Dumont & Blake Investment Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing was signed by Stacy Goldstein, Vice President of the firm, and was submitted on October 28, 2026.
The report details the firm's holdings in 180 separate equity securities. The filing lists a total of 398,093,408 shares held across these positions.
The portfolio is diversified across various sectors, with notable holdings including Apple Inc., Microsoft Corp., and Amazon.com Inc. The firm also holds significant positions in energy companies such as ExxonMobil, Chevron, and ConocoPhillips. Additionally, the filing includes a substantial number of exchange-traded funds (ETFs), such as the Invesco QQQ Trust Series 1, the iShares S&P 500 Growth ETF, and the Vanguard High Dividend Yield ETF.
