§ 13F · FUND PROFILE
MOUNT VERNON ASSOCIATES INC /MD/.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138.4B (13F)Positions · 55Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 60K | $16.3B | 10.9% | −1% |
| 2 | GOOG | Alphabet Inc. Cl C | 41K | $12.8B | 8.6% | −2% |
| 3 | MSFT | Microsoft Corporation | 23K | $11.0B | 7.4% | +1% |
| 4 | AMZN | Amazon.Com Inc. | 43K | $9.8B | 6.6% | ±0% |
| 5 | META | Meta Platforms, Inc | 13K | $8.7B | 5.8% | ±0% |
| 6 | COST | Costco Wholesale Corp | 10K | $8.4B | 5.6% | ±0% |
| 7 | JPM | J.P. Morgan Chase & Co Chase & | 24K | $7.8B | 5.3% | ±0% |
| 8 | AXP | American Express Co. | 19K | $6.9B | 4.7% | ±0% |
| 9 | BAC | Bank Of America Corp | 83K | $4.5B | 3.1% | ±0% |
| 10 | SPOT | Spotify Technology S.A. | 7K | $4.1B | 2.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MOUNT SIGNAL
AC read
MOUNT VERNON ASSOCIATES INC /MD/ is a Other fund managing $138.4 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed