Sun Mountain Capital
Latest statistics and disclosures from Sun Mountain Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IWF, EWJ, and represent 100.00% of Sun Mountain Capital's stock portfolio.
- Added to shares of these 2 stocks: IWF (+$99M), EWJ (+$52M).
- Started 1 new stock position in EWJ.
- Sun Mountain Capital was a net buyer of stock by $151M.
- Sun Mountain Capital has $184M in assets under management (AUM), dropping by 62.74%.
- Central Index Key (CIK): 0001636044
Tip: Access up to 7 years of quarterly data
Positions held by Sun Mountain Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Sun Mountain Capital
Sun Mountain Capital holds 2 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 | |
|---|---|---|---|---|---|---|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 71.6 | $132M | +300% | 1.1M | 124.17 |
|
| Ishares Msci Japan Etf (EWJ) | 28.4 | $52M | NEW | 561k | 93.27 |
|
Past Filings by Sun Mountain Capital
SEC 13F filings are viewable for Sun Mountain Capital going back to 2026
- Sun Mountain Capital 2025 Q4 filed July 24, 2026
- Sun Mountain Capital 2026 Q1 filed July 24, 2026
- Sun Mountain Capital 2026 Q2 filed July 24, 2026