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CIK: 0000799003
Total reported value
$150.4M
$150.4M
60 檔
39.0%
The Q4 2025 SEC filing reveals that Mount Vernon Associates Inc /md/ held a total portfolio value of $150.4M, covering 60 public equity positions.
During Q4 2025, Mount Vernon Associates Inc /md/ performed routine portfolio adjustments (5 new buys, 15 additions, 21 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.94% | +1.07% | -1.45% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.63% | -0.44% | -2.21% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.39% | +1.78% | +0.86% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.62% | +0.17% | +0.48% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.84% | +1.24% | +0.11% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 5.64% | -0.26% | -0.05% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.26% | -0.11% | -0.39% | |
| 8 | AXP | American Express Co | Stock-Financials | 4.65% | -0.45% | +0.27% | |
| 9 | BAC | Bank Of America CORP | Stock-Financials | 3.06% | -0.19% | +0.30% | |
| 10 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.79% | +0.16% | +0.28% | |
| 11 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 2.34% | -0.53% | +1.80% | |
| 12 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 2.26% | -0.06% | +0.75% | |
| 13 | UBER | Uber Technologies Inc | Stock-Industrials | 2.19% | -0.10% | +1.66% | |
| 14 | AFRM | Affirm Holdings Inc | Stock-Financials | 2.15% | +0.13% | +0.47% | |
| 15 | CSCO | Cisco Systems Inc | Stock-Tech | 2.12% | -0.34% | — | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.00% | +0.12% | — | |
| 17 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.87% | -0.26% | -0.25% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.71% | -0.19% | -0.76% | |
| 19 | PPL | Ppl CORP | Stock-Utilities | 1.53% | -0.19% | -0.04% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.50% | — | -0.17% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.42% | +445.21% | |
| 22 | INTC | Intel CORP | Stock-Tech | 1.24% | -0.59% | -0.60% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.20% | -0.17% | -1.87% | |
| 24 | TXN | Texas Instruments Inc | Stock-Tech | 1.19% | -0.22% | — | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.15% | +0.11% | -0.31% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.13% | -0.25% | +1.80% | |
| 27 | CSX | Csx CORP | Stock-Industrials | 1.09% | -0.05% | -0.44% | |
| 28 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.99% | -0.02% | — | |
| 29 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.83% | +0.10% | -7.57% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.70% | +0.10% | -1.66% | |
| 31 | TREX | Trex Company Inc | Stock-Industrials | 0.67% | -0.14% | -2.89% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.64% | -0.01% | — | |
| 33 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.60% | -0.05% | -1.52% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.53% | +0.04% | — | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.53% | +0.05% | — | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.52% | -0.08% | -0.75% | |
| 37 | NFLX | Netflix Inc | Stock-Comm Services | 0.44% | -0.03% | — | |
| 38 | MU | Micron Technology Inc | Stock-Tech | 0.40% | -0.08% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | +0.04% | — | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | -0.13% | +6.67% | |
| 41 | COF | Capital One Financial CORP | Stock-Financials | 0.30% | -0.05% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | +0.02% | +2.86% | |
| 43 | AMD | Advanced Micro Devices | Stock-Tech | 0.28% | +0.02% | — | |
| 44 | FSLR | First Solar Inc | Stock-Tech | 0.26% | — | — | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.27% | EXIT | |
| 46 | NVR | Nvr Inc | Stock-Consumer Disc | 0.25% | -0.02% | — | |
| 47 | Q | Qnity Electronics Inc | Stock-Tech | 0.24% | — | — | |
| 48 | DUK | Duke Energy Corporation | Stock-Utilities | 0.24% | -0.01% | — | |
| 49 | ENPH | Enphase Energy Inc | Stock-Tech | 0.23% | -0.27% | EXIT | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.19% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.5% | -2.21% | Trim |
| 2 | NVDA | Nvidia CORP | +1.1% | +445.21% | Add |
| 3 | AXP | American Express Co | +0.3% | +0.27% | Add |
| 4 | DAL | Delta Air Lines Inc | +0.3% | -0.25% | Trim |
| 5 | LLY | Eli Lilly & Co | +0.2% | — | Unchanged |
| 6 | CSCO | Cisco Systems Inc | +0.2% | — | Unchanged |
| 7 | MU | Micron Technology Inc | +0.2% | — | Unchanged |
| 8 | AAPL | Apple Inc | +0.2% | -1.45% | Trim |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -0.31% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.1% | +0.48% | Add |
| 11 | BAC | Bank Of America CORP | +0.1% | +0.30% | Add |
| 12 | INTC | Intel CORP | +0.1% | -0.60% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.1% | — | Unchanged |
| 14 | CAT | Caterpillar Inc | +0.1% | +6.67% | Add |
| 15 | GEHC | GE Healthcare Technology | +0.1% | — | Unchanged |
| 16 | C | Citigroup Inc | +0.1% | -0.75% | Trim |
| 17 | IBM | Intl Business Machines CORP | 0% | +1.80% | Add |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +21.81% | Add |
| 19 | FSLR | First Solar Inc | 0% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | 0% | +2.86% | Add |
| 21 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 22 | AEP | American Electric Power Company, Inc. | 0% | +1.80% | Add |
| 23 | SCHW | Schwab (charles) CORP | 0% | — | Unchanged |
| 24 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 25 | TKOI | Telkonet Inc | 0% | -11.34% | Trim |
| 26 | ABNB | Airbnb Inc-class A | — | -7.57% | Trim |
| 27 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 28 | YOGAQ | Yogaworks Inc | — | — | Unchanged |
| 29 | HIG | Hartford Insurance Group Inc | 0% | -1.52% | Trim |
| 30 | PM | Philip Morris International | 0% | — | Unchanged |
| 31 | PG | Procter & Gamble Co/the | 0% | — | Unchanged |
| 32 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 33 | AFRM | Affirm Holdings Inc | 0% | +0.47% | Add |
| 34 | NVR | Nvr Inc | 0% | — | Unchanged |
| 35 | WH | Wyndham Hotels & Resorts Inc | 0% | -4.44% | Trim |
| 36 | CSX | Csx CORP | 0% | -0.44% | Trim |
| 37 | IP | International Paper Co | -0.1% | -2.84% | Trim |
| 38 | PFE | Pfizer Inc | -0.1% | -1.66% | Trim |
| 39 | TSLA | Tesla Inc | -0.1% | -0.76% | Trim |
| 40 | VZ | Verizon Communications Inc | -0.1% | — | Unchanged |
| 41 | SBUX | Starbucks CORP | -0.1% | -1.87% | Trim |
| 42 | T | At&t Inc | -0.1% | — | Unchanged |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | -0.39% | Trim |
| 44 | ENPH | Enphase Energy Inc | -0.1% | -20.36% | Trim |
| 45 | TXN | Texas Instruments Inc | -0.1% | — | Unchanged |
| 46 | PPL | Ppl CORP | -0.2% | -0.04% | Trim |
| 47 | HON | Honeywell International Inc | -0.2% | -0.17% | Trim |
| 48 | DUK | Duke Energy Corporation | -0.2% | — | Unchanged |
| 49 | TSCO | Tractor Supply Company | -0.4% | +0.75% | Add |
| 50 | TREX | Trex Company Inc | -0.4% | -2.89% | Trim |
According to official SEC Form 13F filings, Mount Vernon Associates Inc /md/ reported a total U.S. public equity portfolio value of $150.4M across 60 disclosed positions in Q4 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, GOOG, MSFT) accounted for 39.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $656.0K
Top Position Liquidated / Trimmed
AAPL
前期市值: $15.5M
During Q4 2025, Mount Vernon Associates Inc /md/'s top holdings by market value included AAPL (10.9%)、GOOG (8.6%)、MSFT (7.4%). The largest single position, AAPL, represented 10.9% of total portfolio value.
In Q4 2025, Mount Vernon Associates Inc /md/ made 41 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 21 holdings, and fully liquidating 0 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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