MOUNT VERNON ASSOCIATES INC /MD/

PrivateCIK: 799003
Location

BALTIMORE, MD

62
Positions
$153.4K
Total AUM (reported)
2.23M
Total Shares

Allocation by class

TOTAL AUM$153.4K62 positions
COM$153.4K100.0%

Portfolio Concentration

Top 325.5%4–1031.4%11–2527.7%Rest15.3%TOP 1056.9%0%100%
Top 3$39.1K25.5%
4–10$48.2K31.4%
11–25$42.6K27.7%
Rest$23.5K15.3%

Top 3 weight

25.5%

Top 10 weight

56.9%

Voting Authority Distribution

Total shares with voting rights: 2.23M

Sole

Full voting authority

2.23M

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)

Sole62
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings62
Rows:

Apple Inc.

SOLE
com
Shares56.06K
TypeSH
Market value$16.2K
10.57%
Sole
56.06K
Shared
0.00
None
0.00

Alphabet Inc. Cl C

SOLE
com
Shares37.48K
TypeSH
Market value$13.2K
8.63%
Sole
37.48K
Shared
0.00
None
0.00

Amazon.Com Inc.

SOLE
com
Shares40.56K
TypeSH
Market value$9.7K
6.30%
Sole
40.56K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
com
Shares9.18K
TypeSH
Market value$8.6K
5.60%
Sole
9.18K
Shared
0.00
None
0.00

Microsoft Corporation

SOLE
com
Shares21.76K
TypeSH
Market value$8.1K
5.29%
Sole
21.76K
Shared
0.00
None
0.00

J.P. Morgan Chase & Co Chase &

SOLE
com
Shares23.08K
TypeSH
Market value$7.6K
4.93%
Sole
23.08K
Shared
0.00
None
0.00

Meta Platforms, Inc

SOLE
com
Shares12.42K
TypeSH
Market value$7.0K
4.56%
Sole
12.42K
Shared
0.00
None
0.00

Intel Corporation

SOLE
com
Shares46.12K
TypeSH
Market value$6.4K
4.20%
Sole
46.12K
Shared
0.00
None
0.00

American Express Co.

SOLE
com
Shares18.02K
TypeSH
Market value$6.1K
3.97%
Sole
18.02K
Shared
0.00
None
0.00

Cisco Systems Inc.

SOLE
com
Shares37.70K
TypeSH
Market value$4.4K
2.89%
Sole
37.70K
Shared
0.00
None
0.00

Bank Of America Corp

SOLE
com
Shares76.42K
TypeSH
Market value$4.4K
2.84%
Sole
76.42K
Shared
0.00
None
0.00

GE Aerospace

SOLE
com
Shares11.39K
TypeSH
Market value$4.3K
2.78%
Sole
11.39K
Shared
0.00
None
0.00

Affirm Holdings, Inc.

SOLE
com
Shares42.58K
TypeSH
Market value$3.5K
2.26%
Sole
42.58K
Shared
0.00
None
0.00

Delta Air Lines, Inc.

SOLE
com
Shares36.70K
TypeSH
Market value$3.4K
2.24%
Sole
36.70K
Shared
0.00
None
0.00

Texas Instruments, Inc.

SOLE
com
Shares10.28K
TypeSH
Market value$3.1K
2.00%
Sole
10.28K
Shared
0.00
None
0.00

Spotify Technology S.A.

SOLE
com
Shares6.49K
TypeSH
Market value$3.0K
1.94%
Sole
6.49K
Shared
0.00
None
0.00

Uber Technologies, Inc.

SOLE
com
Shares40.11K
TypeSH
Market value$2.9K
1.89%
Sole
40.11K
Shared
0.00
None
0.00

Netflix Inc.

SOLE
com
Shares40.30K
TypeSH
Market value$2.9K
1.88%
Sole
40.30K
Shared
0.00
None
0.00

Schwab (Charles) Corp

SOLE
com
Shares28K
TypeSH
Market value$2.6K
1.68%
Sole
28K
Shared
0.00
None
0.00

Tesla Motors Inc.

SOLE
com
Shares5.64K
TypeSH
Market value$2.4K
1.55%
Sole
5.64K
Shared
0.00
None
0.00

PPL Corporation

SOLE
com
Shares60.15K
TypeSH
Market value$2.2K
1.42%
Sole
60.15K
Shared
0.00
None
0.00

Starbucks Corporation

SOLE
com
Shares20.75K
TypeSH
Market value$2.1K
1.38%
Sole
20.75K
Shared
0.00
None
0.00

Micron Technology Inc

SOLE
com
Shares1.80K
TypeSH
Market value$2.1K
1.35%
Sole
1.80K
Shared
0.00
None
0.00

Tractor Supply Co.

SOLE
com
Shares63.57K
TypeSH
Market value$2.0K
1.31%
Sole
63.57K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
com
Shares9.40K
TypeSH
Market value$1.9K
1.23%
Sole
9.40K
Shared
0.00
None
0.00
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