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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 $356,747,676
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 60,288 $33,724,371 9.45%
2.
Invesco Qqq Trust Series 1
 37,028 $17,363,320 4.87%
3.
Invesco S&P 500 Equal Weight E
 93,741 $16,238,824 4.55%
4.
Apple Inc.
 AAPL 69,641 $15,469,437 4.34%
5.
Microsoft Corp
 MSFT 29,781 $11,179,585 3.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)