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NANCY OHARA

@Mount Vernon Associates Inc Md

Latest period2024 - Q4ReportedManaged Assets$128.297MTotal holdings50
Assets growth rate1.81%Assets growth rate (2-Q avg)6.77%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Vernon Associates Inc Md's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Mount Vernon Associates Inc Md over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 128.297M in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 6.77%. The portfolio is managed by NANCY OHARA, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc.
Recent Activity
Decreased -0.5%
12.31%
$15.787M
63,042 shares@ $250.43 avg price
MSFT
Microsoft Corporation
Recent Activity
Increased 0.05%
8.09%
$10.368M
24,597 shares@ $421.52 avg price
AMZN
Amazon.com Inc.
Recent Activity
Decreased -0.78%
7.55%
$9.682M
44,130 shares@ $219.4 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.13%
7.21%
$9.248M
10,093 shares@ $916.28 avg price
GOOG
Alphabet Inc. Cl C
Recent Activity
Increased 0.02%
6.28%
$8.055M
42,298 shares@ $190.44 avg price
META
Meta Platforms, Inc
Recent Activity
Decreased -0.17%
6.21%
$7.96M
13,595 shares@ $585.51 avg price
JPM
J.p. Morgan Chase & Co Chase &
Recent Activity
Decreased -0.61%
4.66%
$5.972M
24,912 shares@ $239.73 avg price
AXP
American Express Co.
Recent Activity
Decreased -0.13%
4.24%
$5.436M
18,317 shares@ $296.78 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 0.12%
2.89%
$3.706M
84,319 shares@ $43.96 avg price
TSCO
Tractor Supply Co.
Recent Activity
Increased 402.25%
2.79%
$3.567M
67,220 shares@ $53.07 avg price

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