MOUNT VERNON ASSOCIATES INC /MD/

Q2 2026 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$153,418
Net value change ($000)
+11,876 (8.4%)
New positions
6
Sold out positions
4
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
INTC 4,233 191.8%
GOOGL 1,793 15.7%
AFRM 1,480 74.3%
AAPL 1,418 9.6%
MU 1,385 199.9%
Honeywell Intl Inc 1,290 NEW
Honeywell Aerospace Inc. 1,274 NEW
CSCO 1,244 39.1%
TXN 1,068 53.5%
GE 1,000 30.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -2,606 -100.0%
NFLX -1,238 -30.1%
COST -1,097 -11.3%
TSCO -1,029 -33.9%
META -511 -6.8%
Q -505 -100.0%
SPOT -482 -13.9%
T -346 -37.7%
MSFT -310 -3.7%
PPL -303 -12.2%
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