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Home > Institutional Investor > Dumont & Blake Investment Advisors Llc > Profile

Instuitional Investor - Dumont & Blake Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Dumont & Blake Investment Advisors Llc
Portfolio Value $445,052,620
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 54,001 $40,326,549 9.06%
2.
Invesco Qqq Trust Series 1
 33,624 $24,760,858 5.56%
3.
Apple Inc.
 AAPL 66,855 $19,345,068 4.35%
4.
Invesco S&P 500 Equal Weight E
 79,451 $16,904,722 3.8%
5.
Spdr S & P Midcap 400 Etf Trust
 MDY 17,394 $12,234,141 2.75%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.