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Mount Vernon Associates Inc /Md/

Portfolio Manager
Mount Vernon Associates Inc /Md/
Performance
-9.25% (2026 Q1)
AUM (13F)
$141.54M
# of Holdings
60
Performance Rank
Allocation (Top 20)
78.02%

Mount Vernon Associates Inc /Md/ Holdings Map

Top 50 Mount Vernon Associates Inc /Md/ Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
Apple Inc.
10.46%58.3K$14.8M
-2.47%(-1.48K)
2025-Q1: 62.6K shares2025-Q2: 61.6K shares2025-Q3: 60.7K shares2025-Q4: 59.8K shares2026-Q1: 58.3K shares
$30.23(+888.73%)
2026-03-31
GOOG
Alphabet Inc. Cl C
8.09%39.9K$11.4M
-2.34%(-957)
2025-Q1: 42.5K shares2025-Q2: 42.5K shares2025-Q3: 41.8K shares2025-Q4: 40.9K shares2026-Q1: 39.9K shares
$48.41(+724.34%)
2026-03-31
COST
Costco Wholesale Corp
6.84%9.7K$9.7M
-0.15%(-15)
2025-Q1: 10.0K shares2025-Q2: 9.9K shares2025-Q3: 9.7K shares2025-Q4: 9.7K shares2026-Q1: 9.7K shares
$98.14(+952.71%)
2026-03-31
AMZN
Amazon.Com Inc.
6.28%42.7K$8.9M
+0.21%(+90)
2025-Q1: 43.8K shares2025-Q2: 43.2K shares2025-Q3: 42.4K shares2025-Q4: 42.6K shares2026-Q1: 42.7K shares
$59.94(+350.68%)
2026-03-31
MSFT
Microsoft Corporation
5.95%22.8K$8.4M
+0.25%(+57)
2025-Q1: 24.7K shares2025-Q2: 24.6K shares2025-Q3: 22.5K shares2025-Q4: 22.7K shares2026-Q1: 22.8K shares
$175.19(+131.29%)
2026-03-31
META
Meta Platforms, Inc
5.3%13.1K$7.5M
-0.27%(-35)
2025-Q1: 13.5K shares2025-Q2: 13.5K shares2025-Q3: 13.1K shares2025-Q4: 13.2K shares2026-Q1: 13.1K shares
$158.96(+287.90%)
2026-03-31
JPM
J.P. Morgan Chase & Co Chase &
5.12%24.6K$7.2M
+1.58%(+383)
2025-Q1: 25.0K shares2025-Q2: 24.8K shares2025-Q3: 24.4K shares2025-Q4: 24.3K shares2026-Q1: 24.6K shares
$83.04(+261.57%)
2026-03-31
AXP
American Express Co.
4.05%18.9K$5.7M
+1.23%(+230)
2025-Q1: 18.6K shares2025-Q2: 18.6K shares2025-Q3: 18.7K shares2025-Q4: 18.7K shares2026-Q1: 18.9K shares
$96.36(+221.31%)
2026-03-31
NFLX
Netflix Inc.
2.91%42.8K$4.1M
+511.43%(+35.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 7.0K shares2026-Q1: 42.8K shares
$96.90(-9.64%)
2026-03-31
BAC
Bank Of America Corp
2.86%83.1K$4.1M
+0.54%(+450)
2025-Q1: 84.2K shares2025-Q2: 84.2K shares2025-Q3: 82.4K shares2025-Q4: 82.7K shares2026-Q1: 83.1K shares
$22.33(+123.23%)
2026-03-31

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