MOUNT VERNON ASSOCIATES INC /MD/

Q1 2026 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$141,542
Net value change ($000)
-7,140 (-4.8%)
New positions
1
Sold out positions
1
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
NFLX 3,459 527.3%
COST 1,290 15.4%
HON 376 16.9%
INTC 364 19.8%
VZ 239 30.1%
TXN 228 12.9%
BMY 226 13.2%
XOM 221 41.1%
SOLS 208 NEW
PPL 207 9.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,555 -23.3%
AAPL -1,457 -9.0%
GOOGL -1,376 -10.7%
AFRM -1,203 -37.7%
AXP -1,192 -17.2%
META -1,177 -13.6%
AMZN -942 -9.6%
SPOT -684 -16.5%
JPM -568 -7.3%
BAC -495 -10.9%
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