Bear Mountain Capital, Inc.
Sector Allocation
- Other96.1%$331.8M
- Technology1.4%$4.9M
- Consumer Discretionary1.0%$3.4M
- Financials0.8%$2.9M
- Consumer Staples0.3%$928,540
- Industrials0.1%$446,601
- Communication Services0.1%$439,332
- Real Estate0.1%$233,562
- Healthcare0.0%$77,296
- Materials0.0%$49,558
AUM History
13fpro.ai/research/fund/bear-mountain-capital-inc-2009419
Conviction and streaks
Stable · top 10 = 79.8%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$54.1M
- VANGUARD$41.9M
- ISHARES$30.0M
- VANGUARD$29.7M
- ISHARES$28.6M
- VANGUARD$23.2M
- VANGUARD$23.0M
- VANGUARD$19.7M
- VANGUARD$14.4M
- VANGUARD$10.8M
- VANGUARD$8.2M
- ISHARES$6.1M
- ISHARES$6.1M
- VANGUARD$5.0M
- VANGUARD$4.7M
- ISHARES$3.9M
- VANGUARD$3.5M
- VANGUARD$3.5M
- ISHARES$3.4M
AMZN
$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/bear-mountain-capital-inc-2009419
Bear Mountain Capital, Inc. 13F holdings — Q2 2026
$345.2M portfolio (+3.8% QoQ) · 214 holdings · Q2 2026 13F · top 10 are 80% of the stock portfolio
- 1
VANGUARD MID CAP - ETF
$54.1M
15.7% of stocks
+308%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD S&P 500 ETF - ETF
$41.9M
12.1% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD - ETF
$30.0M
8.7% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD FTSE DEVELOPED MARKETS ETF - ETF
$29.7M
8.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES MSCI EAFE SMALL CAP ETF - ETF
$28.6M
8.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF
$23.2M
6.7% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD SHORT-TERM TREASURY ETF - ETF
$23.0M
6.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD FTSE EMERGING MARKETS ETF - ETF
$19.7M
5.7% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD SMALL CAP ETF - ETF
$14.4M
4.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD REAL ESTATE ETF - ETF
$10.8M
3.1% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD MID CAP - ETF | $54.1M | 15.7% | +308% | — | — | — | — | |
| 2 | VANGUARD S&P 500 ETF - ETF | $41.9M | 12.1% | +1% | — | — | — | — | |
| 3 | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD - ETF | $30.0M | 8.7% | +9% | — | — | — | — | |
| 4 | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $29.7M | 8.6% | +1% | — | — | — | — | |
| 5 | ISHARES MSCI EAFE SMALL CAP ETF - ETF | $28.6M | 8.3% | +3% | — | — | — | — | |
| 6 | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $23.2M | 6.7% | -0.8% | — | — | — | — | |
| 7 | VANGUARD SHORT-TERM TREASURY ETF - ETF | $23.0M | 6.7% | +2% | — | — | — | — | |
| 8 | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $19.7M | 5.7% | +2% | — | — | — | — | |
| 9 | VANGUARD SMALL CAP ETF - ETF | $14.4M | 4.2% | +1% | — | — | — | — | |
| 10 | VANGUARD REAL ESTATE ETF - ETF | $10.8M | 3.1% | +3% | — | — | — | — |
All holdings — Bear Mountain Capital, Inc. (Q2 2026)
214 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETFnote | — | $8.2M | 2.4% | 171K | +1% | — | — | 13F |
| 12 | — | ISHARES CORE S&P 500 ETF - ETFetf/fund | — | $6.1M | 1.8% | 8,143 | +0.2% | — | — | 13F |
| 13 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETFetf/fund | — | $6.1M | 1.8% | 39K | +2% | — | — | 13F |
| 14 | — | VANGUARD TOTAL STOCK MARKET ETF - ETFetf/fund | — | $5.0M | 1.4% | 13K | — | — | — | 13F |
| 15 | — | VANGUARD TAX-EXEMPT BOND ETF - ETFnote | — | $4.7M | 1.4% | 93K | -5% | — | — | 13F |
| 16 | — | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETFnote | — | $3.9M | 1.1% | 158K | +3% | — | — | 13F |
| 17 | — | VANGUARD ESG INTERNATIONAL STOCK ETF - ETFetf/fund | — | $3.5M | 1.0% | 44K | +2% | — | — | 13F |
| 18 | — | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF - ETFetf/fund | — | $3.5M | 1.0% | 23K | — | — | — | 13F |
| 19 | — | ISHARES TR RUSSELL 1000 INDEX ETF - ETFetf/fund | — | $3.4M | 1.0% | 8,296 | — | — | — | 13F |
| 20 | AMAZON COM INC | Consumer Discretionary | $3.2M | 0.9% | 13K | -0.3% | 7+ qtrs | 67.5 | 13F | |
| 21 | MITSUBISHI UFJ FINANCIAL GROUP INCetf/fund | Financials | $2.4M | 0.7% | 46K | +0.5% | 7+ qtrs | — | 13F | |
| 22 | — | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF - ETFetf/fund | — | $2.4M | 0.7% | 52K | +3% | — | — | 13F |
| 23 | NVIDIA CORP | Technology | $1.9M | 0.5% | 8,759 | -0.8% | 7+ qtrs | 86.0 | 13F | |
| 24 | SPDR S&P 500 ETF TRUSTetf/fund | — | $1.4M | 0.4% | 1,926 | — | 7+ qtrs | — | 13F | |
| 25 | SPDR S&P MIDCAP 400 ETF TRUSTetf/fund | — | $1.4M | 0.4% | 2,019 | — | 7+ qtrs | — | 13F | |
| 26 | — | ISHARES CORE MSCI EAFE ETF - ETF | — | $1.4M | 0.4% | 14K | +0.1% | |||
| 27 | — | ISHARES MSCI EMERGING MARKETS ETF - ETF | — | $1.3M | 0.4% | 20K | -0.1% | |||
| 28 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF - ETF | — | $1.2M | 0.3% | 23K | -0.4% | |||
| 29 | $MSFT | MICROSOFT CORP | Technology | $1.1M | 0.3% | 2,905 | -2% | |||
| 30 | — | ISHARES 1-3 YR CREDIT BOND ETF - ETF | — | $1.0M | 0.3% | 20K | -0.7% | |||
| 31 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $885K | 0.3% | 960 | +0.1% | |||
| 32 | — | ISHARES RUSSELL MIDCAP ETF - ETF | — | $656K | 0.2% | 5,978 | -10% | |||
| 33 | $AAPL | Apple Inc. | Technology | $469K | 0.1% | 1,488 | +0.1% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $436K | 0.1% | 5,924 | — | |||
| 35 | $GOOG | Alphabet Inc. | Technology | $407K | 0.1% | 1,140 | +78% | |||
| 36 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $331K | 0.1% | 675 | — | |||
| 37 | $CAT | CATERPILLAR INC | Industrials | $278K | 0.1% | 298 | — | |||
| 38 | — | ISHARES US REAL ESTATE ETF - ETF | — | $247K | 0.1% | 2,388 | -4% | |||
| 39 | $NTES | NetEase, Inc. | Technology | $231K | 0.1% | 1,798 | +0.6% | |||
| 40 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $219K | 0.1% | 400 | — | |||
| 41 | $INTC | INTEL CORP | Technology | $145K | 0.0% | 1,348 | — | |||
| 42 | — | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF - ETF | — | $128K | 0.0% | 4,686 | — | |||
| 43 | — | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND - ETF | — | $103K | 0.0% | 1,240 | — | |||
| 44 | $PLTR | Palantir Technologies Inc. | Technology | $99K | 0.0% | 740 | -19% | |||
| 45 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $99K | 0.0% | 400 | — | |||
| 46 | $BA | BOEING CO | Industrials | $78K | 0.0% | 359 | +0.3% | |||
| 47 | — | ISHARES CORE S&P SMALL CAP ETF - ETF | — | $77K | 0.0% | 533 | — | |||
| 48 | $META | Meta Platforms, Inc. | Technology | $73K | 0.0% | 110 | — | |||
| 49 | — | NUVEEN ESG EMERGING MARKETS EQUITY ETF - ETF | — | $72K | 0.0% | 1,755 | — | |||
| 50 | $AVB | AVALONBAY COMMUNITIES INC | Real Estate | $71K | 0.0% | 369 | — | |||
| 51 | — | VANGUARD GROWTH ETF - ETF | — | $67K | 0.0% | 774 | +500% | |||
| 52 | $ESS | ESSEX PROPERTY TRUST, INC. | Real Estate | $66K | 0.0% | 221 | — | |||
| 53 | — | ISHARES RUSSELL 1000 VALUE ETF - ETF | — | $63K | 0.0% | 256 | — | |||
| 54 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | — | $62K | 0.0% | 504 | +300% | |||
| 55 | — | VANGUARD VALUE ETF - ETF | — | $62K | 0.0% | 283 | — | |||
| 56 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $61K | 0.0% | 350 | — | |||
| 57 | $VMRK | VIVMARK RESIDENTIAL | Real Estate | $61K | 0.0% | 890 | — | |||
| 58 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF - ETF | — | $58K | 0.0% | 964 | +77% | |||
| 59 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $55K | 0.0% | 520 | +0.6% | |||
| 60 | $VRT | Vertiv Holdings Co | Technology | $55K | 0.0% | 180 | — | |||
| 61 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $53K | 0.0% | 469 | — | |||
| 62 | $TSLA | Tesla, Inc. | Consumer Discretionary | $53K | 0.0% | 133 | +0.8% | |||
| 63 | $JPM | JPMORGAN CHASE & CO | Financials | $52K | 0.0% | 152 | — | |||
| 64 | — | VANGUARD S&P 500 GROWTH ETF - ETF | — | $42K | 0.0% | 504 | +500% | |||
| 65 | $RIVN | Rivian Automotive, Inc. / DE | Consumer Discretionary | $38K | 0.0% | 2,181 | — | |||
| 66 | — | ISHARES S&P MIDCAP 400 GROWTH INDEX - ETF | — | $38K | 0.0% | 333 | -0.6% | |||
| 67 | — | ISHARES S&P MIDCAP 400 VALUE ETF - ETF | — | $37K | 0.0% | 249 | — | |||
| 68 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | — | $35K | 0.0% | 91 | — | |||
| 69 | — | ISHARES RUSSELL 2000 VALUE - ETF | — | $34K | 0.0% | 157 | — | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $33K | 0.0% | 130 | +0.8% | |||
| 71 | $GBTC | Grayscale Bitcoin Trust ETF | Financials | $32K | 0.0% | 645 | +0.3% | |||
| 72 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - ETF | — | $31K | 0.0% | 379 | — | |||
| 73 | $IVT | InvenTrust Properties Corp. | Real Estate | $30K | 0.0% | 844 | — | |||
| 74 | — | ISHARES AGGREGATE BOND ETF - ETF | — | $29K | 0.0% | 299 | -5% | |||
| 75 | $RTX | RTX Corp | Industrials | $29K | 0.0% | 148 | — | |||
| 76 | $ABBV | AbbVie Inc. | Healthcare | $28K | 0.0% | 114 | — | |||
| 77 | $CVX | CHEVRON CORP | Energy | $27K | 0.0% | 148 | — | |||
| 78 | $MA | Mastercard Inc | Financials | $27K | 0.0% | 50 | — | |||
| 79 | $BOX | BOX INC | Technology | $26K | 0.0% | 867 | — | |||
| 80 | — | VANGUARD RUSSELL 2000 VALUE ETF - ETF | — | $24K | 0.0% | 126 | — | |||
| 81 | $CCJ | CAMECO CORP | Materials | $23K | 0.0% | 250 | — | |||
| 82 | $GD | GENERAL DYNAMICS CORP | Industrials | $23K | 0.0% | 61 | — | |||
| 83 | — | ISHARES CORE HIGH DIVIDEND ETF - ETF | — | $22K | 0.0% | 785 | +403% | |||
| 84 | $ARM | ARM HOLDINGS PLC /UK | Technology | $21K | 0.0% | 75 | — | |||
| 85 | $ALK | ALASKA AIR GROUP, INC. | Industrials | $18K | 0.0% | 375 | +1% | |||
| 86 | $WMT | Walmart Inc. | Consumer Staples | $17K | 0.0% | 152 | — | |||
| 87 | $APLD | Applied Digital Corp. | Technology | $17K | 0.0% | 600 | — | |||
| 88 | $FSSL | FS Specialty Lending Fund | Other | $16K | 0.0% | 1,498 | New | |||
| 89 | — | STATE STREET SPDR S&P DIVIDEND ETF - ETF | — | $16K | 0.0% | 104 | +1.0% | |||
| 90 | $IVZ | Invesco Ltd. | Financials | $15K | 0.0% | 52 | — | |||
| 91 | $OKLO | Oklo Inc. | Utilities | $14K | 0.0% | 300 | — | |||
| 92 | $KR | KROGER CO | Consumer Staples | $13K | 0.0% | 224 | — | |||
| 93 | $KO | COCA COLA CO | Consumer Staples | $11K | 0.0% | 128 | — | |||
| 94 | $UEC | URANIUM ENERGY CORP | Materials | $9K | 0.0% | 900 | — | |||
| 95 | $TEM | Tempus AI, Inc. | Technology | $9K | 0.0% | 158 | — | |||
| 96 | $TRMB | TRIMBLE INC. | Technology | $8K | 0.0% | 159 | +1% | |||
| 97 | $SHOP | SHOPIFY INC. | Technology | $7K | 0.0% | 55 | +2% | |||
| 98 | $NXE | NexGen Energy Ltd. | Materials | $7K | 0.0% | 700 | — | |||
| 99 | $AMGN | AMGEN INC | Healthcare | $6K | 0.0% | 18 | — | |||
| 100 | $SMR | NUSCALE POWER Corp | Industrials | $6K | 0.0% | 700 | +17% | |||
| 101 | $GE | GENERAL ELECTRIC CO | Industrials | $6K | 0.0% | 17 | — | |||
| 102 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $6K | 0.0% | 21 | — | |||
| 103 | $OMER | OMEROS CORP | Healthcare | $5K | 0.0% | 485 | — | |||
| 104 | $IAU | ISHARES GOLD TRUST | Financials | $5K | 0.0% | 63 | — | |||
| 105 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $5K | 0.0% | 14 | — | |||
| 106 | $MOS | MOSAIC CO | Materials | $5K | 0.0% | 200 | — | |||
| 107 | $MCD | MCDONALDS CORP | Consumer Discretionary | $5K | 0.0% | 17 | — | |||
| 108 | $AXP | AMERICAN EXPRESS CO | Financials | $4K | 0.0% | 12 | — | |||
| 109 | $GEV | GE Vernova Inc. | Industrials | $4K | 0.0% | 4 | — | |||
| 110 | — | BITMINE IMMERSION TECHS INC COM NEW - Stock | — | $4K | 0.0% | 250 | — | |||
| 111 | $URG | UR-ENERGY INC | Materials | $4K | 0.0% | 3,000 | New | |||
| 112 | — | DEFIANCE QUANTUM ETF - ETF | — | $4K | 0.0% | 25 | — | |||
| 113 | $F | FORD MOTOR CO | Consumer Discretionary | $4K | 0.0% | 266 | +5% | |||
| 114 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $4K | 0.0% | 100 | — | |||
| 115 | $WM | WASTE MANAGEMENT INC | Utilities | $4K | 0.0% | 15 | — | |||
| 116 | $IBIT | iShares Bitcoin Trust ETF | Financials | $3K | 0.0% | 84 | — | |||
| 117 | $PATH | UiPath, Inc. | Technology | $3K | 0.0% | 253 | +7% | |||
| 118 | $ED | CONSOLIDATED EDISON INC | Utilities | $3K | 0.0% | 25 | New | |||
| 119 | $S | SentinelOne, Inc. | Technology | $3K | 0.0% | 140 | +8% | |||
| 120 | — | ISHARES GLOBAL CLEAN ENERGY ETF - ETF | — | $3K | 0.0% | 138 | +13% | |||
| 121 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2K | 0.0% | 15 | — | |||
| 122 | $ALOY | REALLOYS INC. | Materials | $2K | 0.0% | 200 | New | |||
| 123 | $EQIX | EQUINIX INC | Real Estate | $2K | 0.0% | 2 | — | |||
| 124 | $BA | BOEING CO | Industrials | $2K | 0.0% | 29 | +7% | |||
| 125 | $DIS | Walt Disney Co | Communication Services | $2K | 0.0% | 20 | — | |||
| 126 | $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | Real Estate | $2K | 0.0% | 41 | +32% | |||
| 127 | $RC | Ready Capital Corp | Real Estate | $2K | 0.0% | 1,092 | — | |||
| 128 | $LULU | lululemon athletica inc. | Consumer Discretionary | $2K | 0.0% | 14 | — | |||
| 129 | $BBAI | BigBear.ai Holdings, Inc. | Technology | $1K | 0.0% | 456 | +11% | |||
| 130 | — | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF - ETF | — | $1K | 0.0% | 59 | — | |||
| 131 | $AI | C3.ai, Inc. | Technology | $1K | 0.0% | 151 | +14% | |||
| 132 | $PRCH | Porch Group, Inc. | Technology | $1K | 0.0% | 100 | — | |||
| 133 | $PCOR | PROCORE TECHNOLOGIES, INC. | Technology | $1K | 0.0% | 31 | +11% | |||
| 134 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | — | $1K | 0.0% | 40 | New | |||
| 135 | $SYM | Symbotic Inc. | Industrials | $1K | 0.0% | 29 | +16% | |||
| 136 | — | GLOBAL X CYBERSECURITY ETF - ETF | — | $1K | 0.0% | 30 | New | |||
| 137 | $NKE | NIKE, Inc. | Consumer Discretionary | $1K | 0.0% | 28 | — | |||
| 138 | $T | AT&T INC. | Communication Services | $1K | 0.0% | 55 | +2% | |||
| 139 | — | AMPLIFY CYBERSECURITY ETF - ETF | — | $1K | 0.0% | 10 | New | |||
| 140 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | — | $1K | 0.0% | 33 | New | |||
| 141 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF | — | $1K | 0.0% | 6 | New | |||
| 142 | — | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF - ETF | — | $958 | 0.0% | 16 | New | |||
| 143 | $SMCI | Super Micro Computer, Inc. | Technology | $838 | 0.0% | 30 | +20% | |||
| 144 | — | STATE STREET SPDR S&P METALS & MINING ETF - ETF | — | $835 | 0.0% | 8 | New | |||
| 145 | $DHR | DANAHER CORP /DE/ | Healthcare | $803 | 0.0% | 4 | — | |||
| 146 | — | VANECK RARE EARTH AND STRATEGIC METALS ETF - ETF | — | $791 | 0.0% | 10 | New | |||
| 147 | $NEE | NEXTERA ENERGY INC | Utilities | $716 | 0.0% | 8 | — | |||
| 148 | $LUV | SOUTHWEST AIRLINES CO | Industrials | $713 | 0.0% | 15 | — | |||
| 149 | $ACN | Accenture plc | Technology | $696 | 0.0% | 5 | — | |||
| 150 | $SLB | SLB LIMITED/NV | Energy | $666 | 0.0% | 14 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 24 new, 50 added to, 15 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (24)
$FSSLFS Specialty Lending Fund$16K
first bought this quarter
$URGUR-ENERGY INC$4K
first bought this quarter
$EDCONSOLIDATED EDISON INC$3K
first bought this quarter
$ALOYREALLOYS INC.$2K
first bought this quarter
- SCHWAB US DIVIDEND EQUITY ETF - ETF$1K
first bought this quarter
- GLOBAL X CYBERSECURITY ETF - ETF$1K
first bought this quarter
+18 more in the Excel export
Added to (50)
- VANGUARD MID CAP - ETF+308%
now $54.1M
- ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD - ETF+9%
now $30.0M
- ISHARES MSCI EAFE SMALL CAP ETF - ETF+3%
now $28.6M
- VANGUARD S&P 500 ETF - ETF+1%
now $41.9M
- VANGUARD SHORT-TERM TREASURY ETF - ETF+2%
now $23.0M
- VANGUARD FTSE EMERGING MARKETS ETF - ETF+2%
now $19.7M
+44 more in the Excel export
Trimmed (15)
- VANGUARD TAX-EXEMPT BOND ETF - ETF-5%
now $4.7M
- VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF-0.8%
now $23.2M
- ISHARES AMT-FREE MUNI BOND ETF - ETF-100%
now $70
- ISHARES RUSSELL MIDCAP ETF - ETF-10%
now $656K
- VANGUARD TOTAL BOND MARKET ETF - ETF-99%
now $633
$PLTRPalantir Technologies Inc.-19%
now $99K · held 7+ qtrs
+9 more in the Excel export
Holdings by quarter
Every 13F Bear Mountain Capital, Inc. has filed, 10 earlier quarters. Pick one to see what it held then.
Is it too late to follow Bear Mountain Capital?
Q2 2026 13F filed with the SEC on Jul 20, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Bear Mountain Capital's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+3.4%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 17% over the last 4
Top 10 weight
80%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Bear Mountain Capital, Inc. disclosed 214 positions worth $345.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 24 new positions and exited 8 — including a new stake in $FSSL. The portfolio is most concentrated in Other (96.1% of disclosed assets). All figures are sourced directly from Bear Mountain Capital, Inc.’s Form 13F-HR filing with the SEC under CIK 2009419.
Funds like this
managers whose biggest positions overlap Bear Mountain Capital'sBrowse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
AI-Powered Hedge Fund Analysis: Bear Mountain Capital, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Bear Mountain Capital, Inc. (SEC CIK: 2009419), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Bear Mountain Capital, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.