Long-term investor

Dumont & Blake Investment Advisors LLC @dumontblakeinvestmentadv

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001287618).

Record

  • Tracked since 2025-12-31 (249 days), 48 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.3% · 6 months n/a · 1 year n/a · all +10.4%
  • Max drawdown n/a · win rate 19% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78462F103 · 9.1% · long · since 2025-12-31
  • QQQ · 5.6% · long · since 2025-12-31
  • AAPL · 4.3% · long · since 2025-12-31
  • 46137V357 · 3.8% · long · since 2025-12-31
  • 78467Y107 · 2.7% · long · since 2025-12-31
  • 808509855 · 2.4% · long · since 2025-12-31
  • MSFT · 2.3% · long · since 2025-12-31
  • 464287168 · 2.1% · long · since 2025-12-31
  • 464287655 · 1.9% · long · since 2025-12-31
  • GOOGL · 1.7% · long · since 2025-12-31
  • 464288869 · 1.7% · long · since 2025-12-31
  • 81369Y803 · 1.7% · long · since 2025-12-31

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