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Nancy O'Hara

Mount Vernon Associates Inc Md

Assets Managed
$141.542M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
-4.8%(2Q avg: -0.5%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Vernon Associates Inc Md's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 141.542M in assets, with a quarterly growth rate of -4.8% and a 2-quarter average growth rate of -0.5%. The portfolio is managed by Nancy O'Hara, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.47%
10.46%
$14.803M
58,329 shares@ $253.79 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -2.34%
8.09%
$11.45M
39,916 shares@ $286.86 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.15%
6.85%
$9.682M
9,717 shares@ $996.4 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.22%
6.29%
$8.894M
42,705 shares@ $208.27 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.26%
5.96%
$8.427M
22,765 shares@ $370.18 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -0.26%
5.31%
$7.506M
13,119 shares@ $572.15 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.58%
5.13%
$7.249M
24,644 shares@ $294.15 avg price
AXP
American Express Co
Recent Activity
Increased 1.23%
4.05%
$5.727M
18,932 shares@ $302.51 avg price
NFLX
Netflix Inc
Recent Activity
Increased 511.43%
2.91%
$4.115M
42,800 shares@ $96.15 avg price
BAC
Bank Of America Corp
Recent Activity
Increased 0.55%
2.87%
$4.052M
83,119 shares@ $48.75 avg price

1-10 of 60