Fund HoldingsDUMONT & BLAKE INVESTMENT ADVISORS LLC

Total Portfolio Value
$416.1K
Total Bought
$77.19M
Total Sold
$330.40M
Net Transaction
-$253.21M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
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 Revoked0350,000+350,000000
Kona Gold Beverage Inc010,000+10,000000
Humbl Inc020,000+20,000000
Autolus Therapeutics PLC ADR015,000+15,000000.01%0
Acco Brands Corp011,278+11,278000.01%0
BNY Mellon High Yield Strategi019,586+19,586000.01%0
SEI High Yield Bond010,817+10,817000.01%0
JetBlue Airways Corp(JBLU)020,000+20,000000.02%0
BlackRock MuniHoldings010,181+10,181000.03%0
Chicago Atlantic Real Estate000000
Nuveen Municipal Value Fund(NUV)016,597+16,597000.04%0
Archer Aviation Inc(ACHR)015,650+15,650000.03%0
Packaging Corp of America(PKG)9330-9332030-203
Altria Group Inc(MO)3,1430-3,1432080-208
Rollins Inc(ROL)000000
Barings Corporate Investors000000
Omnicom Group(OMC)2,6060-2,6062120-212
Nuveen AMT-Free Municipal Inco019,453+19,453000.05%0
Best Buy Co Inc(BBY)2,8690-2,8692170-217
iShares IBOXX H/Y Corp Bond02,712+2,712000.05%0
A O Smith Corp(AOS)3,0380-3,0382230-223
Enterprise Prods Partners LP(EPD)07,201+7,201000.06%0
Vanguard Information Technolog0303+303000.05%0
Costco Wholesale Corp0246+246000.05%0
Kroger Co(KR)000000
Cincinnati Financial Corp(CINF)01,369+1,369000.05%0
CME Group Inc(CME)0805+805000.05%0
National Fuel Gas Co(NFG)000000
Snap-On Inc(SNA)0622+622000.05%0
American Electric Power Co Inc02,094+2,094000.06%0
Pfizer Inc(PFE)09,655+9,655000.06%0
S&P Global Inc(SPGI)0523+523000.07%0
iShares IBOXX $ Investment Gra02,308+2,308000.06%0
iShares S&P 500 Index Fund0387+387000.06%0
VanEck High Yield Muni ETF000000
KKR & Co LP02,000+2,000000.06%0
Bank Ozk(OZK)04,798+4,798000.05%0
Bank of America Corp04,732+4,732000.06%0
Air Products & Chemicals Inc0998+998000.06%0
Tesla Motors Inc641690+4928500.07%-285
Schwab US Large-Cap ETF010,915+10,915000.07%0
Merck & Co Inc(MRK)3,5323,416-11629600.09%-296
Lockheed Martin Corp(LMT)0568+568000.07%0
Ralph Lauren Corp(RL)989918-7131000.08%-310
Occidental Petroleum Corp(OXY)06,243+6,243000.06%0
iShares S&P Midcap 40004,766+4,766000.08%0
Matrix Advisors Value ETF02,672+2,672000.08%0
Netflix Inc(NFLX)02,650+2,650000.06%0
Calamos Convertible Opp & Inc(CHI)037,098+37,098000.09%0
Bristol-Myers Squibb Co(BMY)07,562+7,562000.10%0
Carrier Global Corp(CARR)05,655+5,655000.07%0
Analog Devices Inc(ADI)01,317+1,317000.09%0
Darden Restaurants Inc(DRI)01,689+1,689000.07%0
Archer Daniels Midland Co6,3255,763-56237800.08%-378
Community Trust Bancorp Inc(CTBI)06,312+6,312000.09%0
Owens Corning Inc(OC)02,703+2,703000.07%0
Waste Management Inc(WM)01,852+1,852000.10%0
Healthpeak Properties Inc(DOC)020,339+20,339000.08%0
Hewlett Packard Enterprise(HPE)17,31814,746-2,57242500.09%-425
Consolidated Edison Inc(ED)04,075+4,075000.10%0
BNY Mellon Small Cap Stock Ind019,861+19,861000.11%0
Home Depot Inc(HD)1,0961,046-5044400.09%-444
CVS Health Corp(CVS)05,944+5,944000.11%0
Northern Trust Corp(NTRS)03,083+3,083000.10%0
Bank of New York Mellon Corp4,4684,233-23548700.12%-486
Verizon Communications Inc(VZ)011,452+11,452000.11%0
Paypal Holdings Inc(PYPL)06,249+6,249000.09%0
Carnival Cruise Lines Inc Cl A017,086+17,086010.13%+1
Fidelity 500 Index02,317+2,317010.13%+1
GSK plc(GSK)12,49712,422-7553910.15%-539
Fidelity New Markets Income042,431+42,431010.14%+1
Hyster-Yale Materials Handling014,479+14,479000.10%0
Cummins Inc(CMI)1,3901,294-9658710.16%-586
Church & Dwight(CHD)06,172+6,172010.12%+1
Skyworks Solutions Inc07,382+7,382000.11%0
Vectors Oil Services ETF2,3962,382-1462310.16%-622
Gentex Corp(GNTX)22,73322,848+11564310.13%-643
Unum Group(UNM)08,104+8,104010.15%+1
Adobe Systems Inc01,910+1,910010.16%+1
NXP Semiconductors NV
COM
02,894+2,894010.15%+1
Charles River Laboratories(CRL)04,125+4,125010.20%+1
Alerian MLP ETF012,860+12,860010.15%+1
Stanley Black & Decker Inc(SWK)9,18812,773+3,58568310.23%-682
Schlumberger Ltd(SLB)019,704+19,704010.18%+1
Annaly Capital Management Inc34,41732,334-2,08369610.17%-695
SPDR Dow Jones Industrial Avg(DIA)01,497+1,497010.17%+1
Schwab US Mid-Cap Index49,59251,271+1,67972810.18%-727
Eaton Corp PLC(ETN)01,936+1,936010.15%+1
Applied Materials3,6303,620-1074310.22%-742
Otis Worldwide Corp08,193+8,193010.17%+1
Devon Energy Corporation22,15821,652-50677710.19%-776
iShares US Healthcare Provider015,635+15,635010.18%+1
Target Corp(TGT)07,194+7,194010.17%+1
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