Fund HoldingsDUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$375.14M
Total Bought
$5.99M
Total Sold
$337.28M
Net Transaction
-$331.29M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BlackRock Inc New(BLK)03,639+3,63903,4550.92%+3,455
Ollie's Bargain Outlet Holding(OLLI)06,215+6,21506040.16%+604
Carnival Cruise Lines Inc Cl A019,060+19,06003520.09%+352
Tapestry Inc(TPR)038,062+38,06201,7880.48%+1,788
American Electric Power Co Inc02,240+2,24002300.06%+230
Veeco Instruments Inc(VECO)035,295+35,29501,1690.31%+1,169
Snap-On Inc(SNA)0721+72102090.06%+209
General Electric Co(GE)01,088+1,08802050.05%+205
Cincinnati Financial Corp(CINF)01,487+1,48702020.05%+202
Packaging Corp of America(PKG)0936+93602020.05%+202
Bristol-Myers Squibb Co(BMY)08,942+8,94204630.12%+463
Airtech Inlt Group Reg Revoked0350,000+350,000000
Humbl Inc020,000+20,000000.00%0
Kona Gold Beverage Inc010,000+10,000000.00%0
Futuris Company077,000+77,000010.00%+1
BNY Mellon High Yield Strategi019,585+19,5850530.01%+53
Acco Brands Corp012,518+12,5180680.02%+68
BlackRock MuniHoldings010,181+10,18101230.03%+123
JetBlue Airways Corp(JBLU)020,000+20,00001310.03%+131
KKR & Co LP02,000+2,00002610.07%+261
Chicago Atlantic Real Estate011,217+11,21701740.05%+174
Campbell Soup Co(CPB)04,501+4,50102200.06%+220
ManpowerGroup Inc(MAN)02,925+2,92502150.06%+215
Costco Wholesale Corp0240+24002130.06%+213
iShares IBOXX H/Y Corp Bond02,712+2,71202180.06%+218
Best Buy Co Inc(BBY)03,026+3,02603130.08%+313
Omnicom Group(OMC)02,665+2,66502760.07%+276
Enterprise Prods Partners LP(EPD)07,201+7,20102100.06%+210
S&P Global Inc(SPGI)0562+56202900.08%+290
L3 Harris Technologies Inc(LHX)0998+99802370.06%+237
Bank Ozk(OZK)05,695+5,69502450.07%+245
Lockheed Martin Corp(LMT)0637+63703720.10%+372
A O Smith Corp(AOS)03,038+3,03802730.07%+273
Ralph Lauren Corp(RL)01,457+1,45702820.08%+282
iShares IBOXX $ Investment Gra02,308+2,30802610.07%+261
Air Products & Chemicals Inc01,073+1,07303190.09%+319
Carrier Global Corp(CARR)05,506+5,50604430.12%+443
Darden Restaurants Inc(DRI)01,832+1,83203010.08%+301
Celanese Corp - Series A(CE)01,901+1,90102580.07%+258
Community Trust Bancorp Inc(CTBI)06,826+6,82603390.09%+339
Northern Trust Corp(NTRS)03,343+3,34303010.08%+301
iShares S&P Midcap 40004,762+4,76202970.08%+297
FactSet Research Systems Inc(FDS)0630+63002900.08%+290
Dow Inc(DOW)05,136+5,13602810.07%+281
Bank of New York Mellon Corp04,693+4,69303370.09%+337
United Parcel Service Inc(UPS)01,951+1,95102660.07%+266
Health Care Select Sector SPDR02,024+2,02403120.08%+312
Paypal Holdings Inc(PYPL)07,404+7,40405780.15%+578
Consolidated Edison Inc(ED)03,784+3,78403940.11%+394
McDonald's Corp(MCD)01,427+1,42704350.12%+435
Schwab Fundamental U.S. Large02,827+2,82702030.05%+203
Home Depot Inc(HD)01,113+1,11304510.12%+451
Cummins Inc(CMI)01,394+1,39404510.12%+451
Analog Devices Inc(ADI)01,434+1,43403300.09%+330
Healthpeak Properties Inc(DOC)021,586+21,58604940.13%+494
iShares S&P 500 Index Fund0557+55703210.09%+321
Stanley Black & Decker Inc(SWK)06,851+6,85107550.20%+755
BNY Mellon Small Cap Stock Ind015,412+15,41204350.12%+435
Calamos Convertible Opp & Inc(CHI)030,285+30,28503530.09%+353
CVS Health Corp(CVS)06,525+6,52504100.11%+410
Hewlett Packard Enterprise(HPE)017,519+17,51903580.10%+358
Industrial Select Sector SPDR03,587+3,58704860.13%+486
Archer Daniels Midland Co06,530+6,53003900.10%+390
Microchip Technology Inc(MCHP)000000
Fidelity 500 Index02,294+2,29404600.12%+460
Schwab US Large-Cap ETF06,226+6,22604220.11%+422
Vanguard Information Technolog000000
Waste Management Inc(WM)01,877+1,87703900.10%+390
Verizon Communications Inc(VZ)011,490+11,49005160.14%+516
Owens Corning Inc(OC)02,651+2,65104680.12%+468
Pfizer Inc(PFE)015,726+15,72604550.12%+455
Tesla Motors Inc03,523+3,52309220.25%+922
3M Co06,776+6,77609260.25%+926
GSK plc(GSK)27,23213,618-13,6141,0485570.15%-492
Occidental Petroleum Corp(OXY)06,541+6,54103370.09%+337
Schwab US Mid-Cap Index09,063+9,06306140.16%+614
Citigroup Inc(C)08,153+8,15305100.14%+510
Unum Group(UNM)012,922+12,92207680.20%+768
Utilities Select Sector SPDR E010,026+10,02608100.22%+810
SPDR Dow Jones Industrial Avg(DIA)01,553+1,55306570.18%+657
Invesco KBW Bank ETF011,889+11,88906970.19%+697
Fidelity New Markets Income046,262+46,26206020.16%+602
VICI Properties Inc(VICI)52,49426,727-25,7671,5038900.24%-613
Annaly Capital Management Inc034,415+34,41506910.18%+691
Starbucks Corp(SBUX)010,909+10,90901,0640.28%+1,064
Merck & Co Inc(MRK)03,238+3,23803680.10%+368
Huntsman Corp(HUN)030,998+30,99807500.20%+750
Schwab U.S. Large-Cap Growth E06,833+6,83307120.19%+712
Wells Fargo & Co(WFC)011,066+11,06606250.17%+625
Church & Dwight(CHD)13,1606,605-6,5551,3646920.18%-673
Eaton Corp PLC(ETN)02,129+2,12907060.19%+706
Seagate Technology PLC(STX)06,951+6,95107610.20%+761
Royal Caribbean Cruises
COM
9,6664,833-4,8331,5418570.23%-684
Invesco S&P 500 Eq Weight Finc012,949+12,94908930.24%+893
Alerian MLP ETF014,412+14,41206790.18%+679
SPDR S&P Intl Dividend ETF023,197+23,19708910.24%+891
Otis Worldwide Corp08,063+8,06308380.22%+838
Corning Inc(GLW)43,71221,785-21,9271,6989840.26%-715
Consumer Discr Select Sector S8,9924,599-4,3931,6409220.25%-718
Amplify Cyber Security ETF011,986+11,98608180.22%+818
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