SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

Portfolio Overview

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. disclosed 37 positions worth $139.4M in its Form 13F-HR for Q1 2026, led by $WT (WisdomTree, Inc.) at 46.0% of the equity portfolio, followed by $GLD and $FBTC. During the quarter the fund opened 2 new positions and exited 2 — including a new stake in $XOM and a full exit from $OTIS. The portfolio is most concentrated in Financials (70.4% of disclosed assets). All figures are sourced directly from SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 2065074.

• 

  WisdomTree, Inc.

  $WT

  62.9#716

  Quality

  $64.1M1,272,541 sh
• 

  SPDR GOLD TRUST

  $GLD

  —

  Quality

  $26.1M60,767 sh
• 

  Fidelity Wise Origin Bitcoin Fund

  $FBTC

  —

  Quality

  $5.0M84,338 sh

• FIRST TR EXCHANGE-TRADED FD

  —

  Quality

  $4.8M29,328 sh

• VANGUARD WHITEHALL FDS

  —

  Quality

  $4.5M30,337 sh
• 

  NIKE, Inc.

  $NKE

  53.4

  Quality

  $4.4M83,024 sh

• LITMAN GREGORY FDS TR

  —

  Quality

  $4.1M137,123 sh
• 

  Apple Inc.

  $AAPL

  76.1

  Quality

  $3.8M14,979 sh

• VANGUARD INDEX FDS

  —

  Quality

  $2.5M5,650 sh
• 

  NVIDIA CORP

  $NVDA

  90.2

  Quality

  $1.8M10,510 sh

Company	Quality	Value	Shares
WisdomTree, Inc.$WT	62.9#716	$64.1M	1,272,541
SPDR GOLD TRUST$GLD	—	$26.1M	60,767
Fidelity Wise Origin Bitcoin Fund$FBTC	—	$5.0M	84,338
FIRST TR EXCHANGE-TRADED FD	—	$4.8M	29,328
VANGUARD WHITEHALL FDS	—	$4.5M	30,337
NIKE, Inc.$NKE	53.4	$4.4M	83,024
LITMAN GREGORY FDS TR	—	$4.1M	137,123
Apple Inc.$AAPL	76.1	$3.8M	14,979
VANGUARD INDEX FDS	—	$2.5M	5,650
NVIDIA CORP$NVDA	90.2	$1.8M	10,510

Showing top 10 of 37 holdings.

Full Holdings — SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. (Q1 2026)

All 37 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$WT	WisdomTree, Inc.	$64.1M	46.0%	+2%	62.9
2	$GLD	SPDR GOLD TRUST	$26.1M	18.8%	+0%	—
3	$FBTC	Fidelity Wise Origin Bitcoin Fund	$5.0M	3.6%	-49%	—
4	—	FIRST TR EXCHANGE-TRADED FD	$4.8M	3.4%	-16%	—
5	—	VANGUARD WHITEHALL FDS	$4.5M	3.2%	+1%	—
6	$NKE	NIKE, Inc.	$4.4M	3.1%	-1%	53.4
7	—	LITMAN GREGORY FDS TR	$4.1M	3.0%	+37%	—
8	$AAPL	Apple Inc.	$3.8M	2.7%	-3%	76.1
9	—	VANGUARD INDEX FDS	$2.5M	1.8%	-2%	—
10	$NVDA	NVIDIA CORP	$1.8M	1.3%	-2%	90.2
11	—	VANGUARD INDEX FDS	$1.7M	1.2%	+1%	—
12	$MSTR	Strategy Inc	$1.7M	1.2%	-1%	25.4
13	$BRK.B	BERKSHIRE HATHAWAY INC	$1.3M	0.9%	-2%	64.5
14	$BA	BOEING CO	$1.2M	0.9%	+0%	51.8
15	—	VANGUARD STAR FDS	$1.1M	0.8%	-2%	—
16	$RTX	RTX Corp	$1.1M	0.8%	+0%	70
17	$AMZN	AMAZON COM INC	$955,329	0.7%	-1%	74.6
18	—	ISHARES TR	$894,969	0.6%	-0%	—
19	$GOOG	Alphabet Inc.	$802,527	0.6%	+1%	80.2
20	$GOOGL	Alphabet Inc.	$790,518	0.6%	-1%	80.2
21	$SBUX	STARBUCKS CORP	$750,126	0.5%	+0%	54.6
22	—	VANGUARD TAX-MANAGED FDS	$671,622	0.5%	+2%	—
23	$SPY	SPDR S&P 500 ETF TRUST	$643,186	0.5%	+0%	—
24	—	VANGUARD INTL EQUITY INDEX F	$611,251	0.4%	+4%	—
25	$CVX	CHEVRON CORP	$529,457	0.4%	+0%	54.7
26	$COST	COSTCO WHOLESALE CORP /NEW	$471,752	0.3%	-14%	67
27	$TJX	TJX COMPANIES INC /DE/	$454,506	0.3%	+0%	70.7
28	$NSC	NORFOLK SOUTHERN CORP	$366,786	0.3%	+0%	70.8
29	$MPC	Marathon Petroleum Corp	$337,945	0.2%	+0%	50.7
30	$AMD	ADVANCED MICRO DEVICES INC	$316,537	0.2%	+0%	78.8
31	$CARR	CARRIER GLOBAL Corp	$284,872	0.2%	+0%	61.5
32	$META	Meta Platforms, Inc.	$246,427	0.2%	+3%	80.9
33	$XOM	EXXON MOBIL CORP	$224,121	0.2%	NEW	61.8
34	$MSFT	MICROSOFT CORP	$220,621	0.2%	-4%	83.7
35	—	VANGUARD INDEX FDS	$210,935	0.1%	-1%	—
36	$EIX	EDISON INTERNATIONAL	$203,294	0.1%	NEW	70.7
37	—	SCHWAB STRATEGIC TR	$201,069	0.1%	+0%	—