$60.5 Million is the total value of MOUNT VERNON ASSOCIATES INC /MD/'s 55 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
DWDP | New | DowDupont Inc com | $1,402,000 | – | 20,246 | +100.0% | 2.32% | – |
L100PS | New | Arconic Inc. | $859,000 | – | 34,526 | +100.0% | 1.42% | – |
CAT | New | Caterpillar Inc | $278,000 | – | 2,226 | +100.0% | 0.46% | – |
FDX | New | FedEx Corp | $214,000 | – | 950 | +100.0% | 0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-10-24
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.