MOUNT VERNON ASSOCIATES INC /MD/
CIK 799003 · Ver en SEC EDGAR ↗
- Valor de la cartera
- $153K
- Posiciones
- 62
- A fecha de
- 30 de junio de 2026
#9 373 de 9 443 por valor de 13F · top 99.3%
Valor de cartera interanual: +8.4% El 13F no revela efectivo
- Peso de las 10 principales tenencias
- 56,93%
- Peso de las 25 principales tenencias
- 84,68%
- Posiciones superiores al 1%
- 27
- Número efectivo de posiciones
- 22,9
Basado solo en tenencias de acciones a largo plazo del 13F (efectivo, bonos, posiciones cortas no reveladas)
Rotación Q2 2026: 2,61% Est. compras $3 846 · ventas $13 457
Tenencia mediana: 7,0 trimestres Rastreado Q4 2024–Q2 2026 · 92,5% aún se mantiene
- Nuevas posiciones
- 6
- Aumentado
- 2
- Disminuido
- 36
- Cerrada
- 4
En esta página
- Desglose por sector Cómo se distribuye la cartera entre los sectores del mercado.
- Cartera Cada acción que esta institución informa tener, de su último 13F.
- Mayores apuestas nuevas Posiciones completamente nuevas abiertas en el último trimestre.
- Movimientos principales Los mayores aumentos y disminuciones de posiciones este trimestre.
- Posiciones cerradas Posiciones que el gestor liquidó por completo el trimestre pasado.
Desglose por sector
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%
Otro/No mapeado
4,7%
Cartera completa 62 posiciones
| Tipo | Racha | Tendencia 8T | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $16 221 | 10,57% | 56 059 | $1 418 | Bajar ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $13 243 | 8,63% | 37 481 | $1 793 | Bajar ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9 667 | 6,30% | 40 561 | $773 | Bajar ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $8 585 | 5,60% | 9 177 | $-1 097 | Bajar ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $8 117 | 5,29% | 21 760 | $-310 | Bajar ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7 556 | 4,93% | 23 084 | $307 | Bajar ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6 995 | 4,56% | 12 419 | $-511 | Bajar ×2 | ||
| INTC Intel Corporation - Common Stock | $6 440 | 4,20% | 46 121 | $4 233 | Bajar ×1 | ||
| AXP American Express Company Common Stock | $6 094 | 3,97% | 18 017 | $367 | Bajar ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4 429 | 2,89% | 37 704 | $1 244 | Bajar ×1 | ||
| BAC Bank of America Corporation Common Stock | $4 354 | 2,84% | 76 419 | $302 | Bajar ×1 | ||
| GEXXXX | $4 259 | 2,78% | 11 395 | $1 000 | Bajar ×1 | ||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $3 472 | 2,26% | 42 575 | $1 480 | Bajar ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $3 437 | 2,24% | 36 700 | $798 | Bajar ×3 | ||
| TXN Texas Instruments Incorporated - Common Stock | $3 064 | 2,00% | 10 280 | $1 068 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $2 980 | 1,94% | 6 490 | $-482 | Bajar ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2 894 | 1,89% | 40 110 | $56 | Subir ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2 877 | 1,88% | 40 300 | $-1 238 | Bajar ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2 584 | 1,68% | 28 000 | $-217 | Bajar ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $2 374 | 1,55% | 5 645 | $275 | |||
| PPL PPL Corporation Common Stock | $2 186 | 1,42% | 60 150 | $-303 | Bajar ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2 121 | 1,38% | 20 752 | $239 | Bajar ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $2 078 | 1,35% | 1 800 | $1 385 | Bajar ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $2 009 | 1,31% | 63 570 | $-1 029 | Bajar ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1 881 | 1,23% | 9 399 | $74 | Bajar ×1 | ||
| CSX CSX Corporation - Common Stock | $1 842 | 1,20% | 38 750 | $188 | Bajar ×5 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1 696 | 1,11% | 29 429 | $-240 | Bajar ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1 447 | 0,94% | 5 145 | $79 | Bajar ×2 | ||
| TREX Trex Company, Inc. Common Stock | $1 319 | 0,86% | 26 350 | $279 | Bajar ×4 | ||
| Emisor desconocido (CUSIP: 438516205) | $1 290 | 0,84% | 5 763 | Subir ×1 | |||
| Emisor desconocido (CUSIP: 43849R105) | $1 274 | 0,83% | 5 763 | Subir ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1 130 | 0,74% | 7 895 | $7 | Bajar ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1 103 | 0,72% | 920 | $284 | Subir ×1 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $1 035 | 0,67% | 16 177 | $-258 | Bajar ×1 | ||
| C Citigroup, Inc. Common Stock | $934 | 0,61% | 6 670 | $178 | |||
| PFE Pfizer, Inc. Common Stock | $932 | 0,61% | 38 719 | $-245 | Bajar ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $852 | 0,56% | 800 | $285 | |||
| VZ Verizon Communications Inc. Common Stock | $784 | 0,51% | 18 525 | $-249 | Bajar ×1 | ||
| HIG The Hartford Insurance Group, Inc. Common Stock | $601 | 0,39% | 4 534 | $-12 | |||
| XOM Exxon Mobil Corporation Common Stock | $598 | 0,39% | 4 372 | $-161 | Bajar ×1 | ||
| T AT&T Inc. | $572 | 0,37% | 27 655 | $-346 | Bajar ×1 | ||
| JNJ Johnson & Johnson Common Stock | $551 | 0,36% | 2 171 | $17 | Bajar ×1 | ||
| CMPS COMPASS Pathways Plc - American Depository Shares | $538 | 0,35% | 38 000 | Subir ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $514 | 0,34% | 885 | $120 | Bajar ×1 | ||
| ENPH Enphase Energy, Inc. - Common Stock | $408 | 0,27% | 8 280 | $12 | Bajar ×1 | ||
| IVV | $407 | 0,27% | 543 | $52 | |||
| COF Capital One Financial Corporation Common Stock | $361 | 0,24% | 1 800 | $33 | |||
| NVR NVR, Inc. Common Stock | $341 | 0,22% | 50 | $12 | |||
| DD DuPont de Nemours, Inc. Common Stock | $338 | 0,22% | 2 492 | $-63 | Bajar ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $337 | 0,22% | 1 370 | $52 | |||
| HD Home Depot, Inc. (The) Common Stock | $293 | 0,19% | 830 | $20 | |||
| WH Wyndham Hotels & Resorts, Inc. Common Stock | $290 | 0,19% | 3 443 | $10 | |||
| WMB Williams Companies, Inc. (The) Common Stock | $266 | 0,17% | 3 583 | $5 | |||
| IP International Paper Company Common Stock | $261 | 0,17% | 6 850 | $16 | |||
| IREN IREN Limited - Ordinary Shares | $240 | 0,16% | 5 250 | Subir ×1 | |||
| PM Philip Morris International Inc Common Stock | $235 | 0,15% | 1 300 | $20 | |||
| PG Procter & Gamble Company (The) Common Stock | $215 | 0,14% | 1 465 | $3 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $214 | 0,14% | 600 | ||||
| RY Royal Bank Of Canada Common Stock | $207 | 0,13% | 1 000 | Subir ×1 | |||
| ANNX Annexon, Inc. - common stock | $60 | 0,04% | 10 500 | $2 | |||
| TKOI | $16 | 0,01% | 1 050 500 | $3 | |||
| YOGAQ | $0 | 0,00% | 93 500 | $0 | |||
| Sin coincidencias | |||||||
Mayores apuestas nuevas
Nuevas posiciones abiertas este trimestre, las mayores primero.
Principales movimientos (trimestre a trimestre)
Posiciones cerradas
Incluye eventos corporativos (fusiones, exclusiones de cotización) — no todas las salidas son ventas
Las posiciones cerradas reflejan cambios en los informes 13F; para los gestores de índices, estos suelen ser mecánicos (exclusión de cotización, fusiones y adquisiciones, reequilibrio de índices), no decisiones activas.
| Valor | Trimestre | Acciones anteriores | Valor anterior | Precio desde la eliminación |
|---|---|---|---|---|
| HON | 30 de junio de 2026 | 11 529 | $2 606 | -1,9% |
| Q | 30 de junio de 2026 | 4 381 | $505 | -19,2% |
| FSLR | 30 de junio de 2026 | 1 500 | $296 | -8,9% |
| DOW | 30 de junio de 2025 | 6 782 | $237 | 24,0% |
| GOOGL | 31 de marzo de 2026 | 675 | $211 | 18,9% |
| SOLS | 30 de junio de 2026 | 2 736 | $208 | -35,5% |