Dumont & Blake Investment Advisors Llc Q2 2026 Portfolio Activity: Significant Buys and Sells Observed
Dumont & Blake's portfolio saw notable changes in Q2 2026, with significant purchases of ABT, ANET, and OLLI alongside substantial reductions in VICI shares.
As of June 30th, 2026, Dumont & Blake Investment Advisors Llc has shown active management within its portfolio during the second quarter. The firm's holdings underwent several significant changes compared to the previous period.
The most prominent activity involved a major increase in shares for Abbott Laboratories (ABT). Dumont & Blake purchased 5,540 additional shares of ABT this quarter, representing an unprecedented +100% change in their position. This substantial buying move increased ABT's portfolio allocation to 0.33%. Similarly, the investor quintupled its stake in Arista Networks (ANET), acquiring all existing positions and more through a purchase of 5,160 shares.
Another significant addition was Ollie's Bargain Outlet Holding Corp (OLLI). Dumont & Blake boosted their investment by adding over 3,800 new shares, resulting in an overall position increase. This brought the stock's allocation up to 0.17% and reflected a strong confidence signal for this OLLI position.
In addition to these direct purchases, Dumont & Blake also increased its allocation in Schwab S&P 500 Index Fund (SWPPX) by -8922 shares (-1.59%) and iShares DJ Select Dividend Ind (DVY) by -2856 shares (-4.63%). Furthermore, the firm added positions to Invesco CEF Income Composite (PCEF), which saw a reduction of 5252 units (-4.22%), and Vanguard High Dividend Yield Etf (VYM), with a decrease of 2453 shares (-5.85%) but still maintaining its position.
Conversely, Dumont & Blake demonstrated significant selling activity during Q2 2026. The most drastic reduction occurred in VICI Properties Inc (VICI). The firm sold off a large portion of their stake, decreasing holdings by -15870 shares (-59.54%). This resulted in the stock's allocation dropping to just 0.06%. Other notable exits included HPE and IWC.
Additionally, Dumont & Blake reduced its exposure to several other stocks including Hewlett Packard Enterprise (HPE), Southern Co (SO), and Schwab S&P 500 Index Fund (SWPPX). The firm also decreased positions in Apple Inc (AAPL) by -3425 shares (-4.87%), Invesco CEF Income Composite (PCEF) by -5252 units (-4.22%), and iShares S&P 500 Growth (IVW) by -574 shares (-1.13%).
Overall, Dumont & Blake's portfolio saw a net decrease in holdings count from the prior period, with only one new position added during Q2 2026. The firm also reduced its allocation percentages across several sectors and specific stocks like VICI Properties Inc (VICI) and Hewlett Packard Enterprise (HPE). For more details on Dumont & Blake's portfolio or to view their complete holdings list, visit Dumont & Blake Investment Advisors Llc profile.