MOUNT VERNON ASSOCIATES INC /MD/

CIK 0000799003 · Q2 2026

13F Equity AUM

$153K

+8.4% QoQ

Positions

+2 QoQ

AUM Rank

#12,406

Top 99%

Skill Alpha (FF)

+1.0%/yr^ns

No Clear Edge

Rank #1,863 · Top 22%

vs S&P +2.1%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 36.4%Top 10: 56.9%Top 20: 78.0%

AAPL10.6%

GOOG8.6%

AMZN6.3%

COST5.6%

MSFT5.3%

JPM4.9%

META4.6%

INTC4.2%

AXP4.0%

CSCO2.9%

Others (51)43.1%

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

Sector Allocation

Technology33.0%

Communication Services18.0%

Financial Services14.8%

Consumer Cyclical12.1%

Industrials7.6%

Consumer Defensive5.7%

Healthcare3.9%

Unclassified2.5%

Other2.4%

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

Position Sizing

Positions: 61Median: 0.83%Avg: 1.64%

0–0.5%

23(5.1%)

0.5–1%

11(7.9%)

1–3%

18(32.9%)

3–5%

4(17.6%)

5%+

5(36.4%)

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

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Portfolio Overlap

Shared: 0Unique: 61vs 20 funds

0%Low

Fund positions

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.

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Position Changes This Quarter

New6Increased2Decreased36Exited4

New Positions

Honeywell Intl Inc0.8%

+6K

Honeywell Aerospace …0.8%

+6K

CMPS0.3%

+38K

IREN0.2%

+5K

GOOGL0.1%

+600

RY0.1%

+1K

Increased

UBER1.9%

+650(+2%)

LLY0.7%

+30(+3%)

Decreased

BAC2.8%

-6,700(-8%)

Dupont De Nemours &a…0.2%

-6,272(-72%)

PPL1.4%

-5,000(-8%)

T0.4%

-4,000(-13%)

INTC4.2%

-3,890(-8%)

TSCO1.3%

-3,500(-5%)

CSCO2.9%

-3,350(-8%)

PFE0.6%

-3,200(-8%)

DAL2.2%

-3,000(-8%)

NFLX1.9%

-2,500(-6%)

Exited

HON

-11,529

-4,381

FSLR

-1,500

SOLS

-2,736

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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