Fund Holdings — DUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$399.75M
Total Bought
$32.45M
Total Sold
$364.32M
Net Transaction
-$331.88M
Filing Period:
Securities
▲▼
SharesValue ($K)
Q4 2025
▲▼
Q1 2026
▲▼
Change
▲▼
Q4 2025
▲▼
Q1 2026
▲▼
Weight (%)
▲▼
Change
▲▼
SPDR S&P 500 ETF Trust(SPY)56,36754,377-1,9903835,3638.85%+35,325
Invesco QQQ Trust Series 135,46634,117-1,3492219,6924.93%+19,670
Apple Inc(AAPL)71,63570,280-1,3551917,8364.46%+17,817
Invesco S&P 500 Equal Weight E83,22080,396-2,8241615,4303.86%+15,414
SPDR S&P MidCap 400 ETF Trust(MDY)18,20517,585-6201110,8462.71%+10,835
Microsoft Corp(MSFT)29,32028,909-4111410,7012.68%+10,687
Schwab S&P 500 Index Fund560,646561,266+620109,4122.35%+9,403
iShares DJ Select Dividend Ind62,46261,686-77699,3402.34%+9,331
iShares Russell 2000 Index Fun30,76129,015-1,74687,1961.80%+7,188
Alphabet Inc Cl A(GOOG)23,09922,806-29376,5581.64%+6,551
Vanguard High Dividend Yield E42,79141,954-83766,2131.55%+6,207
iShares Russell Microcap Index40,68238,922-1,76066,2121.55%+6,206
iShares S&P 500 Growth52,66850,761-1,90765,7421.44%+5,735
Alphabet Inc Cl C(GOOG)18,87918,608-27165,3381.34%+5,332
Wal-Mart Stores Inc(WMT)43,29142,631-66055,2981.33%+5,293
Technology Select Sector SPDR39,84839,504-34465,2501.31%+5,244
Communication Services Sector46,30645,300-1,00655,0221.26%+5,016
iShares S&P Smallcap 600/BARRA34,86333,782-1,08154,8891.22%+4,884
Amazon.com Inc(AMZN)23,75422,904-85054,7701.19%+4,765
Energy Select Sector SPDR ETF75,82775,799-2834,6431.16%+4,640
JP Morgan Chase & Co(JPM)15,15514,857-29854,3701.09%+4,365
iShares MSCI EAFE Index45,02342,662-2,36144,1441.04%+4,139
SPDR S&P Dividend ETF24,33523,724-61133,4620.87%+3,459
BlackRock Inc New(BLK)3,5663,490-7643,3560.84%+3,353
Johnson & Johnson(JNJ)13,95613,416-54033,2790.82%+3,276
Tapestry Inc(TPR)23,50223,094-40833,2590.82%+3,256
BNY Mellon Midcap Index Fund113,657113,290-36733,1280.78%+3,125
iShares S&P Midcap 400 Growth31,67330,538-1,13533,0730.77%+3,070
Amgen Inc(AMGN)8,8718,666-20533,0490.76%+3,046
Materials Select Sector SPDR E61,89360,376-1,51733,0170.75%+3,014
Schwab Small-Cap Index Fund74,63374,962+32933,0120.75%+3,009
Iron Mountain Inc28,59728,204-39322,8810.72%+2,878
Corning Inc(GLW)21,61621,162-45422,8770.72%+2,876
Caterpillar Inc(CAT)4,8444,051-79332,8700.72%+2,867
AbbVie Inc(ABBV)13,34313,133-21032,8560.71%+2,853
Seagate Technology PLC(STX)6,7786,621-15722,5940.65%+2,592
Vanguard Telecommunication Ser14,51614,296-22032,5710.64%+2,568
Vanguard Utilities ETF13,20012,937-26322,5630.64%+2,561
Exxon Mobil Corp14,83314,511-32222,4620.62%+2,460
VanEck Semiconductor6,5686,391-17722,4500.61%+2,448
Synchrony Financial(SYF)36,73235,842-89032,4380.61%+2,435
SPDR Portfolio S&P 500 High Di51,12553,277+2,15222,4250.61%+2,423
Calamos Convertible & High Inc228,661221,015-7,64632,4070.60%+2,404
Meta Platforms Inc(META)4,3094,202-10732,4040.60%+2,401
iShares S&P Preferred Stock In80,60477,508-3,09622,3500.59%+2,348
Incyte Corp25,51124,950-56132,3480.59%+2,346
Invesco CEF Income Composite131,937124,501-7,43632,3430.59%+2,340
iShares S&P Midcap 400/BARRA V17,86617,295-57122,2920.57%+2,289
Cisco Systems Inc(CSCO)28,88728,560-32722,2160.55%+2,214
iShares US Aerospace & Defense10,3869,897-48922,1650.54%+2,163
RTX Corp(RTX)11,39311,153-24022,1510.54%+2,149
iShares S&P 500 Value Index10,57510,107-46822,1340.53%+2,132
Interactive Brokers Group Cl A(IBKR)32,22031,457-76322,1100.53%+2,108
MetLife Inc30,00529,539-46622,0890.52%+2,087
Capital One Financial Corp(COF)11,32211,065-25732,0190.50%+2,016
Nvidia Corp(NVDA)11,57911,479-10022,0020.50%+2,000
SPDR Blackstone Senior Loan ET48,55449,030+47621,9680.49%+1,966
Old Republic Intl Corp(ORI)49,05848,339-71921,9290.48%+1,926
Goldman Sachs ActiveBeta U.S.15,18015,035-14521,8810.47%+1,879
Invesco Dynamic Pharmaceutical
PHARMACEUTICALS
18,75618,034-72221,8710.47%+1,869
Goldman Sachs Group Inc(GS)2,2082,132-7621,8040.45%+1,802
Walt Disney Co(DIS)18,86218,573-28921,7900.45%+1,788
SPDR Barclays Short-Term High73,25969,824-3,43521,7440.44%+1,742
International Business Machine(IBM)7,3317,155-17621,7340.43%+1,732
First Trust Dow Jones Internet7,3257,089-23621,6590.42%+1,657
Oshkosh Corp(OSK)11,41511,095-32011,6330.41%+1,632
Visa Inc(V)5,4455,375-7021,6250.41%+1,623
Procter & Gamble Co(PG)11,08910,851-23821,5670.39%+1,566
PNC Financial Services Group I(PNC)7,6657,526-13921,5660.39%+1,564
FedEx Corp4,3844,300-8411,5320.38%+1,530
General Motors Co(GM)20,84620,495-35121,5270.38%+1,525
VanEck Morningstar Wide Moat E15,31815,166-15221,4670.37%+1,465
Global X US Infrastructure Dev29,53828,303-1,23511,4380.36%+1,437
Amplify Cyber Security ETF11,68318,698+7,01511,4040.35%+1,403
Marsh & McLennan Cos(MRSH)8,1978,098-9921,4050.35%+1,403
Illinois Tool Works Inc(ITW)3,7265,337+1,61111,3890.35%+1,388
Flowserve Corp19,08518,765-32011,3790.35%+1,378
Pepsico Inc(PEP)8,8488,698-15011,3510.34%+1,349
Oracle Corp(ORCL)9,2559,105-15021,3390.34%+1,338
United Rentals Inc(URI)2,1781,805-37321,3150.33%+1,313
Texas Instruments Inc(TXN)6,7076,598-10911,2810.32%+1,280
Costco Wholesale Corp2461,246+1,00001,2420.31%+1,241
Applied Materials3,6203,589-3111,2270.31%+1,226
ConocoPhillips(COP)9,3049,214-9011,2160.30%+1,215
IQVIA Holdings Inc(IQV)06,890+6,89001,1750.29%+1,175
Stryker Corp(SYK)3,6163,552-6411,1670.29%+1,166
Thermo Fisher Scientific Inc(TMO)2,3192,281-3811,1210.28%+1,120
Abbott Laboratories10,92310,747-17611,1030.28%+1,102
Sysco Corp(SYY)15,70215,422-28011,1000.28%+1,099
Lowe's Cos Inc(LOW)4,6904,613-7711,0900.27%+1,089
Boeing Co(BA)5,5455,473-7211,0890.27%+1,088
Charles Schwab Corp(SCHW)11,59911,449-15011,0760.27%+1,075
SEI Investments Co(SEIC)13,95813,662-29611,0720.27%+1,071
Starbucks Corp(SBUX)12,05011,938-11211,0700.27%+1,069
Devon Energy Corporation(DVN)21,65221,201-45111,0670.27%+1,066
Advanced Micro Devices Inc(AMD)5,2785,243-3511,0670.27%+1,065
CVS Health Corp(CVS)5,94414,798+8,85401,0630.27%+1,062
Lockheed Martin Corp(LMT)5681,752+1,18401,0590.26%+1,059
McDonald's Corp(MCD)3,2663,231-3511,0040.25%+1,003
Schlumberger Ltd(SLB)19,70419,340-36419940.25%+993
Page 1 of 3