Dumont & Blake Investment Advisors LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $358 Million distributed in 209 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $35.7M, Invesco Qqq Trust, Series 1 with a value of $20.2M, Invesco S&P 500 Equal Weight E with a value of $15.5M, Microsoft Corp with a value of $14.8M, and Apple Inc. with a value of $14.3M.
Examining the 13F form we can see an increase of $24.6M in the current position value, from $334M to 358M.
Below you can find more details about Dumont & Blake Investment Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$358 Million
ETFs: $187 Million
Technology: $47 Million
Financial Services: $32.5 Million
Healthcare: $18.1 Million
Industrials: $17.5 Million
Consumer Cyclical: $15.4 Million
Communication Services: $14.9 Million
Consumer Defensive: $13.6 Million
Other: $11.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
