MOUNT VERNON ASSOCIATES INC /MD/

CIK: 0000799003SEC EDGAR →

Portfolio Value

$148.7M

Holdings

60

As of

Q4 2025

New Positions

60

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

Apple Inc.

59,809$16.3M
10.94%
2

Telkonet, Inc.

1,055,500$13.0M
8.74%
3

Alphabet Inc. Cl C

40,873$12.8M
8.63%
4

Microsoft Corporation

22,708$11.0M
7.39%
5

Amazon.Com Inc.

42,615$9.8M
6.62%
6

J.P. Morgan Chase & Co Chase &

24,261$7.8M
5.26%
7

American Express Co.

18,702$6.9M
4.65%
8

Bank Of America Corp

82,669$4.5M
3.06%
9

GE Aerospace

11,293$3.5M
2.34%
10

Tractor Supply Co.

67,070$3.4M
2.26%

Quarterly Changes

Top Buys

AAPLNEW
$16.3M
TKOINEW
$13.0M
GOOGNEW
$12.8M
MSFTNEW
$11.0M
AMZNNEW
$9.8M

Top Sells

No sells this quarter

New Positions (60)

$16.3M · 60K shares
$13.0M · 1.1M shares
$12.8M · 41K shares
$11.0M · 23K shares
$9.8M · 43K shares
$7.8M · 24K shares
$6.9M · 19K shares
$4.5M · 83K shares
$3.5M · 11K shares
$3.4M · 67K shares
$3.3M · 40K shares
$3.2M · 43K shares
$3.2M · 41K shares
$3.0M · 30K shares
$2.8M · 40K shares
$2.5M · 6K shares
$2.3M · 65K shares
$2.2M · 11K shares
$1.9M · 10K shares
$1.8M · 50K shares
$1.8M · 21K shares
$1.8M · 10K shares
$1.7M · 32K shares
$1.7M · 6K shares
$1.6M · 45K shares
$1.5M · 18K shares
$1.2M · 9K shares
$1.0M · 42K shares
$1.0M · 29K shares
$956K · 890 shares
$890K · 6K shares
$794K · 19K shares
$786K · 32K shares
$772K · 7K shares
$656K · 7K shares
$599K · 2K shares
$538K · 4K shares
$458K · 800 shares
$442K · 2K shares
$425K · 2K shares
$414K · 2K shares
$392K · 2K shares
$386K · 564 shares
$365K · 50 shares
$358K · 4K shares
$352K · 9K shares
$336K · 10K shares
$286K · 1K shares
$286K · 830 shares
$270K · 7K shares
$260K · 3K shares
$215K · 4K shares
$211K · 675 shares
$210K · 1K shares
$209K · 1K shares
$53K · 11K shares
$9K · 13K shares
$8K · 10K shares
$4K · 7K shares
$0 · 94K shares

Sector Breakdown

Sector# HoldingsValue%
Technology13$58.4M41.6%
Financial Services9$25.1M17.8%
Consumer Cyclical9$19.9M14.2%
Communication Services6$14.5M10.3%
Industrials6$11.6M8.2%
Healthcare6$5.7M4.0%
Utilities1$2.3M1.6%
Energy4$1.5M1.1%
Unknown3$981K0.7%
Basic Materials1$352K0.3%
Consumer Defensive2$218K0.2%