StockDriftsStockDriftsTop 50 Mount Vernon Associates INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 10.57% | 56.1K | $16.2M | -3.89%(-2.27K) | $30.23(+910.27%) | 2026-06-30 | |
| GOOG | Alphabet Inc. Cl C | 8.63% | 37.5K | $13.2M | -6.10%(-2.44K) | $48.41(+607.85%) | 2026-06-30 | |
| AMZN | Amazon.Com Inc. | 6.3% | 40.6K | $9.7M | -5.02%(-2.14K) | $59.94(+338.01%) | 2026-06-30 | |
| COST | Costco Wholesale Corp | 5.6% | 9.2K | $8.6M | -5.56%(-540) | $98.14(+871.97%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 5.29% | 21.8K | $8.1M | -4.41%(-1.00K) | $175.18(+177.47%) | 2026-06-30 | |
| JPM | J.P. Morgan Chase & Co Chase & | 4.93% | 23.1K | $7.6M | -6.33%(-1.56K) | $83.04(+339.19%) | 2026-06-30 | |
| META | Meta Platforms, Inc | 4.56% | 12.4K | $7.0M | -5.34%(-700) | $158.96(+265.05%) | 2026-06-30 | |
| INTC | Intel Corporation | 4.2% | 46.1K | $6.4M | -7.78%(-3.89K) | $36.53(+183.09%) | 2026-06-30 | |
| AXP | American Express Co. | 3.97% | 18.0K | $6.1M | -4.83%(-915) | $72.32(+369.86%) | 2026-06-30 | |
| CSCO | Cisco Systems Inc. | 2.89% | 37.7K | $4.4M | -8.16%(-3.35K) | $39.17(+189.89%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.52% | +66.49% | +7.98% | +46.81% |
| Top 20 Holdings Unweighted | +17.34% | +61.57% | +7.08% | +40.76% |
Mount Vernon Associates INC reports $153.42M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (10.6%), GOOG (8.6%) and AMZN (6.3%). The top 20 holdings account for 78% of reported assets. Its disclosed equity book has returned +66.49% on a three-year cumulative basis. Figures reflect the Q2 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, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Mount Vernon Associates INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 799003). View Mount Vernon Associates INC’s 13F filings on SEC