§ 13F · FUND PROFILE
DUMONT & BLAKE INVESTMENT ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $383.0T (13F)Positions · 209Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$416.1B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | 56K | $38.4B | 9.2% | NEW |
| 2 | QQQ | Invesco QQQ Trust Series 1 | 35K | $21.8B | 5.2% | NEW |
| 3 | AAPL | Apple Inc | 72K | $19.5B | 4.7% | NEW |
| 4 | — | Invesco S&P 500 Equal Weight E | 83K | $15.9B | 3.8% | NEW |
| 5 | MSFT | Microsoft Corp | 29K | $14.2B | 3.4% | NEW |
| 6 | MDY | SPDR S&P MidCap 400 ETF Trust | 18K | $11.0B | 2.6% | NEW |
| 7 | SWPPX | Schwab S&P 500 Index Fund | 561K | $9.8B | 2.4% | NEW |
| 8 | DVY | iShares DJ Select Dividend Ind | 62K | $8.8B | 2.1% | NEW |
| 9 | IWM | iShares Russell 2000 Index Fun | 31K | $7.6B | 1.8% | NEW |
| 10 | GOOGL | Alphabet Inc Cl A | 23K | $7.2B | 1.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUMONT SIGNAL
AC read
DUMONT & BLAKE INVESTMENT ADVISORS LLC is a Other fund managing $382971.5 trillion in assets. The fund runs a broad portfolio of 209 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed