Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001287618

DUMONT & BLAKE INVESTMENT ADVISORS LLC

PRINCETON, NJ · File #028-10881

Latest AUM
$416.1M
Positions
204
Top-10 Concentration
52.4%
Filings
12

Sector Allocation

Financials
12.9%$53,724
Technology
10.8%$45,075
Industrials
4.0%$16,629
Healthcare
4.0%$16,543
Energy
1.1%$4,518
Real Estate
0.6%$2,699
Utilities
0.1%$405

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TrustSPY56,367$38,43813.05%
2Invesco QQQ Trust Series 1IVZ35,466$21,7877.40%
3Apple IncAAPL71,635$19,4756.61%
4Invesco S&P 500 Equal Weight EIVZ83,220$15,9425.41%
5Microsoft CorpMSFT29,320$14,1804.81%
6SPDR S&P MidCap 400 ETF TrustMDY18,205$10,9833.73%
7Schwab S&P 500 Index Fund808509855560,646$9,8343.34%
8iShares DJ Select Dividend Ind46428716862,462$8,8162.99%
9iShares Russell 2000 Index Fun46428765530,761$7,5722.57%
10Alphabet Inc Cl AGOOG23,099$7,2302.45%
11iShares S&P 500 Growth46428730952,668$6,4922.20%
12iShares Russell Microcap Index46428886940,682$6,4162.18%
13Vanguard High Dividend Yield E92194640642,791$6,1412.09%
14Alphabet Inc Cl CGOOG18,879$5,9242.01%
15Technology Select Sector SPDR81369y80339,848$5,7371.95%
16Amazon.com IncAMZN23,754$5,4831.86%
17Communication Services Sector81369y85246,306$5,4511.85%
18iShares S&P Smallcap 600/BARRA46428788734,863$4,9211.67%
19JP Morgan Chase & CoVYLD15,155$4,8831.66%
20Wal-Mart Stores IncWMT43,291$4,8231.64%