Mount Vernon Associates Inc /md/
Mount Vernon Associates Inc /md/ reported 58 stocks worth $150K in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (11.6%), GOOG (8.2%) and MSFT (7.1%). Compared with Q2 2026, the fund opened new positions in SPCX, added to AFRM, NVDA and TSLA, trimmed AAPL, GOOG and MSFT and sold out of ENPH, IVV and WMB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $18K | 11.6% | 53K | −3,494 (−6%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $12K | 8.2% | 36K | −1,344 (−4%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $11K | 7.1% | 21K | −1,019 (−5%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $10K | 6.5% | 39K | −1,476 (−4%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $9K | 5.8% | 12K | −393 (−3%) | 8 of 8 | |
| 6 |  COST Costco Whsl Corp New | $8K | 5.3% | 8,827 | −350 (−4%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $7K | 4.8% | 22K | −1,180 (−5%) | 8 of 8 | |
| 8 |  INTC Intel Corp | $5K | 3.6% | 45K | −1,010 (−2%) | 8 of 8 | |
| 9 |  AXP American Express Co | $5K | 3.5% | 17K | −605 (−3%) | 8 of 8 | |
| 10 |  BAC Bank of America Corp | $4K | 2.6% | 73K | −3,300 (−4%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Mount Vernon Associates Inc /md/ 13F FAQ
What does Mount Vernon Associates Inc /md/ own?
Mount Vernon Associates Inc /md/ reported 58 stocks worth $150K in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are AAPL (11.6%), GOOG (8.2%) and MSFT (7.1%). The table above lists every position in the filing (the top 10 without an account).
What did Mount Vernon Associates Inc /md/ buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 4 added to, 41 trimmed and 5 sold out. New positions include SPCX. It sold all of ENPH, IVV and WMB.
When will Mount Vernon Associates Inc /md/ file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Mount Vernon Associates Inc /md/'s portfolio worth?
The Q3 2026 filing reports $150K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.