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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, GRID, VYM, VUG, and represent 68.24% of Sky-mountain Capital Management's stock portfolio.
Added to shares of these 10 stocks: VUG, SMH, GRID, BAI, VBR, VXUS, VWO, VYM, GLD, VTI.
Started 4 new stock positions in RWO, BAI, VTI, SMH.
Reduced shares in these 4 stocks: USFR (-$9.2M), NKE, , AAPL.
Sold out of its position in XOM.
Sky-mountain Capital Management was a net buyer of stock by $4.2M.
Sky-mountain Capital Management has $140M in assets under management (AUM), dropping by 0.14%.
Central Index Key (CIK): 0002065074

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Portfolio Holdings for Sky-mountain Capital Management

Sky-mountain Capital Management holds 40 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Tr Floatng Rat Trea (USFR)	39.3	$55M	-14%	1.1M	50.35	View chart
Spdr Gold Tr Gold Shs (GLD)	16.3	$23M		62k	368.38	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	5.4	$7.5M	+33%	39k	191.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	3.8	$5.3M	+10%	34k	158.03	View chart
Vanguard Index Fds Growth Etf (VUG)	3.4	$4.8M	+878%	55k	86.14	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	3.1	$4.4M		85k	51.05	View chart
Apple (AAPL)	3.1	$4.3M		15k	289.36	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	3.0	$4.2M		138k	30.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.1	$3.0M	+54%	12k	242.99	View chart
Nike CL B (NKE)	2.0	$2.8M	-17%	69k	41.05	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.7	$2.4M	NEW	3.6k	655.89	View chart
NVIDIA Corporation (NVDA)	1.5	$2.1M		11k	200.09	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$2.0M	+59%	23k	85.49	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.0	$1.4M	NEW	28k	52.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.4M		2.7k	500.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.3M	+94%	22k	59.69	View chart
Boeing Company (BA)	0.9	$1.3M		6.0k	216.47	View chart
Strategy Cl A New (MSTR)	0.8	$1.2M		13k	86.93	View chart
Amazon (AMZN)	0.8	$1.1M		4.6k	238.34	View chart
Raytheon Technologies Corp (RTX)	0.8	$1.1M		5.5k	189.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$997k		2.8k	357.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$974k		2.8k	353.33	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$960k	+28%	14k	71.25	View chart
Advanced Micro Devices (AMD)	0.6	$904k		1.6k	580.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.6	$888k	+3%	10k	87.71	View chart
Starbucks Corporation (SBUX)	0.6	$856k		8.4k	102.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$765k	+3%	1.0k	746.77	View chart
Costco Wholesale Corporation (COST)	0.3	$443k		473.00	936.34	View chart
TJX Companies (TJX)	0.3	$431k		2.8k	151.50	View chart
Chevron Corporation (CVX)	0.3	$424k		2.6k	165.76	View chart
Norfolk Southern (NSC)	0.3	$402k		1.3k	314.59	View chart
Carrier Global Corporation (CARR)	0.3	$371k		5.1k	73.35	View chart
Marathon Petroleum Corp (MPC)	0.3	$354k		1.4k	255.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$328k	+35%	478.00	686.81	View chart
Meta Platforms Cl A (META)	0.2	$243k		431.00	562.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$231k		7.8k	29.43	View chart
Microsoft Corporation (MSFT)	0.2	$222k		596.00	373.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$216k	NEW	584.00	370.33	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$211k	NEW	4.2k	49.71	View chart
Edison International (EIX)	0.1	$207k		2.8k	74.45	View chart

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 Q2 filed July 31, 2026
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

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