Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $123 Million
- Q1 2025
Mount Vernon Associates Inc has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $123 Million distributed in 52 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $13.9M, Costco Wholesale Corp with a value of $9.49M, Microsoft Corp with a value of $9.27M, Amazon Com Inc with a value of $8.33M, and Meta Platforms, Inc. with a value of $7.8M.
Examining the 13F form we can see an decrease of $5.68M in the current position value, from $128M to 123M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$123 Million
Technology: $34.4 Million
Communication Services: $20.2 Million
Financial Services: $19 Million
Consumer Cyclical: $17.8 Million
Consumer Defensive: $9.94 Million
Industrials: $9.18 Million
Healthcare: $3.98 Million
Utilities: $2.35 Million
Other: $1.03 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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