MOUNT VERNON ASSOCIATES INC /MD/
SEC Form 13F institutional filer · CIK 0000799003
13F-HR · 51 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
61.1%
MOUNT VERNON ASSOCIATES INC /MD/ — $134K AUM allocation strategy
MOUNT VERNON ASSOCIATES INC /MD/ files SEC Form 13F and reports $134K of long US equity value across 51 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.3%, followed by Communication Services 17.2% and Financials 14.8%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
MOUNT VERNON ASSOCIATES INC /MD/ — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$134K
total across 51 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NFLX +35.8K sh · +$3.46K+$VZ +1.1K sh · +$239+$BAC +450 sh · −$495
Biggest trims (shares)
−$CSX −4.5K sh · +$30−$HIG −1.93K sh · −$277−$AAPL −1.48K sh · −$1.46K
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services14.2%—
- Technology Hardware, Storage & Peripherals11.1%—
- Diversified Banks8.5%—
- Consumer Staples Merchandise Retail7.2%—
- Broadline Retail6.7%—
- Systems Software6.3%—
- Consumer Finance4.3%—
- Movies & Entertainment3.1%—
- Other holdings38.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 58.3K | $14.8K | -1.48K | 11.0% |
| $GOOGL | Alphabet Inc | 39.9K | $11.4K | -957 | 8.5% |
| $COST | Costco Wholesale Corporation | 9.72K | $9.68K | -15 | 7.2% |
| $AMZN | Amazon.com Inc | 42.7K | $8.89K | +90 | 6.6% |
| $MSFT | Microsoft Corporation | 22.8K | $8.43K | +57 | 6.3% |
| $META | Meta Platforms Inc | 13.1K | $7.51K | -35 | 5.6% |
| $JPM | JP Morgan Chase & Co | 24.6K | $7.25K | +383 | 5.4% |
| $AXP | American Express Company | 18.9K | $5.73K | +230 | 4.3% |
| $NFLX | Netflix Inc | 42.8K | $4.12K | +35.8K | 3.1% |
| $BAC | Bank of America Corporation | 83.1K | $4.05K | +450 | 3.0% |
…and 41 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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