MOUNT VERNON ASSOCIATES INC /MD/

CIK 0000799003 · Q1 2026

13F Equity AUM

$142K

-100.0% QoQ

Positions

0 QoQ

AUM Rank

#12,295

Top 99%

Skill Alpha (FF)

+1.0%/yr^ns

No Clear Edge

Rank #1,568 · Top 19%

vs S&P +0.5%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 37.6%Top 10: 57.9%Top 20: 78.0%

AAPL10.5%

GOOG8.1%

COST6.8%

AMZN6.3%

MSFT6.0%

META5.3%

JPM5.1%

AXP4.0%

NFLX2.9%

BAC2.9%

Others (49)42.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology28.4%

Communication Services20.1%

Financial Services15.1%

Consumer Cyclical12.8%

Industrials8.3%

Consumer Defensive7.0%

Healthcare4.1%

Other4.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 59Median: 0.83%Avg: 1.69%

0–0.5%

22(5.3%)

0.5–1%

10(7.3%)

1–3%

19(35.4%)

3–5%

1(4.0%)

5%+

7(48.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 56Unique: 3vs 20 funds

0.8%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

1.4%

1.6%

1.9%

1.1%

1.2%

BANK OF AMERICA CORP /DE/

1.2%

VANGUARD CAPITAL MANAGEMENT LLC

1.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

GEODE CAPITAL MANAGEMENT, LLC

1.6%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New1Increased18Decreased16Exited1

New Positions

SOLS0.1%

+3K

Increased

NFLX2.9%

+36K(+511%)

BAC0.7%

+1K(+6%)

AFRM1.4%

+550(+1%)

BAC2.9%

+450(+1%)

PFE0.8%

+400(+1%)

JPM5.1%

+383(+2%)

AXP4.0%

+230(+1%)

BMY1.4%

+225(+1%)

GE2.3%

+190(+2%)

GEHC0.9%

+144(+1%)

Decreased

TKOI0.0%

-5,000(-0%)

CSX1.2%

-4,500(-10%)

HIG0.4%

-1,925(-30%)

AAPL10.5%

-1,480(-2%)

GOOG8.1%

-957(-2%)

UBER2.0%

-465(-1%)

DAL1.9%

-300(-1%)

SBUX1.3%

-250(-1%)

ABNB0.8%

-200(-2%)

MU0.5%

-50(-2%)

Exited

GOOGL

-675

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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