DUMONT & BLAKE INVESTMENT ADVISORS LLC

CIK 0001287618 • 6 13F filings • Apr 8, 2025 – Aug 7, 2026

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Filer information

Filed by: DUMONT & BLAKE INVESTMENT ADVISORS LLC, Operations Coordinator
Address: 731 ALEXANDER ROAD SUITE 301, PRINCETON, NJ, 08540
Phone: 6095141899
AUM: $416.1M

AUM over time

$445.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $356.7M205 positionsView on SEC.gov

			% of Portfolio
3M Co	COM	$997K	0.3%	6,790 SH
Abbott Laboratories	COM	$1.4M	0.4%	10,839 SH
AbbVie Inc	COM	$2.9M	0.8%	13,889 SH
Acco Brands Corp	COM	$51K	0.0%	12,182 SH
Air Products & Chemicals Inc	COM	$308K	0.1%	1,043 SH
Alerian MLP ETF	ETF	$749K	0.2%	14,412 SH
Alphabet Inc Cl A	COM	$3.6M	1.0%	23,039 SH
Alphabet Inc Cl C	COM	$3.0M	0.8%	19,168 SH
Amazon.com Inc	COM	$4.6M	1.3%	24,045 SH
American Electric Power Co Inc	COM	$245K	0.1%	2,240 SH
Amgen Inc	COM	$2.8M	0.8%	8,849 SH
Amplify Cyber Security ETF	COM	$861K	0.2%	11,992 SH
Analog Devices Inc	COM	$289K	0.1%	1,434 SH
Annaly Capital Management Inc	CEF	$700K	0.2%	34,462 SH
Apple Inc	COM	$15.5M	4.3%	69,641 SH
Archer Aviation Inc	COM	$107K	0.0%	15,100 SH
Archer Daniels Midland Co	COM	$305K	0.1%	6,345 SH
Autolus Therapeutics PLC ADR	COM	$23K	0.0%	15,000 SH
Bank of America Corp	COM	$214K	0.1%	5,131 SH
Bank of New York Mellon Corp	COM	$379K	0.1%	4,523 SH
Bank Ozk	COM	$229K	0.1%	5,277 SH
Barings Corporate Investors	CEF	$238K	0.1%	10,163 SH
Best Buy Co Inc	COM	$221K	0.1%	3,004 SH
BlackRock Inc New	COM	$3.4M	1.0%	3,624 SH
BlackRock MuniHoldings	CEF	$115K	0.0%	10,181 SH
BNY Mellon High Yield Strategi	CEF	$50K	0.0%	19,585 SH
BNY Mellon Midcap Index Fund	IND	$2.8M	0.8%	105,326 SH
BNY Mellon Small Cap Stock Ind	IND	$388K	0.1%	17,638 SH
Boeing Co	COM	$919K	0.3%	5,390 SH
Bristol-Myers Squibb Co	COM	$539K	0.2%	8,832 SH
Calamos Convertible & High Inc	CEF	$2.4M	0.7%	235,996 SH
Calamos Convertible Opp & Inc	CEF	$290K	0.1%	30,285 SH
Capital One Financial Corp	COM	$2.1M	0.6%	11,486 SH
Carnival Cruise Lines Inc Cl A	COM	$361K	0.1%	18,476 SH
Carrier Global Corp	COM	$358K	0.1%	5,650 SH
Cass Information Systems Inc	COM	$201K	0.1%	4,641 SH
Caterpillar Inc	COM	$1.6M	0.5%	4,929 SH
Charles River Laboratories	COM	$644K	0.2%	4,280 SH
Charles Schwab Corp	COM	$894K	0.3%	11,416 SH
Chevron Corp	COM	$1.4M	0.4%	8,390 SH
Chicago Atlantic Real Estate	COM	$165K	0.0%	11,217 SH
Church & Dwight	COM	$729K	0.2%	6,622 SH
Cigna Corp	COM	$1.6M	0.5%	5,014 SH
Cincinnati Financial Corp	COM	$220K	0.1%	1,487 SH
Cisco Systems Inc	COM	$2.0M	0.6%	33,211 SH
Citigroup Inc	COM	$575K	0.2%	8,098 SH
CME Group Inc	COM	$231K	0.1%	870 SH
Comcast Corp	COM	$1.1M	0.3%	28,640 SH
Communication Services Sector	COM	$4.3M	1.2%	44,245 SH
Community Trust Bancorp Inc	COM	$344K	0.1%	6,826 SH
ConocoPhillips	COM	$973K	0.3%	9,267 SH
Consolidated Edison Inc	COM	$473K	0.1%	4,275 SH
Consumer Discr Select Sector S	COM	$593K	0.2%	3,005 SH
Corning Inc	COM	$996K	0.3%	21,766 SH
Costco Wholesale Corp	COM	$233K	0.1%	246 SH
Cummins Inc	COM	$434K	0.1%	1,384 SH
CVS Health Corp	COM	$431K	0.1%	6,363 SH
Darden Restaurants Inc	COM	$381K	0.1%	1,832 SH
Devon Energy Corporation	COM	$859K	0.2%	22,973 SH
Eaton Corp PLC	COM	$556K	0.2%	2,046 SH
Energy Select Sector SPDR ETF	COM	$3.3M	0.9%	34,902 SH
Enterprise Prods Partners LP	COM	$246K	0.1%	7,201 SH
Exxon Mobil Corp	COM	$2.2M	0.6%	18,135 SH
FactSet Research Systems Inc	COM	$254K	0.1%	559 SH
FedEx Corp	COM	$1.1M	0.3%	4,461 SH
Fidelity 500 Index	IND	$459K	0.1%	2,349 SH
Fidelity New Markets Income	CEF	$545K	0.2%	42,463 SH
First Trust Dow Jones Internet	COM	$1.7M	0.5%	7,542 SH
Flowserve Corp	COM	$939K	0.3%	19,235 SH
Futuris Company	COM	$1K	0.0%	77,000 SH
General Electric Co	COM	$206K	0.1%	1,028 SH
General Mills Inc	COM	$1.1M	0.3%	18,471 SH
General Motors Co	COM	$1.0M	0.3%	21,351 SH
Gentex Corp	COM	$539K	0.2%	23,115 SH
Global X US Infrastructure Dev	COM	$1.2M	0.3%	30,507 SH
Goldman Sachs ActiveBeta U.S.	ETF	$1.4M	0.4%	13,151 SH
Goldman Sachs Group Inc	COM	$1.2M	0.3%	2,226 SH
GSK plc	COM	$470K	0.1%	12,141 SH
Health Care Select Sector SPDR	COM	$747K	0.2%	5,119 SH
Healthpeak Properties Inc	COM	$438K	0.1%	21,676 SH
Hewlett Packard Enterprise	COM	$270K	0.1%	17,519 SH
Home Depot Inc	COM	$412K	0.1%	1,124 SH
Humbl Inc	COM	$6	0.0%	20,000 SH
Huntsman Corp	COM	$473K	0.1%	29,983 SH
Hyster-Yale Materials Handling	COM	$548K	0.2%	13,189 SH
Illinois Tool Works Inc	COM	$936K	0.3%	3,776 SH
Incyte Corp	COM	$1.5M	0.4%	25,586 SH
Industrial Select Sector SPDR	COM	$739K	0.2%	5,638 SH
Intel Corp	COM	$506K	0.1%	22,278 SH
Interactive Brokers Group Cl A	COM	$1.3M	0.4%	8,027 SH
International Business Machine	COM	$2.2M	0.6%	8,681 SH
Invesco CEF Income Composite	CEF	$2.6M	0.7%	137,687 SH
Invesco Dynamic Pharmaceutical	COM	$1.7M	0.5%	19,241 SH
Invesco KBW Bank ETF	COM	$746K	0.2%	11,881 SH
Invesco QQQ Trust Series 1	IND	$17.4M	4.9%	37,028 SH
Invesco S&P 500 Eq Weight Finc	COM	$924K	0.3%	12,733 SH
Invesco S&P 500 Equal Weight E	IND	$16.2M	4.6%	93,741 SH
Iron Mountain Inc	COM	$2.6M	0.7%	30,364 SH
iShares DJ Select Dividend Ind	ETF	$8.8M	2.5%	65,885 SH
iShares IBOXX $ Investment Gra	ETF	$251K	0.1%	2,308 SH
iShares IBOXX H/Y Corp Bond	CEF	$214K	0.1%	2,712 SH
iShares MSCI EAFE Index	ETF	$3.8M	1.1%	45,902 SH
iShares Russell 2000 Index Fun	IND	$6.4M	1.8%	32,140 SH
iShares Russell Microcap Index	IND	$4.6M	1.3%	41,198 SH
iShares S&P 500 Growth	ETF	$5.1M	1.4%	55,024 SH
iShares S&P 500 Index Fund	IND	$221K	0.1%	393 SH
iShares S&P 500 Value Index	ETF	$2.1M	0.6%	10,757 SH
iShares S&P Midcap 400	IND	$278K	0.1%	4,764 SH
iShares S&P Midcap 400 Growth	ETF	$2.7M	0.7%	32,014 SH
iShares S&P Midcap 400/BARRA V	ETF	$2.2M	0.6%	18,519 SH
iShares S&P Preferred Stock In	CEF	$2.6M	0.7%	84,043 SH
iShares S&P Smallcap 600 Value	ETF	$804K	0.2%	8,249 SH
iShares S&P Smallcap 600/BARRA	ETF	$4.5M	1.3%	36,161 SH
iShares US Aerospace & Defense	COM	$1.7M	0.5%	10,845 SH
iShares US Healthcare Provider	COM	$839K	0.2%	15,896 SH
JetBlue Airways Corp	COM	$96K	0.0%	20,000 SH
Johnson & Johnson	COM	$2.4M	0.7%	14,366 SH
JP Morgan Chase & Co	COM	$3.8M	1.1%	15,430 SH
KKR & Co LP	COM	$235K	0.1%	2,029 SH
Kona Gold Beverage Inc	COM	$1	0.0%	10,000 SH
Kroger Co	COM	$230K	0.1%	3,392 SH
L3 Harris Technologies Inc	COM	$209K	0.1%	998 SH
Lockheed Martin Corp	COM	$285K	0.1%	637 SH
Lowe's Cos Inc	COM	$1.1M	0.3%	4,570 SH
Marsh & McLennan Cos Inc	COM	$2.1M	0.6%	8,649 SH
Materials Select Sector SPDR E	COM	$2.7M	0.8%	31,244 SH
Matrix Advisors Value ETF	ETF	$258K	0.1%	2,672 SH
McDonald's Corp	COM	$1.1M	0.3%	3,527 SH
Medtronic PLC	COM	$983K	0.3%	10,935 SH
Merck & Co Inc	COM	$294K	0.1%	3,271 SH
Meta Platforms Inc	COM	$2.5M	0.7%	4,310 SH
MetLife Inc	COM	$2.4M	0.7%	30,361 SH
Microsoft Corp	COM	$11.2M	3.1%	29,781 SH
National Fuel Gas Co	COM	$206K	0.1%	2,600 SH
Netflix Inc	COM	$247K	0.1%	265 SH
Northern Trust Corp	COM	$330K	0.1%	3,343 SH
Nuveen AMT-Free Municipal Inco	CEF	$205K	0.1%	18,328 SH
Nuveen Municipal Value Fund	CE	$111K	0.0%	12,679 SH
Nvidia Corp	COM	$1.2M	0.3%	11,246 SH
NXP Semiconductors NV	COM	$680K	0.2%	3,579 SH
Occidental Petroleum Corp	COM	$325K	0.1%	6,592 SH
Old Republic Intl Corp	COM	$2.0M	0.5%	49,841 SH
Ollie's Bargain Outlet Holding	COM	$730K	0.2%	6,273 SH
Omnicom Group	COM	$217K	0.1%	2,615 SH
Oracle Corp	COM	$1.7M	0.5%	12,344 SH
Oshkosh Corp	COM	$896K	0.3%	9,529 SH
Otis Worldwide Corp	COM	$838K	0.2%	8,117 SH
Owens Corning Inc	COM	$380K	0.1%	2,663 SH
Paypal Holdings Inc	COM	$488K	0.1%	7,479 SH
Pepsico Inc	COM	$1.9M	0.5%	12,384 SH
Pfizer Inc	COM	$356K	0.1%	14,061 SH
PNC Financial Services Group I	COM	$1.4M	0.4%	7,976 SH
Procter & Gamble Co	COM	$1.8M	0.5%	10,819 SH
Qualcomm Inc	COM	$868K	0.2%	5,653 SH
Ralph Lauren Corp	COM	$219K	0.1%	994 SH
Raytheon Technologies	COM	$1.6M	0.4%	11,729 SH
Royal Caribbean Cruises	COM	$741K	0.2%	3,606 SH
S&P Global Inc	COM	$266K	0.1%	523 SH
Schlumberger Ltd	COM	$879K	0.2%	21,017 SH
Schwab S&P 500 Index Fund	IND	$8.5M	2.4%	97,917 SH
Schwab Small-Cap Index Fund	IND	$2.4M	0.7%	75,240 SH
Schwab U.S. Large-Cap Growth E	ETF	$637K	0.2%	25,431 SH
Schwab US Large-Cap ETF	ETF	$278K	0.1%	12,610 SH
Schwab US Mid-Cap Index	IND	$617K	0.2%	9,615 SH
Seagate Technology PLC	COM	$591K	0.2%	6,957 SH
SEI High Yield Bond	CEF	$54K	0.0%	10,128 SH
Skyworks Solutions Inc	COM	$503K	0.1%	7,784 SH
Snap-On Inc	COM	$243K	0.1%	721 SH
SPDR Barclays Short-Term High	CEF	$1.9M	0.5%	77,383 SH
SPDR Blackstone Senior Loan ET	ETF	$1.9M	0.5%	45,889 SH
SPDR Dow Jones Industrial Avg	IND	$646K	0.2%	1,539 SH
SPDR Portfolio S&P 500 High Di	ETF	$2.0M	0.6%	45,040 SH
SPDR S&P 500 ETF Trust	IND	$33.7M	9.5%	60,288 SH
SPDR S&P Dividend ETF	ETF	$3.5M	1.0%	25,764 SH
SPDR S&P Intl Dividend ETF	ETF	$876K	0.2%	22,842 SH
SPDR S&P MidCap 400 ETF Trust	IND	$10.7M	3.0%	20,066 SH
Stanley Black & Decker Inc	COM	$529K	0.1%	6,887 SH
Starbucks Corp	COM	$1.1M	0.3%	10,914 SH
Stryker Corp	COM	$1.4M	0.4%	3,637 SH
Synchrony Financial	COM	$2.0M	0.6%	37,703 SH
Sysco Corp	COM	$1.2M	0.3%	16,149 SH
Tapestry Inc	COM	$2.3M	0.7%	33,022 SH
Target Corp	COM	$907K	0.3%	8,687 SH
Technology Select Sector SPDR	COM	$3.1M	0.9%	14,885 SH
Texas Instruments Inc	COM	$1.2M	0.3%	6,816 SH
Thermo Fisher Scientific Inc	COM	$1.2M	0.3%	2,332 SH
United Parcel Service Inc	COM	$202K	0.1%	1,836 SH
United Rentals Inc	COM	$1.4M	0.4%	2,226 SH
Unum Group	COM	$905K	0.3%	11,110 SH
Utilities Select Sector SPDR E	COM	$773K	0.2%	9,806 SH
VanEck High Yield Muni ETF	ETF	$227K	0.1%	4,426 SH
VanEck Morningstar Wide Moat E	ETF	$1.2M	0.3%	13,552 SH
VanEck Semiconductor	COM	$1.4M	0.4%	6,764 SH
Vanguard High Dividend Yield E	ETF	$5.9M	1.7%	45,719 SH
Vanguard Telecommunication Ser	COM	$2.2M	0.6%	14,639 SH
Vanguard Utilities ETF	COM	$2.2M	0.6%	13,140 SH
Vectors Oil Services ETF	COM	$640K	0.2%	2,441 SH
Veeco Instruments Inc	COM	$711K	0.2%	35,430 SH
Verizon Communications Inc	COM	$520K	0.1%	11,475 SH
VICI Properties Inc	COM	$887K	0.2%	27,185 SH
Visa Inc	COM	$1.9M	0.5%	5,513 SH
Wal-Mart Stores Inc	COM	$3.9M	1.1%	44,751 SH
Walt Disney Co	COM	$1.9M	0.5%	18,904 SH
Waste Management Inc	COM	$435K	0.1%	1,877 SH
Wells Fargo & Co	COM	$805K	0.2%	11,214 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 29, 2026	Q4 2025	13F-HR	0001287618-26-000001	$416.1M	View
Oct 17, 2025	Q3 2025	13F-HR	0001287618-25-000009	$412.4M	View
Aug 7, 2026	Q2 2026