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The Analysis of DUMONT & BLAKE INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, DUMONT & BLAKE INVESTMENT ADVISORS LLC holds 204 types of securities in its portfolio with a total value $445.1M. In the most recent quarter, they have increased their positions in N/A (+13.6K shares, valued at $1.9M), ANET (+5.2K shares, valued at $876.6K), ABT (+5.5K shares, valued at $502.7K); decreased their positions in AAPL (-3.4K shares, valued at $991.1K), VECO (-10.2K shares, valued at $774.7K), MSFT (-1.4K shares, valued at $530.4K); initiated new positions in N/A (+13.6K shares, valued at $1.9M), ANET (+5.2K shares, valued at $876.6K), N/A (+15.4K shares, valued at $439.5K).

1M P&L

+6.1M+2.49%

3M P&L

+6.9M+2.81%

HY P&L

+24.7M+10.91%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A104.0M

40.7%

2Consumer Electronics19.3M

7.6%

3Internet Content & Information16.3M

6.4%

Top Industries by Stock Count

1N/A32 stocks

25.4%

2Drug Manufacturers - General6 stocks

4.8%

3Semiconductors6 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR S&P 500 ETF Trust SPDR S&P 500 ETF Trust54.0K shares-0.69%2026-06-302026-08-07

QQQ Invesco QQQ Trust Series 133.6K shares-1.45%2026-06-302026-08-07

AAPL Apple Inc66.9K shares-4.87%2026-06-302026-08-07

Invesco S&P 500 Equal Weight E Invesco S&P 500 Equal Weight E79.5K shares-1.18%2026-06-302026-08-07

SPDR S&P MidCap 400 ETF Trust SPDR S&P MidCap 400 ETF Trust17.4K shares-1.09%2026-06-302026-08-07

Schwab S&P 500 Index Fund Schwab S&P 500 Index Fund552.3K shares-1.59%2026-06-302026-08-07

MSFT Microsoft Corp27.5K shares-4.92%2026-06-302026-08-07

DVY iShares DJ Select Dividend Ind58.8K shares-4.63%2026-06-302026-08-07

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IWM iShares Russell 2000 Index Fun28.6K shares-1.29%2026-06-302026-08-07

GOOGL Alphabet Inc Cl A21.7K shares-4.86%2026-06-302026-08-07

IWC iShares Russell Microcap Index38.6K shares-0.77%2026-06-302026-08-07

Technology Select Sector SPDR Technology Select Sector SPDR40.3K shares2.07%2026-06-302026-08-07

IVW iShares S&P 500 Growth50.2K shares-1.13%2026-06-302026-08-07

VYM Vanguard High Dividend Yield E39.5K shares-5.85%2026-06-302026-08-07

GOOG Alphabet Inc Cl C17.7K shares-5.07%2026-06-302026-08-07

IJT iShares S&P Smallcap 600/BARRA33.6K shares-0.53%2026-06-302026-08-07

Sponsored

Seagate Technology PLC Seagate Technology PLC6.2K shares-6.42%2026-06-302026-08-07

AMZN Amazon.com Inc24.8K shares8.28%2026-06-302026-08-07

GLW Corning Inc19.9K shares-5.87%2026-06-302026-08-07

Communication Services Sector Communication Services Sector46.6K shares2.77%2026-06-302026-08-07

JPM JP Morgan Chase & Co14.0K shares-5.78%2026-06-302026-08-07

WMT Wal-Mart Stores Inc40.4K shares-5.28%2026-06-302026-08-07

EFA iShares MSCI EAFE Index43.3K shares1.58%2026-06-302026-08-07

VanEck Semiconductor VanEck Semiconductor6.4K shares-0.56%2026-06-302026-08-07

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CAT Caterpillar Inc3.8K shares-5.60%2026-06-302026-08-07

Energy Select Sector SPDR ETF Energy Select Sector SPDR ETF74.1K shares-2.19%2026-06-302026-08-07

IJK iShares S&P Midcap 400 Growth31.1K shares1.75%2026-06-302026-08-07

Schwab Small-Cap Index Fund Schwab Small-Cap Index Fund74.0K shares-1.33%2026-06-302026-08-07

Iron Mountain Inc Iron Mountain Inc27.5K shares-2.49%2026-06-302026-08-07

SPDR S&P Dividend ETF SPDR S&P Dividend ETF22.6K shares-4.86%2026-06-302026-08-07

BNY Mellon Midcap Index Fund BNY Mellon Midcap Index Fund108.1K shares-4.61%2026-06-302026-08-07

JNJ Johnson & Johnson12.8K shares-4.31%2026-06-302026-08-07

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TPR Tapestry Inc21.7K shares-6.08%2026-06-302026-08-07

Cisco Systems Inc Cisco Systems Inc27.0K shares-5.51%2026-06-302026-08-07

BLK BlackRock Inc New3.2K shares-7.36%2026-06-302026-08-07

ABBV AbbVie Inc12.1K shares-7.57%2026-06-302026-08-07

Materials Select Sector SPDR E Materials Select Sector SPDR E58.6K shares-2.87%2026-06-302026-08-07

AMGN Amgen Inc8.0K shares-7.62%2026-06-302026-08-07

Calamos Convertible & High Inc Calamos Convertible & High Inc212.8K shares-3.73%2026-06-302026-08-07

AMD Advanced Micro Devices Inc5.0K shares-5.34%2026-06-302026-08-07

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Incyte Corp Incyte Corp23.6K shares-5.57%2026-06-302026-08-07

IJJ iShares S&P Midcap 400/BARRA V17.7K shares2.46%2026-06-302026-08-07

Synchrony Financial Synchrony Financial34.0K shares-5.16%2026-06-302026-08-07

SPDR Portfolio S&P 500 High Di SPDR Portfolio S&P 500 High Di54.1K shares1.59%2026-06-302026-08-07

IBKR Interactive Brokers Group Cl A29.5K shares-6.33%2026-06-302026-08-07

Applied Materials Applied Materials3.4K shares-5.07%2026-06-302026-08-07

Vanguard Telecommunication Ser Vanguard Telecommunication Ser13.4K shares-6.40%2026-06-302026-08-07

ITA iShares US Aerospace & Defense10.1K shares1.75%2026-06-302026-08-07

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PCEF Invesco CEF Income Composite119.2K shares-4.22%2026-06-302026-08-07

Vanguard Utilities ETF Vanguard Utilities ETF12.1K shares-6.57%2026-06-302026-08-07

IVE iShares S&P 500 Value Index10.4K shares2.43%2026-06-302026-08-07

MetLife Inc MetLife Inc27.3K shares-7.67%2026-06-302026-08-07

META Meta Platforms Inc4.1K shares-2.52%2026-06-302026-08-07

Nvidia Corp Nvidia Corp11.5K shares-0.17%2026-06-302026-08-07

PFF iShares S&P Preferred Stock In74.3K shares-4.15%2026-06-302026-08-07

PJP Invesco Dynamic Pharmaceutical18.2K shares1.09%2026-06-302026-08-07

Sponsored

GSLC Goldman Sachs ActiveBeta U.S.15.1K shares0.72%2026-06-302026-08-07

Capital One Financial Corp Capital One Financial Corp10.5K shares-5.02%2026-06-302026-08-07

GS Goldman Sachs Group Inc2.1K shares-2.63%2026-06-302026-08-07

RTX Corp RTX Corp10.7K shares-4.12%2026-06-302026-08-07

SPDR Blackstone Senior Loan ET SPDR Blackstone Senior Loan ET49.9K shares1.79%2026-06-302026-08-07

IBM International Business Machine6.9K shares-4.19%2026-06-302026-08-07

URI United Rentals Inc1.7K shares-5.98%2026-06-302026-08-07

FDN First Trust Dow Jones Internet7.1K shares0.28%2026-06-302026-08-07

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ExxonMobil Holdings Corporatio ExxonMobil Holdings Corporatio13.6K sharesnew addition2026-06-302026-08-07

HACK Amplify Cyber Security ETF17.5K shares-6.34%2026-06-302026-08-07

TXN Texas Instruments Inc6.1K shares-7.05%2026-06-302026-08-07

ORI Old Republic Intl Corp43.9K shares-9.11%2026-06-302026-08-07

PNC PNC Financial Services Group I7.2K shares-4.21%2026-06-302026-08-07

V Visa Inc5.2K shares-3.98%2026-06-302026-08-07

DIS Walt Disney Co17.5K shares-5.84%2026-06-302026-08-07

SPDR Barclays Short-Term High SPDR Barclays Short-Term High66.0K shares-5.44%2026-06-302026-08-07

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Global X US Infrastructure Dev Global X US Infrastructure Dev27.7K shares-2.30%2026-06-302026-08-07

OSK Oshkosh Corp10.4K shares-6.40%2026-06-302026-08-07

VanEck Morningstar Wide Moat E VanEck Morningstar Wide Moat E15.0K shares-1.01%2026-06-302026-08-07

PG Procter & Gamble Co10.5K shares-2.81%2026-06-302026-08-07

General Motors Co General Motors Co19.2K shares-6.33%2026-06-302026-08-07

ABT Abbott Laboratories16.3K shares51.55%2026-06-302026-08-07

Flowserve Corp Flowserve Corp19.9K shares5.97%2026-06-302026-08-07

LOW Lowe's Cos Inc6.7K shares44.44%2026-06-302026-08-07

Sponsored

CVS CVS Health Corp14.2K shares-4.36%2026-06-302026-08-07

VECO Veeco Instruments Inc17.2K shares-37.26%2026-06-302026-08-07

MMC Marsh & McLennan Cos7.8K shares-4.25%2026-06-302026-08-07

FedEx Corp FedEx Corp4.1K shares-5.47%2026-06-302026-08-07

Oracle Corp Oracle Corp8.7K shares-4.83%2026-06-302026-08-07

IQVIA Holdings Inc IQVIA Holdings Inc6.6K shares-4.72%2026-06-302026-08-07

OC Owens Corning Inc8.0K shares-8.23%2026-06-302026-08-07

SYY Sysco Corp13.8K shares-10.47%2026-06-302026-08-07

Sponsored

Industrial Select Sector SPDR Industrial Select Sector SPDR6.2K shares5.97%2026-06-302026-08-07

SBUX Starbucks Corp11.2K shares-6.53%2026-06-302026-08-07

COST Costco Wholesale Corp1.2K shares-2.33%2026-06-302026-08-07

PEP Pepsico Inc8.3K shares-4.46%2026-06-302026-08-07

BA Boeing Co5.2K shares-5.30%2026-06-302026-08-07

SEIC SEI Investments Co12.7K shares-7.11%2026-06-302026-08-07

IJS iShares S&P Smallcap 600 Value8.0K shares1.02%2026-06-302026-08-07

TMO Thermo Fisher Scientific Inc2.2K shares-5.35%2026-06-302026-08-07

Sponsored

SYK Stryker Corp3.4K shares-5.10%2026-06-302026-08-07

C Citigroup Inc7.3K shares-4.12%2026-06-302026-08-07

MMM 3M Co6.3K shares-3.76%2026-06-302026-08-07

SCHW Charles Schwab Corp11.0K shares-4.04%2026-06-302026-08-07

Invesco KBW Bank ETF Invesco KBW Bank ETF10.8K shares-2.57%2026-06-302026-08-07

Royal Caribbean Cruises Royal Caribbean Cruises3.0K shares-3.76%2026-06-302026-08-07

QCOM Qualcomm Inc5.2K shares-4.89%2026-06-302026-08-07

Invesco S&P 500 Eq Weight Finc Invesco S&P 500 Eq Weight Finc12.0K shares1.46%2026-06-302026-08-07

Sponsored

Schwab US Mid-Cap Index Schwab US Mid-Cap Index55.5K shares3.65%2026-06-302026-08-07

SPDR S&P Intl Dividend ETF SPDR S&P Intl Dividend ETF19.6K shares-1.19%2026-06-302026-08-07

WFC Wells Fargo & Co10.9K shares-4.75%2026-06-302026-08-07

ConocoPhillips ConocoPhillips8.6K shares-6.75%2026-06-302026-08-07

SCHG Schwab U.S. Large-Cap Growth E26.1K shares0.07%2026-06-302026-08-07

ANET Arista Networks Inc5.2K sharesnew addition2026-06-302026-08-07

Devon Energy Corporation Devon Energy Corporation21.0K shares-0.83%2026-06-302026-08-07

XLU Utilities Select Sector SPDR E19.0K shares3.49%2026-06-302026-08-07

Sponsored

Vectors Oil Services ETF Vectors Oil Services ETF2.3K shares-0.65%2026-06-302026-08-07

IHF iShares US Healthcare Provider15.4K shares1.12%2026-06-302026-08-07

CMI Cummins Inc1.2K shares-6.67%2026-06-302026-08-07

SLB Schlumberger Ltd17.5K shares-9.45%2026-06-302026-08-07

MCD McDonald's Corp3.0K shares-6.81%2026-06-302026-08-07

CMG Chipotle Mexican Grill Inc23.6K shares-5.11%2026-06-302026-08-07

LMT Lockheed Martin Corp1.5K shares-13.07%2026-06-302026-08-07

NXP Semiconductors NV NXP Semiconductors NV2.7K shares-2.49%2026-06-302026-08-07

Sponsored

OLLI Ollie's Bargain Outlet Holding10.0K shares61.56%2026-06-302026-08-07

ETN Eaton Corp PLC1.8K shares-9.04%2026-06-302026-08-07

SPDR Dow Jones Industrial Avg SPDR Dow Jones Industrial Avg1.4K shares-1.38%2026-06-302026-08-07

Unum Group Unum Group7.7K shares-4.96%2026-06-302026-08-07

CVX Chevron Corp3.9K shares-7.31%2026-06-302026-08-07

NOW ServiceNow Inc6.5K shares-2.56%2026-06-302026-08-07

NLY Annaly Capital Management Inc28.6K shares-5.80%2026-06-302026-08-07

ADBE Adobe Systems Inc3.0K shares-4.30%2026-06-302026-08-07

Sponsored

AMLP Alerian MLP ETF12.0K shares-2.97%2026-06-302026-08-07

Comcast Corp Comcast Corp25.2K shares-6.73%2026-06-302026-08-07

Uber Technologies Inc Uber Technologies Inc8.4K shares-4.26%2026-06-302026-08-07

CRM Saleforce.Com Inc3.8K shares-2.39%2026-06-302026-08-07

Fidelity 500 Index Fidelity 500 Index2.3K shares-2.15%2026-06-302026-08-07

Fidelity New Markets Income Fidelity New Markets Income41.7K shares0.16%2026-06-302026-08-07

Otis Worldwide Corp Otis Worldwide Corp7.7K shares-4.21%2026-06-302026-08-07

GNTX Gentex Corp21.3K shares-4.33%2026-06-302026-08-07

Sponsored

BK Bank of New York Mellon Corp3.7K shares-11.51%2026-06-302026-08-07

NTRS Northern Trust Corp3.0K shares-3.26%2026-06-302026-08-07

BNY Mellon Small Cap Stock Ind BNY Mellon Small Cap Stock Ind18.7K shares-5.69%2026-06-302026-08-07

FIG Figma Inc27.0K shares-3.43%2026-06-302026-08-07

ADI Analog Devices Inc1.2K shares-6.11%2026-06-302026-08-07

HPE Hewlett Packard Enterprise10.3K shares-26.58%2026-06-302026-08-07

Skyworks Solutions Inc Skyworks Solutions Inc6.8K shares-5.84%2026-06-302026-08-07

VZ Verizon Communications Inc10.8K shares1.15%2026-06-302026-08-07

Sponsored

Carnival Corp LTD Carnival Corp LTD15.4K sharesnew addition2026-06-302026-08-07

ED Consolidated Edison Inc3.9K shares-2.35%2026-06-302026-08-07

CTBI Community Trust Bancorp Inc6.0K shares-4.61%2026-06-302026-08-07

Healthpeak Properties Inc Healthpeak Properties Inc19.9K shares-1.02%2026-06-302026-08-07

BMY Bristol-Myers Squibb Co7.4K shares-2.23%2026-06-302026-08-07

ADM Archer Daniels Midland Co5.3K shares-6.27%2026-06-302026-08-07

Carrier Global Corp Carrier Global Corp5.4K shares-3.69%2026-06-302026-08-07

Merck & Co Inc Merck & Co Inc3.0K shares-1.93%2026-06-302026-08-07

Sponsored

WM Waste Management Inc1.7K shares-6.57%2026-06-302026-08-07

IJH iShares S&P Midcap 4004.7K shares-0.51%2026-06-302026-08-07

Matrix Advisors Value ETF Matrix Advisors Value ETF2.7K shares0.00%2026-06-302026-08-07

HD Home Depot Inc995 shares-3.68%2026-06-302026-08-07

RL Ralph Lauren Corp871 shares-4.07%2026-06-302026-08-07

DRI Darden Restaurants Inc1.7K shares-0.24%2026-06-302026-08-07

Vanguard Information Technolog Vanguard Information Technolog2.8K shares724.34%2026-06-302026-08-07

CHI Calamos Convertible Opp & Inc25.0K shares0.00%2026-06-302026-08-07

Sponsored

FedEx Freight Holding Company FedEx Freight Holding Company2.0K sharesnew addition2026-06-302026-08-07

Tesla Motors Inc Tesla Motors Inc682 shares0.00%2026-06-302026-08-07

VICI VICI Properties Inc10.8K shares-59.54%2026-06-302026-08-07

AEP American Electric Power Co Inc2.0K shares-1.94%2026-06-302026-08-07

MU Micron Technology Inc235 sharesnew addition2026-06-302026-08-07

iShares S&P 500 Index Fund iShares S&P 500 Index Fund361 shares-3.99%2026-06-302026-08-07

SCHX Schwab US Large-Cap ETF9.1K shares-8.72%2026-06-302026-08-07

OXY Occidental Petroleum Corp5.5K shares-8.28%2026-06-302026-08-07

Sponsored

APD Air Products & Chemicals Inc908 shares-9.02%2026-06-302026-08-07

Health Care Select Sector SPDR Health Care Select Sector SPDR1.7K sharesnew addition2026-06-302026-08-07

Southern Co Southern Co2.7K sharesnew addition2026-06-302026-08-07

Paypal Holdings Inc Paypal Holdings Inc6.0K shares-1.72%2026-06-302026-08-07

Targa Resources Corp Targa Resources Corp944 shares2.39%2026-06-302026-08-07

BAC Bank of America Corp4.4K shares-7.04%2026-06-302026-08-07

Fidelity Small Cap Index Premi Fidelity Small Cap Index Premi6.4K shares-0.28%2026-06-302026-08-07

CINF Cincinnati Financial Corp1.3K shares-4.28%2026-06-302026-08-07

Sponsored

Bank Ozk Bank Ozk4.6K shares-3.79%2026-06-302026-08-07

SNA Snap-On Inc588 shares-3.76%2026-06-302026-08-07

LQD iShares IBOXX $ Investment Gra2.2K shares-5.90%2026-06-302026-08-07

NEA Nuveen AMT-Free Municipal Inco19.7K shares0.80%2026-06-302026-08-07

Fidelity Mid Cap Index Fidelity Mid Cap Index5.4K sharesnew addition2026-06-302026-08-07

BRK.B Berkshire Hathaway Inc460 shares0.00%2026-06-302026-08-07

AKRE Akre Focus ETF4.3K shares0.00%2026-06-302026-08-07

AVGO Broadcom Inc587 sharesnew addition2026-06-302026-08-07

Sponsored

HYG iShares IBOXX H/Y Corp Bond2.7K shares0.00%2026-06-302026-08-07

SPGI S&P Global Inc530 shares0.00%2026-06-302026-08-07

LLY Eli Lilly & Co179 sharesnew addition2026-06-302026-08-07

Altria Group Inc Altria Group Inc3.0K sharesnew addition2026-06-302026-08-07

AXP American Express Co625 sharesnew addition2026-06-302026-08-07

HY Hyster-Yale Materials Handling5.9K shares-40.78%2026-06-302026-08-07

VLO Valero Energy Corp783 shares-7.23%2026-06-302026-08-07

PFE Pfizer Inc8.3K shares-0.86%2026-06-302026-08-07

Sponsored

NUV Nuveen Municipal Value Fund16.9K shares1.01%2026-06-302026-08-07

NEWT NewtekOne Inc10.3K shares-4.65%2026-06-302026-08-07

MHD BlackRock MuniHoldings Fund In10.6K shares0.00%2026-06-302026-08-07

MUJ BlackRock MuniHoldings10.2K shares0.00%2026-06-302026-08-07

JBLU JetBlue Airways Corp19.0K shares-5.00%2026-06-302026-08-07

MidCap Financial Investment Co MidCap Financial Investment Co10.2K sharesnew addition2026-06-302026-08-07

Nuveen Floating Rate Income Fu Nuveen Floating Rate Income Fu11.1K sharesnew addition2026-06-302026-08-07

Archer Aviation Inc Archer Aviation Inc13.8K shares-11.50%2026-06-302026-08-07

Sponsored

BNY Mellon High Yield Strategi BNY Mellon High Yield Strategi19.6K shares0.00%2026-06-302026-08-07

AUTL Autolus Therapeutics PLC ADR14.0K shares-6.67%2026-06-302026-08-07

Tap Real Estate Technologies, Tap Real Estate Technologies,20.0K shares0.00%2026-06-302026-08-07

Airtech Inlt Group Reg Revoked Airtech Inlt Group Reg Revoked350.0K shares0.00%2026-06-302026-08-07

SPDR S&P 500 ETF Trust

-0.69%

Shares54.0K

Event2026-06-30

Filed2026-08-07

QQQ

Invesco QQQ Trust Series 1

-1.45%

Shares33.6K

Event2026-06-30

Filed2026-08-07

AAPL

Apple Inc

-4.87%

Shares66.9K

Event2026-06-30

Filed2026-08-07

Invesco S&P 500 Equal Weight E

-1.18%

Shares79.5K

Event2026-06-30

Filed2026-08-07

SPDR S&P MidCap 400 ETF Trust

-1.09%

Shares17.4K

Event2026-06-30

Filed2026-08-07

Schwab S&P 500 Index Fund

-1.59%

Shares552.3K

Event2026-06-30

Filed2026-08-07

MSFT

Microsoft Corp

-4.92%

Shares27.5K

Event2026-06-30

Filed2026-08-07

DVY

iShares DJ Select Dividend Ind

-4.63%

Shares58.8K

Event2026-06-30

Filed2026-08-07

IWM

iShares Russell 2000 Index Fun

-1.29%

Shares28.6K

Event2026-06-30

Filed2026-08-07

GOOGL

Alphabet Inc Cl A

-4.86%

Shares21.7K

Event2026-06-30

Filed2026-08-07

IWC

iShares Russell Microcap Index

-0.77%

Shares38.6K

Event2026-06-30

Filed2026-08-07

Technology Select Sector SPDR

2.07%

Shares40.3K

Event2026-06-30

Filed2026-08-07

IVW

iShares S&P 500 Growth

-1.13%

Shares50.2K

Event2026-06-30

Filed2026-08-07

VYM

Vanguard High Dividend Yield E

-5.85%

Shares39.5K

Event2026-06-30

Filed2026-08-07

GOOG

Alphabet Inc Cl C

-5.07%

Shares17.7K

Event2026-06-30

Filed2026-08-07

IJT

iShares S&P Smallcap 600/BARRA

-0.53%

Shares33.6K

Event2026-06-30

Filed2026-08-07

Seagate Technology PLC

-6.42%

Shares6.2K

Event2026-06-30

Filed2026-08-07

AMZN

Amazon.com Inc

8.28%

Shares24.8K

Event2026-06-30

Filed2026-08-07

GLW

Corning Inc

-5.87%

Shares19.9K

Event2026-06-30

Filed2026-08-07

Communication Services Sector

2.77%

Shares46.6K

Event2026-06-30

Filed2026-08-07

JPM

JP Morgan Chase & Co

-5.78%

Shares14.0K

Event2026-06-30

Filed2026-08-07

WMT

Wal-Mart Stores Inc

-5.28%

Shares40.4K

Event2026-06-30

Filed2026-08-07

EFA

iShares MSCI EAFE Index

1.58%

Shares43.3K

Event2026-06-30

Filed2026-08-07

VanEck Semiconductor

-0.56%

Shares6.4K

Event2026-06-30

Filed2026-08-07

CAT

Caterpillar Inc

-5.60%

Shares3.8K

Event2026-06-30

Filed2026-08-07

Energy Select Sector SPDR ETF

-2.19%

Shares74.1K

Event2026-06-30

Filed2026-08-07

IJK

iShares S&P Midcap 400 Growth

1.75%

Shares31.1K

Event2026-06-30

Filed2026-08-07

Schwab Small-Cap Index Fund

-1.33%

Shares74.0K

Event2026-06-30

Filed2026-08-07

Iron Mountain Inc

-2.49%

Shares27.5K

Event2026-06-30

Filed2026-08-07

SPDR S&P Dividend ETF

-4.86%

Shares22.6K

Event2026-06-30

Filed2026-08-07

BNY Mellon Midcap Index Fund

-4.61%

Shares108.1K

Event2026-06-30

Filed2026-08-07

JNJ

Johnson & Johnson

-4.31%

Shares12.8K

Event2026-06-30

Filed2026-08-07

TPR

Tapestry Inc

-6.08%

Shares21.7K

Event2026-06-30

Filed2026-08-07

Cisco Systems Inc

-5.51%

Shares27.0K

Event2026-06-30

Filed2026-08-07

BLK

BlackRock Inc New

-7.36%

Shares3.2K

Event2026-06-30

Filed2026-08-07

ABBV

AbbVie Inc

-7.57%

Shares12.1K

Event2026-06-30

Filed2026-08-07

Materials Select Sector SPDR E

-2.87%

Shares58.6K

Event2026-06-30

Filed2026-08-07

AMGN

Amgen Inc

-7.62%

Shares8.0K

Event2026-06-30

Filed2026-08-07

Calamos Convertible & High Inc

-3.73%

Shares212.8K

Event2026-06-30

Filed2026-08-07

AMD

Advanced Micro Devices Inc

-5.34%

Shares5.0K

Event2026-06-30

Filed2026-08-07

Incyte Corp

-5.57%

Shares23.6K

Event2026-06-30

Filed2026-08-07

IJJ

iShares S&P Midcap 400/BARRA V

2.46%

Shares17.7K

Event2026-06-30

Filed2026-08-07

Synchrony Financial

-5.16%

Shares34.0K

Event2026-06-30

Filed2026-08-07

SPDR Portfolio S&P 500 High Di

1.59%

Shares54.1K

Event2026-06-30

Filed2026-08-07

IBKR

Interactive Brokers Group Cl A

-6.33%

Shares29.5K

Event2026-06-30

Filed2026-08-07

Applied Materials

-5.07%

Shares3.4K

Event2026-06-30

Filed2026-08-07

Vanguard Telecommunication Ser

-6.40%

Shares13.4K

Event2026-06-30

Filed2026-08-07

ITA

iShares US Aerospace & Defense

1.75%

Shares10.1K

Event2026-06-30

Filed2026-08-07

PCEF

Invesco CEF Income Composite

-4.22%

Shares119.2K

Event2026-06-30

Filed2026-08-07

Vanguard Utilities ETF

-6.57%

Shares12.1K

Event2026-06-30

Filed2026-08-07

IVE

iShares S&P 500 Value Index

2.43%

Shares10.4K

Event2026-06-30

Filed2026-08-07

MetLife Inc

-7.67%

Shares27.3K

Event2026-06-30

Filed2026-08-07