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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, SUB, and represent 52.38% of Bear Mountain Capital's stock portfolio.
Added to shares of these 10 stocks: SUB (+$28M), VGSH (+$23M), VCSH, VO, VOO, BNDX, VNQ, SCZ, VWO, VEA.
Started 7 new stock positions in VGSH, OMER, SUB, PG, QTUM, Versigent, EXPE.
Reduced shares in these 10 stocks: MUB (-$24M), BND (-$18M), VTEB, AMZN, QQQ, INTC, COST, TSLA, NVDA, MSFT.
Sold out of its positions in AstraZeneca, EA, QQQ, KTOS, RBLX, SONY, ZG, ZM.
Bear Mountain Capital was a net buyer of stock by $18M.
Bear Mountain Capital has $333M in assets under management (AUM), dropping by 7.37%.
Central Index Key (CIK): 0002009419

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Portfolio Holdings for Bear Mountain Capital

Bear Mountain Capital holds 198 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Mid Cap Etf (VO)	15.2	$51M	+4%	164k	308.44	View chart
Vanguard S&p 500 Etf Etf (VOO)	11.7	$39M	+2%	60k	651.54	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	8.6	$29M		415k	69.33	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	8.5	$28M	+2%	334k	84.59	View chart
Ishares Trs&p Short Term Natl Municipal Bd Etf (SUB)	8.3	$28M	NEW	259k	106.74	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	7.1	$24M	+14%	297k	79.50	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	6.8	$23M	NEW	388k	58.57	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	5.8	$19M	+3%	327k	58.91	View chart
Vanguard Small Cap Etf Etf (VB)	4.1	$14M	+3%	48k	286.16	View chart
Vanguard Real Estate Etf Etf (VNQ)	3.1	$10M	+7%	107k	97.03	View chart
Vanguard Total International Bond Etf Etf (BNDX)	2.5	$8.2M	+12%	169k	48.27	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.7	$5.8M		8.1k	712.09	View chart
Ishares Esg Optimized Msci Usa Etf Etf (SUSA)	1.7	$5.5M	+2%	39k	143.81	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	1.5	$4.9M	-5%	97k	50.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	1.4	$4.7M		13k	350.21	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	1.2	$3.9M	+2%	154k	25.15	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	1.1	$3.6M		23k	159.28	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	1.0	$3.4M		43k	78.56	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	1.0	$3.2M		8.3k	388.52	View chart
Amazon.com Stock (AMZN)	1.0	$3.2M	-6%	13k	248.29	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.7	$2.4M	+3%	51k	47.89	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.7	$2.3M		46k	50.64	View chart
Nvidia Corporation Stock (NVDA)	0.5	$1.8M	-2%	8.8k	202.06	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$1.4M		14k	97.04	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$1.4M		1.9k	708.74	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.4	$1.4M		2.0k	669.58	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.4	$1.3M		20k	63.18	View chart
Microsoft Stock (MSFT)	0.4	$1.2M	-2%	3.0k	418.08	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.4	$1.2M		23k	50.15	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.3	$1.0M		20k	52.73	View chart
Costco Wholesale Corp Stock (COST)	0.3	$957k	-4%	959.00	997.68	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.2	$694k		6.6k	104.64	View chart
Netflix Stock (NFLX)	0.2	$562k	-2%	5.9k	94.83	View chart
Apple Stock (AAPL)	0.1	$406k	-5%	1.5k	273.14	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$319k		675.00	472.08	View chart
Ishares Us Real Estate Etf Etf (IYR)	0.1	$256k	-9%	2.5k	103.23	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.1	$246k	-98%	2.3k	107.40	View chart
Caterpillar Stock (CAT)	0.1	$238k		298.00	798.40	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$215k	-8%	640.00	335.48	View chart
Netease Adr (NTES)	0.1	$211k		1.8k	118.18	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$151k		1.2k	125.87	View chart
State Street Spdr Dow Jones International Real Estate Etf Etf (RWX)	0.0	$135k	-3%	4.7k	28.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$133k	+2%	909.00	145.82	View chart
Advanced Micro Devices Stock (AMD)	0.0	$110k		400.00	274.95	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$101k		1.2k	81.26	View chart
Intel Corp Stock (INTC)	0.0	$89k	-39%	1.3k	65.70	View chart
Automatic Data Processing Stock (ADP)	0.0	$81k		400.00	202.27	View chart
Boeing Stock (BA)	0.0	$81k	+12%	358.00	225.25	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$74k		110.00	670.91	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$73k		533.00	136.15	View chart
Nuveen Esg Emerging Markets Equity Etf Etf (NUEM)	0.0	$71k	-10%	1.8k	40.51	View chart
Booking Holdings Stock (BKNG)	0.0	$67k	+2400%	350.00	192.03	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$66k		469.00	140.03	View chart
Avalonbay Cmntys Reit (AVB)	0.0	$65k		369.00	176.36	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$64k		129.00	492.58	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$60k		126.00	474.73	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$58k		256.00	227.29	View chart
Vanguard Value Etf Etf (VTV)	0.0	$58k		283.00	204.25	View chart
Essex Ppty Tr Reit (ESS)	0.0	$57k		221.00	258.54	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$57k		180.00	314.41	View chart
Equity Residential Sh Ben Int Reit (EQR)	0.0	$57k		890.00	63.43	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$56k	-99%	757.00	74.01	View chart
Tesla Stock (TSLA)	0.0	$52k	-43%	132.00	393.23	View chart
Starbucks Corp Stock (SBUX)	0.0	$51k	-22%	517.00	98.95	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$48k	-24%	152.00	316.99	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$39k		84.00	459.64	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$38k		643.00	59.33	View chart
Ishares S&p Midcap 400 Growth Index Etf (IJK)	0.0	$37k	-3%	335.00	110.42	View chart
Rivian Automotive Inc Com Cl A Stock (RIVN)	0.0	$37k	-23%	2.2k	16.92	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	0.0	$35k	-2%	249.00	142.32	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.0	$33k		91.00	358.71	View chart
Ishares Russell 2000 Value Etf (IWN)	0.0	$33k		157.00	207.59	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.0	$32k		546.00	58.67	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.0	$31k		314.00	99.88	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	0.0	$31k	-18%	379.00	82.60	View chart
Cameco Corp Stock (CCJ)	0.0	$31k		250.00	123.62	View chart
Johnson & Johnson Stock (JNJ)	0.0	$30k	-19%	129.00	231.45	View chart
Rtx Corporation Stock (RTX)	0.0	$29k	-49%	148.00	195.79	View chart
Inland American Reit Reit (IVT)	0.0	$28k		844.00	32.65	View chart
Chevron Corporation Stock (CVX)	0.0	$27k		148.00	183.36	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$26k		50.00	516.66	View chart
Abbvie Stock (ABBV)	0.0	$23k		114.00	203.04	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.0	$23k		126.00	182.20	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$21k		156.00	133.40	View chart
Box Inc Cl A Stock (BOX)	0.0	$21k		867.00	23.94	View chart
Oklo Inc Com Cl A Stock (OKLO)	0.0	$20k		300.00	68.13	View chart
General Dynamics Corp Stock (GD)	0.0	$20k	-50%	61.00	332.15	View chart
Walmart Stock (WMT)	0.0	$19k		152.00	127.72	View chart
Applied Digital Corp Stock (APLD)	0.0	$19k	+20%	600.00	32.19	View chart
Alaska Air Group Stock (ALK)	0.0	$16k	+83%	371.00	43.56	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$15k		103.00	149.53	View chart
Kroger Stock (KR)	0.0	$15k		224.00	67.89	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$14k		52.00	264.40	View chart
Uranium Energy Corp Stock (UEC)	0.0	$14k		900.00	15.13	View chart
Arm Holdings Adr (ARM)	0.0	$13k		75.00	174.43	View chart
Trimble Stock (TRMB)	0.0	$11k		157.00	69.30	View chart
Lightpath Technologies Inc Com Cl A Stock (LPTH)	0.0	$10k	+75%	700.00	14.30	View chart
Coca Cola Stock (KO)	0.0	$9.7k		128.00	75.43	View chart
Tempus Ai Inc Cl A Stock (TEM)	0.0	$9.0k		158.00	56.94	View chart
Nexgen Energy Stock (NXE)	0.0	$8.9k		700.00	12.71	View chart
Aerovironment Stock (AVAV)	0.0	$7.9k	+100%	40.00	197.22	View chart
Nuscale Pwr Corp Cl A Stock (SMR)	0.0	$7.7k		600.00	12.79	View chart
Ondas Stock (ONDS)	0.0	$7.5k	+75%	700.00	10.73	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$7.2k	+3%	54.00	134.04	View chart
Omeros Corp Stock (OMER)	0.0	$6.5k	NEW	485.00	13.47	View chart
Amgen Stock (AMGN)	0.0	$6.3k		18.00	350.17	View chart
Expedia Inc Del Stock (EXPE)	0.0	$5.7k	NEW	21.00	273.24	View chart
Ishares Gold Trust Etf (IAU)	0.0	$5.7k		63.00	90.57	View chart
Bitmine Immersion Techs Stock (BMNR)	0.0	$5.6k		250.00	22.53	View chart
Mcdonalds Corp Stock (MCD)	0.0	$5.2k	-57%	17.00	306.94	View chart
Ge Aerospace Stock (GE)	0.0	$5.2k		17.00	303.82	View chart
Home Depot Stock (HD)	0.0	$4.9k		14.00	351.00	View chart
Mosaic Stock (MOS)	0.0	$4.8k		200.00	24.11	View chart
Ge Vernova Stock (GEV)	0.0	$4.0k		4.00	991.00	View chart
American Express Stock (AXP)	0.0	$3.8k	+9%	12.00	318.42	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$3.6k		84.00	43.25	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$3.6k		100.00	35.83	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$3.4k		15.00	224.20	View chart
Defiance Quantum Etf Etf (QTUM)	0.0	$3.3k	NEW	25.00	130.60	View chart
Ford Motor Company Stock (F)	0.0	$3.3k	+5%	253.00	12.86	View chart
Uipath Inc Cl A Stock (PATH)	0.0	$2.5k	+5%	237.00	10.55	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$2.4k		122.00	19.70	View chart
Lululemon Athletica Stock (LULU)	0.0	$2.3k		14.00	166.79	View chart
Equinix Reit (EQIX)	0.0	$2.2k		2.00	1104.00	View chart
Ready Capital Corp Reit (RC)	0.0	$2.2k		1.1k	2.00	View chart
Procter & Gamble Stock (PG)	0.0	$2.2k	NEW	15.00	144.47	View chart
Disney Walt Stock (DIS)	0.0	$2.2k		20.00	107.95	View chart
Boeing Co Dep Conv Pfd A Convertible Preferred (BA.PA)	0.0	$1.9k	+8%	27.00	71.81	View chart
Sentinelone Inc Cl A Stock (S)	0.0	$1.9k	+9%	130.00	14.28	View chart
Symbotic Inc Class A Stock (SYM)	0.0	$1.7k	+8%	25.00	66.08	View chart
Bigbear Ai Hldgs Stock (BBAI)	0.0	$1.6k	+9%	411.00	3.84	View chart
Procore Technologies Stock (PCOR)	0.0	$1.5k	+12%	28.00	54.93	View chart
Alexandria Real Estate Eq Reit (ARE)	0.0	$1.5k	+24%	31.00	48.48	View chart
At&t Stock (T)	0.0	$1.4k		54.00	26.26	View chart
Abrdn Bloomberg All Commodity Strategy K-1 Free Etf Etf (BCI)	0.0	$1.4k		59.00	23.88	View chart
Nike Inc Class B Stock (NKE)	0.0	$1.3k		28.00	46.46	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$1.2k	+12%	132.00	9.41	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$1.0k		5.00	200.00	View chart
Porch Group Stock (PRCH)	0.0	$798.000000		100.00	7.98	View chart
Danaher Corp Stock (DHR)	0.0	$787.000000		4.00	196.75	View chart
Nextera Energy Stock (NEE)	0.0	$736.000000		8.00	92.00	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$731.000200		14.00	52.21	View chart
Super Micro Computer Stock (SMCI)	0.0	$711.000000	+31%	25.00	28.44	View chart
Gap Stock (GAP)	0.0	$627.000700		23.00	27.26	View chart
Southwest Airls Stock (LUV)	0.0	$627.000000		15.00	41.80	View chart
Pfizer Stock (PFE)	0.0	$617.001000		22.00	28.05	View chart
Norwegian Cruise Line Hldgs Lt Stock (NCLH)	0.0	$608.001000		30.00	20.27	View chart
Merck & Co Stock (MRK)	0.0	$586.000000		5.00	117.20	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$576.000600		21.00	27.43	View chart
Noble Corp Plc Ord Shs A Stock (NE)	0.0	$560.000400		12.00	46.67	View chart
Weatherford Intl Plc Ord Stock (WFRD)	0.0	$501.000000		5.00	100.20	View chart
Wayfair Inc Cl A Stock (W)	0.0	$487.000200		6.00	81.17	View chart
Dropbox Inc Cl A Stock (DBX)	0.0	$487.000000		20.00	24.35	View chart
Immunome Stock (IMNM)	0.0	$485.000000		20.00	24.25	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$476.000000		35.00	13.60	View chart
Helmerich & Payne Stock (HP)	0.0	$471.000600		14.00	33.64	View chart
Grabagun Digital Hldgs Stock (PEW)	0.0	$454.995000		150.00	3.03	View chart
Intuit Stock (INTU)	0.0	$405.000000		1.00	405.00	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$371.000000		5.00	74.20	View chart
Delta Air Lines Inc Del Cmn Stock (DAL)	0.0	$356.000000		5.00	71.20	View chart
Crispr Therapeutics Ag Namen Akt Stock (CRSP)	0.0	$346.000200		6.00	57.67	View chart
V F Corp Stock (VFC)	0.0	$344.000000		16.00	21.50	View chart
Brinks Stock (BCO)	0.0	$342.000000		3.00	114.00	View chart
Google Stock (GOOGL)	0.0	$337.000000		1.00	337.00	View chart
Unitedhealth Group Stock (UNH)	0.0	$323.000000		1.00	323.00	View chart
Gilead Sciences Stock (GILD)	0.0	$272.000000		2.00	136.00	View chart
Ferguson Enterprises Stock (FERG)	0.0	$263.000000		1.00	263.00	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$259.000000		4.00	64.75	View chart
Aptiv Stock (APTV)	0.0	$243.000000		4.00	60.75	View chart
Docusign Stock (DOCU)	0.0	$239.000000		5.00	47.80	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$238.000000		2.00	119.00	View chart
Cvs Health Corp Stock (CVS)	0.0	$230.000100		3.00	76.67	View chart
Teva Pharmaceutical Inds Adr (TEVA)	0.0	$224.000000		7.00	32.00	View chart
Vermilion Energy Stock (VET)	0.0	$210.000600		18.00	11.67	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$204.000000		4.00	51.00	View chart
Mercury Sys Stock (MRCY)	0.0	$168.000000		2.00	84.00	View chart
Zeta Global Holdings Corp Cl A Stock (ZETA)	0.0	$162.999900		9.00	18.11	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.0	$150.999900		3.00	50.33	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)	0.0	$111.999900		3.00	37.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$104.000000		1.00	104.00	View chart
Ambev Sa Adr (ABEV)	0.0	$98.000000		32.00	3.06	View chart
Vistance Networks Stock (VISN)	0.0	$96.000000		5.00	19.20	View chart
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)	0.0	$94.000000		2.00	47.00	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$94.000000		2.00	47.00	View chart
Veralto Corp Stock (VLTO)	0.0	$91.000000		1.00	91.00	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.0	$84.000000		1.00	84.00	View chart
Schwab Us Tips Etf Etf (SCHP)	0.0	$81.000000		3.00	27.00	View chart
Kohls Corp Stock (KSS)	0.0	$77.000000		5.00	15.40	View chart
Nio Inc Spon Ads Adr (NIO)	0.0	$67.000000		10.00	6.70	View chart
Paramount Skydance Corp Com Cl B Stock (PSKY)	0.0	$60.000000		5.00	12.00	View chart
Versigent Plc Ordinary Shares Stock	0.0	$35.000000	NEW	1.00	35.00	View chart
Lucid Group Stock (LCID)	0.0	$27.000000		4.00	6.75	View chart
Peloton Interactive Inc Cl A Stock (PTON)	0.0	$15.999900		3.00	5.33	View chart
Gopro Inc Cl A Stock (GPRO)	0.0	$11.999700		9.00	1.33	View chart
Novavax Stock (NVAX)	0.0	$8.000000		1.00	8.00	View chart
Wheels Up Experience Inc Com Cl A Stock (UP)	0.0	$5.000400		12.00	0.42	View chart
Amc Entmt Hldgs Inc Cl A Stock (AMC)	0.0	$4.000000		2.00	2.00	View chart
Ishares Esg Aware Us Aggregate Bond Etf Etf (EAGG)	0.0	$0		0	0.00	View chart

Past Filings by Bear Mountain Capital

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

Bear Mountain Capital 2026 Q1 filed May 12, 2026
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

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