Mount Vernon Associates Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Mount Vernon Associates Inc. reported 55 stock positions worth $138.4 million. Its top holding was Apple (AAPL) at 9.1% of the portfolio, followed by Microsoft (MSFT, 8.8%) and Meta Platforms Class A (META, 7.2%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 18 and reduced 14. The biggest buy was Affirm (AFRM, shares +221%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0000799003
- Portfolio Value
- $138.4M (Q2 2025)
- SEC Filing
- 0000799003-25-000003 ↗ filed Jul 22, 2025
Holdings Value
Holdings 55 stocks · $138.4M
| AAPL Apple Inc. | 9.12% | 61,557 | $12.6M | Reduce -1.7% |
| MSFT Microsoft Corp. | 8.83% | 24,577 | $12.2M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 7.18% | 13,469 | $9.9M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 7.08% | 9,905 | $9.8M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 6.85% | 43,220 | $9.5M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 5.44% | 42,485 | $7.5M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 5.19% | 24,772 | $7.2M | Reduce -0.8% |
| AXP American Express Co. | 4.28% | 18,567 | $5.9M | Reduce -0.1% |
| SPOT Spotify Technology SA | 4.04% | 7,285 | $5.6M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.88% | 84,169 | $4.0M | Reduce -0.1% |
| UBER Uber Technologies Inc. | 2.70% | 40,075 | $3.7M | Add +1.0% |
| TSCO Tractor Supply Company | 2.58% | 67,570 | $3.6M | Add +0.3% |
| AFRM Affirm Holdings Inc. | 2.17% | 43,525 | $3.0M | Add +221.2% |
| CSX CSX Corp. | 2.12% | 90,000 | $2.9M | Reduce -10.0% |
| GE General Electric Company | 2.11% | 11,343 | $2.9M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 2.07% | 41,379 | $2.9M | Add +0.4% |
| SCHW Schwab (charles) Corp. | 2.00% | 30,300 | $2.8M | Add +0.7% |
| HON Honeywell International Inc. | 1.95% | 11,609 | $2.7M | No change |
| PPL PPL Corp. | 1.60% | 65,175 | $2.2M | No change |
| TXN Texas Instruments Inc. | 1.57% | 10,450 | $2.2M | Add +1.2% |
| SBUX Starbucks Corp. | 1.47% | 22,157 | $2.0M | Add +1.0% |
| DAL Delta Air Lines Inc. | 1.42% | 40,100 | $2.0M | No change |
| TSLA Tesla Inc. | 1.30% | 5,670 | $1.8M | Reduce -4.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.18% | 5,555 | $1.6M | No change |
| TREX Trex Company Inc. | 1.16% | 29,650 | $1.6M | Add +0.3% |
| BMY Bristol-Myers Squibb Co. | 1.04% | 31,104 | $1.4M | Add +1.0% |
| GEHC GE Healthcare Technology | 0.96% | 17,971 | $1.3M | Add +1.4% |
| ABNB Airbnb Inc. Class A | 0.86% | 9,015 | $1.2M | Add +8.9% |
| INTC Intel Corp. | 0.82% | 50,987 | $1.1M | Add +2.7% |
| PFE Pfizer Inc. | 0.76% | 43,319 | $1.1M | Add +9.1% |
| T AT&T Inc. | 0.67% | 32,111 | $929K | No change |
| VZ Verizon Communications Inc. | 0.62% | 19,884 | $860K | No change |
| HIG Hartford Insurance Group Inc. | 0.60% | 6,559 | $832K | Reduce -4.4% |
| LLY Eli Lilly & Co. | 0.53% | 940 | $733K | No change |
| C Citigroup Inc. | 0.52% | 8,470 | $721K | No change |
| DU PONT E I DE NEMOURS & CO | 0.47% | 9,464 | $649K | Add +0.3% |
| ENPH Enphase Energy Inc. | 0.37% | 12,760 | $506K | Add +3.7% |
| XOM Exxon Mobil Corp. | 0.35% | 4,472 | $482K | No change |
| COF Capital One Financial Corp. | 0.28% | 1,825 | $388K | No change |
| CAT Caterpillar Inc. | 0.27% | 950 | $369K | No change |
| NVR NVR Inc. | 0.27% | 50 | $369K | No change |
| IP International Paper Co. | 0.24% | 7,200 | $337K | No change |
| JNJ Johnson & Johnson | 0.22% | 1,998 | $305K | Add +3.8% |
| WH Wyndham Hotels & Resorts Inc. | 0.22% | 3,728 | $303K | Reduce -11.8% |
| IVV iShares Core S&P 500 ETF | 0.21% | 463 | $287K | Reduce -9.8% |
| AMD Advanced Micro Devices | 0.20% | 1,935 | $275K | New |
| MU Micron Technology Inc. | 0.19% | 2,100 | $259K | New |
| PNC PNC Financial Services Group | 0.19% | 1,380 | $257K | No change |
| PG The Procter & Gamble Co. | 0.18% | 1,578 | $251K | Add +10.5% |
| NVDA Nvidia Corp. | 0.17% | 1,500 | $237K | New |
| PM Philip Morris International | 0.17% | 1,300 | $237K | No change |
| WMB Williams Cos Inc. | 0.16% | 3,583 | $225K | No change |
| FSLR First Solar Inc. | 0.16% | 1,300 | $215K | New |
| TKOI Telkonet Inc. | 0.01% | 1,190,500 | $7K | No change |
| YOGAQ Yogaworks Inc. | 0.00% | 93,500 | $0 | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -1.7% | 9.12% | −2.22 |
| COST Costco Wholesale Corp. | Reduce -1.3% | 7.08% | −0.66 |
| CSX CSX Corp. | Reduce -10.0% | 2.12% | −0.28 |
| DOW CHEMICAL CO/THE | Sold out | 0.00% | −0.19 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -11.8% | 0.22% | −0.09 |
| HIG Hartford Insurance Group Inc. | Reduce -4.4% | 0.60% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 0.21% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.1% | 2.88% | +0.01 |
| TSLA Tesla Inc. | Reduce -4.2% | 1.30% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 6.85% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 5.19% | +0.19 |
| AXP American Express Co. | Reduce -0.1% | 4.28% | +0.20 |
| GE General Electric Company | Reduce -0.1% | 2.11% | +0.26 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 7.18% | +0.82 |
| MSFT Microsoft Corp. | Reduce -0.5% | 8.83% | +1.27 |
Portfolio Buys Q1 2025 → Q2 2025
| AFRM Affirm Holdings Inc. | Add +221.2% | 2.17% | +1.67 |
| UBER Uber Technologies Inc. | Add +1.0% | 2.70% | +0.34 |
| AMD Advanced Micro Devices | New | 0.20% | +0.20 |
| MU Micron Technology Inc. | New | 0.19% | +0.19 |
| NVDA Nvidia Corp. | New | 0.17% | +0.17 |
| FSLR First Solar Inc. | New | 0.16% | +0.16 |
| SCHW Schwab (charles) Corp. | Add +0.7% | 2.00% | +0.08 |
| ABNB Airbnb Inc. Class A | Add +8.9% | 0.86% | +0.06 |
| TXN Texas Instruments Inc. | Add +1.2% | 1.57% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 5.44% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.4% | 2.07% | −0.00 |
| PG The Procter & Gamble Co. | Add +10.5% | 0.18% | −0.02 |
| JNJ Johnson & Johnson | Add +3.8% | 0.22% | −0.04 |
| PFE Pfizer Inc. | Add +9.1% | 0.76% | −0.06 |
| INTC Intel Corp. | Add +2.7% | 0.82% | −0.09 |
| DU PONT E I DE NEMOURS & CO | Add +0.3% | 0.47% | −0.11 |
| GEHC GE Healthcare Technology | Add +1.4% | 0.96% | −0.20 |
| TREX Trex Company Inc. | Add +0.3% | 1.16% | −0.24 |
| ENPH Enphase Energy Inc. | Add +3.7% | 0.37% | −0.26 |
| SBUX Starbucks Corp. | Add +1.0% | 1.47% | −0.29 |
| TSCO Tractor Supply Company | Add +0.3% | 2.58% | −0.45 |
| BMY Bristol-Myers Squibb Co. | Add +1.0% | 1.04% | −0.49 |
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 |