Sky-mountain Capital Management
Latest statistics and disclosures from Sky-mountain Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are USFR, GLD, FBTC, GRID, VYM, and represent 74.96% of Sky-mountain Capital Management's stock portfolio.
- Added to shares of these 10 stocks: USFR, DBMF, XOM, EIX, GLD, VYM, VWO, VBR, VEA, GOOGL.
- Started 2 new stock positions in XOM, EIX.
- Reduced shares in these 10 stocks: FBTC, GRID, OTIS, , AAPL, COST, VUG, NKE, NVDA, BRK.B.
- Sold out of its positions in OTIS, RWO.
- Sky-mountain Capital Management was a net seller of stock by $-3.2M.
- Sky-mountain Capital Management has $139M in assets under management (AUM), dropping by -7.30%.
- Central Index Key (CIK): 0002065074
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Portfolio Holdings for Sky-mountain Capital Management
Sky-mountain Capital Management holds 37 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 | |
|---|---|---|---|---|---|---|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 46.0 | $64M | +2% | 1.3M | 50.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 18.8 | $26M | 61k | 430.29 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 3.6 | $5.0M | -48% | 84k | 59.03 |
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| First Tr Exchange-traded Nasdq Cln Edge (GRID) | 3.4 | $4.8M | -15% | 29k | 163.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.2 | $4.5M | 30k | 148.10 |
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| Nike CL B (NKE) | 3.1 | $4.4M | 83k | 52.82 |
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| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 3.0 | $4.1M | +37% | 137k | 30.15 |
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| Apple (AAPL) | 2.7 | $3.8M | -2% | 15k | 253.79 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $2.5M | 5.7k | 436.81 |
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| NVIDIA Corporation (NVDA) | 1.3 | $1.8M | 11k | 174.40 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.2 | $1.7M | 7.9k | 217.25 |
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| Strategy Cl A New (MSTR) | 1.2 | $1.7M | 13k | 124.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $1.3M | 2.7k | 479.27 |
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| Boeing Company (BA) | 0.9 | $1.2M | 6.0k | 199.03 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $1.1M | -2% | 15k | 77.11 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $1.1M | 5.5k | 192.90 |
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| Amazon (AMZN) | 0.7 | $955k | 4.6k | 208.27 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.6 | $895k | 9.8k | 91.37 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $803k | 2.8k | 287.54 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $791k | 2.8k | 286.84 |
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| Starbucks Corporation (SBUX) | 0.5 | $750k | 8.4k | 89.59 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $672k | +2% | 11k | 64.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $643k | 989.00 | 650.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $611k | +3% | 11k | 54.05 |
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| Chevron Corporation (CVX) | 0.4 | $530k | 2.6k | 206.90 |
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| Costco Wholesale Corporation (COST) | 0.3 | $472k | -14% | 473.00 | 997.36 |
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| TJX Companies (TJX) | 0.3 | $455k | 2.8k | 159.70 |
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| Norfolk Southern (NSC) | 0.3 | $367k | 1.3k | 287.00 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $338k | 1.4k | 244.18 |
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| Advanced Micro Devices (AMD) | 0.2 | $317k | 1.6k | 203.43 |
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| Carrier Global Corporation (CARR) | 0.2 | $285k | 5.1k | 56.31 |
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| Meta Platforms Cl A (META) | 0.2 | $246k | +3% | 431.00 | 571.76 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $224k | NEW | 1.3k | 169.66 |
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| Microsoft Corporation (MSFT) | 0.2 | $221k | -3% | 596.00 | 370.17 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $211k | 353.00 | 597.55 |
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| Edison International (EIX) | 0.1 | $203k | NEW | 2.8k | 73.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $201k | 7.8k | 25.64 |
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Past Filings by Sky-mountain Capital Management
SEC 13F filings are viewable for Sky-mountain Capital Management going back to 2025
- Sky-mountain Capital Management 2026 Q1 filed May 5, 2026
- Sky-mountain Capital Management 2025 Q4 filed Feb. 17, 2026
- Sky-mountain Capital Management 2025 Q3 filed Oct. 30, 2025
- Sky-mountain Capital Management 2025 Q2 filed Aug. 12, 2025
- Sky-mountain Capital Management 2025 Q1 filed May 2, 2025