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CIK: 0002009419
Total reported value
$345.2M
$345.2M
344 檔
38.4%
As reported in its official Q1 2025 Form 13F filing, Bear Mountain Capital, Inc.'s tracked investment portfolio stood at $345.2M with 344 total positions.
In Q1 2025, Bear Mountain Capital, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 26 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 344 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 14.66% | +0.46% | +4.22% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.13% | +0.42% | +5.79% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 9.23% | -0.07% | -4.43% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.15% | -0.20% | +0.59% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.13% | -0.05% | +3.61% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.84% | -0.39% | +1.53% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 6.00% | -0.02% | +4.66% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.46% | -0.07% | +3.96% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.77% | +0.04% | +6.66% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.49% | -0.01% | +2.04% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.67% | -0.08% | +0.17% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.75% | +0.04% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.61% | +0.10% | +2.00% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.46% | +0.03% | +2.61% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.45% | -0.02% | -4.31% | |
| 16 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.15% | — | -2.29% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.04% | +28.12% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.08% | -1.02% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.98% | +0.01% | -3.23% | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.98% | +0.02% | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.87% | -0.05% | -2.61% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.65% | +0.01% | -3.22% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.05% | +42.43% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.44% | -0.01% | -0.05% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | — | -2.16% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | -0.01% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.39% | — | -5.38% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.03% | +82.45% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.37% | -0.12% | +1216.83% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.37% | -0.02% | -0.91% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.36% | -0.01% | -1.77% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.04% | +2500.00% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.22% | -0.02% | -0.16% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | — | +1.34% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.02% | +6.74% | |
| 37 | NTES | Netease Inc-adr | Stock-Comm Services | 0.07% | +0.01% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.07% | +0.06% | +1.95% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.07% | -0.01% | -6.00% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.06% | — | — | |
| 41 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.06% | — | -13.38% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.06% | — | — | |
| 43 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.05% | — | +101.82% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.05% | +0.01% | +0.25% | |
| 46 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.05% | -0.01% | +4.67% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.04% | +0.01% | +2.03% | |
| 48 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.04% | — | — | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.04% | — | — | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | — | -12.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.7% | +3.61% | Add |
| 2 | SCZ | Ishares Msci Eafe Small-cap | +0.6% | +0.59% | Add |
| 3 | BND | Vanguard Total Bond Market | +0.4% | +4.66% | Add |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +1216.83% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +3.96% | Add |
| 6 | NFLX | Netflix Inc | +0.3% | +2500.00% | Add |
| 7 | COST | Costco Wholesale CORP | +0.2% | +82.45% | Add |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +1.53% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +42.43% | Add |
| 10 | NTES | Netease Inc-adr | +0.1% | NEW | New buy |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | -2.61% | Trim |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -1.02% | Trim |
| 13 | IEFA | Ishares Core Msci Eafe ETF | 0% | -0.05% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.34% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | +101.82% | Add |
| 16 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 17 | VTV | Vanguard Value ETF | 0% | NEW | New buy |
| 18 | PLTR | Palantir Technologies Inc-a | 0% | +4.67% | Add |
| 19 | BNDX | Vanguard Total Intl Bond ETF | 0% | +0.17% | Add |
| 20 | AMZN | Amazon.com Inc | 0% | +28.12% | Add |
| 21 | ITW | Illinois Tool Works | 0% | NEW | New buy |
| 22 | JNJ | Johnson & Johnson | 0% | +406.45% | Add |
| 23 | HDV | Ishares Core High Dividend E | 0% | NEW | New buy |
| 24 | INTC | Intel CORP | — | +147.56% | Add |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | — | -3.23% | Trim |
| 26 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 27 | SBUX | Starbucks CORP | — | +61.96% | Add |
| 28 | WMT | Walmart Inc | — | +98.24% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | -28.36% | Trim |
| 30 | CAT | Caterpillar Inc | 0% | +2.03% | Add |
| 31 | AMSWAUSD | American Software Inc-cl A | 0% | EXIT | Sold out |
| 32 | AVGO | Broadcom Inc | 0% | -80.00% | Trim |
| 33 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | — | Unchanged |
| 34 | TSLA | Tesla Inc | 0% | -5.65% | Trim |
| 35 | GOOG | Alphabet Inc-cl C | 0% | +1.95% | Add |
| 36 | EEM | Ishares Msci Emerging Market | 0% | -5.38% | Trim |
| 37 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.16% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | Unchanged |
| 39 | VNQ | Vanguard Real Estate ETF | -0.1% | +2.04% | Add |
| 40 | MDY | State Street Spdr S&p Midcap | -0.1% | — | Unchanged |
| 41 | SUSB | Ishares Esg Aware 1-5 Year U | -0.1% | -4.31% | Trim |
| 42 | IWB | Ishares Russell 1000 ETF | -0.1% | — | Unchanged |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +2.61% | Add |
| 44 | SUSA | Ishares Esg Optimized Msci U | -0.1% | +2.00% | Add |
| 45 | NVDA | Nvidia CORP | -0.2% | -2.16% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.2% | — | Unchanged |
| 47 | VB | Vanguard Small-cap ETF | -0.4% | +6.66% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | -0.5% | +5.79% | Add |
| 49 | MUB | Ishares National Muni Bond E | -0.7% | -4.43% | Trim |
| 50 | VO | Vanguard Mid-cap ETF | -0.7% | +4.22% | Add |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 344 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VO, VOO, MUB) accounted for 38.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
NTES
市值: $193.8K
Top Position Liquidated / Trimmed
AMSWAUSD
前期市值: $22.5K
During Q1 2025, Bear Mountain Capital, Inc.'s top holdings by market value included VO (14.7%)、VOO (11.1%)、MUB (9.2%). The largest single position, VO, represented 14.7% of total portfolio value.
In Q1 2025, Bear Mountain Capital, Inc. made 44 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 12 holdings, and fully liquidating 1 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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