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Janice Puccio

Dumont & Blake Investment Advisors Llc

Assets Managed
$399.749M
Holdings
202
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
-3.93%(2Q avg: -1.51%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dumont & Blake Investment Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Dumont & Blake Investment Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 399.749M in assets, with a quarterly growth rate of -3.93% and a 2-quarter average growth rate of -1.51%. The portfolio is managed by Janice Puccio, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -3.53%
8.85%
$35.363M
54,377 shares@ $650.34 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.8%
4.93%
$19.692M
34,117 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.89%
4.47%
$17.836M
70,280 shares@ $253.8 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Decreased -3.39%
3.86%
$15.43M
80,396 shares@ $191.92 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -3.4%
2.72%
$10.846M
17,585 shares@ $616.77 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.4%
2.68%
$10.701M
28,909 shares@ $370.18 avg price
SWPPX
Schwab S&p 500 Index-sel
Recent Activity
Increased 0.12%
2.36%
$9.412M
561,266 shares@ $16.77 avg price
DVY
Ishares Select Dividend Etf
Recent Activity
Decreased -1.24%
2.34%
$9.34M
61,686 shares@ $151.42 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -5.67%
1.81%
$7.196M
29,015 shares@ $248.01 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.26%
1.65%
$6.558M
22,806 shares@ $287.56 avg price

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