MOUNT VERNON ASSOCIATES INC /MD/
•CIK: 799003•Filing: Q4 2025
MOUNT VERNON ASSOCIATES INC /MD/ manages $149M across a portfolio of 59 positions, demonstrating concentrated exposure to mega-cap technology and financial names. Top holdings include AAPL at $16.3M and GOOG at $12.8M, anchoring significant allocations to the technology sector. The fund maintains substantial positions in MSFT ($11.0M), AMZN ($9.8M), and META ($8.7M), alongside key financial names like JPM ($7.8M) and AXP ($6.9M). This structure suggests a core strategy focused on established market leaders across growth and cyclical sectors.
Total AUM
$148.7M
QoQ Performance
+3.8%
Positions
59
Top 10 Concentration
60.8%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
GOOG
MSFT
AMZN
META
COST
JPM
AAPL10.9%
GOOG8.6%
MSFT7.4%
AMZN6.6%
META5.8%
COST5.6%
JPM5.3%
AXP4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology40.2%
Consumer18.4%
Other16.7%
Financial15.8%
Communication3.8%
Healthcare2.8%
Industrial1.8%
Energy0.4%
Changes from Q3 2025
NEW5 new positions
↑15 increased
↓21 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023