Dumont & Blake Investment Advisors LLC Reduced Holdings in Q4 2025

Dumont & Blake Investment Advisors LLC

  • $393 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.01K
- 1.76%
$653.02 - $687.39 $661K - $696K
56.4K $37.5M
META
Meta Platforms, Inc.

Communication Services
-108
- 2.45%
$609.01 - $751.67 $65.8K - $81.2K
4.31K $2.63M
ORCL
Oracle Corp

Technology
-114
- 1.22%
$217.57 - $313.0 $24.8K - $35.7K
9.26K $2.03M
TPR
Tapestry, Inc.

Consumer Cyclical
-2.56K
- 9.81%
$98.81 - $117.14 $253K - $299K
23.5K $2.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.94K
- 2.28%
$185.12 - $192.11 $359K - $373K
83.2K $15.6M
DVY
Ishares Tr

ETFs
-3.2K
- 4.87%
$138.1 - $143.11 $442K - $458K
62.5K $8.78M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-458
- 2.45%
$577.77 - $604.78 $265K - $277K
18.2K $10.7M
IRM
Iron Mountain Inc

Real Estate
-1.3K
- 4.35%
$91.37 - $106.46 $119K - $138K
28.6K $2.61M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-865
- 2.38%
$589.5 - $635.77 $510K - $550K
35.5K $21.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.77K
- 6.08%
$137.47 - $143.13 $381K - $396K
42.8K $6.03M
URI
United Rentals, Inc.

Industrials
-10
- 0.46%
$806.61 - $1020.0 $8.07K - $10.2K
2.18K $1.76M
MSFT
Microsoft Corp

Technology
-34
- 0.12%
$496.82 - $542.07 $16.9K - $18.4K
29.3K $14.9M
JPM
Jpmorgan Chase & CO

Financial Services
-96
- 0.63%
$294.11 - $320.41 $28.2K - $30.8K
15.2K $4.55M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.52K
- 5.88%
$136.06 - $140.64 $207K - $214K
24.3K $3.36M
VECO
Veeco Instruments Inc

Technology
-6.92K
- 19.73%
$27.79 - $33.1 $192K - $229K
28.1K $821K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-729
- 2.05%
$136.54 - $144.07 $99.5K - $105K
34.9K $4.79M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-2
- 0.06%
$252.87 - $320.26 $506 - $641
3.19K $805K
GIS
General Mills Inc

Consumer Defensive
-1.86K
- 6.67%
$45.98 - $50.93 $85.4K - $94.6K
26K $1.23M
DIS
Walt Disney CO

Communication Services
-30
- 0.16%
$105.69 - $116.65 $3.17K - $3.5K
18.9K $1.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-171
- 2.18%
$178.37 - $198.46 $30.5K - $33.9K
7.67K $1.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.49K
- 2.75%
$118.29 - $126.28 $176K - $188K
52.7K $6.37M
HY
Hyster Yale Materials Handling, Inc.

Industrials
-1.15K
- 7.36%
$28.5 - $37.72 $32.8K - $43.4K
14.5K $412K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.25K
- 3.87%
$30.84 - $31.79 $100K - $103K
80.6K $2.49M
SYY
Sysco Corp

Consumer Defensive
-360
- 2.24%
$72.9 - $83.27 $26.2K - $30K
15.7K $1.17M
CMCSA
Comcast Corp

Communication Services
-846
- 3.0%
$26.98 - $31.09 $22.8K - $26.3K
27.4K $745K
MET
Metlife Inc

Financial Services
-274
- 0.9%
$75.97 - $82.89 $20.8K - $22.7K
30K $2.36M
TGT
Target Corp

Consumer Defensive
-1.51K
- 17.34%
$85.53 - $97.77 $129K - $148K
7.19K $646K
PCEF
Invesco Cef Income Composite E

ETFs
-5.48K
- 3.99%
$19.72 - $20.2 $108K - $111K
132K $2.61M
VOX
Vanguard Communication Service

ETFs
-101
- 0.69%
$180.26 - $190.8 $18.2K - $19.3K
14.5K $2.62M
SJNK
Spdr Bloomberg Short Term High

ETFs
-3.83K
- 4.97%
$25.2 - $25.57 $96.6K - $98K
73.3K $1.85M
IWC
Russell Micro Cap ETF

ETFs
-649
- 1.57%
$147.86 - $159.95 $96K - $104K
40.7K $6.04M
SRLN
Ssga Active Trust

ETFs
-2.59K
- 5.05%
$41.05 - $41.54 $106K - $107K
48.6K $2M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.25K
- 16.61%
$61.89 - $76.13 $77.1K - $94.8K
6.25K $386K
OC
Owens Corning

Industrials
-5
- 0.18%
$101.83 - $141.3 $509 - $707
2.7K $275K
SWKS
Skyworks Solutions, Inc.

Technology
-380
- 4.9%
$66.6 - $80.26 $25.3K - $30.5K
7.38K $491K
SEIC
Sei Investments CO

Financial Services
-695
- 4.74%
$80.51 - $85.62 $56K - $59.5K
14K $1.14M
IBKR
Interactive Brokers Group, Inc.

Financial Services
-144
- 0.44%
$64.77 - $73.08 $9.33K - $10.5K
32.2K $2.13M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-455
- 2.48%
$125.45 - $131.1 $57.1K - $59.7K
17.9K $2.28M
V
Visa Inc.

Financial Services
-30
- 0.55%
$325.75 - $352.42 $9.77K - $10.6K
5.45K $1.77M
FDN
First Tr Fd Dow Jones

ETFs
-62
- 0.84%
$269.33 - $285.7 $16.7K - $17.7K
7.33K $1.97M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-490
- 1.52%
$93.11 - $97.9 $45.6K - $48K
31.7K $2.99M
NXPI
Nxp Semiconductors N.V.

Technology
-15
- 0.52%
$197.1 - $231.42 $2.96K - $3.47K
2.89K $570K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
-2.52K
- 11.21%
$42.01 - $43.54 $106K - $110K
20K $868K
HPE
Hewlett Packard Enterprise CO

Technology
-2.57K
- 14.85%
$22.5 - $26.25 $57.9K - $67.5K
14.7K $336K
ITA
Ishares Tr

ETFs
-250
- 2.35%
$205.04 - $218.9 $51.3K - $54.7K
10.4K $2.14M
CCL
Carnival Corp

Consumer Cyclical
-1.26K
- 6.84%
$26.02 - $30.0 $32.7K - $37.7K
17.1K $444K
CHY
Calamos Convertible & High Income Fund

Financial Services
-6.38K
- 2.71%
$11.21 - $11.73 $71.5K - $74.8K
229K $2.56M
CHD
Church & Dwight CO Inc

Consumer Defensive
-580
- 8.59%
$81.8 - $90.01 $47.4K - $52.2K
6.17K $519K
VICI
Vici Properties Inc.

Real Estate
-341
- 1.25%
$29.52 - $32.91 $10.1K - $11.2K
27K $820K
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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