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CIK: 0002009419
Total reported value
$345.2M
$345.2M
182 檔
42.2%
In Q2 2025, Bear Mountain Capital, Inc.'s U.S. equity holdings reached a combined market value of $345.2M, distributed across 182 disclosed stock positions.
In Q2 2025, Bear Mountain Capital, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.46% | +0.46% | +2.37% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.98% | +0.42% | +2.60% | |
| 3 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.32% | -0.20% | +1.20% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-Other | 8.28% | -0.07% | -2.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.15% | -0.05% | +1.18% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.28% | -0.39% | +0.07% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.71% | -0.07% | +0.82% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 5.63% | -0.02% | +2.07% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.93% | +0.04% | +0.15% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.09% | -0.01% | -6.46% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.49% | -0.08% | +0.87% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | +0.04% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.74% | +0.10% | +4.14% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.03% | -1.98% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.41% | -0.02% | +4.76% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | -0.04% | -0.60% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.13% | -0.08% | -0.02% | |
| 18 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.05% | — | -0.11% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.03% | +0.02% | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.01% | +0.01% | +2.81% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.77% | -0.05% | -10.76% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.70% | +0.01% | +2.51% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | — | -3.63% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.05% | -1.19% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.43% | -0.01% | — | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | -0.01% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.41% | — | -0.06% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.34% | -0.02% | -0.28% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.12% | — | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.03% | +0.10% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.30% | -0.01% | -11.51% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | -0.04% | -1.60% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.23% | -0.02% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.02% | -5.65% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | -0.59% | |
| 37 | NTES | Netease Inc-adr | Stock-Comm Services | 0.09% | +0.01% | -1.59% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.06% | -15.84% | |
| 39 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.06% | -0.01% | -0.54% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.05% | -0.01% | -2.48% | |
| 41 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 42 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.05% | — | -6.77% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.05% | +0.01% | -1.99% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | +0.01% | -0.25% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | — | -27.93% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.03% | — | — | |
| 47 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.03% | — | -10.49% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.03% | — | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | — | -5.99% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.03% | — | — |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 182 disclosed positions in Q2 2025.
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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, SCZ) accounted for 42.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
BKNG
市值: $79.8K
Top Position Liquidated / Trimmed
VWOB
前期市值: $33.6K
During Q2 2025, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.5%)、VOO (12.0%)、SCZ (8.3%). The largest single position, VO, represented 15.5% of total portfolio value.
In Q2 2025, Bear Mountain Capital, Inc. made 44 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 25 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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