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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0000799003

MOUNT VERNON ASSOCIATES INC /MD/

BALTIMORE, MD · File #028-01821

Latest AUM
$148,683
Positions
60
Top-10 Concentration
61.5%
Filings
12

Sector Allocation

Technology
26.6%$39,535
Financials
7.9%$11,789
Industrials
6.3%$9,340
Healthcare
2.6%$3,946
Energy
0.4%$538

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Apple Inc.AAPL59,809$16,26011.06%
2Alphabet Inc. Cl CGOOG40,873$12,8268.73%
3Microsoft CorporationMSFT22,708$10,9827.47%
4Amazon.Com Inc.AMZN42,615$9,8366.69%
5Meta Platforms, IncMETA13,154$8,6835.91%
6Costco Wholesale Corp22160K1059,732$8,3925.71%
7J.P. Morgan Chase & Co Chase &VYLD24,261$7,8175.32%
8American Express Co.AXP18,702$6,9194.71%
9Bank Of America Corp06050510482,669$4,5473.09%
10Spotify Technology S.A.SPOT7,140$4,1462.82%
11GE AerospaceGE11,293$3,4792.37%
12Tractor Supply Co.TSCO67,070$3,3542.28%
13Uber Technologies, Inc.UBER39,925$3,2622.22%
14Affirm Holdings, Inc.AFRM42,925$3,1952.17%
15Cisco Systems Inc.CSCO40,979$3,1572.15%
16Schwab (Charles) CorpSCHW-PJ29,800$2,9772.03%
17Delta Air Lines, Inc.DAL40,000$2,7761.89%
18Tesla Motors Inc.TSLA5,645$2,5391.73%
19PPL CorporationPPLC65,150$2,2821.55%
20Honeywell Intl Inc43851610611,429$2,2301.52%