MOUNT VERNON ASSOCIATES INC /MD/

Q3 2025 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
55
Total value ($000)
$143,255
Net value change ($000)
+4,826 (3.5%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,823 22.4%
GOOGL 2,644 35.1%
TSLA 729 40.5%
INTC 543 47.5%
JPM 501 7.0%
GE 417 14.3%
DAL 304 15.4%
AXP 272 4.6%
BAC 269 6.8%
TSCO 220 6.2%
Top Reduces (Value $000, Stocks/ETFs)
CSX -1,339 -45.6%
COST -792 -8.1%
SPOT -620 -11.1%
MSFT -563 -4.6%
TXN -298 -13.7%
HON -294 -10.9%
META -292 -2.9%
SBUX -198 -9.8%
AMZN -170 -1.8%
TREX -90 -5.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type