Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $113 Million
- Q2 2024
Mount Vernon Associates Inc has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $113 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.2M, Microsoft Corp with a value of $9.36M, Costco Wholesale Corp with a value of $8.4M, Amazon Com Inc with a value of $8.36M, and Alphabet Inc. with a value of $7.52M.
Examining the 13F form we can see an decrease of $150K in the current position value, from $113M to 113M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$113 Million
Technology: $32.9 Million
Communication Services: $18.2 Million
Consumer Cyclical: $18 Million
Financial Services: $17.3 Million
Consumer Defensive: $8.62 Million
Industrials: $7.35 Million
Healthcare: $3.03 Million
Utilities: $1.8 Million
Other: $910,000