 12,268 | Shares | Sole | 2022-08-03 | |
| No quarters match your search. | ||||||