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Portfolio (Quarterly) Guide ↗

MOUNT VERNON ASSOCIATES INC /MD/

· CIK 0000799003
13F Portfolio $153M AUM 62 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 62 New
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc. Technology 56,059.0 $16.2M 10.57% NEW $289.36 +10.6%
2 GOOG Alphabet Inc. Cl C 37,481.0 $13.2M 8.63% NEW $353.33
3 AMZN Amazon.Com Inc. Consumer Cyclical 40,561.0 $9.7M 6.30% NEW $238.33 +8.5%
4 COST Costco Wholesale Corp Consumer Defensive 9,177.0 $8.6M 5.60% NEW $935.49 -2.1%
5 MSFT Microsoft Corporation Technology 21,760.0 $8.1M 5.29% NEW $373.02 +34.0%
6 JPM J.P. Morgan Chase & Co Chase & Financial Services 23,084.0 $7.6M 4.92% NEW $327.33 +9.6%
7 META Meta Platforms, Inc Communication Services 12,419.0 $7.0M 4.56% NEW $563.25 +9.5%
8 INTC Intel Corporation Technology 46,121.0 $6.4M 4.20% NEW $139.63 -31.4%
9 AXP American Express Co. Financial Services 18,017.0 $6.1M 3.97% NEW $338.24 -3.6%
10 CSCO Cisco Systems Inc. Technology 37,704.0 $4.4M 2.89% NEW $117.47 -7.0%
11 BAC Bank Of America Corp Financial Services 76,419.0 $4.4M 2.84% NEW $56.98 +10.0%
12 GE Aerospace 11,395.0 $4.3M 2.78% NEW $373.76
13 AFRM Affirm Holdings, Inc. Technology 42,575.0 $3.5M 2.26% NEW $81.55 -11.3%
14 DAL Delta Air Lines, Inc. Industrials 36,700.0 $3.4M 2.24% NEW $93.65 -14.4%
15 TXN Texas Instruments, Inc. Technology 10,280.0 $3.1M 2.00% NEW $298.05 -13.3%
16 SPOT Spotify Technology S.A. Communication Services 6,490.0 $3.0M 1.94% NEW $459.17 +18.1%
17 UBER Uber Technologies, Inc. Technology 40,110.0 $2.9M 1.89% NEW $72.15 +5.0%
18 NFLX Netflix Inc. Communication Services 40,300.0 $2.9M 1.88% NEW $71.39 +9.6%
19 SCHW Schwab (Charles) Corp Financial Services 28,000.0 $2.6M 1.68% NEW $92.29 +18.4%
20 TSLA Tesla Motors Inc. Consumer Cyclical 5,645.0 $2.4M 1.55% NEW $420.55 -15.8%
Page 1 of 4  ·  62 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 17.5%
Consumer Cyclical 13.9%
Communication Services 10.9%
Consumer Defensive 6.8%
Industrials 5.6%
Healthcare 4.5%
Utilities 1.6%
Energy 1.0%