Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $143 Million
- Q3 2025
Mount Vernon Associates Inc has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Million distributed in 55 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.5M, Microsoft Corp with a value of $11.7M, Alphabet Inc. with a value of $10.2M, Meta Platforms, Inc. with a value of $9.65M, and Amazon Com Inc with a value of $9.31M.
Examining the 13F form we can see an increase of $9.89M in the current position value, from $133M to 143M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$143 Million
Technology: $43.8 Million
Communication Services: $26.5 Million
Financial Services: $23.2 Million
Consumer Cyclical: $19.7 Million
Consumer Defensive: $9.45 Million
Industrials: $8.16 Million
Healthcare: $3.56 Million
Utilities: $2.42 Million
Other: $1.04 Million