DUMONT & BLAKE INVESTMENT ADVISORS LLC
All 13F Filings
- Location
- Princeton, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 416,128
- Description
- Princeton New Jersey based planning integrated investment advisor with an independent advisory structure and a research first and risk aware investment mandate. The approach emphasizes fundamental research depth, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Allocation decisions balance return objectives with robust oversight and disciplined exposure management through portfolio oversight consistency and risk accountability.
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/29/2026 | 204 | 416,128 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| Q3 2025 | 10/17/2025 | 207 | 412,356 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| Q2 2025 | 7/29/2025 | 208 | 382,972 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| Q2 2014 | 7/22/2014 | 158 | 199,168 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| Q1 2014 | 4/29/2014 | 154 | 192,219 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
| Q4 2013 | 2/3/2014 | 153 | 193,982 | 13F-HR | DUMONT & BLAKE INVESTMENT ADVISORS LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 362.2 K | 87.0% | 4.769 K | 0 | 4.769 K |
| ETFs | 53.97 K | 13.0% | 0 | 1 K | -1 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/29/2026
Total value ($000)
416,128
Holdings
204
QoQ value change ($000)
3,772
(0.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.