Managed by Dumont & Blake Investment Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S SPY — | $35.7M | 57.7K | 0.00% | — |
| 6 | S SPY — | $35.5M | 60.5K | 0.00% | — |
| 7 | S SPY — | $34.9M | 60.8K | 0.00% | — |
| 8 | S SPY — | $33.7M | 60.3K | 0.00% | — |
| 9 | S SPY — | $31.8M | 60.9K | 0.00% | — |
| 10 | Q QQQ — | $31.8M | 193.5K | 0.00% | — |
| 11 | A AAPL — | $29.9M | 141.9K | 0.00% | — |
| 12 | S SPY — | $29.2M | 61.4K | 0.00% | — |
| 13 | M MSFT — | $27.3M | 61.1K | 0.00% | — |
| 14 | S SPY — | $27.2M | 61.4K | 0.00% | — |
| 15 | S SPY — | $26.3M | 61.6K | 0.00% | — |
| 16 | M MDY — | $22M | 41.1K | 0.00% | — |
| 17 | Q QQQ — | $21.8M | 36.3K | 0.00% | — |
| 18 | Q QQQ — | $21.8M | 35.5K | 0.00% | — |
| 19 | Q QQQ — | $20.2M | 36.7K | 0.00% | — |
| 20 | A AAPL — | $19.5M | 71.6K | 0.00% | — |