DUMONT & BLAKE INVESTMENT ADVISORS LLC - Portfolio overview

DUMONT & BLAKE INVESTMENT ADVISORS LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. SPY - SPDR S&P 500 ETF Trust, 13.23%
  2. QQQ - Invesco QQQ Trust Series 1, 7.37%
  3. AAPL - Apple Inc, 6.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.