MOUNT VERNON ASSOCIATES INC

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Mount Vernon Associates is based out of Baltimore. Mount Vernon Associates is a large advisory firm with 70 clients and discretionary assets under management (AUM) of $178,163,473 (Form ADV from 2020-06-18). Their last reported 13F filing for Q2 2020 included $75,239,000 in managed 13F securities and a top 10 holdings concentration of 58.36%. Mount Vernon Associates's largest holding is Apple Inc with shares held of 25,899. Whalewisdom has at least 80 13F filings

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06/30/2020

13F Activity

  • Market Value $77.33 Million
  • Prior Market Value $59.612 Million
  • New Purchases5 stocks
  • Additional Purchases0 stocks
  • Sold out of2 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 56.78 %
  • Turnover % [1]:13.46%
  • Turnover Alt % [2]: 3.26 %
  • Time Held Top20:26.42 quarters
  • Time Held Top10:18.30 quarters
  • Time Held All:35.75 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 36.52%
Performance Last 4 Quarters: 3.14%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MOUNT VERNON ASSOCIATES INC
575 S CHARLES STREET, STE 401
BALTIMORE MD    21201
Country: United States

Business Phone: 410-377-9780
Fax: 410-244-8730
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MD
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 70
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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MOUNT VERNON ASSOCIATES INC

ownership team - last updated 2020-06-18
Name Title Start Date Direct/Indirect % Ownership
CAIN, SILAS, WINFIELD CHAIRMAN 12/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC CHAIRMAN direct 2010-12-01
MOUNT VERNON ASSOCIATES INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1990-01-01 2007-07-10
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 1990-01-01 2009-03-02
SULLIVAN, MARK, CARLSON PRESIDENT 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 2010-12-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 1996-01-01 2009-03-02
O'HARA, NANCY, VAN DYKE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER 02/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 2007-01-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-02-01

MOUNT VERNON ASSOCIATES INC

ownership team - last updated 2020-03-11
Name Title Start Date Direct/Indirect % Ownership

MOUNT VERNON ASSOCIATES INC

ownership team - last updated 2019-03-07
Name Title Start Date Direct/Indirect % Ownership
CAIN, SILAS, WINFIELD CHAIRMAN 12/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC CHAIRMAN direct 2010-12-01
MOUNT VERNON ASSOCIATES INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1990-01-01 2007-07-10
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 1990-01-01 2009-03-02
SULLIVAN, MARK, CARLSON PRESIDENT 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 2010-12-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 1996-01-01 2009-03-02
O'HARA, NANCY, VAN DYKE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER 02/01/2008 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 2007-01-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-02-01

MOUNT VERNON ASSOCIATES INC

ownership team - last updated 2017-02-10
Name Title Start Date Direct/Indirect % Ownership
O'HARA, NANCY, VAN DYKE VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 02/01/2008 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 2007-01-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2008-02-01
CAIN, SILAS, WINFIELD CHAIRMAN 12/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC CHAIRMAN direct 2010-12-01
MOUNT VERNON ASSOCIATES INC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1990-01-01 2007-07-10
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 1990-01-01 2009-03-02
SULLIVAN, MARK, CARLSON PRESIDENT 12/01/2010 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC PRESIDENT direct 2010-12-01
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 1996-01-01 2009-03-02
CAIN, KEVIN, TAYLOR VICE PRESIDENT 01/01/1996 Direct less than 5%
Fund Name Position direct/indirect start date end date
MOUNT VERNON ASSOCIATES INC VICE PRESIDENT direct 1996-01-01

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