MOUNT VERNON ASSOCIATES INC /MD/
CIK 799003 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $153K
- المراكز
- 62
- حتى تاريخ
- 30 يونيو، 2026
#9373 من 9443 حسب قيمة 13F · أعلى 99.3%
قيمة المحفظة ربع سنويًا: +8.4% لا يكشف نموذج 13F عن النقد
- وزن أكبر 10 مقتنيات
- 56,93%
- وزن أكبر 25 مقتنية
- 84,68%
- المراكز فوق 1%
- 27
- العدد الفعلي للمراكز
- 22,9
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
دوران Q2 2026: 2,61% تقدير المشتريات $3846 · المبيعات $13457
متوسط الحيازة: 7,0 أرباع مُتعقبة Q4 2024–Q2 2026 · 92,5% لا تزال محتفظ بها
- مراكز جديدة
- 6
- زيادة
- 2
- انخفض
- 36
- مغلق
- 4
على هذه الصفحة
توزيع القطاعات
Technology
26,3%
Communication Services
17,1%
Retail
13,4%
Financials
9,1%
Financial Services
8,2%
Industrials
6,7%
Consumer Discretionary
3,9%
Healthcare
3,9%
Communications
2,9%
Utilities
1,4%
Telecommunication
0,9%
Energy
0,6%
Consumer products
0,4%
Materials
0,2%
Packaging
0,2%
Consumer Staples
0,2%
أخرى/غير معينة
4,7%
المحفظة الكاملة 62 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $16221 | 10,57% | 56059 | $1418 | هبوط ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $13243 | 8,63% | 37481 | $1793 | هبوط ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9667 | 6,30% | 40561 | $773 | هبوط ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $8585 | 5,60% | 9177 | $-1097 | هبوط ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $8117 | 5,29% | 21760 | $-310 | هبوط ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7556 | 4,93% | 23084 | $307 | هبوط ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6995 | 4,56% | 12419 | $-511 | هبوط ×2 | ||
| INTC Intel Corporation - Common Stock | $6440 | 4,20% | 46121 | $4233 | هبوط ×1 | ||
| AXP American Express Company Common Stock | $6094 | 3,97% | 18017 | $367 | هبوط ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4429 | 2,89% | 37704 | $1244 | هبوط ×1 | ||
| BAC Bank of America Corporation Common Stock | $4354 | 2,84% | 76419 | $302 | هبوط ×1 | ||
| GEXXXX | $4259 | 2,78% | 11395 | $1000 | هبوط ×1 | ||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $3472 | 2,26% | 42575 | $1480 | هبوط ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $3437 | 2,24% | 36700 | $798 | هبوط ×3 | ||
| TXN Texas Instruments Incorporated - Common Stock | $3064 | 2,00% | 10280 | $1068 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $2980 | 1,94% | 6490 | $-482 | هبوط ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2894 | 1,89% | 40110 | $56 | صعود ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2877 | 1,88% | 40300 | $-1238 | هبوط ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2584 | 1,68% | 28000 | $-217 | هبوط ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2374 | 1,55% | 5645 | $275 | |||
| PPL PPL Corporation Common Stock | $2186 | 1,42% | 60150 | $-303 | هبوط ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2121 | 1,38% | 20752 | $239 | هبوط ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $2078 | 1,35% | 1800 | $1385 | هبوط ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $2009 | 1,31% | 63570 | $-1029 | هبوط ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1881 | 1,23% | 9399 | $74 | هبوط ×1 | ||
| CSX CSX Corporation - Common Stock | $1842 | 1,20% | 38750 | $188 | هبوط ×5 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1696 | 1,11% | 29429 | $-240 | هبوط ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1447 | 0,94% | 5145 | $79 | هبوط ×2 | ||
| TREX Trex Company, Inc. Common Stock | $1319 | 0,86% | 26350 | $279 | هبوط ×4 | ||
| مُصدر غير معروف (CUSIP: 438516205) | $1290 | 0,84% | 5763 | صعود ×1 | |||
| مُصدر غير معروف (CUSIP: 43849R105) | $1274 | 0,83% | 5763 | صعود ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1130 | 0,74% | 7895 | $7 | هبوط ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1103 | 0,72% | 920 | $284 | صعود ×1 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $1035 | 0,67% | 16177 | $-258 | هبوط ×1 | ||
| C Citigroup, Inc. Common Stock | $934 | 0,61% | 6670 | $178 | |||
| PFE Pfizer, Inc. Common Stock | $932 | 0,61% | 38719 | $-245 | هبوط ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $852 | 0,56% | 800 | $285 | |||
| VZ Verizon Communications Inc. Common Stock | $784 | 0,51% | 18525 | $-249 | هبوط ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $601 | 0,39% | 4534 | $-12 | |||
| XOM Exxon Mobil Corporation Common Stock | $598 | 0,39% | 4372 | $-161 | هبوط ×1 | ||
| T AT&T Inc. | $572 | 0,37% | 27655 | $-346 | هبوط ×1 | ||
| JNJ Johnson & Johnson Common Stock | $551 | 0,36% | 2171 | $17 | هبوط ×1 | ||
| CMPS COMPASS Pathways Plc - American Depository Shares | $538 | 0,35% | 38000 | صعود ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $514 | 0,34% | 885 | $120 | هبوط ×1 | ||
| ENPH Enphase Energy, Inc. - Common Stock | $408 | 0,27% | 8280 | $12 | هبوط ×1 | ||
| IVV | $407 | 0,27% | 543 | $52 | |||
| COF Capital One Financial Corporation Common Stock | $361 | 0,24% | 1800 | $33 | |||
| NVR NVR, Inc. Common Stock | $341 | 0,22% | 50 | $12 | |||
| DD DuPont de Nemours, Inc. Common Stock | $338 | 0,22% | 2492 | $-63 | هبوط ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $337 | 0,22% | 1370 | $52 | |||
| HD Home Depot, Inc. (The) Common Stock | $293 | 0,19% | 830 | $20 | |||
| WH Wyndham Hotels & Resorts, Inc. Common Stock | $290 | 0,19% | 3443 | $10 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $266 | 0,17% | 3583 | $5 | |||
| IP International Paper Company Common Stock | $261 | 0,17% | 6850 | $16 | |||
| IREN IREN Limited - Ordinary Shares | $240 | 0,16% | 5250 | صعود ×1 | |||
| PM Philip Morris International Inc Common Stock | $235 | 0,15% | 1300 | $20 | |||
| PG Procter & Gamble Company (The) Common Stock | $215 | 0,14% | 1465 | $3 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $214 | 0,14% | 600 | ||||
| RY Royal Bank Of Canada Common Stock | $207 | 0,13% | 1000 | صعود ×1 | |||
| ANNX Annexon, Inc. - common stock | $60 | 0,04% | 10500 | $2 | |||
| TKOI | $16 | 0,01% | 1050500 | $3 | |||
| YOGAQ | $0 | 0,00% | 93500 | $0 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
أكبر التحركات (ربع سنوي)
المراكز الخارجة
يشمل الأحداث المؤسسية (الاندماجات، إلغاء الإدراج) - ليست كل عمليات الخروج مبيعات
المراكز المغلقة تعكس تغييرات إعداد تقارير 13F؛ بالنسبة لمديري المؤشرات، غالبًا ما تكون هذه ميكانيكية (إلغاء الإدراج، اندماج واستحواذ، إعادة توازن المؤشر)، وليست قرارات نشطة.