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CIK: 0002065074
Total reported value
$139.6M
$139.6M
36 檔
83.8%
According to the latest 13F quarterly dataset, Sky-mountain Capital Management, Inc. managed an equity portfolio of $139.6M at the end of Q2 2025, spanning 36 distinct U.S. exchange-listed positions.
During Q2 2025, Sky-mountain Capital Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 40.52% | -6.64% | +30.64% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 12.08% | -0.45% | +6.12% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 11.16% | -2.44% | +4.79% | |
| 4 | MSTR | Strategy Inc | Stock-Tech | 9.73% | -0.37% | +1.35% | |
| 5 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 4.18% | -1.13% | -12.69% | |
| 6 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 3.30% | +1.95% | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.63% | +0.57% | -32.59% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.51% | +0.36% | -2.25% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.19% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.74% | +1.64% | -30.62% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.95% | +0.89% | -31.77% | |
| 12 | BA | Boeing Co/the | Stock-Industrials | 0.91% | +0.07% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | +0.04% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.66% | +0.09% | -20.62% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.63% | +0.62% | -22.94% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.02% | — | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.54% | — | — | |
| 18 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.51% | +0.07% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.13% | -16.79% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.09% | -10.98% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.21% | -16.20% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.34% | -0.02% | -23.61% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | — | +0.11% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | +0.50% | -14.07% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.28% | — | -37.44% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.01% | — | |
| 27 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.26% | +0.15% | NEW | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.26% | -0.08% | — | |
| 29 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.24% | +0.03% | — | |
| 30 | CARR | Carrier Global CORP | Stock-Industrials | 0.22% | +0.07% | — | |
| 31 | AMD | Advanced Micro Devices | Stock-Tech | 0.21% | +0.42% | — | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.18% | — | — | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.02% | — | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.15% | +0.01% | — | |
| 35 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.15% | — | — | |
| 36 | RPT-PC | Rithm Property Trust Inc. | Stock-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Sky-mountain Capital Management, Inc. reported a total U.S. public equity portfolio value of $139.6M across 36 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including USFR, FBTC, GLD) accounted for 83.8% of total reported equity market value during Q2 2025.
During Q2 2025, Sky-mountain Capital Management, Inc.'s top holdings by market value included USFR (40.5%)、FBTC (12.1%)、GLD (11.2%). The largest single position, USFR, represented 40.5% of total portfolio value.
In Q2 2025, Sky-mountain Capital Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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