MOUNT VERNON ASSOCIATES INC /MD/
CIK 0000799003 · BALTIMORE, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$153.4K
2026 Q2
Positions
62
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
56.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AAPL
Apple Inc.
10.6%
GOOG
Alphabet Inc. Cl C
8.6%
AMZN
Amazon.Com Inc.
6.3%
COST
Costco Wholesale Corp
5.6%
MSFT
Microsoft Corporation
5.3%
JPM
J.P. Morgan Chase & Co Chase &
4.9%
META
Meta Platforms, Inc
4.6%
INTC
Intel Corporation
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.