MOUNT VERNON ASSOCIATES INC /MD/
CIK 799003 · Holdings on Dec 31, 2023 · First reported Jan 26, 2024
Top ten holdings
Q4 2023- AAPL12.23%
- MSFT7.96%
- COST6.91%
- AMZN6.74%
- GOOG5.91%
- META4.88%
- JPM4.23%
- AXP3.33%
- TSCO2.88%
- BAC2.78%
Share classes counted separately57.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CSCOWeight decreased · -0.45 pp2.52% → 2.07%Shares -700 (-1.65%)
- INTCWeight increased · +0.40 pp1.80% → 2.20%Shares -1.00K (-2.19%)
- GOOGWeight decreased · -0.40 pp6.31% → 5.91%Shares -460 (-1.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCcom View history and evidence | $12.47M | 12.23% | 64.79K shares | 12.50% → 12.23%-0.27 pp -1.23K (-1.86%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORPcom View history and evidence | $8.11M | 7.96% | 21.58K shares | 7.64% → 7.96%+0.32 pp -303 (-1.38%) | Reduced | ↗▾ |
| 03 | COSTCOSTCO WHOLESALE CORPcom View history and evidence | $7.05M | 6.91% | 10.67K shares | 6.80% → 6.91%+0.11 pp -210 (-1.93%) | Reduced | ↗▾ |
| 04 | AMZNAMAZON.COM INCcom View history and evidence | $6.87M | 6.74% | 45.23K shares | 6.45% → 6.74%+0.29 pp -685 (-1.49%) | Reduced | ↗▾ |
| 05 | GOOGALPHABET INC-CL Ccom View history and evidence | $6.03M | 5.91% | 42.80K shares | 6.31% → 5.91%-0.40 pp -460 (-1.06%) | Reduced | ↗▾ |
| 06 | METAMETA PLATFORMS INC-CLASS Acom View history and evidence | $4.98M | 4.88% | 14.06K shares | 4.73% → 4.88%+0.15 pp -175 (-1.23%) | Reduced | ↗▾ |
| 07 | JPMJPMORGAN CHASE & COcom View history and evidence | $4.31M | 4.23% | 25.36K shares | 4.11% → 4.23%+0.12 pp -250 (-0.98%) | Reduced | ↗▾ |
| 08 | AXPAMERICAN EXPRESS COcom View history and evidence | $3.40M | 3.33% | 18.15K shares | 3.03% → 3.33%+0.30 pp -200 (-1.09%) | Reduced | ↗▾ |
| 09 | TSCOTRACTOR SUPPLY COMPANYcom View history and evidence | $2.94M | 2.88% | 13.67K shares | 3.11% → 2.88%-0.23 pp -175 (-1.26%) | Reduced | ↗▾ |
| 10 | BACBANK OF AMERICA CORPcom View history and evidence | $2.83M | 2.78% | 84.10K shares | 2.56% → 2.78%+0.22 pp -650 (-0.77%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 799003 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-26
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 101989
}Research all 52 reported holdings.
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