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CIK: 0002009419
Total reported value
$345.2M
$345.2M
224 檔
34.3%
The Q1 2024 SEC filing reveals that Bear Mountain Capital, Inc. held a total portfolio value of $345.2M, covering 224 public equity positions.
During Q1 2024, Bear Mountain Capital, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.63% | +0.46% | -5.92% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.34% | +0.42% | -7.96% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 9.03% | -0.07% | +0.84% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.52% | -0.39% | -1.22% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 7.59% | -0.20% | -4.78% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.48% | -0.05% | -4.83% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.98% | -0.02% | +0.35% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.22% | -0.07% | +0.26% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.89% | +0.04% | -5.37% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.30% | -0.01% | -5.11% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.84% | -0.08% | -0.25% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.04% | -0.26% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.61% | +0.10% | -12.66% | |
| 14 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.45% | -0.02% | -0.90% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.44% | +0.03% | — | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.08% | -0.98% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.98% | — | -1.25% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.98% | +0.02% | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.04% | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.96% | +0.01% | -7.46% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.79% | -0.05% | -5.01% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.63% | -0.02% | -2.47% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | -3.21% | |
| 24 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.62% | +0.01% | -5.04% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | -0.01% | — | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | — | -2.89% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.05% | -11.28% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.40% | — | -6.69% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.40% | -0.16% | +2.40% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.38% | -0.01% | -2.60% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.26% | -0.12% | -3.48% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.25% | -0.01% | -3.37% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | -0.02% | -4.43% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.03% | — | |
| 36 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.15% | — | — | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.15% | +0.06% | — | |
| 38 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.12% | — | +0.17% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | -1.03% | |
| 40 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.02% | -62.64% | |
| 41 | IYF | Ishares US Financials ETF | ETF-Other | 0.10% | -0.05% | EXIT | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.09% | — | — | |
| 43 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.09% | — | -2.08% | |
| 44 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.07% | -0.01% | -4.48% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.07% | — | -0.42% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | -0.34% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | +0.01% | -4.17% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.05% | — | -0.57% | |
| 49 | CTAS | Cintas CORP | Stock-Industrials | 0.05% | — | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.05% | — | — |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 224 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, VOO, MUB) accounted for 34.3% of total reported equity market value during Q1 2024.
During Q1 2024, Bear Mountain Capital, Inc.'s top holdings by market value included VO (14.6%)、VOO (11.3%)、MUB (9.0%). The largest single position, VO, represented 14.6% of total portfolio value.
In Q1 2024, Bear Mountain Capital, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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