Mount Vernon Associates Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Mount Vernon Associates Inc. reported 55 stock positions worth $143.3 million. Its top holding was Apple (AAPL) at 10.8% of the portfolio, followed by Microsoft (MSFT, 8.1%) and Alphabet Class C (GOOG, 7.1%). Compared with Q2 2025, it added to 8 and reduced 33. The biggest buy was Tesla (TSLA, shares +0%) and the biggest sale CSX (CSX, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- BALTIMORE, MD
- CIK
- 0000799003
- Portfolio Value
- $143.3M (Q3 2025)
- SEC Filing
- 0000799003-25-000005 ↗ filed Oct 24, 2025
Holdings Value
Holdings 55 stocks · $143.3M
| AAPL Apple Inc. | 10.79% | 60,689 | $15.5M | Reduce -1.4% |
| MSFT Microsoft Corp. | 8.14% | 22,515 | $11.7M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 7.11% | 41,798 | $10.2M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 6.74% | 13,139 | $9.6M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 6.50% | 42,410 | $9.3M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 6.29% | 9,737 | $9.0M | Reduce -1.7% |
| JPM JPMorgan Chase & Co. | 5.36% | 24,357 | $7.7M | Reduce -1.7% |
| AXP American Express Co. | 4.32% | 18,652 | $6.2M | Add +0.5% |
| SPOT Spotify Technology SA | 3.47% | 7,120 | $5.0M | Reduce -2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.97% | 82,419 | $4.3M | Reduce -2.1% |
| UBER Uber Technologies Inc. | 2.69% | 39,275 | $3.8M | Reduce -2.0% |
| TSCO Tractor Supply Company | 2.64% | 66,570 | $3.8M | Reduce -1.5% |
| GE General Electric Company | 2.33% | 11,093 | $3.3M | Reduce -2.2% |
| AFRM Affirm Holdings Inc. | 2.18% | 42,725 | $3.1M | Reduce -1.8% |
| SCHW Schwab (charles) Corp. | 1.99% | 29,800 | $2.8M | Reduce -1.6% |
| CSCO Cisco Systems Inc. | 1.96% | 40,979 | $2.8M | Reduce -1.0% |
| TSLA Tesla Inc. | 1.77% | 5,688 | $2.5M | Add +0.3% |
| PPL PPL Corp. | 1.69% | 65,175 | $2.4M | No change |
| HON Honeywell International Inc. | 1.68% | 11,449 | $2.4M | Reduce -1.4% |
| DAL Delta Air Lines Inc. | 1.59% | 40,100 | $2.3M | No change |
| TXN Texas Instruments Inc. | 1.31% | 10,190 | $1.9M | Reduce -2.5% |
| SBUX Starbucks Corp. | 1.28% | 21,657 | $1.8M | Reduce -2.3% |
| INTC Intel Corp. | 1.18% | 50,237 | $1.7M | Reduce -1.5% |
| CSX CSX Corp. | 1.12% | 45,000 | $1.6M | Reduce -50.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.09% | 5,555 | $1.6M | No change |
| TREX Trex Company Inc. | 1.06% | 29,450 | $1.5M | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 1.00% | 31,804 | $1.4M | Add +2.3% |
| GEHC GE Healthcare Technology | 0.94% | 18,021 | $1.4M | Add +0.3% |
| ABNB Airbnb Inc. Class A | 0.83% | 9,840 | $1.2M | Add +9.2% |
| PFE Pfizer Inc. | 0.75% | 42,219 | $1.1M | Reduce -2.5% |
| T AT&T Inc. | 0.62% | 31,655 | $894K | Reduce -1.4% |
| HIG Hartford Insurance Group Inc. | 0.61% | 6,559 | $875K | No change |
| VZ Verizon Communications Inc. | 0.60% | 19,484 | $856K | Reduce -2.0% |
| DU PONT E I DE NEMOURS & CO | 0.48% | 8,764 | $683K | Reduce -7.4% |
| LLY Eli Lilly & Co. | 0.47% | 890 | $679K | Reduce -5.3% |
| C Citigroup Inc. | 0.47% | 6,670 | $677K | Reduce -21.3% |
| XOM Exxon Mobil Corp. | 0.35% | 4,472 | $504K | No change |
| ENPH Enphase Energy Inc. | 0.33% | 13,160 | $466K | Add +3.1% |
| NVR NVR Inc. | 0.28% | 50 | $402K | No change |
| COF Capital One Financial Corp. | 0.27% | 1,825 | $388K | No change |
| JNJ Johnson & Johnson | 0.26% | 1,994 | $370K | Reduce -0.2% |
| CAT Caterpillar Inc. | 0.25% | 750 | $358K | Reduce -21.1% |
| NVDA Nvidia Corp. | 0.25% | 1,900 | $355K | Add +26.7% |
| MU Micron Technology Inc. | 0.24% | 2,100 | $351K | No change |
| FSLR First Solar Inc. | 0.23% | 1,500 | $331K | Add +15.4% |
| IP International Paper Co. | 0.23% | 7,050 | $327K | Reduce -2.1% |
| AMD Advanced Micro Devices | 0.22% | 1,935 | $313K | No change |
| IVV iShares Core S&P 500 ETF | 0.22% | 463 | $310K | No change |
| WH Wyndham Hotels & Resorts Inc. | 0.20% | 3,603 | $288K | Reduce -3.4% |
| PNC PNC Financial Services Group | 0.19% | 1,370 | $275K | Reduce -0.7% |
| WMB Williams Cos Inc. | 0.16% | 3,583 | $227K | No change |
| PG The Procter & Gamble Co. | 0.16% | 1,465 | $225K | Reduce -7.2% |
| PM Philip Morris International | 0.15% | 1,300 | $211K | No change |
| TKOI Telkonet Inc. | 0.00% | 1,190,500 | $7K | No change |
| YOGAQ Yogaworks Inc. | 0.00% | 93,500 | $0 | No change |
Portfolio Sells Q2 2025 → Q3 2025
| CSX CSX Corp. | Reduce -50.0% | 1.12% | −1.01 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 6.29% | −0.79 |
| MSFT Microsoft Corp. | Reduce -8.4% | 8.14% | −0.69 |
| SPOT Spotify Technology SA | Reduce -2.3% | 3.47% | −0.57 |
| META Meta Platforms Inc. Class A | Reduce -2.5% | 6.74% | −0.45 |
| AMZN Amazon.com Inc. | Reduce -1.9% | 6.50% | −0.35 |
| HON Honeywell International Inc. | Reduce -1.4% | 1.68% | −0.27 |
| TXN Texas Instruments Inc. | Reduce -2.5% | 1.31% | −0.26 |
| SBUX Starbucks Corp. | Reduce -2.3% | 1.28% | −0.19 |
| CSCO Cisco Systems Inc. | Reduce -1.0% | 1.96% | −0.12 |
| TREX Trex Company Inc. | Reduce -0.7% | 1.06% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -5.3% | 0.47% | −0.06 |
| C Citigroup Inc. | Reduce -21.3% | 0.47% | −0.05 |
| T AT&T Inc. | Reduce -1.4% | 0.62% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -7.2% | 0.16% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -2.0% | 0.60% | −0.02 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -3.4% | 0.20% | −0.02 |
| CAT Caterpillar Inc. | Reduce -21.1% | 0.25% | −0.02 |
| IP International Paper Co. | Reduce -2.1% | 0.23% | −0.02 |
| UBER Uber Technologies Inc. | Reduce -2.0% | 2.69% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -1.6% | 1.99% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.5% | 0.75% | −0.01 |
| AFRM Affirm Holdings Inc. | Reduce -1.8% | 2.18% | +0.01 |
| PNC PNC Financial Services Group | Reduce -0.7% | 0.19% | +0.01 |
| DU PONT E I DE NEMOURS & CO | Reduce -7.4% | 0.48% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.2% | 0.26% | +0.04 |
| TSCO Tractor Supply Company | Reduce -1.5% | 2.64% | +0.07 |
| BAC Bank of America Corp. | Reduce -2.1% | 2.97% | +0.09 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 5.36% | +0.17 |
| GE General Electric Company | Reduce -2.2% | 2.33% | +0.22 |
| INTC Intel Corp. | Reduce -1.5% | 1.18% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 7.11% | +1.66 |
| AAPL Apple Inc. | Reduce -1.4% | 10.79% | +1.66 |
Portfolio Buys Q2 2025 → Q3 2025
| TSLA Tesla Inc. | Add +0.3% | 1.77% | +0.47 |
| NVDA Nvidia Corp. | Add +26.7% | 0.25% | +0.08 |
| FSLR First Solar Inc. | Add +15.4% | 0.23% | +0.08 |
| AXP American Express Co. | Add +0.5% | 4.32% | +0.05 |
| GEHC GE Healthcare Technology | Add +0.3% | 0.94% | −0.02 |
| ABNB Airbnb Inc. Class A | Add +9.2% | 0.83% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Add +2.3% | 1.00% | −0.04 |
| ENPH Enphase Energy Inc. | Add +3.1% | 0.33% | −0.04 |
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 |