Long-term investor
Mount Vernon Associates Inc. @mountvernonassociatesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000799003).
Record
- Tracked since 2025-06-30 (449 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +16.7% · 1 year n/a · all +19.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.6% · long · since 2025-06-30
- 02079K107 · 8.6% · long · since 2025-06-30
- AMZN · 6.3% · long · since 2025-06-30
- COST · 5.6% · long · since 2025-06-30
- MSFT · 5.3% · long · since 2025-06-30
- 46625H100 · 4.9% · long · since 2025-06-30
- META · 4.6% · long · since 2025-06-30
- INTC · 4.2% · long · since 2025-06-30
- AXP · 4.0% · long · since 2025-06-30
- CSCO · 2.9% · long · since 2025-06-30
- BAC · 2.8% · long · since 2025-06-30
- 369604103 · 2.8% · long · since 2025-06-30