StockDriftsStockDriftsTop 50 Dumont & Blake Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | 9.06% | 54.0K | $40.3M | -0.69%(-376) | $346.88(+123.52%) | 2026-06-30 | |
| QQQ | Invesco QQQ Trust Series 1 | 5.56% | 33.6K | $24.8M | -1.45%(-493) | $271.06(+170.24%) | 2026-06-30 | |
| AAPL | Apple Inc | 4.35% | 66.9K | $19.3M | -4.87%(-3.42K) | $116.21(+162.78%) | 2026-06-30 | |
| MSFT | Microsoft Corp | 2.3% | 27.5K | $10.3M | -4.92%(-1.42K) | $239.80(+102.70%) | 2026-06-30 | |
| DVY | iShares DJ Select Dividend Ind | 2.07% | 58.8K | $9.2M | -4.63%(-2.86K) | $91.96(+79.04%) | 2026-06-30 | |
| IWM | iShares Russell 2000 Index Fun | 1.93% | 28.6K | $8.6M | -1.29%(-373) | $158.94(+91.11%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cl A | 1.74% | 21.7K | $7.8M | -4.86%(-1.11K) | $104.80(+228.93%) | 2026-06-30 | |
| IWC | iShares Russell Microcap Index | 1.74% | 38.6K | $7.7M | -0.77%(-301) | $90.51(+121.95%) | 2026-06-30 | |
| IVW | iShares S&P 500 Growth | 1.55% | 50.2K | $6.9M | -1.13%(-574) | $58.57(+141.79%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield E | 1.4% | 39.5K | $6.2M | -5.85%(-2.45K) | $93.53(+77.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.01% | +64.34% | +10.13% | +61.97% |
| Top 20 Holdings Unweighted | +18.99% | +68.49% | +9.53% | +57.64% |
Dumont & Blake Investment Advisors LLC reports $445.05M in US-listed equity holdings across 204 positions in its most recent 13F filing. Its largest disclosed positions are SPY (9.1%), QQQ (5.6%) and AAPL (4.3%). The top 20 holdings account for 42.13% of reported assets. Its disclosed equity book has returned +64.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Dumont & Blake Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1287618). View Dumont & Blake Investment Advisors LLC’s 13F filings on SEC