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CIK: 0002009419
Total reported value
$345.2M
$345.2M
176 檔
38.8%
According to the latest 13F quarterly dataset, Bear Mountain Capital, Inc. managed an equity portfolio of $345.2M at the end of Q4 2024, spanning 176 distinct U.S. exchange-listed positions.
Bear Mountain Capital, Inc. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 5 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.34% | +0.46% | -1.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.66% | +0.42% | -1.87% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 9.88% | -0.07% | +17.88% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.68% | -0.39% | -0.58% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 7.59% | -0.20% | +6.79% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.42% | -0.05% | +5.54% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.65% | -0.02% | +1.17% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.19% | -0.07% | +2.31% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.14% | +0.04% | -1.07% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.54% | -0.01% | +1.56% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.66% | -0.08% | -1.32% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.04% | -0.05% | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.75% | +0.10% | -3.34% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | +0.03% | — | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.51% | -0.02% | +5.76% | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.16% | — | +19.49% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.04% | +2.41% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.08% | +0.02% | — | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.06% | -0.08% | +8.84% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.98% | +0.01% | +2.16% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.84% | -0.05% | +14.82% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.66% | +0.01% | +0.73% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | — | -5.66% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.01% | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.01% | -2.48% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | +17.36% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | — | +11.82% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.05% | -2.85% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | -0.02% | -20.68% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.37% | -0.01% | +69.05% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.25% | -0.02% | — | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.20% | -0.03% | +0.92% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.02% | +14.38% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.09% | +0.06% | -21.52% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.07% | -0.01% | +12.34% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | -8.47% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | -2.35% | |
| 39 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.06% | — | -18.41% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | +0.01% | — | |
| 41 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 42 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | +0.01% | — | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | -25.53% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.05% | — | -5.41% | |
| 45 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.04% | — | -10.08% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.04% | — | — | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.03% | — | — | |
| 48 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.03% | — | -7.13% | |
| 49 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 0.03% | — | — | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.03% | -0.01% | +760.71% |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 176 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, VOO, MUB) accounted for 38.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
SHY
市值: $100.6K
Top Position Liquidated / Trimmed
NUBD
前期市值: $373.5K
During Q4 2024, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.3%)、VOO (11.7%)、MUB (9.9%). The largest single position, VO, represented 15.3% of total portfolio value.
In Q4 2024, Bear Mountain Capital, Inc. made 46 total portfolio adjustments, initiating 5 new buys, adding to 20 positions, trimming 16 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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