MV
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MOUNT VERNON ASSOCIATES INC /MD/13F | |
| MOUNT VERNON ASSOCIATES INC /MD/ | |
| Last update 2025-07-22 | 55 Stocks (4 new) |
| Value $138.00 Mil | Turnover 3 % |
MOUNT VERNON ASSOCIATES INC /M... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 61,557 | 12,630.0 | -1.72% | 9.120 | -0.20% | 0.000 | +2.91% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 24,577 | 12,230.0 | -0.51% | 8.830 | -0.04% | 0.000 | +30.85% | +20.48% | 3,759,901.0 | Software | |
META | Meta Platforms Inc | 13,469 | 9,940.0 | -0.45% | 7.180 | -0.03% | 0.000 | +33.95% | +22.08% | 1,794,173.6 | Interactive Media | |
COST | Costco Wholesale Corp | 9,905 | 9,810.0 | -1.32% | 7.080 | -0.10% | 0.000 | -3.39% | +2.97% | 417,396.2 | Retail - Defensive | |
AMZN | Amazon.com Inc | 43,220 | 9,480.0 | -1.32% | 6.850 | -0.09% | 0.000 | +22.38% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
GOOG | Alphabet Inc | 42,485 | 7,540.0 | +0.05% | 5.450 | 0% | 0.000 | +18.75% | +0.80% | 2,309,505.8 | Interactive Media | |
JPM | JPMorgan Chase & Co | 24,772 | 7,180.0 | -0.85% | 5.190 | -0.04% | 0.000 | +21.89% | +25.81% | 815,993.3 | Banks | |
AXP | American Express Co | 18,567 | 5,920.0 | -0.11% | 4.280 | 0% | 0.000 | +15.76% | +4.85% | 214,791.0 | Credit Services | |
SPOT | Spotify Technology SA | 7,285 | 5,590.0 | 0% | 4.040 | 0% | 0.000 | +11.31% | +50.76% | 138,302.3 | Interactive Media | |
BAC | Bank of America Corp | 84,169 | 3,980.0 | -0.06% | 2.870 | 0% | 0.000 | +22.34% | +10.87% | 358,001.8 | Banks |
MOUNT VERNON ASSOCIATES INC /MD/'s Historical Top Holdings Breakdowns
MOUNT VERNON ASSOCIATES INC /MD/'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AFRM | Affirm Holdings Inc | 2025-06-30 | Add Add | +1.49% | 35.75 ($51.75) 69.14 | $65.64 | 26.84% | Add 221.22% | 43,525 | 29,975 | |
CSX | CSX Corp | 2025-06-30 | Reduce Reduce | -0.24% | 26.69 ($30.08) 32.91 | $34.97 | 16.26% | Reduce -10% | 90,000 | -10,000 | |
AMD | Advanced Micro Devices Inc | 2025-06-30 | New Buy New Buy | +0.20% | 78.21 ($108.77) 143.81 | $158.65 | 45.86% | New holding | 1,935 | 1,935 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.20% | 172.42 ($202.27) 223.89 | $214.15 | 5.87% | Reduce -1.72% | 61,557 | -1,080 | |
MU | Micron Technology Inc | 2025-06-30 | New Buy New Buy | +0.19% | 64.72 ($93.31) 127.91 | $109.83 | 17.70% | New holding | 2,100 | 2,100 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.17% | 94.31 ($125.57) 157.99 | $170.78 | 36.00% | New holding | 1,500 | 1,500 | |
FSLR | First Solar Inc | 2025-06-30 | New Buy New Buy | +0.16% | 120.38 ($147.3) 192.98 | $179.77 | 22.04% | New holding | 1,300 | 1,300 | |
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -0.10% | 908.13 ($993.18) 1056.85 | $941.19 | -5.23% | Reduce -1.32% | 9,905 | -132 | |
AMZN | Amazon.com Inc | 2025-06-30 | Reduce Reduce | -0.09% | 167.32 ($197.77) 223.3 | $228.29 | 15.43% | Reduce -1.32% | 43,220 | -580 | |
ABNB | Airbnb Inc | 2025-06-30 | Add Add | +0.07% | 105.69 ($126.56) 140.64 | $139.83 | 10.49% | Add 8.94% | 9,015 | 740 |
MOUNT VERNON ASSOCIATES INC /MD/ Total Holding History ($B)
MOUNT VERNON ASSOCIATES INC /MD/'s Asset Allocation
MOUNT VERNON ASSOCIATES INC /MD/ Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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MOUNT VERNON ASSOCIATES INC /MD/'s Hypothetical Growth since 2025-06-30
MOUNT VERNON ASSOCIATES INC /MD/'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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MOUNT VERNON ASSOCIATES INC /MD/'s Holdings Heat Map
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MOUNT VERNON ASSOCIATES INC /MD/'s Holdings Bubble Chart
MOUNT VERNON ASSOCIATES INC /MD/ News
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