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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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPOTSpotify Technology S.a.
Recent Activity
Decreased -1.36%
2.53%
$3.237M
7,235 shares@ $447.41 avg price
CSXCsx Corporation
Recent Activity
Decreased -20.41%
2.52%
$3.227M
100,000 shares@ $32.27 avg price
TSLATesla Motors Inc.
Recent Activity
Increased 0.35%
2.3%
$2.95M
7,305 shares@ $403.84 avg price
HONHoneywell Intl Inc
Recent Activity
2.01%
$2.577M
11,409 shares@ $225.88 avg price
CSCOCisco Systems Inc.
Recent Activity
1.9%
$2.43M
41,055 shares@ $59.19 avg price
DALDelta Air Lines, Inc.
Recent Activity
1.88%
$2.402M
39,700 shares@ $60.51 avg price
UBERUber Technologies, Inc.
Recent Activity
Decreased -0.76%
1.85%
$2.362M
39,160 shares@ $60.32 avg price
SCHWSchwab (charles) Corp
Recent Activity
1.74%
$2.228M
30,100 shares@ $74.02 avg price
PPLPpl Corporation
Recent Activity
Increased 0.31%
1.65%
$2.116M
65,175 shares@ $32.47 avg price
TREXTrex Company, Inc.
Recent Activity
1.58%
$2.019M
29,250 shares@ $69.03 avg price