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Mount Vernon Associates Inc /Md/ Top Holdings and 13F Report (2026)

About Mount Vernon Associates Inc /Md/

Investment Activity

  • Mount Vernon Associates Inc /Md/ has $141.54 thousand in total holdings as of March 31, 2026.
  • Mount Vernon Associates Inc /Md/ owns shares of 60 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 2.93% of the portfolio was purchased this quarter.
  • About 1.05% of the portfolio was sold this quarter.
  • This quarter, Mount Vernon Associates Inc /Md/ has purchased 60 new stocks and bought additional shares in 18 stocks.
  • Mount Vernon Associates Inc /Md/ sold shares of 16 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple
$14,803
Alphabet
$11,450
Amazon.com
$8,894
Microsoft
$8,427

Largest New Holdings this Quarter

83443Q103 - Solstice Advanced Materials In
$208 Holding

Largest Purchases this Quarter

Netflix
35,800 shares (about $3.44K)
Solstice Advanced Materials In
2,736 shares (about $208.00)
JPMorgan Chase & Co.
383 shares (about $112.66)
American Express
230 shares (about $69.58)
Verizon Communications
1,100 shares (about $55.20)

Largest Sales this Quarter

Apple
1,480 shares (about $375.60)
Alphabet
957 shares (about $274.52)
The Hartford Insurance Group
1,925 shares (about $260.26)
CSX
4,500 shares (about $184.69)
Uber Technologies
465 shares (about $33.44)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMount Vernon Associates Inc /Md/

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$14,803$376 -2.5%58,32910.5%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$11,450$275 -2.3%39,9168.1%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,682$15 -0.2%9,7176.8%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,894$19 0.2%42,7056.3%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$8,427$21 0.3%22,7656.0%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,506$20 -0.3%13,1195.3%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$7,249$113 1.6%24,6445.1%Finance
American Express Company stock logo
AXP
American Express
$5,727$70 1.2%18,9324.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$4,115$3,442 511.4%42,8002.9%Consumer Discretionary
Bank of America Corporation stock logo
BAC
Bank of America
$4,052$22 0.5%83,1192.9%Finance
Spotify Technology stock logo
SPOT
Spotify Technology
$3,4620.0%7,1402.4%Computer and Technology
GE Aerospace
$3,259$54 1.7%11,4832.3%com
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$3,185$6 0.2%41,0542.3%Computer and Technology
Tractor Supply Company stock logo
TSCO
Tractor Supply
$3,0380.0%67,0702.1%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,838$33 -1.2%39,4602.0%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,8010.0%29,8002.0%Finance
Delta Air Lines, Inc. stock logo
DAL
Delta Air Lines
$2,639$20 -0.8%39,7001.9%Transportation
Honeywell International Inc. stock logo
HON
Honeywell International
$2,606$23 0.9%11,5291.8%Multi-Sector Conglomerates
PPL Corporation stock logo
PPL
PPL
$2,4890.0%65,1501.8%Utilities
Intel Corporation stock logo
INTC
Intel
$2,207$3 0.1%50,0111.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,0990.0%5,6451.5%Auto/Tires/Trucks
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,996$17 0.9%10,2801.4%Computer and Technology
Affirm Holdings, Inc. stock logo
AFRM
Affirm
$1,992$25 1.3%43,4751.4%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$1,936$14 0.7%31,9291.4%Medical
Starbucks Corporation stock logo
SBUX
Starbucks
$1,882$22 -1.2%21,0021.3%Retail/Wholesale
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,8070.0%10,3591.3%Computer and Technology
CSX Corporation stock logo
CSX
CSX
$1,654$185 -10.0%40,3001.2%Transportation
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,368$2 -0.2%5,6451.0%Computer and Technology
GE HealthCare Technologies Inc. stock logo
GEHC
GE HealthCare Technologies
$1,293$10 0.8%18,1650.9%Medical
Pfizer Inc. stock logo
PFE
Pfizer
$1,177$11 1.0%41,9190.8%Medical
Airbnb, Inc. stock logo
ABNB
Airbnb
$1,123$25 -2.2%8,8950.8%Consumer Discretionary
Trex Company, Inc. stock logo
TREX
Trex
$1,040$2 -0.2%28,5500.7%Construction
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,033$55 5.6%20,5840.7%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$9180.0%31,6550.6%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$8190.0%8900.6%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$7590.0%4,4720.5%Energy
Citigroup Inc. stock logo
C
Citigroup
$756$6 0.8%6,6700.5%Financial Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$693$17 -2.4%2,0500.5%Computer and Technology
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$613$260 -29.8%4,5340.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$5670.0%8000.4%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$534$33 6.6%2,1860.4%Medical
Qnity Electronics
$5050.0%4,3810.4%com
Dupont De Nemours & Co.
$4010.0%8,7640.3%com
Enphase Energy, Inc. stock logo
ENPH
Enphase Energy
$3960.0%10,4800.3%Energy
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3940.0%1,9350.3%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$355$14 -3.7%5430.3%ETF
NVR, Inc. stock logo
NVR
NVR
$3290.0%500.2%Construction
Capital One Financial Corporation stock logo
COF
Capital One Financial
$328$5 -1.4%1,8000.2%Finance
First Solar, Inc. stock logo
FSLR
First Solar
$2960.0%1,5000.2%Energy
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$2850.0%1,3700.2%Finance
Wyndham Hotels & Resorts stock logo
WH
Wyndham Hotels & Resorts
$2800.0%3,4430.2%Consumer Discretionary
The Home Depot, Inc. stock logo
HD
Home Depot
$2730.0%8300.2%Retail/Wholesale
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$2610.0%3,5830.2%Energy
International Paper Company stock logo
IP
International Paper
$2450.0%6,8500.2%Basic Materials
Philip Morris International Inc. stock logo
PM
Philip Morris International
$2150.0%1,3000.2%Consumer Staples
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2120.0%1,4650.1%Consumer Staples
Solstice Advanced Materials In
$208$208 New Holding2,7360.1%com
Annexon, Inc. stock logo
ANNX
Annexon
$580.0%10,5000.0%Medical
Telkonet Inc. stock logo
TKOI
Telkonet
$13$0 -0.5%1,050,5000.0%Computer and Technology
Yogaworks, Inc.
$00.0%93,5000.0%com
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$211 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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