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CIK: 0000799003
Total reported value
$153.4M
$153.4M
50 檔
34.6%
In Q4 2024, Mount Vernon Associates Inc /md/'s U.S. equity holdings reached a combined market value of $153.4M, distributed across 50 disclosed stock positions.
In Q4 2024, Mount Vernon Associates Inc /md/ adopted a defensive or profit-taking posture, trimming 14 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 12.31% | +0.11% | -0.51% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.08% | -0.66% | +0.05% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.55% | +0.02% | -0.78% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.21% | -1.24% | -0.14% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.28% | +0.54% | +0.02% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.20% | -0.74% | -0.18% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.65% | -0.19% | -0.62% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.24% | -0.08% | -0.13% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 2.89% | -0.02% | +0.12% | |
| 10 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.78% | -0.84% | +402.24% | |
| 11 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.52% | -0.51% | -1.36% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 2.52% | +0.03% | -20.42% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.30% | +0.07% | +0.34% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 2.01% | -1.84% | EXIT | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 1.89% | +0.64% | — | |
| 16 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.87% | +0.38% | — | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.84% | -0.12% | -0.76% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.74% | -0.30% | — | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.65% | -0.34% | +0.31% | |
| 20 | TREX | Trex Company Inc | Stock-Industrials | 1.57% | +0.13% | — | |
| 21 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.56% | +0.05% | +0.12% | |
| 22 | TXN | Texas Instruments Inc | Stock-Tech | 1.51% | +0.59% | — | |
| 23 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 1.48% | +0.48% | +0.07% | |
| 24 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.36% | -0.26% | — | |
| 25 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.08% | -0.24% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.94% | -0.03% | — | |
| 27 | PFE | Pfizer Inc | Stock-Healthcare | 0.82% | -0.22% | +0.25% | |
| 28 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.81% | -0.05% | -8.06% | |
| 29 | INTC | Intel CORP | Stock-Tech | 0.77% | +2.64% | +1.76% | |
| 30 | ENPH | Enphase Energy Inc | Stock-Tech | 0.65% | -0.01% | +0.87% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.22% | — | |
| 32 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.60% | -0.04% | — | |
| 33 | T | At&t Inc | Stock-Comm Services | 0.59% | -0.28% | — | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.14% | — | |
| 35 | DUK | Duke Energy Corporation | Stock-Utilities | 0.56% | -0.06% | — | |
| 36 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.55% | +0.85% | +45.00% | |
| 37 | C | Citigroup Inc | Stock-Financials | 0.48% | +0.08% | — | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.15% | — | |
| 39 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 40 | NVR | Nvr Inc | Stock-Consumer Disc | 0.32% | -0.01% | — | |
| 41 | IP | International Paper Co | Stock-Consumer Disc | 0.30% | — | -0.94% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.29% | +0.01% | — | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.27% | +0.16% | — | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.02% | -28.85% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | -0.02% | — | |
| 46 | DOW | Dow Inc. | Stock-Materials | 0.21% | — | -4.24% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.21% | +0.02% | — | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.19% | -0.01% | — | |
| 49 | TKOI | Telkonet Inc | Stock-Other | — | — | -14.04% | |
| 50 | YOGAQ | Yogaworks Inc | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +1% | -0.78% | Trim |
| 2 | TSLA | Tesla Inc | +0.8% | +0.34% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.7% | +0.02% | Add |
| 4 | AAPL | Apple Inc | +0.6% | -0.51% | Trim |
| 5 | JPM | Jpmorgan Chase & Co | +0.5% | -0.62% | Trim |
| 6 | SPOT | Spotify Technology S.A. | +0.4% | -1.36% | Trim |
| 7 | AXP | American Express Co | +0.3% | -0.13% | Trim |
| 8 | AFRM | Affirm Holdings Inc | +0.3% | +45.00% | Add |
| 9 | DAL | Delta Air Lines Inc | +0.3% | — | Unchanged |
| 10 | BAC | Bank Of America CORP | +0.2% | +0.12% | Add |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | — | Unchanged |
| 12 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 13 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.14% | Trim |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | — | Unchanged |
| 16 | WH | Wyndham Hotels & Resorts Inc | +0.1% | — | Unchanged |
| 17 | COF | Capital One Financial CORP | +0.1% | — | Unchanged |
| 18 | C | Citigroup Inc | 0% | — | Unchanged |
| 19 | TREX | Trex Company Inc | 0% | — | Unchanged |
| 20 | IP | International Paper Co | 0% | -0.94% | Trim |
| 21 | META | Meta Platforms Inc-class A | 0% | -0.18% | Trim |
| 22 | T | At&t Inc | 0% | — | Unchanged |
| 23 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 24 | TKOI | Telkonet Inc | 0% | -14.04% | Trim |
| 25 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 26 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 27 | ABNB | Airbnb Inc-class A | -0.1% | -8.06% | Trim |
| 28 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 29 | HIG | Hartford Insurance Group Inc | -0.1% | — | Unchanged |
| 30 | PPL | Ppl CORP | -0.1% | +0.31% | Add |
| 31 | NVR | Nvr Inc | -0.1% | — | Unchanged |
| 32 | IVV | Ishares Core S&p 500 ETF | -0.1% | -28.85% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 34 | VZ | Verizon Communications Inc | -0.1% | — | Unchanged |
| 35 | PFE | Pfizer Inc | -0.1% | +0.25% | Add |
| 36 | DOW | Dow Inc. | -0.1% | -4.24% | Trim |
| 37 | DUK | Duke Energy Corporation | -0.1% | — | Unchanged |
| 38 | INTC | Intel CORP | -0.1% | +1.76% | Add |
| 39 | SBUX | Starbucks CORP | -0.1% | +0.12% | Add |
| 40 | MU | Micron Technology Inc | -0.2% | EXIT | Sold out |
| 41 | TXN | Texas Instruments Inc | -0.2% | — | Unchanged |
| 42 | AEP | American Electric Power Company, Inc. | -0.2% | +0.07% | Add |
| 43 | GEHC | GE Healthcare Technology | -0.2% | — | Unchanged |
| 44 | TSCO | Tractor Supply Company | -0.3% | +402.24% | Add |
| 45 | MSFT | Microsoft CORP | -0.3% | +0.05% | Add |
| 46 | ENPH | Enphase Energy Inc | -0.4% | +0.87% | Add |
| 47 | UBER | Uber Technologies Inc | -0.5% | -0.76% | Trim |
| 48 | PYPL | Paypal Holdings Inc | -0.7% | EXIT | Sold out |
| 49 | LUV | Southwest Airlines Co | -0.7% | EXIT | Sold out |
| 50 | CSX | Csx CORP | -0.9% | -20.42% | Trim |
According to official SEC Form 13F filings, Mount Vernon Associates Inc /md/ reported a total U.S. public equity portfolio value of $153.4M across 50 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 34.6% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
LUV
前期市值: $871.0K
During Q4 2024, Mount Vernon Associates Inc /md/'s top holdings by market value included AAPL (12.3%)、MSFT (8.1%)、AMZN (7.5%). The largest single position, AAPL, represented 12.3% of total portfolio value.
In Q4 2024, Mount Vernon Associates Inc /md/ made 29 total portfolio adjustments, initiating 0 new buys, adding to 12 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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