DUMONT & BLAKE INVESTMENT ADVISORS LLC: 13F holdings
CIK 12876182026Q2
| Positions | 204 |
|---|---|
| Reported value | $445.1m |
| Filed | 2026-08-07 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY SPDR S&P 500 ETF Trust | 54,001 | $40.3m | 9.1% |
| QQQ Invesco QQQ Trust Series 1 | 33,624 | $24.8m | 5.6% |
| AAPL Apple Inc | 66,855 | $19.3m | 4.3% |
| RSP Invesco S&P 500 Equal Weight E | 79,451 | $16.9m | 3.8% |
| MDY SPDR S&P MidCap 400 ETF Trust | 17,394 | $12.2m | 2.7% |
| Schwab S&P 500 Index Fund | 552,344 | $10.7m | 2.4% |
| MSFT Microsoft Corp | 27,487 | $10.3m | 2.3% |
| DVY iShares DJ Select Dividend Ind | 58,830 | $9.2m | 2.1% |
| IWM iShares Russell 2000 Index Fun | 28,642 | $8.6m | 1.9% |
| GOOGL Alphabet Inc Cl A | 21,697 | $7.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1287618")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.