Institutional Fund
Mount Vernon Associates Inc /Md/
Baltimore, MDCIK 7990035 filings on record
Portfolio Value
$141.5K
Q1 2026
Holdings
60
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-4.8%
from $148.7K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.5%
- Alphabet Inc8.1%
- Costco Whsl Corp New6.8%
- Amazon Com Inc6.3%
- Microsoft Corp6.0%
- Meta Platforms Inc5.3%
- Other57.1%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 58.3K | $14.8K | 10.5% | −1.5K | Reduced |
| 2 | Alphabet Inc | 39.9K | $11.4K | 8.1% | −957 | Reduced |
| 3 | Costco Whsl Corp New | 9.7K | $9.7K | 6.8% | −15 | Reduced |
| 4 | Amazon Com Inc | 42.7K | $8.9K | 6.3% | +90 | Added |
| 5 | Microsoft Corp | 22.8K | $8.4K | 6.0% | +57 | Added |
| 6 | Meta Platforms Inc | 13.1K | $7.5K | 5.3% | −35 | Reduced |
| 7 | Jpmorgan Chase & Co. | 24.6K | $7.2K | 5.1% | +383 | Added |
| 8 | American Express Co | 18.9K | $5.7K | 4.0% | +230 | Added |
| 9 | Netflix Inc | 42.8K | $4.1K | 2.9% | +35.8K | Added |
| 10 | Bank America Corp | 83.1K | $4.1K | 2.9% | +450 | Added |
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