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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 $372,536,543
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 60,539 $35,480,550 9.52%
2.
Invesco Qqq Trust Series 1
 37,380 $19,109,942 5.12%
3.
Apple Inc.
 AAPL 70,219 $17,584,329 4.72%
4.
Invesco S&P 500 Equal Weight E
 94,316 $16,527,041 4.43%
5.
Microsoft Corp
 MSFT 29,995 $12,643,059 3.39%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)