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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
SBUXStarbucks Corporation
Recent Activity
Increased 0.13%
1.57%
$2.004M
21,959 shares@ $91.27 avg price
TXNTexas Instruments, Inc.
Recent Activity
1.51%
$1.936M
10,325 shares@ $187.51 avg price
GEGe Aerospace
Recent Activity
Increased 0.08%
1.49%
$1.899M
11,386 shares@ $166.79 avg price
BMYBristol-myers Squibb Co.
Recent Activity
1.37%
$1.747M
30,879 shares@ $56.58 avg price
GEHCGe Healthcare Technologies
Recent Activity
1.09%
$1.388M
17,754 shares@ $78.18 avg price
IBMIbm Corp
Recent Activity
0.95%
$1.21M
5,505 shares@ $219.81 avg price
PFEPfizer Inc.
Recent Activity
Increased 0.26%
0.83%
$1.054M
39,713 shares@ $26.55 avg price
ABNBAirbnb, Inc.
Recent Activity
Decreased -8.05%
0.81%
$1.035M
7,875 shares@ $131.43 avg price
INTCIntel Corporation
Recent Activity
Increased 1.76%
0.77%
$986,000
49,162 shares@ $20.06 avg price
ENPHEnphase Energy, Inc.
Recent Activity
Increased 0.88%
0.66%
$835,000
12,160 shares@ $68.67 avg price