13F Insight
DOSSIER · 13F-HR · Q1 2026

MOUNT VERNON ASSOCIATES INC /MD/

$142M in tracked AUM across 60 positions as of Q1 2026.

MV
CIK 0000799003 · last filed Mar 31, 2026
Total AUM
$142M
as of Q1 2026
Holdings
60
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MOUNT VERNON ASSOCIATES INC /MD/ filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc.
$15M58K10.5%02
GOOG
Alphabet Inc. Cl C
$11M40K8.1%03
COST
Costco Wholesale Corp
$10M10K6.8%04
AMZN
Amazon.Com Inc.
$9M43K6.3%05
MSFT
Microsoft Corporation
$8M23K6.0%06
META
Meta Platforms, Inc
$8M13K5.3%07
JPM
J.P. Morgan Chase & Co Chase &
$7M25K5.1%08
AXP
American Express Co.
$6M19K4.0%09
NFLX
Netflix Inc.
$4M43K2.9%10
BAC
Bank Of America Corp
$4M83K2.9%

Filing history

2026Q1Mar 31
$142M▼ 4.8%
60 positionsView →2025Q4Dec 31
$149M▲ 3.8%
60 positionsView →2025Q3Sep 30
$143M▲ 3.5%
55 positionsView →2025Q2Jun 30
$138M▲ 12.9%
55 positionsLocked2025Q1Mar 31
$123M▼ 4.4%
52 positionsLocked2024Q4Dec 31
$128M▲ 1.8%
50 positionsLocked2024Q3Sep 30
$126M▲ 11.7%
53 positionsLocked2024Q2Jun 30
$113M▼ 4.3%
53 positionsLocked2024Q1Mar 31
$118M▲ 15.5%
53 positionsLocked2023Q4Dec 31
$102M▲ 12.8%
52 positionsLocked2023Q3Sep 30
$90M▼ 3.9%
50 positionsLocked2023Q2Jun 30
$94M▲ 11.2%
50 positionsLocked
Showing 12 of 100