account_balance
Investment manager · 13F filer · SEC CIK 1287618
Dumont & Blake Investment Advisors LLC
Reported value$398Mas of Sep 30, 2026
Positions180 6 new, 30 sold out
Top 10 weight40.2%SPY alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
10.2%
QQQInvesco QQQ Trust Series 1
6.2%
AAPLApple Inc.
5.5%Trimmed −3%
RSPInvesco S&P 500 Equal Weight E
4.1%
MSFTMicrosoft Corp
3.5%Trimmed −2%
MDYSPDR S&P Midcap 400 ETF Trust
2.9%
DVYiShares DJ Select Dividend Ind
2.2%
IWMiShares Russell 2000 Index Fun
2.0%
GOOGLAlphabet Inc.
1.8%
IWCiShares Russell Microcap Index
1.8%
IVWiShares S&P 500 Growth
1.8%
VYMVanguard High Dividend Yield E
1.5%
SPYSPDR S&P 500 ETF Trust
10.2%
QQQInvesco QQQ Trust Series 1
6.2%
AAPLApple Inc.
5.5%−3%
RSPInvesco S&P 500 Equal Weight E
4.1%
MSFTMicrosoft Corp
3.5%−2%
MDYSPDR S&P Midcap 400 ETF Trust
2.9%
DVYiShares DJ Select Dividend Ind
2.2%
IWMiShares Russell 2000 Index Fun
2.0%
IWC1.8%
IVW1.8%
VYM1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 10.2% Held
QQQ Invesco QQQ Trust Series 1 6.2% Held
AAPL Apple Inc. 5.5% Trimmed −3%RSP Invesco S&P 500 Equal Weight E 4.1% Held
MSFT Microsoft Corp 3.5% Trimmed −2%MDY SPDR S&P Midcap 400 ETF Trust 2.9% HeldDVY iShares DJ Select Dividend Ind 2.2% Held
IWM iShares Russell 2000 Index Fun 2.0% Held
GOOGL Alphabet Inc. 1.8% HeldIWC iShares Russell Microcap Index 1.8% Held
IVW iShares S&P 500 Growth 1.8% Held
VYM Vanguard High Dividend Yield E 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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