Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $128 Million
- Q4 2024
Mount Vernon Associates Inc has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Million distributed in 50 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.8M, Microsoft Corp with a value of $10.4M, Amazon Com Inc with a value of $9.68M, Costco Wholesale Corp with a value of $9.25M, and Alphabet Inc. with a value of $8.06M.
Examining the 13F form we can see an increase of $7.47M in the current position value, from $121M to 128M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$128 Million
Technology: $36.6 Million
Communication Services: $20.8 Million
Consumer Cyclical: $20.5 Million
Financial Services: $19.4 Million
Industrials: $10.6 Million
Consumer Defensive: $9.49 Million
Healthcare: $3.81 Million
Utilities: $2.12 Million
Other: $783,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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