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CIK: 0002009419
Total reported value
$345.2M
$345.2M
198 檔
50.5%
According to the latest 13F quarterly dataset, Bear Mountain Capital, Inc. managed an equity portfolio of $345.2M at the end of Q1 2026, spanning 198 distinct U.S. exchange-listed positions.
Bear Mountain Capital, Inc. executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 9 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 15.22% | +0.46% | +4.90% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.71% | +0.42% | +2.57% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.64% | -0.05% | +1.89% | |
| 4 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 8.48% | -0.20% | +2.55% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 8.31% | +0.38% | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 7.10% | -0.39% | +14.00% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 6.83% | -0.16% | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.78% | -0.07% | +3.28% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 4.14% | +0.04% | +3.66% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.12% | -0.01% | +7.43% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.46% | -0.08% | +12.53% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.74% | +0.04% | — | |
| 13 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 1.66% | +0.10% | +2.53% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.47% | -0.12% | -5.34% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | +0.03% | -0.05% | |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-Other | 1.16% | -0.02% | +2.97% | |
| 17 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.09% | -0.08% | -0.35% | |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.01% | +0.01% | +0.47% | |
| 19 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.97% | +0.02% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | -0.04% | -6.56% | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.74% | -0.05% | +3.01% | |
| 22 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.69% | +0.01% | -0.72% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | — | -2.05% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.01% | -0.13% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | +0.01% | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.41% | -0.01% | — | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.38% | — | -0.45% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.37% | -0.05% | -2.28% | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.35% | -0.01% | -0.94% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.32% | -0.02% | -1.66% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.03% | -4.29% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.21% | -0.02% | -1.79% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | -0.04% | -2.41% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.12% | +0.02% | -5.47% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | — | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.08% | -0.01% | -9.85% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-Other | 0.07% | -0.07% | -98.97% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.07% | +0.01% | — | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.06% | +0.06% | -8.57% | |
| 40 | NTES | Netease Inc-adr | Stock-Comm Services | 0.06% | +0.01% | +0.56% | |
| 41 | IYF | Ishares US Financials ETF | ETF-Other | 0.05% | -0.05% | EXIT | |
| 42 | RWX | State Street Spdr Dow Jones | ETF-Other | 0.04% | — | -3.04% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.04% | -0.01% | +2.94% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.03% | +0.03% | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.03% | — | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.03% | +0.01% | -39.55% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.02% | +0.01% | — | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.02% | — | +12.93% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.02% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.02% | — | — |
According to official SEC Form 13F filings, Bear Mountain Capital, Inc. reported a total U.S. public equity portfolio value of $345.2M across 198 disclosed positions in Q1 2026.
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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 50.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
SUB
市值: $27.6M
Top Position Liquidated / Trimmed
EAGG
前期市值: $3.4M
During Q1 2026, Bear Mountain Capital, Inc.'s top holdings by market value included VO (15.2%)、VOO (11.7%)、VEA (8.6%). The largest single position, VO, represented 15.2% of total portfolio value.
In Q1 2026, Bear Mountain Capital, Inc. made 90 total portfolio adjustments, initiating 7 new buys, adding to 41 positions, trimming 33 holdings, and fully liquidating 9 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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