MOUNT VERNON ASSOCIATES INC /MD/

PrivateCIK: 799003
Location

BALTIMORE, MD

58
Positions
$150.4K
Total AUM (reported)
2.14M
Total Shares

Allocation by class

TOTAL AUM$150.4K58 positions
COM$150.4K100.0%

Portfolio Concentration

Top 326.9%4–1032.2%11–2526.5%Rest14.4%TOP 1059.1%0%100%
Top 3$40.5K26.9%
4–10$48.4K32.2%
11–25$39.8K26.5%
Rest$21.7K14.4%

Top 3 weight

26.9%

Top 10 weight

59.1%

Voting Authority Distribution

Total shares with voting rights: 2.14M

Sole

Full voting authority

2.14M

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)

Sole58
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings58
Rows:

Apple Inc.

SOLE
com
Shares52.56K
TypeSH
Market value$17.5K
11.64%
Sole
52.56K
Shared
0.00
None
0.00

Alphabet Inc. Cl C

SOLE
com
Shares36.14K
TypeSH
Market value$12.3K
8.19%
Sole
36.14K
Shared
0.00
None
0.00

Microsoft Corporation

SOLE
com
Shares20.74K
TypeSH
Market value$10.6K
7.07%
Sole
20.74K
Shared
0.00
None
0.00

Amazon.Com Inc.

SOLE
com
Shares39.09K
TypeSH
Market value$9.7K
6.47%
Sole
39.09K
Shared
0.00
None
0.00

Meta Platforms, Inc

SOLE
com
Shares12.03K
TypeSH
Market value$8.7K
5.80%
Sole
12.03K
Shared
0.00
None
0.00

Costco Wholesale Corp

SOLE
com
Shares8.83K
TypeSH
Market value$8.0K
5.34%
Sole
8.83K
Shared
0.00
None
0.00

J.P. Morgan Chase & Co Chase &

SOLE
com
Shares21.90K
TypeSH
Market value$7.2K
4.82%
Sole
21.90K
Shared
0.00
None
0.00

Intel Corporation

SOLE
com
Shares45.11K
TypeSH
Market value$5.4K
3.61%
Sole
45.11K
Shared
0.00
None
0.00

American Express Co.

SOLE
com
Shares17.41K
TypeSH
Market value$5.3K
3.52%
Sole
17.41K
Shared
0.00
None
0.00

Bank Of America Corp

SOLE
com
Shares73.12K
TypeSH
Market value$4.0K
2.65%
Sole
73.12K
Shared
0.00
None
0.00

Cisco Systems Inc.

SOLE
com
Shares35.60K
TypeSH
Market value$3.8K
2.55%
Sole
35.60K
Shared
0.00
None
0.00

Affirm Holdings, Inc.

SOLE
com
Shares51.83K
TypeSH
Market value$3.6K
2.39%
Sole
51.83K
Shared
0.00
None
0.00

GE Aerospace

SOLE
com
Shares10.82K
TypeSH
Market value$3.4K
2.25%
Sole
10.82K
Shared
0.00
None
0.00

Spotify Technology S.A.

SOLE
com
Shares6.47K
TypeSH
Market value$3.2K
2.10%
Sole
6.47K
Shared
0.00
None
0.00

Delta Air Lines, Inc.

SOLE
com
Shares35.60K
TypeSH
Market value$3.0K
1.98%
Sole
35.60K
Shared
0.00
None
0.00

Netflix Inc.

SOLE
com
Shares39.95K
TypeSH
Market value$2.8K
1.85%
Sole
39.95K
Shared
0.00
None
0.00

Schwab (Charles) Corp

SOLE
com
Shares27.63K
TypeSH
Market value$2.7K
1.80%
Sole
27.63K
Shared
0.00
None
0.00

Uber Technologies, Inc.

SOLE
com
Shares39.38K
TypeSH
Market value$2.7K
1.79%
Sole
39.38K
Shared
0.00
None
0.00

Texas Instruments, Inc.

SOLE
com
Shares9.58K
TypeSH
Market value$2.7K
1.78%
Sole
9.58K
Shared
0.00
None
0.00

Nvidia Corp

SOLE
com
Shares10.86K
TypeSH
Market value$2.5K
1.65%
Sole
10.86K
Shared
0.00
None
0.00

Tesla Motors Inc.

SOLE
com
Shares5.75K
TypeSH
Market value$2.0K
1.35%
Sole
5.75K
Shared
0.00
None
0.00

Micron Technology Inc

SOLE
com
Shares1.80K
TypeSH
Market value$1.9K
1.27%
Sole
1.80K
Shared
0.00
None
0.00

Tractor Supply Co.

SOLE
com
Shares60.07K
TypeSH
Market value$1.9K
1.25%
Sole
60.07K
Shared
0.00
None
0.00

PPL Corporation

SOLE
com
Shares56.45K
TypeSH
Market value$1.9K
1.23%
Sole
56.45K
Shared
0.00
None
0.00

Bristol-Myers Squibb Co.

SOLE
com
Shares29.38K
TypeSH
Market value$1.8K
1.22%
Sole
29.38K
Shared
0.00
None
0.00
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