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| Mount Vernon Associates Inc
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| CRD # | 107099 |
| SEC # | 801-26821 |
| CIK # | 0000799003 |
| AUM | 232.5 M (2026-02-18) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 410-377-9780 |
| Address | 575 S Charles Street, Ste 401 Baltimore, MD 21201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000799003 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Netflix Inc | 4.1 | ||
| Bank of America Corp /DE/ | 4.1 | ||
| Spotify Technology Sa | 3.5 | ||
| General Electric Co | 3.3 | ||
| Cisco Systems Inc | 3.2 | ||
| Tractor Supply Co /DE/ | 3.0 | ||
| Uber Technologies Inc | 2.8 | ||
| Schwab Charles Corp | 2.8 | ||
| Delta Air Lines Inc | 2.6 | ||
| Honeywell International Inc | 2.6 | ||
| PPL Corp | 2.5 | ||
| Intel Corp | 2.2 | ||
| Tesla Motors Inc | 2.1 | ||
| Texas Instruments Inc | 2.0 | ||
| Affirm Holdings Inc | 2.0 | ||
| Bristol Myers Squibb Co | 1.9 | ||
| Starbucks Corp | 1.9 | ||
| Nvidia Corp | 1.8 | ||
| CSX Corp | 1.7 | ||
| International Business Machines Corp | 1.4 | ||
| GE Healthcare Technologies Inc | 1.3 | ||
| Pfizer Inc | 1.2 | ||
| Airbnb Inc | 1.1 | ||
| TREX Co Inc | 1.0 | ||
| Verizon Communications Inc | 1.0 | ||
| AT&T Inc | 0.9 | ||
| Lilly Eli & Co | 0.8 | ||
| Citigroup Inc | 0.8 | ||
| Micron Technology Inc | 0.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 23 | 9.8 |
| (b) Individuals (high net worth individuals) | 39 | 147.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 53.8 |
| (h) Charitable organizations | 8 | 21.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 232.5 |
| By Discretionary | ||
| Discretionary | 121 | 232.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 232.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.5 | |
| Total | 121 | 232.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000799003] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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