MOUNT VERNON ASSOCIATES INC /MD/
CIK 799003 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $153K
- Posisi
- 62
- Per tanggal
- 30 Juni 2026
#9.373 dari 9.443 berdasarkan nilai 13F · top 99.3%
Nilai portofolio QoQ: +8.4% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 56,93%
- Bobot 25 kepemilikan teratas
- 84,68%
- Posisi di atas 1%
- 27
- Jumlah posisi efektif
- 22,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 2,61% Perkiraan pembelian $3.846 · penjualan $13.457
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 92,5% masih dipegang
- Posisi baru
- 6
- Meningkat
- 2
- Menurun
- 36
- Tertutup
- 4
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
4,7%
Portofolio lengkap 62 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $16.221 | 10,57% | 56.059 | $1.418 | Turun ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $13.243 | 8,63% | 37.481 | $1.793 | Turun ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9.667 | 6,30% | 40.561 | $773 | Turun ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $8.585 | 5,60% | 9.177 | $-1.097 | Turun ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $8.117 | 5,29% | 21.760 | $-310 | Turun ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $7.556 | 4,93% | 23.084 | $307 | Turun ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $6.995 | 4,56% | 12.419 | $-511 | Turun ×2 | ||
| INTC Intel Corporation - Common Stock | $6.440 | 4,20% | 46.121 | $4.233 | Turun ×1 | ||
| AXP American Express Company Common Stock | $6.094 | 3,97% | 18.017 | $367 | Turun ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $4.429 | 2,89% | 37.704 | $1.244 | Turun ×1 | ||
| BAC Bank of America Corporation Common Stock | $4.354 | 2,84% | 76.419 | $302 | Turun ×1 | ||
| GEXXXX | $4.259 | 2,78% | 11.395 | $1.000 | Turun ×1 | ||
| AFRM Affirm Holdings, Inc. - Class A Common Stock | $3.472 | 2,26% | 42.575 | $1.480 | Turun ×1 | ||
| DAL Delta Air Lines, Inc. Common Stock | $3.437 | 2,24% | 36.700 | $798 | Turun ×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 | Turun ×1 | ||
| UBER Uber Technologies, Inc. Common Stock | $2.894 | 1,89% | 40.110 | $56 | Naik ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $2.877 | 1,88% | 40.300 | $-1.238 | Turun ×1 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2.584 | 1,68% | 28.000 | $-217 | Turun ×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 | Turun ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $2.121 | 1,38% | 20.752 | $239 | Turun ×4 | ||
| MU Micron Technology, Inc. - Common Stock | $2.078 | 1,35% | 1.800 | $1.385 | Turun ×2 | ||
| TSCO Tractor Supply Company - Common Stock | $2.009 | 1,31% | 63.570 | $-1.029 | Turun ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1.881 | 1,23% | 9.399 | $74 | Turun ×1 | ||
| CSX CSX Corporation - Common Stock | $1.842 | 1,20% | 38.750 | $188 | Turun ×5 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $1.696 | 1,11% | 29.429 | $-240 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1.447 | 0,94% | 5.145 | $79 | Turun ×2 | ||
| TREX Trex Company, Inc. Common Stock | $1.319 | 0,86% | 26.350 | $279 | Turun ×4 | ||
| Penerbit tidak dikenal (CUSIP: 438516205) | $1.290 | 0,84% | 5.763 | Naik ×1 | |||
| Penerbit tidak dikenal (CUSIP: 43849R105) | $1.274 | 0,83% | 5.763 | Naik ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1.130 | 0,74% | 7.895 | $7 | Turun ×3 | ||
| LLY Eli Lilly and Company Common Stock | $1.103 | 0,72% | 920 | $284 | Naik ×1 | ||
| GEHC GE HealthCare Technologies Inc. - Common Stock | $1.035 | 0,67% | 16.177 | $-258 | Turun ×1 | ||
| C Citigroup, Inc. Common Stock | $934 | 0,61% | 6.670 | $178 | |||
| PFE Pfizer, Inc. Common Stock | $932 | 0,61% | 38.719 | $-245 | Turun ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $852 | 0,56% | 800 | $285 | |||
| VZ Verizon Communications Inc. Common Stock | $784 | 0,51% | 18.525 | $-249 | Turun ×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 | Turun ×1 | ||
| T AT&T Inc. | $572 | 0,37% | 27.655 | $-346 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $551 | 0,36% | 2.171 | $17 | Turun ×1 | ||
| CMPS COMPASS Pathways Plc - American Depository Shares | $538 | 0,35% | 38.000 | Naik ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $514 | 0,34% | 885 | $120 | Turun ×1 | ||
| ENPH Enphase Energy, Inc. - Common Stock | $408 | 0,27% | 8.280 | $12 | Turun ×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 | Turun ×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 | Naik ×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 | Naik ×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 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.