MOUNT VERNON ASSOCIATES INC /MD/ recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
575 SOUTH CHARLES STREET BALTIMORE, MD 21201
As of the latest 13F report, the guru’s equity portfolio contained 51 stocks valued at a total of $78.00Mil. The top holdings were AAPL(13.44%), MSFT(7.10%), and COST(6.55%).
According to GuruFocus data, these were MOUNT VERNON ASSOCIATES INC /MD/’s top five trades of the quarter.
Uber Technologies Inc
MOUNT VERNON ASSOCIATES INC /MD/ reduced their investment in NYSE:UBER by 10,900 shares. The trade had a 0.38% impact on the equity portfolio. During the quarter, the stock traded for an average price of $27.36.
On 01/23/2023, Uber Technologies Inc traded for a price of $30.795 per share and a market cap of $61.42Bil. The stock has returned -13.98% over the past year.
GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 4 out of 10.
In terms of valuation, Uber Technologies Inc has a price-book ratio of 9.81, a EV-to-Ebitda ratio of -8.79 and a price-sales ratio of 2.11.
The price-to-GF Value ratio is 0.42, earning the stock a GF Value rank of 4.
Caterpillar Inc
The guru established a new position worth 1,176 shares in NYSE:CAT, giving the stock a 0.36% weight in the equity portfolio. Shares traded for an average price of $217.7 during the quarter.
On 01/23/2023, Caterpillar Inc traded for a price of $252.65 per share and a market cap of $131.48Bil. The stock has returned 20.06% over the past year.
GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 8 out of 10.
In terms of valuation, Caterpillar Inc has a price-earnings ratio of 18.35, a price-book ratio of 8.43, a price-earnings-to-growth (PEG) ratio of 1.00, a EV-to-Ebitda ratio of 13.47 and a price-sales ratio of 2.40.
The price-to-GF Value ratio is 1.05, earning the stock a GF Value rank of 5.
NVR Inc
The guru established a new position worth 50 shares in NYSE:NVR, giving the stock a 0.3% weight in the equity portfolio. Shares traded for an average price of $4396.05 during the quarter.
On 01/23/2023, NVR Inc traded for a price of $5067.6 per share and a market cap of $16.20Bil. The stock has returned -1.68% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 9 out of 10.
In terms of valuation, NVR Inc has a price-earnings ratio of 11.32, a price-book ratio of 5.28, a price-earnings-to-growth (PEG) ratio of 0.64, a EV-to-Ebitda ratio of 7.05 and a price-sales ratio of 1.80.
The price-to-GF Value ratio is 0.80, earning the stock a GF Value rank of 9.
Tesla Inc
During the quarter, MOUNT VERNON ASSOCIATES INC /MD/ bought 1,825 shares of NAS:TSLA for a total holding of 6,030. The trade had a 0.29% impact on the equity portfolio. During the quarter, the stock traded for an average price of $189.34.
On 01/23/2023, Tesla Inc traded for a price of $142 per share and a market cap of $448.40Bil. The stock has returned -54.91% over the past year.
GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 5 out of 10.
In terms of valuation, Tesla Inc has a price-earnings ratio of 43.88, a price-book ratio of 11.25, a EV-to-Ebitda ratio of 25.06 and a price-sales ratio of 6.55.
The price-to-GF Value ratio is 0.36, earning the stock a GF Value rank of 4.
Airbnb Inc
MOUNT VERNON ASSOCIATES INC /MD/ reduced their investment in NAS:ABNB by 1,670 shares. The trade had a 0.23% impact on the equity portfolio. During the quarter, the stock traded for an average price of $101.
On 01/23/2023, Airbnb Inc traded for a price of $103.73 per share and a market cap of $65.68Bil. The stock has returned -34.21% over the past year.
GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 2 out of 10.
In terms of valuation, Airbnb Inc has a price-earnings ratio of 43.22, a price-book ratio of 11.85, a EV-to-Ebitda ratio of 30.90 and a price-sales ratio of 8.54.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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