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Nancy O'Hara

Mount Vernon Associates Inc Md

Assets Managed
$153.418M
Holdings
62
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.4%(2Q avg: 1.8%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mount Vernon Associates Inc Md's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 62 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 153.418M in assets, with a quarterly growth rate of 8.4% and a 2-quarter average growth rate of 1.8%. The portfolio is managed by Nancy O'Hara, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -3.89%
10.58%
$16.221M
56,059 shares@ $289.36 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -6.1%
8.64%
$13.243M
37,481 shares@ $353.33 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -5.02%
6.31%
$9.667M
40,561 shares@ $238.34 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -5.55%
5.6%
$8.585M
9,177 shares@ $935.5 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -4.41%
5.3%
$8.117M
21,760 shares@ $373.03 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -6.33%
4.93%
$7.556M
23,084 shares@ $327.33 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -5.33%
4.56%
$6.995M
12,419 shares@ $563.25 avg price
INTC
Intel Corp
Recent Activity
Decreased -7.77%
4.2%
$6.44M
46,121 shares@ $139.64 avg price
AXP
American Express Co
Recent Activity
Decreased -4.83%
3.98%
$6.094M
18,017 shares@ $338.24 avg price
CSCO
Cisco Systems Inc
Recent Activity
Decreased -8.15%
2.89%
$4.429M
37,704 shares@ $117.47 avg price

1-10 of 62