Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $133 Million
- Q2 2025
Mount Vernon Associates Inc has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $133 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.6M, Microsoft Corp with a value of $12.2M, Meta Platforms, Inc. with a value of $9.94M, Costco Wholesale Corp with a value of $9.81M, and Amazon Com Inc with a value of $9.48M.
Examining the 13F form we can see an increase of $10.7M in the current position value, from $123M to 133M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$133 Million
Technology: $40.8 Million
Communication Services: $24.9 Million
Financial Services: $22 Million
Consumer Cyclical: $19.1 Million
Consumer Defensive: $10.3 Million
Industrials: $9.59 Million
Healthcare: $3.53 Million
Utilities: $2.21 Million
Other: $994,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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