Fund Holdings

DUMONT & BLAKE INVESTMENT ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR S&P 500 ETF Trust(SPY)054,377+54,377035,363,4568.85%+35,363,456
Invesco QQQ Trust Series 1034,117+34,117019,691,7634.93%+19,691,763
Apple Inc(AAPL)070,280+70,280017,836,4364.46%+17,836,436
Invesco S&P 500 Equal Weight E080,396+80,396015,429,5153.86%+15,429,515
SPDR S&P MidCap 400 ETF Trust(MDY)017,585+17,585010,845,8112.71%+10,845,811
Microsoft Corp(MSFT)028,909+28,909010,701,3492.68%+10,701,349
Schwab S&P 500 Index Fund0561,266+561,26609,412,4292.35%+9,412,429
iShares DJ Select Dividend Ind061,686+61,68609,339,9382.34%+9,339,938
iShares Russell 2000 Index Fun029,015+29,01507,195,7281.80%+7,195,728
Alphabet Inc Cl A(GOOG)022,806+22,80606,558,0931.64%+6,558,093
Vanguard High Dividend Yield E041,954+41,95406,213,4341.55%+6,213,434
iShares Russell Microcap Index038,922+38,92206,212,2951.55%+6,212,295
iShares S&P 500 Growth050,761+50,76105,741,5271.44%+5,741,527
Alphabet Inc Cl C(GOOG)018,608+18,60805,337,8911.34%+5,337,891
Wal-Mart Stores Inc(WMT)042,631+42,63105,298,2401.33%+5,298,240
Technology Select Sector SPDR039,504+39,50405,250,1101.31%+5,250,110
Communication Services Sector045,300+45,30005,021,9291.26%+5,021,929
iShares S&P Smallcap 600/BARRA033,782+33,78204,888,6541.22%+4,888,654
Amazon.com Inc(AMZN)022,904+22,90404,770,2161.19%+4,770,216
Energy Select Sector SPDR ETF075,799+75,79904,643,4441.16%+4,643,444
JP Morgan Chase & Co(JPM)014,857+14,85704,370,3351.09%+4,370,335
iShares MSCI EAFE Index042,662+42,66204,143,7151.04%+4,143,715
SPDR S&P Dividend ETF023,724+23,72403,462,3230.87%+3,462,323
BlackRock Inc New(BLK)03,490+3,49003,356,3680.84%+3,356,368
Johnson & Johnson(JNJ)013,416+13,41603,279,3160.82%+3,279,316
Tapestry Inc(TPR)023,094+23,09403,258,7940.82%+3,258,794
BNY Mellon Midcap Index Fund0113,290+113,29003,127,9510.78%+3,127,951
iShares S&P Midcap 400 Growth030,538+30,53803,072,7360.77%+3,072,736
Amgen Inc(AMGN)08,666+8,66603,049,1320.76%+3,049,132
Materials Select Sector SPDR E060,376+60,37603,016,9810.75%+3,016,981
Schwab Small-Cap Index Fund074,962+74,96203,011,9570.75%+3,011,957
Iron Mountain Inc028,204+28,20402,880,7570.72%+2,880,757
Corning Inc(GLW)021,162+21,16202,877,3970.72%+2,877,397
Caterpillar Inc(CAT)04,051+4,05102,869,9710.72%+2,869,971
AbbVie Inc(ABBV)013,133+13,13302,856,2960.71%+2,856,296
Seagate Technology PLC(STX)06,621+6,62102,593,8430.65%+2,593,843
Vanguard Telecommunication Ser014,296+14,29602,570,9930.64%+2,570,993
Vanguard Utilities ETF012,937+12,93702,563,3370.64%+2,563,337
Exxon Mobil Corp014,511+14,51102,461,8890.62%+2,461,889
VanEck Semiconductor06,391+6,39102,450,3870.61%+2,450,387
Synchrony Financial(SYF)035,842+35,84202,437,9730.61%+2,437,973
SPDR Portfolio S&P 500 High Di053,277+53,27702,425,1850.61%+2,425,185
Calamos Convertible & High Inc0221,015+221,01502,406,8580.60%+2,406,858
Meta Platforms Inc(META)04,202+4,20202,404,1380.60%+2,404,138
iShares S&P Preferred Stock In077,508+77,50802,350,0430.59%+2,350,043
Incyte Corp024,950+24,95002,348,2940.59%+2,348,294
Invesco CEF Income Composite0124,501+124,50102,343,1090.59%+2,343,109
iShares S&P Midcap 400/BARRA V017,295+17,29502,291,5520.57%+2,291,552
Cisco Systems Inc(CSCO)028,560+28,56002,216,0000.55%+2,216,000
iShares US Aerospace & Defense09,897+9,89702,164,9920.54%+2,164,992
RTX Corp(RTX)011,153+11,15302,151,4990.54%+2,151,499
iShares S&P 500 Value Index010,107+10,10702,134,1060.53%+2,134,106
Interactive Brokers Group Cl A(IBKR)031,457+31,45702,109,8210.53%+2,109,821
MetLife Inc029,539+29,53902,088,9980.52%+2,088,998
Capital One Financial Corp(COF)011,065+11,06502,018,5930.50%+2,018,593
Nvidia Corp(NVDA)011,479+11,47902,001,9430.50%+2,001,943
SPDR Blackstone Senior Loan ET049,030+49,03001,968,0820.49%+1,968,082
Old Republic Intl Corp(ORI)048,339+48,33901,928,7260.48%+1,928,726
Goldman Sachs ActiveBeta U.S.015,035+15,03501,881,2850.47%+1,881,285
Invesco Dynamic Pharmaceutical018,034+18,03401,871,2520.47%+1,871,252
Goldman Sachs Group Inc(GS)02,132+2,13201,803,6510.45%+1,803,651
Walt Disney Co(DIS)018,573+18,57301,790,0800.45%+1,790,080
SPDR Barclays Short-Term High069,824+69,82401,744,1930.44%+1,744,193
International Business Machine(IBM)07,155+7,15501,734,2930.43%+1,734,293
First Trust Dow Jones Internet07,089+7,08901,659,0390.42%+1,659,039
Oshkosh Corp(OSK)011,095+11,09501,633,2950.41%+1,633,295
Visa Inc(V)05,375+5,37501,624,5400.41%+1,624,540
Procter & Gamble Co(PG)010,851+10,85101,567,2580.39%+1,567,258
PNC Financial Services Group I(PNC)07,526+7,52601,566,0850.39%+1,566,085
FedEx Corp04,300+4,30001,531,5740.38%+1,531,574
General Motors Co(GM)020,495+20,49501,526,8770.38%+1,526,877
VanEck Morningstar Wide Moat E015,166+15,16601,466,5130.37%+1,466,513
Global X US Infrastructure Dev028,303+28,30301,438,0610.36%+1,438,061
Amplify Cyber Security ETF018,698+18,69801,404,0330.35%+1,404,033
Marsh & McLennan Cos(MRSH)08,098+8,09801,404,5980.35%+1,404,598
Illinois Tool Works Inc(ITW)05,337+5,33701,389,1680.35%+1,389,168
Flowserve Corp018,765+18,76501,379,4150.35%+1,379,415
Pepsico Inc(PEP)08,698+8,69801,350,6590.34%+1,350,659
Oracle Corp(ORCL)09,105+9,10501,339,4370.34%+1,339,437
United Rentals Inc(URI)01,805+1,80501,315,0510.33%+1,315,051
Texas Instruments Inc(TXN)06,598+6,59801,280,9360.32%+1,280,936
Costco Wholesale Corp01,246+1,24601,241,5520.31%+1,241,552
Applied Materials03,589+3,58901,226,6840.31%+1,226,684
ConocoPhillips(COP)09,214+9,21401,216,2480.30%+1,216,248
IQVIA Holdings Inc(IQV)06,890+6,89001,175,0210.29%+1,175,021
Stryker Corp(SYK)03,552+3,55201,167,1520.29%+1,167,152
Thermo Fisher Scientific Inc(TMO)02,281+2,28101,121,1800.28%+1,121,180
Abbott Laboratories010,747+10,74701,103,4310.28%+1,103,431
Sysco Corp(SYY)015,422+15,42201,100,0510.28%+1,100,051
Lowe's Cos Inc(LOW)04,613+4,61301,089,8860.27%+1,089,886
Boeing Co(BA)05,473+5,47301,089,2910.27%+1,089,291
Charles Schwab Corp(SCHW)011,449+11,44901,075,9770.27%+1,075,977
SEI Investments Co(SEIC)013,662+13,66201,072,0570.27%+1,072,057
Starbucks Corp(SBUX)011,938+11,93801,069,5250.27%+1,069,525
Devon Energy Corporation021,201+21,20101,066,8340.27%+1,066,834
Advanced Micro Devices Inc(AMD)05,243+5,24301,066,5830.27%+1,066,583
CVS Health Corp(CVS)014,798+14,79801,062,7840.27%+1,062,784
Lockheed Martin Corp(LMT)01,752+1,75201,058,8910.26%+1,058,891
McDonald's Corp(MCD)03,231+3,23101,004,1220.25%+1,004,122
Schlumberger Ltd(SLB)019,340+19,3400993,8830.25%+993,883
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