Mount Vernon Associates Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Mount Vernon Associates Inc. reported 52 stock positions worth $122.6 million. Its top holding was Apple (AAPL) at 11.3% of the portfolio, followed by Costco Wholesale (COST, 7.7%) and Microsoft (MSFT, 7.6%). Compared with Q4 2024, it opened 2 new positions, added to 16 and reduced 16. The biggest buy was Spotify Technology (SPOT, shares +1%) and the biggest sale Tesla (TSLA, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0000799003
- Portfolio Value
- $122.6M (Q1 2025)
- SEC Filing
- 0000799003-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 52 stocks · $122.6M
| AAPL Apple Inc. | 11.35% | 62,637 | $13.9M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 7.74% | 10,037 | $9.5M | Reduce -0.6% |
| MSFT Microsoft Corp. | 7.56% | 24,702 | $9.3M | Add +0.4% |
| AMZN Amazon.com Inc. | 6.80% | 43,800 | $8.3M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 6.36% | 13,530 | $7.8M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 5.41% | 42,465 | $6.6M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 5.00% | 24,984 | $6.1M | Add +0.3% |
| AXP American Express Co. | 4.08% | 18,587 | $5.0M | Add +1.5% |
| SPOT Spotify Technology SA | 3.27% | 7,285 | $4.0M | Add +0.7% |
| TSCO Tractor Supply Company | 3.03% | 67,370 | $3.7M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.87% | 84,219 | $3.5M | Reduce -0.1% |
| CSX CSX Corp. | 2.40% | 100,000 | $2.9M | No change |
| UBER Uber Technologies Inc. | 2.36% | 39,675 | $2.9M | Add +1.3% |
| CSCO Cisco Systems Inc. | 2.07% | 41,229 | $2.5M | Add +0.4% |
| HON Honeywell International Inc. | 2.00% | 11,609 | $2.5M | Add +1.8% |
| SCHW Schwab (charles) Corp. | 1.92% | 30,100 | $2.4M | No change |
| PPL PPL Corp. | 1.92% | 65,175 | $2.4M | No change |
| GE General Electric Company | 1.85% | 11,353 | $2.3M | Reduce -0.3% |
| SBUX Starbucks Corp. | 1.75% | 21,932 | $2.2M | Reduce -0.1% |
| BMY Bristol-Myers Squibb Co. | 1.53% | 30,804 | $1.9M | Reduce -0.2% |
| TXN Texas Instruments Inc. | 1.51% | 10,325 | $1.9M | No change |
| DAL Delta Air Lines Inc. | 1.43% | 40,100 | $1.7M | Add +1.0% |
| TREX Trex Company Inc. | 1.40% | 29,550 | $1.7M | Add +1.0% |
| TSLA Tesla Inc. | 1.25% | 5,920 | $1.5M | Reduce -19.0% |
| GEHC GE Healthcare Technology | 1.17% | 17,721 | $1.4M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.13% | 5,555 | $1.4M | Add +0.9% |
| INTC Intel Corp. | 0.92% | 49,637 | $1.1M | Add +1.0% |
| PFE Pfizer Inc. | 0.82% | 39,713 | $1.0M | No change |
| ABNB Airbnb Inc. Class A | 0.81% | 8,275 | $989K | Add +5.1% |
| T AT&T Inc. | 0.74% | 32,111 | $908K | Reduce -3.7% |
| VZ Verizon Communications Inc. | 0.74% | 19,884 | $902K | Reduce -0.2% |
| HIG Hartford Insurance Group Inc. | 0.69% | 6,859 | $849K | Reduce -2.8% |
| LLY Eli Lilly & Co. | 0.63% | 940 | $776K | No change |
| ENPH Enphase Energy Inc. | 0.62% | 12,310 | $764K | Add +1.2% |
| DU PONT E I DE NEMOURS & CO | 0.57% | 9,432 | $704K | No change |
| AFRM Affirm Holdings Inc. | 0.50% | 13,550 | $612K | Add +16.8% |
| C Citigroup Inc. | 0.49% | 8,470 | $601K | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.43% | 4,472 | $532K | No change |
| IP International Paper Co. | 0.31% | 7,200 | $384K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.31% | 4,228 | $383K | No change |
| NVR NVR Inc. | 0.30% | 50 | $362K | No change |
| COF Capital One Financial Corp. | 0.27% | 1,825 | $327K | Reduce -11.0% |
| JNJ Johnson & Johnson | 0.26% | 1,925 | $319K | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.26% | 950 | $313K | No change |
| IVV iShares Core S&P 500 ETF | 0.23% | 513 | $288K | No change |
| PNC PNC Financial Services Group | 0.20% | 1,380 | $243K | No change |
| PG The Procter & Gamble Co. | 0.20% | 1,428 | $243K | No change |
| DOW CHEMICAL CO/THE | 0.19% | 6,782 | $237K | No change |
| WMB Williams Cos Inc. | 0.17% | 3,583 | $214K | New |
| PM Philip Morris International | 0.17% | 1,300 | $206K | New |
| TKOI Telkonet Inc. | 0.00% | 1,190,500 | $3K | No change |
| YOGAQ Yogaworks Inc. | 0.00% | 93,500 | $0 | No change |
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -19.0% | 1.25% | −1.05 |
| AAPL Apple Inc. | Reduce -0.6% | 11.35% | −0.98 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 6.80% | −0.77 |
| BAC Bank of America Corp. | Reduce -0.1% | 2.87% | −0.03 |
| COF Capital One Financial Corp. | Reduce -11.0% | 0.27% | −0.02 |
| C Citigroup Inc. | Reduce -3.4% | 0.49% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.26% | +0.04 |
| GEHC GE Healthcare Technology | Reduce -0.2% | 1.17% | +0.08 |
| HIG Hartford Insurance Group Inc. | Reduce -2.8% | 0.69% | +0.09 |
| VZ Verizon Communications Inc. | Reduce -0.2% | 0.74% | +0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 6.36% | +0.14 |
| T AT&T Inc. | Reduce -3.7% | 0.74% | +0.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.2% | 1.53% | +0.17 |
| SBUX Starbucks Corp. | Reduce -0.1% | 1.75% | +0.19 |
| GE General Electric Company | Reduce -0.3% | 1.85% | +0.37 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 7.74% | +0.52 |
Portfolio Buys Q4 2024 → Q1 2025
| SPOT Spotify Technology SA | Add +0.7% | 3.27% | +0.74 |
| UBER Uber Technologies Inc. | Add +1.3% | 2.36% | +0.51 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 5.00% | +0.33 |
| TSCO Tractor Supply Company | Add +0.2% | 3.03% | +0.24 |
| IBM Intl Business Machines Corp. | Add +0.9% | 1.13% | +0.18 |
| CSCO Cisco Systems Inc. | Add +0.4% | 2.07% | +0.18 |
| WMB Williams Cos Inc. | New | 0.17% | +0.17 |
| PM Philip Morris International | New | 0.17% | +0.17 |
| INTC Intel Corp. | Add +1.0% | 0.92% | +0.15 |
| ABNB Airbnb Inc. Class A | Add +5.1% | 0.81% | −0.00 |
| HON Honeywell International Inc. | Add +1.8% | 2.00% | −0.01 |
| ENPH Enphase Energy Inc. | Add +1.2% | 0.62% | −0.03 |
| AFRM Affirm Holdings Inc. | Add +16.8% | 0.50% | −0.05 |
| AXP American Express Co. | Add +1.5% | 4.08% | −0.17 |
| TREX Trex Company Inc. | Add +1.0% | 1.40% | −0.18 |
| DAL Delta Air Lines Inc. | Add +1.0% | 1.43% | −0.45 |
| MSFT Microsoft Corp. | Add +0.4% | 7.56% | −0.54 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 5.41% | −0.88 |
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 |