StockDriftsStockDriftsTop 50 Mount Vernon Associates INC Md Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 11.64% | 52.6K | $17.5M | -6.23%(-3.49K) | $30.23(+1048.29%) | 2026-09-30 | |
| GOOG | Alphabet Inc. Cl C | 8.19% | 36.1K | $12.3M | -3.59%(-1.34K) | $48.41(+554.51%) | 2026-09-30 | |
| MSFT | Microsoft Corporation | 7.07% | 20.7K | $10.6M | -4.68%(-1.02K) | $175.18(+203.31%) | 2026-09-30 | |
| AMZN | Amazon.Com Inc. | 6.47% | 39.1K | $9.7M | -3.64%(-1.48K) | $59.94(+322.27%) | 2026-09-30 | |
| META | Meta Platforms, Inc | 5.8% | 12.0K | $8.7M | -3.16%(-393) | $158.96(+290.14%) | 2026-09-30 | |
| COST | Costco Wholesale Corp | 5.34% | 8.8K | $8.0M | -3.81%(-350) | $98.14(+910.98%) | 2026-09-30 | |
| JPM | J.P. Morgan Chase & Co Chase & | 4.82% | 21.9K | $7.2M | -5.11%(-1.18K) | $83.04(+304.35%) | 2026-09-30 | |
| INTC | Intel Corporation | 3.61% | 45.1K | $5.4M | -2.19%(-1.01K) | $36.53(+156.59%) | 2026-09-30 | |
| AXP | American Express Co. | 3.52% | 17.4K | $5.3M | -3.36%(-605) | $72.32(+332.68%) | 2026-09-30 | |
| BAC | Bank Of America Corp | 2.65% | 73.1K | $4.0M | -4.32%(-3.30K) | $21.09(+140.30%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.11% | +73.29% | +8.44% | +49.92% |
| Top 20 Holdings Unweighted | +18.86% | +67.90% | +6.84% | +39.22% |
Mount Vernon Associates INC Md reports $150.41M in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (11.6%), GOOG (8.2%) and MSFT (7.1%). The top 20 holdings account for 79.25% of reported assets. Its disclosed equity book has returned +73.29% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Mount Vernon Associates INC Md, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mount Vernon Associates INC Md’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 799003). View Mount Vernon Associates INC Md’s 13F filings on SEC