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CIK: 0002009419
Total reported value
$345.2M
$345.2M
323 檔
45.4%
According to the latest 13F quarterly dataset, Bear Mountain Capital, Inc. managed an equity portfolio of $345.2M at the end of Q3 2025, spanning 323 distinct U.S. exchange-listed positions.
In Q3 2025, Bear Mountain Capital, Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 323 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.20% | +0.46% | +2.05% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.95% | +0.42% | -0.26% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 8.98% | -0.07% | +11.32% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.18% | -0.05% | +0.16% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.15% | -0.20% | -0.21% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.95% | -0.39% | +1.07% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 6.08% | -0.02% | +12.17% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.67% | -0.07% | -1.52% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.01% | +0.04% | +3.33% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.06% | -0.01% | +3.48% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.59% | -0.08% | +9.93% | |
| 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 | 1.72% | +0.10% | -1.34% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.50% | +0.03% | +0.01% | |
| 15 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.25% | -0.02% | -5.97% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | -0.04% | -0.09% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.09% | — | +7.60% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.08% | -1.78% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.02% | +0.02% | — | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.00% | +0.01% | -1.61% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.76% | -0.05% | +0.18% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.67% | +0.01% | -6.63% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | — | +0.21% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.05% | -0.13% | |
| 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 | 0.42% | -0.01% | -1.50% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.40% | -0.01% | — | |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.36% | — | -13.61% | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.12% | +0.36% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.03% | +0.10% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.02% | -5.60% | |
| 32 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.26% | -0.01% | -7.48% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.04% | -1.14% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.22% | -0.02% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.02% | +0.51% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | — | |
| 37 | NTES | Netease Inc-adr | Stock-Comm Services | 0.09% | +0.01% | +0.39% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.06% | +0.10% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | +0.01% | +0.29% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.06% | -0.01% | +0.30% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.06% | -0.01% | -3.81% | |
| 42 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 43 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.04% | — | -11.68% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.04% | — | +1.88% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.04% | +0.01% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | — | -7.17% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.03% | — | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.03% | — | — | |
| 49 | INTC | Intel CORP | Stock-Tech | 0.03% | +0.01% | +18.12% | |
| 50 | NUEM | Nuveen Esg Emerging Markets | ETF-Emerging Markets | 0.03% | — | -12.77% |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 323 disclosed positions in Q3 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 45.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
BKNG
市值: $74.0K
Top Position Liquidated / Trimmed
VWOB
前期市值: $33.6K
During Q3 2025, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.2%)、VOO (11.9%)、MUB (9.0%). The largest single position, VO, represented 15.2% of total portfolio value.
In Q3 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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