Mount Vernon Associates Inc Portfolio Holdings
Mount Vernon Associates Inc
- $121 Million
- Q3 2024
Mount Vernon Associates Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $121 Million distributed in 53 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.8M, Microsoft Corp with a value of $10.6M, Costco Wholesale Corp with a value of $8.96M, Amazon Com Inc with a value of $8.29M, and Meta Platforms, Inc. with a value of $7.8M.
Examining the 13F form we can see an increase of $8.02M in the current position value, from $113M to 121M.
Below you can find more details about Mount Vernon Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$121 Million
Technology: $36.7 Million
Communication Services: $19.2 Million
Consumer Cyclical: $18.5 Million
Financial Services: $18.3 Million
Industrials: $11.9 Million
Consumer Defensive: $9.21 Million
Healthcare: $3.89 Million
Utilities: $2.15 Million
Other: $939,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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