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CIK: 0000799003
Total reported value
$153.4M
$153.4M
55 檔
36.7%
During the Q3 2025 filing period, Mount Vernon Associates Inc /md/ (CIK: 0000799003) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $153.4M across 55 reported positions.
In Q3 2025, Mount Vernon Associates Inc /md/ adopted a defensive or profit-taking posture, trimming 29 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.79% | +0.11% | -1.41% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.14% | -0.66% | -8.39% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.11% | +0.54% | -1.62% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.74% | -0.74% | -2.45% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.50% | +0.02% | -1.87% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 6.29% | -1.24% | -1.70% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.36% | -0.19% | -1.68% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.32% | -0.08% | +0.46% | |
| 9 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 3.47% | -0.51% | -2.26% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 2.97% | -0.02% | -2.08% | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 2.69% | -0.12% | -2.00% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.64% | -0.84% | -1.48% | |
| 13 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 2.33% | +0.48% | -2.20% | |
| 14 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.18% | +0.85% | -1.84% | |
| 15 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.99% | -0.30% | -1.65% | |
| 16 | CSCO | Cisco Systems Inc | Stock-Tech | 1.96% | +0.64% | -0.97% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.77% | +0.07% | +0.32% | |
| 18 | PPL | Ppl CORP | Stock-Utilities | 1.69% | -0.34% | — | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.68% | -1.84% | EXIT | |
| 20 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.59% | +0.38% | — | |
| 21 | TXN | Texas Instruments Inc | Stock-Tech | 1.31% | +0.59% | -2.49% | |
| 22 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.28% | +0.05% | -2.26% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.18% | +2.64% | -1.47% | |
| 24 | CSX | Csx CORP | Stock-Industrials | 1.12% | +0.03% | -50.00% | |
| 25 | IBM | Intl Business Machines CORP | Stock-Tech | 1.09% | -0.03% | — | |
| 26 | TREX | Trex Company Inc | Stock-Industrials | 1.06% | +0.13% | -0.67% | |
| 27 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.00% | -0.26% | +2.25% | |
| 28 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.94% | -0.24% | +0.28% | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.83% | -0.05% | +9.15% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.75% | -0.22% | -2.54% | |
| 31 | T | At&t Inc | Stock-Comm Services | 0.62% | -0.28% | -1.42% | |
| 32 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.61% | -0.04% | — | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.22% | -2.01% | |
| 34 | DUK | Duke Energy Corporation | Stock-Utilities | 0.48% | -0.06% | -7.40% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.14% | -5.32% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.47% | +0.08% | -21.25% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.15% | — | |
| 38 | ENPH | Enphase Energy Inc | Stock-Tech | 0.33% | -0.01% | +3.13% | |
| 39 | NVR | Nvr Inc | Stock-Consumer Disc | 0.28% | -0.01% | — | |
| 40 | COF | Capital One Financial CORP | Stock-Financials | 0.27% | +0.01% | — | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.26% | -0.02% | -0.20% | |
| 42 | CAT | Caterpillar Inc | Stock-Industrials | 0.25% | +0.16% | -21.05% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.05% | +26.67% | |
| 44 | MU | Micron Technology Inc | Stock-Tech | 0.25% | +0.86% | — | |
| 45 | FSLR | First Solar Inc | Stock-Tech | 0.23% | -0.21% | EXIT | |
| 46 | IP | International Paper Co | Stock-Consumer Disc | 0.23% | — | -2.08% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.22% | +0.06% | — | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | +0.02% | — | |
| 49 | WH | Wyndham Hotels & Resorts Inc | Stock-Consumer Disc | 0.20% | -0.01% | -3.35% | |
| 50 | PNC | Pnc Financial Services Group | Stock-Financials | 0.19% | +0.02% | -0.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.7% | -1.62% | Trim |
| 2 | AFRM | Affirm Holdings Inc | +1.7% | -1.84% | Add |
| 3 | MSFT | Microsoft CORP | +0.6% | -8.39% | Trim |
| 4 | TSLA | Tesla Inc | +0.5% | +0.32% | Trim |
| 5 | AEP | American Electric Power Company, Inc. | +0.5% | -2.20% | Trim |
| 6 | META | Meta Platforms Inc-class A | +0.4% | -2.45% | Trim |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | -1.68% | Trim |
| 8 | UBER | Uber Technologies Inc | +0.3% | -2.00% | Trim |
| 9 | INTC | Intel CORP | +0.3% | -1.47% | Add |
| 10 | AXP | American Express Co | +0.2% | +0.46% | Add |
| 11 | SPOT | Spotify Technology S.A. | +0.2% | -2.26% | Trim |
| 12 | DAL | Delta Air Lines Inc | +0.2% | — | Unchanged |
| 13 | BAC | Bank Of America CORP | +0.1% | -2.08% | Trim |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | -1.65% | Trim |
| 15 | ABNB | Airbnb Inc-class A | 0% | +9.15% | Add |
| 16 | COF | Capital One Financial CORP | — | — | Unchanged |
| 17 | JNJ | Johnson & Johnson | — | -0.20% | Add |
| 18 | CAT | Caterpillar Inc | 0% | -21.05% | Trim |
| 19 | PNC | Pnc Financial Services Group | 0% | -0.72% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | — | Trim |
| 21 | C | Citigroup Inc | 0% | -21.25% | Trim |
| 22 | NVR | Nvr Inc | 0% | — | Unchanged |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | PG | Procter & Gamble Co/the | 0% | -7.16% | Add |
| 25 | PFE | Pfizer Inc | -0.1% | -2.54% | Add |
| 26 | IP | International Paper Co | -0.1% | -2.08% | Trim |
| 27 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 28 | HIG | Hartford Insurance Group Inc | -0.1% | — | Trim |
| 29 | DUK | Duke Energy Corporation | -0.1% | -7.40% | Trim |
| 30 | CSCO | Cisco Systems Inc | -0.1% | -0.97% | Trim |
| 31 | WH | Wyndham Hotels & Resorts Inc | -0.1% | -3.35% | Trim |
| 32 | VZ | Verizon Communications Inc | -0.1% | -2.01% | Trim |
| 33 | LLY | Eli Lilly & Co | -0.2% | -5.32% | Trim |
| 34 | GEHC | GE Healthcare Technology | -0.2% | +0.28% | Add |
| 35 | PPL | Ppl CORP | -0.2% | — | Unchanged |
| 36 | ENPH | Enphase Energy Inc | -0.3% | +3.13% | Add |
| 37 | AMZN | Amazon.com Inc | -0.3% | -1.87% | Trim |
| 38 | HON | Honeywell International Inc | -0.3% | -1.38% | Trim |
| 39 | TREX | Trex Company Inc | -0.3% | -0.67% | Trim |
| 40 | TSCO | Tractor Supply Company | -0.4% | -1.48% | Trim |
| 41 | SBUX | Starbucks CORP | -0.5% | -2.26% | Trim |
| 42 | BMY | Bristol-myers Squibb Co | -0.5% | +2.25% | Add |
| 43 | AAPL | Apple Inc | -0.6% | -1.41% | Trim |
| 44 | CSX | Csx CORP | -1.3% | -50.00% | Trim |
| 45 | COST | Costco Wholesale CORP | -1.5% | -1.70% | Trim |
| 46 | NVDA | Nvidia CORP | — | NEW | New buy |
| 47 | MU | Micron Technology Inc | — | NEW | New buy |
| 48 | FSLR | First Solar Inc | — | NEW | New buy |
| 49 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 50 | DOW | Dow Inc. | — | EXIT | Sold out |
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 55 disclosed positions in Q3 2025.
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, GOOG) accounted for 36.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
NVDA
市值: $355.0K
Top Position Liquidated / Trimmed
DOW
前期市值: $237.0K
During Q3 2025, Mount Vernon Associates Inc /md/'s top holdings by market value included AAPL (10.8%)、MSFT (8.1%)、GOOG (7.1%). The largest single position, AAPL, represented 10.8% of total portfolio value.
In Q3 2025, Mount Vernon Associates Inc /md/ made 44 total portfolio adjustments, initiating 4 new buys, adding to 10 positions, trimming 29 holdings, and fully liquidating 1 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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