MOUNT VERNON ASSOCIATES INC /MD/ — 13F Holdings & Portfolio

CIK 799003 · latest 13F-HR filed 2026-04-28

MOUNT VERNON ASSOCIATES INC /MD/ manages $141.5K in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (10.46%), GOOG (8.09%), COST (6.84%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 1, added to 21, and trimmed 26.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$141.5K

Long-equity book

Holdings

60

Distinct positions

Period

2026-03-31

Filed 2026-04-28

Q/Q Activity

+1 / −1 / ↑21 / ↓26

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Netflix Inc.$3.5K +527.3%
  • Costco Wholesale Corp$1.3K +15.4%
  • Honeywell Intl Inc$376 +16.9%
  • Intel Corporation$364 +19.8%
  • Verizon Communications, Inc.$239 +30.1%
Show all 21

Top Trims

  • Microsoft Corporation-$2.6K -23.3%
  • Apple Inc.-$1.5K -9.0%
  • Alphabet Inc. Cl C-$1.4K -10.7%
  • Affirm Holdings, Inc.-$1.2K -37.7%
  • American Express Co.-$1.2K -17.2%
Show all 26

New Positions

  • Solstice Advanced Materials In$208
Show all 1

Exited Positions

  • Alphabet Inc - Cl A$211
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Apple Inc. AAPL 037833100 $14.8K 10.46% 58,329 SH
2 Alphabet Inc. Cl C GOOG 02079K107 $11.4K 8.09% 39,916 SH
3 Costco Wholesale Corp COST 22160K105 $9.7K 6.84% 9,717 SH
4 Amazon.Com Inc. AMZN 023135106 $8.9K 6.28% 42,705 SH
5 Microsoft Corporation MSFT 594918104 $8.4K 5.95% 22,765 SH
6 Meta Platforms, Inc META 30303M102 $7.5K 5.30% 13,119 SH
7 J.P. Morgan Chase & Co Chase & JPM 46625H100 $7.2K 5.12% 24,644 SH
8 American Express Co. AXP 025816109 $5.7K 4.05% 18,932 SH
9 Netflix Inc. NFLX 64110L106 $4.1K 2.91% 42,800 SH
10 Bank Of America Corp BAC 060505104 $4.1K 2.86% 83,119 SH
11 Spotify Technology S.A. SPOT L8681T102 $3.5K 2.45% 7,140 SH
12 GE Aerospace GE 369604103 $3.3K 2.30% 11,483 SH
13 Cisco Systems Inc. CSCO 17275R102 $3.2K 2.25% 41,054 SH
14 Tractor Supply Co. TSCO 892356106 $3.0K 2.15% 67,070 SH
15 Uber Technologies, Inc. UBER 90353T100 $2.8K 2.01% 39,460 SH
16 Schwab (Charles) Corp SCHW 808513105 $2.8K 1.98% 29,800 SH
17 Delta Air Lines, Inc. DAL 247361702 $2.6K 1.86% 39,700 SH
18 Honeywell Intl Inc HON 438516106 $2.6K 1.84% 11,529 SH
19 PPL Corporation PPL 69351T106 $2.5K 1.76% 65,150 SH
20 Intel Corporation INTC 458140100 $2.2K 1.56% 50,011 SH
21 Tesla Motors Inc. TSLA 88160R101 $2.1K 1.48% 5,645 SH
22 Texas Instruments, Inc. TXN 882508104 $2.0K 1.41% 10,280 SH
23 Affirm Holdings, Inc. AFRM 00827B106 $2.0K 1.41% 43,475 SH
24 Bristol-Myers Squibb Co. BMY 110122108 $1.9K 1.37% 31,929 SH
25 Starbucks Corporation SBUX 855244109 $1.9K 1.33% 21,002 SH
26 Nvidia Corp NVDA 67066G104 $1.8K 1.28% 10,359 SH
27 CSX Corporation CSX 126408103 $1.7K 1.17% 40,300 SH
28 IBM Corp IBM 459200101 $1.4K 0.97% 5,645 SH
29 Ge Healthcare Technologies GEHC 36266G107 $1.3K 0.91% 18,165 SH
30 Pfizer Inc. PFE 717081103 $1.2K 0.83% 41,919 SH
31 Airbnb, Inc. ABNB 009066101 $1.1K 0.79% 8,895 SH
32 Trex Company, Inc. TREX 89531P105 $1.0K 0.73% 28,550 SH
33 Verizon Communications, Inc. VZ 92343V104 $1.0K 0.73% 20,584 SH
34 AT&T Inc. T 00206R102 $918 0.65% 31,655 SH
35 Eli Lilly & Co. LLY 532457108 $819 0.58% 890 SH
36 Exxon Mobil Corporation XOM 30231G102 $759 0.54% 4,472 SH
37 Citigroup, Inc. C 172967424 $756 0.53% 6,670 SH
38 Micron Technology Inc MU 595112103 $693 0.49% 2,050 SH
39 Hartford Financial Services HIG 416515104 $613 0.43% 4,534 SH
40 Caterpillar Inc CAT 149123101 $567 0.40% 800 SH
41 Johnson & Johnson JNJ 478160104 $534 0.38% 2,186 SH
42 Qnity Electronics Q 74743L100 $505 0.36% 4,381 SH
43 Dupont De Nemours & Co. DD 263534109 $401 0.28% 8,764 SH
44 Enphase Energy, Inc. ENPH 29355A107 $396 0.28% 10,480 SH
45 Advanced Micro Device In AMD 007903107 $394 0.28% 1,935 SH
46 iShares Core S&p 500 Etf IVV 464287200 $355 0.25% 543 SH
47 NVR,inc. NVR 62944T105 $329 0.23% 50 SH
48 Capital One Financial Corp. COF 14040H105 $328 0.23% 1,800 SH
49 First Solar Inc. FSLR 336433107 $296 0.21% 1,500 SH
50 PNC Financial Services PNC 693475105 $285 0.20% 1,370 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-28 $141.5K 60 0000799003-26-000002
2025-12-31 2026-01-22 $148.7K 60 0000799003-26-000001