Sky-mountain Capital Management

Sky-mountain Capital Management as of March 31, 2025

Portfolio Holdings for Sky-mountain Capital Management

Sky-mountain Capital Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 39.5 $47M 927k 50.33
Spdr Gold Tr Gold Shs (GLD) 12.5 $15M 51k 288.14
Fidelity Wise Origin Bitcoin SHS (FBTC) 10.2 $12M 167k 71.97
Microstrategy Cl A New (MSTR) 8.8 $10M 36k 288.27
Nike CL B (NKE) 5.2 $6.1M 97k 63.48
Vanguard Whitehall Fds High Div Yld (VYM) 4.8 $5.6M 44k 128.96
Apple (AAPL) 3.3 $3.9M 18k 222.13
Vanguard Index Fds Growth Etf (VUG) 2.6 $3.1M 8.3k 370.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.7 $2.0M 11k 186.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.2M 2.3k 532.58
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $1.1M 18k 62.10
Amazon (AMZN) 0.9 $1.1M 5.6k 190.26
Boeing Company (BA) 0.9 $1.0M 6.0k 170.55
Starbucks Corporation (SBUX) 0.7 $821k 8.4k 98.09
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.6 $768k 18k 43.64
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $753k 9.7k 77.92
Raytheon Technologies Corp (RTX) 0.6 $734k 5.5k 132.46
Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $670k 7.4k 90.54
Alphabet Cap Stk Cl A (GOOGL) 0.5 $644k 4.2k 154.65
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $640k 13k 50.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $622k 1.1k 559.39
TJX Companies (TJX) 0.5 $609k 5.0k 121.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $464k 10k 45.26
Chevron Corporation (CVX) 0.4 $428k 2.6k 167.29
Microsoft Corporation (MSFT) 0.3 $356k 947.00 375.50
Carrier Global Corporation (CARR) 0.3 $321k 5.1k 63.40
Meta Platforms Cl A (META) 0.3 $307k 532.00 576.06
Norfolk Southern (NSC) 0.3 $303k 1.3k 236.85
Otis Worldwide Corp (OTIS) 0.2 $262k 2.5k 103.20
Costco Wholesale Corporation (COST) 0.2 $247k 261.00 945.31
Marathon Petroleum Corp (MPC) 0.2 $202k 1.4k 145.69
Great Ajax Corp reit 0.0 $43k 15k 2.87