$59.6 Million is the total value of MOUNT VERNON ASSOCIATES INC /MD/'s 48 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UBER | New | Uber Technologies, Inc. | $801,000 | – | 28,700 | +100.0% | 1.34% | – |
| LM | New | Legg Mason Inc. | $242,000 | – | 4,950 | +100.0% | 0.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-23
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Apple Inc. | 45 | Q2 2024 | 14.7% |
| Microsoft Corporation | 45 | Q2 2024 | 9.0% |
| Costco Wholesale Corp | 45 | Q2 2024 | 7.4% |
| J.P. Morgan Chase & Co Chase & | 45 | Q2 2024 | 4.8% |
| Honeywell Intl Inc | 45 | Q2 2024 | 3.7% |
| Bank Of America Corp | 45 | Q2 2024 | 4.0% |
| Tractor Supply Co. | 45 | Q2 2024 | 4.7% |
| American Express Co. | 45 | Q2 2024 | 3.7% |
| Intel Corporation | 45 | Q2 2024 | 4.1% |
| Cisco Systems Inc. | 45 | Q2 2024 | 3.8% |
View MOUNT VERNON ASSOCIATES INC /MD/'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-19 |
| 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 |
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.