MOUNT VERNON ASSOCIATES INC /MD/
CIK 799003 · Holdings on Mar 31, 2024 · First reported Apr 22, 2024
Top ten holdings
Q1 2024- AAPL9.35%
- MSFT8.96%
- AMZN6.87%
- COST6.50%
- META5.78%
- GOOG5.52%
- JPM4.30%
- CSX3.95%
- AXP3.50%
- TSCO3.04%
Share classes counted separately57.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -2.88 pp12.23% → 9.35%Shares -500 (-0.77%)
- MSFTWeight increased · +1.00 pp7.96% → 8.96%Shares +3.51K (+16.26%)
- METAWeight increased · +0.90 pp4.88% → 5.78%Shares -25 (-0.18%)
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 | $11.02M | 9.35% | 64.29K shares | 12.23% → 9.35%-2.88 pp -500 (-0.77%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORPcom View history and evidence | $10.55M | 8.96% | 25.09K shares | 7.96% → 8.96%+1.00 pp +3.51K (+16.26%) | Added | ↗▾ |
| 03 | AMZNAMAZON.COM INCcom View history and evidence | $8.09M | 6.87% | 44.86K shares | 6.74% → 6.87%+0.13 pp -372 (-0.82%) | Reduced | ↗▾ |
| 04 | COSTCOSTCO WHOLESALE CORPcom View history and evidence | $7.66M | 6.50% | 10.46K shares | 6.91% → 6.50%-0.41 pp -215 (-2.01%) | Reduced | ↗▾ |
| 05 | METAMETA PLATFORMS INC-CLASS Acom View history and evidence | $6.82M | 5.78% | 14.04K shares | 4.88% → 5.78%+0.90 pp -25 (-0.18%) | Reduced | ↗▾ |
| 06 | GOOGALPHABET INC-CL Ccom View history and evidence | $6.50M | 5.52% | 42.73K shares | 5.91% → 5.52%-0.39 pp -70 (-0.16%) | Reduced | ↗▾ |
| 07 | JPMJPMORGAN CHASE & COcom View history and evidence | $5.07M | 4.30% | 25.32K shares | 4.23% → 4.30%+0.07 pp -40 (-0.16%) | Reduced | ↗▾ |
| 08 | CSXCSX CORPcom View history and evidence | $4.66M | 3.95% | 125.65K shares | Prior unavailable +125.65K | New | ↗▾ |
| 09 | AXPAMERICAN EXPRESS COcom View history and evidence | $4.12M | 3.50% | 18.09K shares | 3.33% → 3.50%+0.17 pp -55 (-0.30%) | Reduced | ↗▾ |
| 10 | TSCOTRACTOR SUPPLY COMPANYcom View history and evidence | $3.58M | 3.04% | 13.67K shares | 2.88% → 3.04%+0.16 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LULU LULULEMON ATHLETICA INC | Non-derivative | -500 | -$256.00K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 799003 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-04-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117850000
}Research all 53 reported holdings.
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