Filed: 1/14/2025ACC: 0000799003-25-000001
π What this filing means
MOUNT VERNON ASSOCIATES INC /MD/ filed this quarterly 13FβHR report disclosing 50 equity positions with a total reported market value of $128.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$128.3K
Total AUM (reported)
2.38M
Total Shares
Allocation by class
COM$128.3K100.0%
Portfolio Concentration
Top 3$35.8K27.9%
4β10$43.9K34.3%
11β25$34.5K26.9%
Rest$14.0K10.9%
Top 3 weight
27.9%
Top 10 weight
62.2%
Voting Authority Distribution
Total shares with voting rights: 2.38M
Sole
Full voting authority
2.38M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole50
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings50
Rows:
Apple Inc.
SOLEShares63.04K
TypeSH
Market value$15.8K
12.31%
Sole
63.04K
Shared
0.00
None
0.00
Microsoft Corporation
SOLEShares24.60K
TypeSH
Market value$10.4K
8.08%
Sole
24.60K
Shared
0.00
None
0.00
Amazon.Com Inc.
SOLEShares44.13K
TypeSH
Market value$9.7K
7.55%
Sole
44.13K
Shared
0.00
None
0.00
Costco Wholesale Corp
SOLEShares10.09K
TypeSH
Market value$9.2K
7.21%
Sole
10.09K
Shared
0.00
None
0.00
Alphabet Inc. Cl C
SOLEShares42.30K
TypeSH
Market value$8.1K
6.28%
Sole
42.30K
Shared
0.00
None
0.00
Meta Platforms, Inc
SOLEShares13.60K
TypeSH
Market value$8.0K
6.20%
Sole
13.60K
Shared
0.00
None
0.00
J.P. Morgan Chase & Co Chase &
SOLEShares24.91K
TypeSH
Market value$6.0K
4.65%
Sole
24.91K
Shared
0.00
None
0.00
American Express Co.
SOLEShares18.32K
TypeSH
Market value$5.4K
4.24%
Sole
18.32K
Shared
0.00
None
0.00
Bank Of America Corp
SOLEShares84.32K
TypeSH
Market value$3.7K
2.89%
Sole
84.32K
Shared
0.00
None
0.00
Tractor Supply Co.
SOLEShares67.22K
TypeSH
Market value$3.6K
2.78%
Sole
67.22K
Shared
0.00
None
0.00
Spotify Technology S.A.
SOLEShares7.24K
TypeSH
Market value$3.2K
2.52%
Sole
7.24K
Shared
0.00
None
0.00
CSX Corporation
SOLEShares100K
TypeSH
Market value$3.2K
2.52%
Sole
100K
Shared
0.00
None
0.00
Tesla Motors Inc.
SOLEShares7.30K
TypeSH
Market value$3.0K
2.30%
Sole
7.30K
Shared
0.00
None
0.00
Honeywell Intl Inc
SOLEShares11.41K
TypeSH
Market value$2.6K
2.01%
Sole
11.41K
Shared
0.00
None
0.00
Cisco Systems Inc.
SOLEShares41.05K
TypeSH
Market value$2.4K
1.89%
Sole
41.05K
Shared
0.00
None
0.00
Delta Air Lines, Inc.
SOLEShares39.70K
TypeSH
Market value$2.4K
1.87%
Sole
39.70K
Shared
0.00
None
0.00
Uber Technologies, Inc.
SOLEShares39.16K
TypeSH
Market value$2.4K
1.84%
Sole
39.16K
Shared
0.00
None
0.00
Schwab (Charles) Corp
SOLEShares30.10K
TypeSH
Market value$2.2K
1.74%
Sole
30.10K
Shared
0.00
None
0.00
PPL Corporation
SOLEShares65.17K
TypeSH
Market value$2.1K
1.65%
Sole
65.17K
Shared
0.00
None
0.00
Trex Company, Inc.
SOLEShares29.25K
TypeSH
Market value$2.0K
1.57%
Sole
29.25K
Shared
0.00
None
0.00
Starbucks Corporation
SOLEShares21.96K
TypeSH
Market value$2.0K
1.56%
Sole
21.96K
Shared
0.00
None
0.00
Texas Instruments, Inc.
SOLEShares10.32K
TypeSH
Market value$1.9K
1.51%
Sole
10.32K
Shared
0.00
None
0.00
GE Aerospace
SOLEShares11.39K
TypeSH
Market value$1.9K
1.48%
Sole
11.39K
Shared
0.00
None
0.00
Bristol-Myers Squibb Co.
SOLEShares30.88K
TypeSH
Market value$1.7K
1.36%
Sole
30.88K
Shared
0.00
None
0.00
Ge Healthcare Technologies
SOLEShares17.75K
TypeSH
Market value$1.4K
1.08%
Sole
17.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple Inc.SOLE | com | 63.04K | SH | $15.8K 12.31% | 63.04K | 0.00 | 0.00 |
Microsoft CorporationSOLE | com | 24.60K | SH | $10.4K 8.08% | 24.60K | 0.00 | 0.00 |
Amazon.Com Inc.SOLE | com | 44.13K | SH | $9.7K 7.55% | 44.13K | 0.00 | 0.00 |
Costco Wholesale CorpSOLE | com | 10.09K | SH | $9.2K 7.21% | 10.09K | 0.00 | 0.00 |
Alphabet Inc. Cl CSOLE | com | 42.30K | SH | $8.1K 6.28% | 42.30K | 0.00 | 0.00 |
Meta Platforms, IncSOLE | com | 13.60K | SH | $8.0K 6.20% | 13.60K | 0.00 | 0.00 |
J.P. Morgan Chase & Co Chase &SOLE | com | 24.91K | SH | $6.0K 4.65% | 24.91K | 0.00 | 0.00 |
American Express Co.SOLE | com | 18.32K | SH | $5.4K 4.24% | 18.32K | 0.00 | 0.00 |
Bank Of America CorpSOLE | com | 84.32K | SH | $3.7K 2.89% | 84.32K | 0.00 | 0.00 |
Tractor Supply Co.SOLE | com | 67.22K | SH | $3.6K 2.78% | 67.22K | 0.00 | 0.00 |
Spotify Technology S.A.SOLE | com | 7.24K | SH | $3.2K 2.52% | 7.24K | 0.00 | 0.00 |
CSX CorporationSOLE | com | 100K | SH | $3.2K 2.52% | 100K | 0.00 | 0.00 |
Tesla Motors Inc.SOLE | com | 7.30K | SH | $3.0K 2.30% | 7.30K | 0.00 | 0.00 |
Honeywell Intl IncSOLE | com | 11.41K | SH | $2.6K 2.01% | 11.41K | 0.00 | 0.00 |
Cisco Systems Inc.SOLE | com | 41.05K | SH | $2.4K 1.89% | 41.05K | 0.00 | 0.00 |
Delta Air Lines, Inc.SOLE | com | 39.70K | SH | $2.4K 1.87% | 39.70K | 0.00 | 0.00 |
Uber Technologies, Inc.SOLE | com | 39.16K | SH | $2.4K 1.84% | 39.16K | 0.00 | 0.00 |
Schwab (Charles) CorpSOLE | com | 30.10K | SH | $2.2K 1.74% | 30.10K | 0.00 | 0.00 |
PPL CorporationSOLE | com | 65.17K | SH | $2.1K 1.65% | 65.17K | 0.00 | 0.00 |
Trex Company, Inc.SOLE | com | 29.25K | SH | $2.0K 1.57% | 29.25K | 0.00 | 0.00 |
Starbucks CorporationSOLE | com | 21.96K | SH | $2.0K 1.56% | 21.96K | 0.00 | 0.00 |
Texas Instruments, Inc.SOLE | com | 10.32K | SH | $1.9K 1.51% | 10.32K | 0.00 | 0.00 |
GE AerospaceSOLE | com | 11.39K | SH | $1.9K 1.48% | 11.39K | 0.00 | 0.00 |
Bristol-Myers Squibb Co.SOLE | com | 30.88K | SH | $1.7K 1.36% | 30.88K | 0.00 | 0.00 |
Ge Healthcare TechnologiesSOLE | com | 17.75K | SH | $1.4K 1.08% | 17.75K | 0.00 | 0.00 |
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