Sky-mountain Capital Management

Sky-mountain Capital Management as of March 31, 2026

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 1.3M 50.34
Spdr Gold Tr Gold Shs (GLD) 18.8 $26M 61k 430.29
Fidelity Wise Origin Bitcoin SHS (FBTC) 3.6 $5.0M 84k 59.03
First Tr Exchange-traded Nasdq Cln Edge (GRID) 3.4 $4.8M 29k 163.58
Vanguard Whitehall Fds High Div Yld (VYM) 3.2 $4.5M 30k 148.10
Nike CL B (NKE) 3.1 $4.4M 83k 52.82
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 3.0 $4.1M 137k 30.15
Apple (AAPL) 2.7 $3.8M 15k 253.79
Vanguard Index Fds Growth Etf (VUG) 1.8 $2.5M 5.7k 436.81
NVIDIA Corporation (NVDA) 1.3 $1.8M 11k 174.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $1.7M 7.9k 217.25
Strategy Cl A New (MSTR) 1.2 $1.7M 13k 124.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M 2.7k 479.27
Boeing Company (BA) 0.9 $1.2M 6.0k 199.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.8 $1.1M 15k 77.11
Raytheon Technologies Corp (RTX) 0.8 $1.1M 5.5k 192.90
Amazon (AMZN) 0.7 $955k 4.6k 208.27
Ishares Tr Msci Eafe Min Vl (EFAV) 0.6 $895k 9.8k 91.37
Alphabet Cap Stk Cl A (GOOGL) 0.6 $803k 2.8k 287.54
Alphabet Cap Stk Cl C (GOOG) 0.6 $791k 2.8k 286.84
Starbucks Corporation (SBUX) 0.5 $750k 8.4k 89.59
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $672k 11k 64.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $643k 989.00 650.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $611k 11k 54.05
Chevron Corporation (CVX) 0.4 $530k 2.6k 206.90
Costco Wholesale Corporation (COST) 0.3 $472k 473.00 997.36
TJX Companies (TJX) 0.3 $455k 2.8k 159.70
Norfolk Southern (NSC) 0.3 $367k 1.3k 287.00
Marathon Petroleum Corp (MPC) 0.2 $338k 1.4k 244.18
Advanced Micro Devices (AMD) 0.2 $317k 1.6k 203.43
Carrier Global Corporation (CARR) 0.2 $285k 5.1k 56.31
Meta Platforms Cl A (META) 0.2 $246k 431.00 571.76
Exxon Mobil Corporation (XOM) 0.2 $224k 1.3k 169.66
Microsoft Corporation (MSFT) 0.2 $221k 596.00 370.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $211k 353.00 597.55
Edison International (EIX) 0.1 $203k 2.8k 73.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $201k 7.8k 25.64