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CIK: 0002009419
Total reported value
$345.2M
$345.2M
175 檔
37.3%
During the Q3 2024 filing period, Bear Mountain Capital, Inc. (CIK: 0002009419) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $345.2M across 175 reported positions.
In Q3 2024, Bear Mountain Capital, Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.26% | +0.46% | -0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.45% | +0.42% | -2.95% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 8.66% | -0.07% | +3.25% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.90% | -0.39% | +0.22% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 7.60% | -0.20% | +0.93% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.37% | -0.05% | +0.85% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.83% | -0.02% | +1.85% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.45% | -0.07% | +0.54% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.04% | +0.04% | -0.24% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.77% | -0.01% | -0.73% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.80% | -0.08% | +4.80% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.04% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.76% | +0.10% | -1.55% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.52% | +0.03% | — | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.46% | -0.02% | +1.86% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.05% | -0.08% | -1.54% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.04% | +0.02% | — | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.01% | — | +2.51% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.01% | +0.01% | +1.01% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.86% | -0.04% | -4.08% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.85% | -0.05% | +1.84% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.69% | +0.01% | +1.71% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | — | -1.72% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | — | +0.20% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.48% | -0.02% | -6.74% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | -0.01% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.01% | -1.45% | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | — | -1.56% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.38% | -0.05% | — | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.01% | — | |
| 31 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.37% | -0.16% | -0.10% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.24% | -0.02% | -0.90% | |
| 33 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.23% | -0.01% | -0.34% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | -0.12% | -12.45% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | -0.03% | — | |
| 36 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.15% | — | — | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.06% | -16.07% | |
| 40 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.08% | — | -2.89% | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.08% | — | — | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.07% | -0.01% | -0.57% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.07% | — | -1.13% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | -3.51% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 46 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 47 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.05% | — | -0.41% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.05% | — | -0.31% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | +0.01% | — | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.04% | — | — |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 175 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, VOO, MUB) accounted for 37.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
ARM
市值: $11.3K
Top Position Liquidated / Trimmed
TMUS
前期市值: $313.4K
During Q3 2024, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.3%)、VOO (11.4%)、MUB (8.7%). The largest single position, VO, represented 15.3% of total portfolio value.
In Q3 2024, Bear Mountain Capital, Inc. made 37 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 18 holdings, and fully liquidating 5 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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