Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Bear Mountain Capital

Latest statistics and disclosures from Bear Mountain Capital's latest quarterly 13F-HR filing:

Top 5 stock holdings are VO, VOO, VEA, SCZ, MUB, and represent 51.95% of Bear Mountain Capital's stock portfolio.
Added to shares of these 10 stocks: VTEB, VO, SCZ, NFLX, IAGG, VWO, VOO, VEA, EAGG, BND.
Started 6 new stock positions in ONDS, AVAV, NXE, LPTH, APLD, UEC.
Reduced shares in these 10 stocks: MUB, AMZN, BNDX, NVDA, GOOG, MSFT, META, VB, CAT, JEPQ.
Sold out of its positions in ANGI, ANF, ASO, ACAD, ABNB, ALGT, BUD, MT, ASAN, ADSK.
Bear Mountain Capital was a net buyer of stock by $4.0M.
Bear Mountain Capital has $310M in assets under management (AUM), dropping by 3.75%.
Central Index Key (CIK): 0002009419

Tip: Access up to 7 years of quarterly data

Positions held by Bear Mountain Capital consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Bear Mountain Capital

Bear Mountain Capital holds 199 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Mid Cap Etf (VO)	15.2	$47M		157k	301.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	12.0	$37M		58k	636.62	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.5	$26M		407k	64.96	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	8.4	$26M		325k	80.46	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	7.8	$24M	-10%	223k	107.73	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	6.7	$21M		261k	79.80	View chart
Vanguard Total Bond Market Etf Etf (BND)	5.9	$18M		244k	74.32	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	5.8	$18M		316k	56.34	View chart
Vanguard Small Cap Etf Etf (VB)	4.1	$13M		46k	275.78	View chart
Vanguard Real Estate Etf Etf (VNQ)	2.9	$9.1M		100k	91.50	View chart
Vanguard Total International Bond Etf Etf (BNDX)	2.4	$7.3M	-2%	151k	48.59	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.8	$5.7M		8.1k	695.32	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	1.7	$5.3M		38k	141.86	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.7	$5.2M	+418%	103k	50.61	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.5	$4.6M		14k	342.04	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	1.2	$3.8M		149k	25.25	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	1.1	$3.4M	+6%	72k	48.02	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	1.1	$3.4M		23k	149.15	View chart
Amazon.com Stock (AMZN)	1.1	$3.3M	-9%	14k	238.17	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	1.0	$3.2M		43k	74.72	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	1.0	$3.1M		8.3k	379.69	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.8	$2.3M	+4%	50k	47.31	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.7	$2.2M		46k	46.87	View chart
Nvidia Corporation Stock (NVDA)	0.5	$1.7M	-5%	9.0k	187.05	View chart
Microsoft Stock (MSFT)	0.4	$1.4M	-4%	3.0k	456.66	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$1.3M		1.9k	692.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$1.3M		14k	92.50	View chart
Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$1.3M		2.0k	641.78	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.4	$1.2M	+55%	24k	50.25	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$1.2M		20k	58.09	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.3	$1.1M	+17%	20k	52.94	View chart
Costco Wholesale Corp Stock (COST)	0.3	$958k		1.0k	956.29	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$683k		6.8k	101.09	View chart
Netflix Stock (NFLX)	0.2	$535k	+900%	6.1k	88.05	View chart
Apple Stock (AAPL)	0.1	$406k		1.6k	258.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$333k		675.00	492.62	View chart
Ishares Us Real Estate Etf Etf (IYR)	0.1	$267k	+55%	2.8k	97.03	View chart
Netease Adr (NTES)	0.1	$242k		1.8k	136.10	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$233k	-27%	700.00	332.98	View chart
Caterpillar Stock (CAT)	0.1	$193k	-13%	298.00	647.18	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$156k	-10%	883.00	176.98	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$156k		1.2k	129.76	View chart
Spdr Dow Jones International Real Estate Etf Etf (RWX)	0.0	$139k	+2%	4.8k	28.69	View chart
Intel Corp Stock (INTC)	0.0	$108k	-3%	2.2k	48.32	View chart
Automatic Data Processing Stock (ADP)	0.0	$104k		400.00	260.04	View chart
Tesla Stock (TSLA)	0.0	$102k		232.00	438.33	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$95k		1.2k	76.73	View chart
Advanced Micro Devices Stock (AMD)	0.0	$91k		400.00	227.92	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$80k		469.00	170.76	View chart
Boeing Stock (BA)	0.0	$78k		317.00	247.43	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.0	$74k	-9%	2.0k	37.42	View chart
Booking Holdings Stock (BKNG)	0.0	$73k		14.00	5193.07	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$69k		533.00	129.06	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$68k	-32%	110.00	620.80	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$67k		369.00	180.80	View chart
Powershares Qqq Tr Etf (QQQ)	0.0	$64k		103.00	621.78	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$63k		129.00	485.59	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$63k	-2%	202.00	309.26	View chart
Starbucks Corp Stock (SBUX)	0.0	$62k		668.00	93.25	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$59k		126.00	470.67	View chart
Rtx Corporation Stock (RTX)	0.0	$59k		295.00	199.83	View chart
Vanguard Value Etf Etf (VTV)	0.0	$56k		283.00	198.41	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$56k		256.00	219.20	View chart
Essex Ppty Tr Reit (ESS)	0.0	$56k		221.00	253.52	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$54k		890.00	61.17	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$49k		2.9k	17.06	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$48k		640.00	74.31	View chart
General Dynamics Corp Stock (GD)	0.0	$45k		122.00	368.69	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$38k	+22%	464.00	82.81	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$37k		84.00	445.05	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.0	$36k		347.00	103.61	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	0.0	$36k		256.00	139.29	View chart
Johnson & Johnson Stock (JNJ)	0.0	$35k		160.00	219.21	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$32k	-47%	546.00	58.89	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$32k		91.00	348.21	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.0	$31k		311.00	100.37	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$31k	+12%	180.00	172.54	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$31k		157.00	195.47	View chart
Cameco Corp Stock (CCJ)	0.0	$28k		250.00	112.84	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$27k		300.00	91.45	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$27k	-50%	50.00	542.66	View chart
Chevron Corp Stock (CVX)	0.0	$25k		148.00	166.24	View chart
Abbvie Stock (ABBV)	0.0	$25k	-46%	113.00	216.41	View chart
Inland American Reit Reit (IVT)	0.0	$24k		837.00	28.68	View chart
Box Inc Cl A Stock (BOX)	0.0	$23k		867.00	26.57	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.0	$22k		126.00	171.74	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$20k		155.00	126.88	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$19k	+50%	150.00	124.56	View chart
Walmart Stock (WMT)	0.0	$18k	-12%	151.00	119.57	View chart
Applied Digital Corp Stock (APLD)	0.0	$18k	NEW	500.00	35.22	View chart
Uranium Energy Corp Stock (UEC)	0.0	$16k	NEW	900.00	17.47	View chart
Electronic Arts Stock (EA)	0.0	$16k		76.00	204.14	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$15k		103.00	146.20	View chart
Kroger Stock (KR)	0.0	$14k	-5%	224.00	62.49	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$13k		52.00	253.83	View chart
Mcdonalds Corp Stock (MCD)	0.0	$12k	-31%	40.00	308.62	View chart
Trimble Stock (TRMB)	0.0	$12k		154.00	78.74	View chart
Nuscale Pwr Corp Cl A Stock (SMR)	0.0	$11k	+100%	600.00	18.90	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$11k		158.00	69.11	View chart
Alaska Air Group Stock (ALK)	0.0	$10k	+2%	202.00	49.65	View chart
Coca Cola Stock (KO)	0.0	$9.0k		128.00	70.34	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$8.3k	-3%	52.00	159.04	View chart
Nexgen Energy Stock (NXE)	0.0	$8.2k	NEW	700.00	11.72	View chart
Arm Holdings Adr (ARM)	0.0	$7.9k	-3%	75.00	104.71	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$7.7k	+66%	250.00	30.87	View chart
Aerovironment Stock (AVAV)	0.0	$7.6k	NEW	20.00	378.55	View chart
Amgen Stock (AMGN)	0.0	$5.9k		18.00	330.06	View chart
Roblox Corp Cl A Stock (RBLX)	0.0	$5.8k		69.00	84.65	View chart
Sony Group Corp Adr (SONY)	0.0	$5.7k	-4%	235.00	24.12	View chart
Mosaic Stock (MOS)	0.0	$5.5k		200.00	27.58	View chart
Ishares Gold Trust Etf (IAU)	0.0	$5.5k		63.00	86.71	View chart
Ge Aerospace Stock (GE)	0.0	$5.4k	-45%	17.00	320.12	View chart
Home Depot Stock (HD)	0.0	$5.3k	-17%	14.00	379.14	View chart
Lightpath Technologies Inc Com Cl A Stock (LPTH)	0.0	$5.3k	NEW	400.00	13.17	View chart
Ondas Holdings Stock (ONDS)	0.0	$5.1k	NEW	400.00	12.82	View chart
Zillow Group Inc Cl A Stock (ZG)	0.0	$5.0k	-2%	74.00	67.18	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$4.5k		84.00	54.00	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$4.0k		100.00	40.36	View chart
American Express Stock (AXP)	0.0	$4.0k	-21%	11.00	360.73	View chart
Uipath Inc Cl A Stock (PATH)	0.0	$3.3k	+4%	224.00	14.80	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$3.3k		15.00	219.87	View chart
Ford Motor Company Stock (F)	0.0	$3.3k	+7%	239.00	13.79	View chart
Lululemon Athletica Stock (LULU)	0.0	$2.9k		14.00	205.00	View chart
Ge Vernova Stock (GEV)	0.0	$2.6k	-42%	4.00	642.50	View chart
Ready Capital Corp Reit (RC)	0.0	$2.4k	-64%	1.1k	2.21	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.0	$2.3k	+7%	375.00	6.17	View chart
Disney Walt Stock (DIS)	0.0	$2.3k	-55%	20.00	115.20	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$2.1k		122.00	17.55	View chart
Boeing Co Dep Conv Pfd A Convertible Preferred (BA.PA)	0.0	$2.0k	+13%	25.00	78.04	View chart
Nike Inc Class B Stock (NKE)	0.0	$1.8k		28.00	64.61	View chart
Procore Technologies Stock (PCOR)	0.0	$1.8k	+13%	25.00	70.56	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.7k	+9%	119.00	14.03	View chart
Equinix Reit (EQIX)	0.0	$1.6k		2.00	802.00	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$1.6k	+9%	117.00	13.55	View chart
Symbotic Inc Class A Stock (SYM)	0.0	$1.5k	+15%	23.00	65.91	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$1.5k		5.00	292.80	View chart
Alexandria Real Estate Eq Reit (ARE)	0.0	$1.5k	+525%	25.00	58.20	View chart
At&t Stock (T)	0.0	$1.3k	-14%	54.00	23.56	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.0	$1.2k	-89%	59.00	20.29	View chart
Zoom Communications Inc Cl A Stock (ZM)	0.0	$1.1k		14.00	81.50	View chart
Danaher Corp Stock (DHR)	0.0	$964.000000		4.00	241.00	View chart
Porch Group Stock (PRCH)	0.0	$909.000000		100.00	9.09	View chart
Wayfair Inc Cl A Stock (W)	0.0	$709.999800		6.00	118.33	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.0	$686.001000		30.00	22.87	View chart
Nextera Energy Stock (NEE)	0.0	$658.000000		8.00	82.25	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$651.999600		14.00	46.57	View chart
Southwest Airls Stock (LUV)	0.0	$646.999500		15.00	43.13	View chart
Gap Stock (GAP)	0.0	$627.000700		23.00	27.26	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$598.000200		21.00	28.48	View chart
Pfizer Stock (PFE)	0.0	$570.999000	-90%	22.00	25.95	View chart
Super Micro Computer Stock (SMCI)	0.0	$566.999900	+26%	19.00	29.84	View chart
Merck & Co Stock (MRK)	0.0	$555.000000	-95%	5.00	111.00	View chart
Intuit Stock (INTU)	0.0	$555.000000		1.00	555.00	View chart
Dropbox Inc Cl A Stock (DBX)	0.0	$530.000000		20.00	26.50	View chart
Grabagun Digital Hldgs Stock (PEW)	0.0	$478.995000		150.00	3.19	View chart
Immunome Stock (IMNM)	0.0	$457.000000		20.00	22.85	View chart
Helmerich & Payne Stock (HP)	0.0	$451.999800		14.00	32.29	View chart
Weatherford Intl Plc Ord Stock (WFRD)	0.0	$421.000000		5.00	84.20	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$421.001000		35.00	12.03	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$413.000000	-44%	5.00	82.60	View chart
Noble Corp Plc Ord Shs A Stock (NE)	0.0	$396.000000		12.00	33.00	View chart
Brinks Stock (BCO)	0.0	$374.000100	-40%	3.00	124.67	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.0	$357.000000		5.00	71.40	View chart
Unitedhealth Group Stock (UNH)	0.0	$339.000000		1.00	339.00	View chart
Google Stock (GOOGL)	0.0	$333.000000	-85%	1.00	333.00	View chart
Aptiv Stock (APTV)	0.0	$330.000000		4.00	82.50	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$325.000200		6.00	54.17	View chart
V F Corp Stock (VFC)	0.0	$307.000000		16.00	19.19	View chart
Docusign Stock (DOCU)	0.0	$298.000000		5.00	59.60	View chart
Ferguson Enterprises Stock (FERG)	0.0	$250.000000	-50%	1.00	250.00	View chart
Cvs Health Corp Stock (CVS)	0.0	$243.999900		3.00	81.33	View chart
Gilead Sciences Stock (GILD)	0.0	$243.000000		2.00	121.50	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$236.000000		2.00	118.00	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$236.000000	-94%	4.00	59.00	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$225.999900		7.00	32.29	View chart
Mercury Sys Stock (MRCY)	0.0	$206.000000		2.00	103.00	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$204.000000		4.00	51.00	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.0	$194.000400		9.00	21.56	View chart
Vermilion Energy Stock (VET)	0.0	$154.000800		18.00	8.56	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.0	$147.999900		3.00	49.33	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$113.000100	-92%	3.00	37.67	View chart
Veralto Corp Stock (VLTO)	0.0	$103.000000		1.00	103.00	View chart
Kohls Corp Stock (KSS)	0.0	$101.000000		5.00	20.20	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$99.000000		1.00	99.00	View chart
Vistance Networks Stock	0.0	$96.000000		5.00	19.20	View chart
Astrazeneca Adr	0.0	$94.000000	-80%	1.00	94.00	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$94.000000	-96%	2.00	47.00	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$84.000000	-96%	1.00	84.00	View chart
Ambev Sa Adr (ABEV)	0.0	$83.001600	+3%	32.00	2.59	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$80.000100	-92%	3.00	26.67	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	0.0	$79.000000		2.00	39.50	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$60.000000		5.00	12.00	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$46.000000		10.00	4.60	View chart
Lucid Group Stock (LCID)	0.0	$40.000000		4.00	10.00	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$20.000100	-87%	3.00	6.67	View chart
Gopro Inc Cl A Stock (GPRO)	0.0	$12.999600		9.00	1.44	View chart
Wheels Up Experience Inc Com Cl A Stock (UP)	0.0	$11.000400		12.00	0.92	View chart
Novavax Stock (NVAX)	0.0	$7.000000		1.00	7.00	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$3.000000		2.00	1.50	View chart

Past Filings by Bear Mountain Capital

SEC 13F filings are viewable for Bear Mountain Capital going back to 2023

Bear Mountain Capital 2025 Q4 filed Jan. 22, 2026
Bear Mountain Capital 2025 Q3 filed Nov. 12, 2025
Bear Mountain Capital 2025 Q2 filed July 23, 2025
Bear Mountain Capital 2025 Q1 filed May 2, 2025
Bear Mountain Capital 2024 Q4 filed Feb. 3, 2025
Bear Mountain Capital 2024 Q3 filed Oct. 29, 2024
Bear Mountain Capital 2024 Q2 filed July 23, 2024
Bear Mountain Capital 2024 Q1 filed April 25, 2024
Bear Mountain Capital 2023 Q4 filed Jan. 30, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z