account_balance
Investment manager · 13F filer · SEC CIK 799003
Mount Vernon Associates Inc
Reported value$150Mas of Sep 30, 2026
Positions58 1 new, 5 sold out
Top 10 weight59.1%AAPL alone is 12%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
11.6%Trimmed −6%
GOOGAlphabet Inc.
8.2%Trimmed −4%
MSFTMicrosoft Corp
7.1%Trimmed −5%
AMZNAmazon.com Inc
6.5%Trimmed −4%
METAMeta Platforms, Inc.
5.8%Trimmed −3%
COSTCostco Wholesale Corp
5.3%Trimmed −4%
JPMJPMorgan Chase & Co
4.8%Trimmed −5%
INTCIntel Corp
3.6%Trimmed −2%
AXPAmerican Express Co
3.5%Trimmed −3%
BACBank of America Corp
2.6%
CSCOCisco Systems, Inc.
2.5%−6%
AFRMAffirm Holdings, Inc.
2.4%+22%
AAPLApple Inc.
11.6%Trimmed −6%
GOOGAlphabet Inc.
8.2%Trimmed −4%
MSFTMicrosoft Corp
7.1%
AMZNAmazon.com Inc
6.5%
METAMeta Platforms, Inc.
5.8%−3%
COSTCostco Wholesale Corp
5.3%
JPMJPMorgan Chase & Co
4.8%
INTCIntel Corp
3.6%
AXP3.5%BACCSCOAFRMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 11.6% Trimmed −6%GOOG Alphabet Inc. 8.2% Trimmed −4%MSFT Microsoft Corp 7.1% Trimmed −5%AMZN Amazon.com Inc 6.5% Trimmed −4%META Meta Platforms, Inc. 5.8% Trimmed −3%COST Costco Wholesale Corp 5.3% Trimmed −4%JPM JPMorgan Chase & Co 4.8% Trimmed −5%INTC Intel Corp 3.6% Trimmed −2%AXP American Express Co 3.5% Trimmed −3%BAC Bank of America Corp 2.6% Trimmed −4%CSCO Cisco Systems, Inc. 2.5% Trimmed −6%AFRM Affirm Holdings, Inc. 2.4% Added +22%
What changed
Biggest moves since Jun 30, 2026
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