MOUNT VERNON ASSOCIATES INC /MD/

Q4 2025 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$148,682
Net value change ($000)
+5,427 (3.8%)
New positions
5
Sold out positions
0
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 2,646 26.0%
NVDA 1,577 444.2%
AAPL 807 5.2%
AXP 724 11.7%
NFLX 656 NEW
AMZN 524 5.6%
DAL 500 22.0%
Q 358 NEW
CSCO 353 12.6%
BAC 295 6.9%
Top Reduces (Value $000, Stocks/ETFs)
META -966 -10.0%
SPOT -824 -16.6%
MSFT -680 -5.8%
COST -621 -6.9%
UBER -586 -15.2%
TREX -519 -34.1%
TSCO -432 -11.4%
DU PONT E I DE NEMOUR&CO -331 -48.5%
HON -180 -7.5%
PPL -140 -5.8%
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