Top 50 Mount Vernon Associates Inc /Md/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 10.46% | 58.3K | $14.8M | -2.47%(-1.48K) | $30.23(+888.73%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Cl C | 8.09% | 39.9K | $11.4M | -2.34%(-957) | $48.41(+724.34%) | 2026-03-31 | |
| COST | Costco Wholesale Corp | 6.84% | 9.7K | $9.7M | -0.15%(-15) | $98.14(+952.71%) | 2026-03-31 | |
| AMZN | Amazon.Com Inc. | 6.28% | 42.7K | $8.9M | +0.21%(+90) | $59.94(+350.68%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 5.95% | 22.8K | $8.4M | +0.25%(+57) | $175.19(+131.29%) | 2026-03-31 | |
| META | Meta Platforms, Inc | 5.3% | 13.1K | $7.5M | -0.27%(-35) | $158.96(+287.90%) | 2026-03-31 | |
| JPM | J.P. Morgan Chase & Co Chase & | 5.12% | 24.6K | $7.2M | +1.58%(+383) | $83.04(+261.57%) | 2026-03-31 | |
| AXP | American Express Co. | 4.05% | 18.9K | $5.7M | +1.23%(+230) | $96.36(+221.31%) | 2026-03-31 | |
| NFLX | Netflix Inc. | 2.91% | 42.8K | $4.1M | +511.43%(+35.80K) | $96.90(-9.64%) | 2026-03-31 | |
| BAC | Bank Of America Corp | 2.86% | 83.1K | $4.1M | +0.54%(+450) | $22.33(+123.23%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.49% | +58.07% |
| Top 20 Holdings Unweighted | +13.26% | +45.30% |
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