Fund Holdings — DUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$416.1K
Total Bought
$76.29M
Total Sold
$333.15M
Net Transaction
-$256.86M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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Chipotle Mexican Grill Inc(CMG)025,145+25,145010.22%+1
Akre Focus ETF
AKRE FOCUS ETF
04,011+4,011000.06%0
American Express Co(AXP)0610+610000.05%0
AT&T Inc(T)08,628+8,628000.05%0
Broadcom Inc(AVGO)0587+587000.05%0
Eli Lilly & Co(LLY)0189+189000.05%0
AllianceBernstein Global High
COM
014,216+14,216000.04%0
Airtech Inlt Group Reg Revoked350,000350,000000—0
Kona Gold Beverage Inc10,00010,000000—0
Humbl Inc20,00020,000000—-0
Autolus Therapeutics PLC ADR(AUTL)15,00015,00002400.01%-24
Acco Brands Corp(ACCO)11,77811,278-5004700.01%-47
BNY Mellon High Yield Strategi19,58519,586+15100.01%-51
SEI High Yield Bond10,50910,817+3085700.01%-57
JetBlue Airways Corp(JBLU)20,00020,00009800.02%-98
BlackRock MuniHoldings(MUJ)10,18110,181011800.03%-118
Chicago Atlantic Real Estate(REFI)11,2170-11,2171430—-143
Nuveen Municipal Value Fund(NUV)16,37516,597+22214700.04%-147
Archer Aviation Inc(ACHR)15,80015,650-15015100.03%-151
Packaging Corp of America(PKG)9330-9332030—-203
Altria Group Inc(MO)3,1430-3,1432080—-208
Rollins Inc(ROL)3,5470-3,5472080—-208
Barings Corporate Investors10,1430-10,1432110—-211
Omnicom Group(OMC)2,6060-2,6062120—-212
Nuveen AMT-Free Municipal Inco18,69719,453+75621300.05%-213
Best Buy Co Inc(BBY)2,8690-2,8692170—-217
iShares IBOXX H/Y Corp Bond2,7122,712022000.05%-220
A O Smith Corp(AOS)3,0380-3,0382230—-223
Enterprise Prods Partners LP(EPD)7,2017,201022500.06%-225
Vanguard Information Technolog303303022600.05%-226
Costco Wholesale Corp246246022800.05%-227
Kroger Co(KR)3,3780-3,3782280—-228
Cincinnati Financial Corp(CINF)1,4811,369-11223400.05%-234
CME Group Inc(CME)867805-6223400.05%-234
National Fuel Gas Co(NFG)2,5840-2,5842390—-239
Snap-On Inc(SNA)717622-9524800.05%-248
American Electric Power Co Inc2,2322,094-13825100.06%-251
Pfizer Inc(PFE)9,8779,655-22225200.06%-251
S&P Global Inc(SPGI)523523025500.07%-254
iShares IBOXX $ Investment Gra2,3082,308025700.06%-257
iShares S&P 500 Index Fund386387+125800.06%-258
VanEck High Yield Muni ETF5,1010-5,1012600—-260
KKR & Co LP2,0002,000026000.06%-260
Bank Ozk(OZK)5,2594,798-46126800.05%-268
Bank of America Corp5,2264,732-49427000.06%-269
Air Products & Chemicals Inc998998027200.06%-272
Tesla Motors Inc641690+4928500.07%-285
Schwab US Large-Cap ETF10,90110,915+1428700.07%-287
Merck & Co Inc(MRK)3,5323,416-11629600.09%-296
Lockheed Martin Corp(LMT)620568-5231000.07%-309
Ralph Lauren Corp(RL)989918-7131000.08%-310
Occidental Petroleum Corp(OXY)6,5766,243-33331100.06%-310
iShares S&P Midcap 4004,7654,766+131100.08%-311
Matrix Advisors Value ETF2,6722,672031200.08%-312
Netflix Inc(NFLX)2692,650+2,38132300.06%-322
Calamos Convertible Opp & Inc(CHI)30,28537,098+6,81332700.09%-326
Bristol-Myers Squibb Co(BMY)7,5107,562+5233900.10%-338
Carrier Global Corp(CARR)5,7305,655-7534200.07%-342
Analog Devices Inc(ADI)1,4051,317-8834500.09%-345
Darden Restaurants Inc(DRI)1,8281,689-13934800.07%-348
Archer Daniels Midland Co6,3255,763-56237800.08%-378
Community Trust Bancorp Inc(CTBI)6,8096,312-49738100.09%-381
Owens Corning Inc(OC)2,7082,703-538300.07%-383
Waste Management Inc(WM)1,8771,852-2541400.10%-414
Healthpeak Properties Inc(DOC)21,66220,339-1,32341500.08%-414
Hewlett Packard Enterprise(HPE)17,31814,746-2,57242500.09%-425
Consolidated Edison Inc(ED)4,2744,075-19943000.10%-429
BNY Mellon Small Cap Stock Ind17,27419,861+2,58743400.11%-433
Home Depot Inc(HD)1,0961,046-5044400.09%-444
CVS Health Corp(CVS)5,9245,944+2044700.11%-446
Northern Trust Corp(NTRS)3,3353,083-25244900.10%-448
Bank of New York Mellon Corp4,4684,233-23548700.12%-486
Verizon Communications Inc(VZ)11,21611,452+23649300.11%-492
Paypal Holdings Inc(PYPL)7,4946,249-1,24550300.09%-502
Carnival Cruise Lines Inc Cl A18,34117,086-1,25553010.13%-530
Fidelity 500 Index2,3042,317+1353710.13%-536
GSK plc(GSK)12,49712,422-7553910.15%-539
Fidelity New Markets Income42,35242,431+7957110.14%-570
Hyster-Yale Materials Handling(HY)15,62914,479-1,15057600.10%-576
Cummins Inc(CMI)1,3901,294-9658710.16%-586
Church & Dwight(CHD)6,7526,172-58059210.12%-591
Skyworks Solutions Inc7,7627,382-38059800.11%-597
Vectors Oil Services ETF2,3962,382-1462310.16%-622
Gentex Corp(GNTX)22,73322,848+11564310.13%-643
Unum Group(UNM)8,4338,104-32965610.15%-655
Adobe Systems Inc1,8601,910+5065610.16%-655
NXP Semiconductors NV
COM
2,9092,894-1566210.15%-662
Charles River Laboratories(CRL)4,2404,125-11566310.20%-663
Alerian MLP ETF14,25612,860-1,39666910.15%-668
Stanley Black & Decker Inc(SWK)9,18812,773+3,58568310.23%-682
Schlumberger Ltd(SLB)20,10219,704-39869110.18%-690
Annaly Capital Management Inc34,41732,334-2,08369610.17%-695
SPDR Dow Jones Industrial Avg(DIA)1,5261,497-2970710.17%-707
Schwab US Mid-Cap Index49,59251,271+1,67972810.18%-727
Eaton Corp PLC(ETN)1,9611,936-2573410.15%-733
Applied Materials3,6303,620-1074310.22%-742
Otis Worldwide Corp8,1938,193074910.17%-748
Devon Energy Corporation(DVN)22,15821,652-50677710.19%-776
iShares US Healthcare Provider15,77915,635-14477910.18%-779
Target Corp(TGT)8,7037,194-1,50978110.17%-780
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DUMONT & BLAKE INVESTMENT ADVISORS LLC — 13F Holdings — Q4 2025 | TickerTrail