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CIK: 0002009419
Total reported value
$345.2M
$345.2M
199 檔
46.6%
As reported in its official Q4 2025 Form 13F filing, Bear Mountain Capital, Inc.'s tracked investment portfolio stood at $345.2M with 199 total positions.
Bear Mountain Capital, Inc. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 5 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.22% | +0.46% | +1.23% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.98% | +0.42% | +0.82% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.53% | -0.05% | +1.13% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.45% | -0.20% | +1.88% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-Other | 7.77% | -0.07% | -10.36% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 6.71% | -0.39% | +0.57% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 5.86% | -0.02% | +0.97% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.75% | -0.07% | +1.82% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.13% | +0.04% | -0.25% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.94% | -0.01% | +0.11% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.36% | -0.08% | -2.91% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | +0.04% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.72% | +0.10% | +0.30% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.68% | -0.12% | +418.34% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.49% | +0.03% | -0.55% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.22% | -0.02% | +1.34% | |
| 17 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.11% | — | +6.47% | |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.10% | -0.08% | -0.53% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | -0.04% | -9.50% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.03% | +0.01% | +0.51% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.02% | +0.02% | — | |
| 22 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.76% | -0.05% | +4.64% | |
| 23 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.69% | +0.01% | +0.55% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | -5.73% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.05% | -4.31% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.42% | -0.01% | -0.13% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.42% | -0.01% | — | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.38% | -0.01% | +55.82% | |
| 30 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | — | +0.17% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.35% | -0.02% | +17.58% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.03% | +0.20% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.22% | -0.02% | -0.41% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.04% | +900.00% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.02% | -0.32% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.11% | — | — | |
| 37 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.09% | -0.01% | +55.60% | |
| 38 | NTES | Netease Inc-adr | Stock-Comm Services | 0.08% | +0.01% | -1.28% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.08% | +0.06% | -27.69% | |
| 40 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | +0.01% | -13.87% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.05% | -0.01% | -10.54% | |
| 42 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 43 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.04% | — | +2.09% | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.03% | +0.01% | -3.38% | |
| 45 | ADP | Automatic Data Processing | Stock-Tech | 0.03% | +0.01% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | — | -0.43% | |
| 47 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.03% | — | — | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.03% | — | |
| 49 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.03% | — | — | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.03% | — | +0.32% |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 199 disclosed positions in Q4 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, VEA) accounted for 46.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
APLD
市值: $17.6K
Top Position Liquidated / Trimmed
ITW
前期市值: $25.7K
During Q4 2025, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.2%)、VOO (12.0%)、VEA (8.5%). The largest single position, VO, represented 15.2% of total portfolio value.
In Q4 2025, Bear Mountain Capital, Inc. made 45 total portfolio adjustments, initiating 2 new buys, adding to 20 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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