DUMONT & BLAKE INVESTMENT ADVISORS LLC
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 NEWT
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,756 | 10,754 | Shares | Sole | 2026-04-28 | |
| No 13F history on record for this holder in this stock. | ||||||