Sky-mountain Capital Management

Sky-mountain Capital Management as of Dec. 31, 2025

Portfolio Holdings for Sky-mountain Capital Management

Sky-mountain Capital Management holds 37 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Floatng Rat Trea (USFR) 41.7 $63M 1.2M 50.48
Spdr Gold Tr Gold Shs (GLD) 18.7 $28M 61k 464.70
Fidelity Wise Origin Bitcoin SHS (FBTC) 8.4 $13M 165k 76.26
First Tr Exchange Traded Nasdq Cln Edge (GRID) 3.7 $5.6M 35k 160.96
Nike CL B (NKE) 3.6 $5.4M 84k 64.99
Vanguard Whitehall Fds High Div Yld (VYM) 3.0 $4.5M 30k 148.41
Apple (AAPL) 2.6 $3.9M 15k 255.42
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 1.9 $2.9M 100k 29.30
Vanguard Index Fds Growth Etf (VUG) 1.9 $2.8M 5.7k 486.80
Strategy Cl A New (MSTR) 1.4 $2.2M 14k 160.58
NVIDIA Corporation (NVDA) 1.3 $2.0M 11k 186.47
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.8M 7.8k 224.39
Boeing Company (BA) 1.0 $1.5M 6.0k 248.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 2.8k 483.54
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.2M 15k 79.86
Amazon (AMZN) 0.7 $1.1M 4.6k 238.42
Raytheon Technologies Corp (RTX) 0.7 $1.1M 5.5k 194.13
Alphabet Cap Stk Cl C (GOOG) 0.6 $929k 2.8k 333.63
Alphabet Cap Stk Cl A (GOOGL) 0.6 $920k 2.8k 333.23
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $868k 9.8k 88.51
Starbucks Corporation (SBUX) 0.5 $807k 8.4k 96.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $685k 989.00 692.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $678k 10k 66.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $620k 11k 56.93
Costco Wholesale Corporation (COST) 0.4 $537k 550.00 976.85
Chevron Corporation (CVX) 0.3 $429k 2.6k 167.50
TJX Companies (TJX) 0.3 $427k 2.8k 150.08
Advanced Micro Devices (AMD) 0.3 $391k 1.6k 251.31
Norfolk Southern (NSC) 0.2 $368k 1.3k 288.26
Microsoft Corporation (MSFT) 0.2 $291k 619.00 470.28
Carrier Global Corporation (CARR) 0.2 $290k 5.1k 57.37
Meta Platforms Cl A (META) 0.2 $280k 417.00 671.91
Marathon Petroleum Corp (MPC) 0.2 $239k 1.4k 172.54
Otis Worldwide Corp (OTIS) 0.2 $230k 2.5k 90.58
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $226k 355.00 636.90
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $217k 4.7k 46.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $215k 7.8k 27.35