$38.2 Million is the total value of MOUNT VERNON ASSOCIATES INC /MD/'s 51 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | Amazon.com Inc. | $353,000 | – | 1,050 | +100.0% | 0.92% | – |
| CAT | New | Caterpillar Inc | $204,000 | – | 2,050 | +100.0% | 0.53% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc. | 42 | Q3 2023 | 14.7% |
| Microsoft Corporation | 42 | Q3 2023 | 8.0% |
| Costco Wholesale Corp | 42 | Q3 2023 | 6.9% |
| J.P. Morgan Chase & Co Chase & | 42 | Q3 2023 | 4.8% |
| Honeywell Intl Inc | 42 | Q3 2023 | 3.7% |
| Bank Of America Corp | 42 | Q3 2023 | 4.0% |
| Tractor Supply Co. | 42 | Q3 2023 | 4.7% |
| American Express Co. | 42 | Q3 2023 | 3.6% |
| Intel Corporation | 42 | Q3 2023 | 4.1% |
| Cisco Systems Inc. | 42 | Q3 2023 | 3.8% |
View MOUNT VERNON ASSOCIATES INC /MD/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-25 |
View MOUNT VERNON ASSOCIATES INC /MD/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.