Dumont & Blake Investment Advisors LLC has reported its holdings for the third quarter of 2026 through a recent filing. The firm disclosed a total portfolio value of approximately $398 million, showcasing its investment strategies and positions across various sectors.

This filing is significant as it provides insights into the firm's asset management approach and highlights its investment in major companies. The report includes notable holdings such as Apple Inc, Amazon.com Inc, and Alphabet Inc, indicating a strong focus on technology and consumer sectors.

Background

Dumont & Blake Investment Advisors LLC, based in Princeton, New Jersey, specializes in investment advisory services. The firm operates under the SEC's jurisdiction and is categorized as an investment advisor. The company has been active in filing various forms, including the 13F-HR, which details its holdings and investment strategies.

What the Filing Says

The 13F-HR filing, dated October 28, 2026, reveals that Dumont & Blake Investment Advisors holds a total of 180 positions in its portfolio. The firm has reported a total value of $398,093,408 as of September 30, 2026. This filing is a reflection of the firm's investment discretion and voting authority over its holdings.

Impact

This filing may affect various stakeholders, including clients, competitors, and market analysts. Clients may gain insights into the firm's investment strategies, while competitors might adjust their strategies based on Dumont & Blake's portfolio composition. Additionally, market analysts will likely scrutinize these holdings to identify trends and shifts in the investment landscape.

What's Next

The filing does not specify what happens next for Dumont & Blake Investment Advisors LLC. However, the firm is expected to continue monitoring its investments and may file additional reports in the future as market conditions change.