Mount Vernon Associates Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), Mount Vernon Associates Inc. reported 50 stock positions worth $128.0 million. Its top holding was Apple (AAPL) at 12.3% of the portfolio, followed by Microsoft (MSFT, 8.1%) and Amazon.com (AMZN, 7.6%). Compared with Q3 2024, it sold out of 3, added to 12 and reduced 14. The biggest buy was Tesla (TSLA, shares +0%) and the biggest sale CSX (CSX, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0000799003
- Portfolio Value
- $128.0M (Q4 2024)
- SEC Filing
- 0000799003-25-000001 ↗ filed Jan 14, 2025
Holdings Value
Holdings 50 stocks · $128.0M
| AAPL Apple Inc. | 12.33% | 63,042 | $15.8M | Reduce -0.5% |
| MSFT Microsoft Corp. | 8.10% | 24,597 | $10.4M | Add +0.1% |
| AMZN Amazon.com Inc. | 7.56% | 44,130 | $9.7M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 7.22% | 10,093 | $9.2M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 6.29% | 42,298 | $8.1M | Add +0.0% |
| META Meta Platforms Inc. Class A | 6.22% | 13,595 | $8.0M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 4.66% | 24,912 | $6.0M | Reduce -0.6% |
| AXP American Express Co. | 4.25% | 18,317 | $5.4M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.89% | 84,319 | $3.7M | Add +0.1% |
| TSCO Tractor Supply Company | 2.79% | 67,220 | $3.6M | Add +0.5% |
| SPOT Spotify Technology SA | 2.53% | 7,235 | $3.2M | Reduce -1.4% |
| CSX CSX Corp. | 2.52% | 100,000 | $3.2M | Reduce -20.4% |
| TSLA Tesla Inc. | 2.30% | 7,305 | $3.0M | Add +0.3% |
| HON Honeywell International Inc. | 2.01% | 11,409 | $2.6M | No change |
| CSCO Cisco Systems Inc. | 1.90% | 41,055 | $2.4M | No change |
| DAL Delta Air Lines Inc. | 1.88% | 39,700 | $2.4M | No change |
| UBER Uber Technologies Inc. | 1.84% | 39,160 | $2.4M | Reduce -0.8% |
| SCHW Schwab (charles) Corp. | 1.74% | 30,100 | $2.2M | No change |
| PPL PPL Corp. | 1.65% | 65,175 | $2.1M | Add +0.3% |
| TREX Trex Company Inc. | 1.58% | 29,250 | $2.0M | No change |
| SBUX Starbucks Corp. | 1.57% | 21,959 | $2.0M | Add +0.1% |
| TXN Texas Instruments Inc. | 1.51% | 10,325 | $1.9M | No change |
| GE General Electric Company | 1.48% | 11,386 | $1.9M | Add +0.1% |
| BMY Bristol-Myers Squibb Co. | 1.36% | 30,879 | $1.7M | No change |
| GEHC GE Healthcare Technology | 1.08% | 17,754 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.95% | 5,505 | $1.2M | No change |
| PFE Pfizer Inc. | 0.82% | 39,713 | $1.1M | Add +0.3% |
| ABNB Airbnb Inc. Class A | 0.81% | 7,875 | $1.0M | Reduce -8.1% |
| INTC Intel Corp. | 0.77% | 49,162 | $986K | Add +1.8% |
| ENPH Enphase Energy Inc. | 0.65% | 12,160 | $835K | Add +0.9% |
| VZ Verizon Communications Inc. | 0.62% | 19,922 | $797K | No change |
| HIG Hartford Insurance Group Inc. | 0.60% | 7,059 | $772K | No change |
| T AT&T Inc. | 0.59% | 33,359 | $760K | No change |
| LLY Eli Lilly & Co. | 0.57% | 940 | $726K | No change |
| DU PONT E I DE NEMOURS & CO | 0.56% | 9,432 | $719K | No change |
| AFRM Affirm Holdings Inc. | 0.55% | 11,600 | $706K | Add +45.0% |
| C Citigroup Inc. | 0.48% | 8,770 | $617K | No change |
| XOM Exxon Mobil Corp. | 0.38% | 4,472 | $481K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.33% | 4,228 | $426K | No change |
| NVR NVR Inc. | 0.32% | 50 | $409K | No change |
| IP International Paper Co. | 0.30% | 7,200 | $388K | Reduce -0.9% |
| COF Capital One Financial Corp. | 0.29% | 2,050 | $366K | No change |
| CAT Caterpillar Inc. | 0.27% | 950 | $345K | No change |
| IVV iShares Core S&P 500 ETF | 0.24% | 513 | $302K | Reduce -28.9% |
| JNJ Johnson & Johnson | 0.22% | 1,940 | $281K | No change |
| PNC PNC Financial Services Group | 0.21% | 1,380 | $266K | No change |
| PG The Procter & Gamble Co. | 0.19% | 1,428 | $239K | No change |
| TKOI Telkonet Inc. | 0.00% | 1,190,500 | $2K | Reduce -14.0% |
| DOW CHEMICAL CO/THE | 0.00% | 6,782 | $272 | Reduce -4.2% |
| YOGAQ Yogaworks Inc. | 0.00% | 93,500 | $0 | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CSX CSX Corp. | Reduce -20.4% | 2.52% | −0.93 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.69 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.66 |
| UBER Uber Technologies Inc. | Reduce -0.8% | 1.84% | −0.52 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -28.9% | 0.24% | −0.10 |
| ABNB Airbnb Inc. Class A | Reduce -8.1% | 0.81% | −0.06 |
| TKOI Telkonet Inc. | Reduce -14.0% | 0.00% | −0.01 |
| DOW CHEMICAL CO/THE | Reduce -4.2% | 0.00% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 6.22% | +0.01 |
| IP International Paper Co. | Reduce -0.9% | 0.30% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 7.22% | +0.09 |
| AXP American Express Co. | Reduce -0.1% | 4.25% | +0.29 |
| SPOT Spotify Technology SA | Reduce -1.4% | 2.53% | +0.38 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 4.66% | +0.46 |
| AAPL Apple Inc. | Reduce -0.5% | 12.33% | +0.58 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 7.56% | +0.97 |
Portfolio Buys Q3 2024 → Q4 2024
| TSLA Tesla Inc. | Add +0.3% | 2.30% | +0.79 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 6.29% | +0.66 |
| AFRM Affirm Holdings Inc. | Add +45.0% | 0.55% | +0.29 |
| BAC Bank of America Corp. | Add +0.1% | 2.89% | +0.23 |
| PPL PPL Corp. | Add +0.3% | 1.65% | −0.06 |
| PFE Pfizer Inc. | Add +0.3% | 0.82% | −0.09 |
| INTC Intel Corp. | Add +1.8% | 0.77% | −0.13 |
| SBUX Starbucks Corp. | Add +0.1% | 1.57% | −0.14 |
| GE General Electric Company | Add +0.1% | 1.48% | −0.22 |
| TSCO Tractor Supply Company | Add +0.5% | 2.79% | −0.31 |
| MSFT Microsoft Corp. | Add +0.1% | 8.10% | −0.32 |
| ENPH Enphase Energy Inc. | Add +0.9% | 0.65% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $153.4M | AAPL, GOOG, AMZN, COST, MSFT |
| Q1 2026 | 60 | $141.5M | AAPL, GOOG, COST, AMZN, MSFT |
| Q4 2025 | 60 | $148.7M | AAPL, GOOG, MSFT, AMZN, META |
| Q3 2025 | 55 | $143.3M | AAPL, MSFT, GOOG, META, AMZN |
| Q2 2025 | 55 | $138.4M | AAPL, MSFT, META, COST, AMZN |
| Q1 2025 | 52 | $122.6M | AAPL, COST, MSFT, AMZN, META |
| Q4 2024 | 50 | $128.0M | AAPL, MSFT, AMZN, COST, GOOG |
| Q3 2024 | 53 | $125.6M | AAPL, MSFT, COST, AMZN, META |
| Q2 2024 | 53 | $112.4M | AAPL, MSFT, COST, AMZN, GOOG |
| Q1 2024 | 53 | $117.4M | AAPL, MSFT, AMZN, COST, META |