Bear Mountain Capital, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$332.6M
Q ending 2026-03-31
Prior quarter
$309.8M
Q ending 2025-12-31
Change
+7.4% QoQ · +33.1% YoY
Positions
198
reported holdings
Largest positions
Top 100 of 198 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Mid Cap | VO | Shares | $50.6M | 164K |
| Vanguard S&P 500 Etf | VOO | Shares | $39.0M | 60K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $28.8M | 415K |
| Ishares Msci Eafe Small Cap Etf | SCZ | Shares | $28.2M | 334K |
| Ishares Trs&P Short Term Natl Muni | SUB | Shares | $27.6M | 259K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $23.6M | 297K |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $22.7M | 388K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $19.2M | 327K |
| Vanguard Small Cap Etf | VB | Shares | $13.8M | 48K |
| Vanguard Real Estate Etf | VNQ | Shares | $10.4M | 107K |
| Vanguard Total International Bond | BNDX | Shares | $8.2M | 169K |
| Ishares Core S&P 500 Etf | IVV | Shares | $5.8M | 8K |
| Ishares Esg Optimized Msci Usa Etf | SUSA | Shares | $5.5M | 38K |
| Vanguard Tax-Exempt Bond Etf | VTEB | Shares | $4.9M | 97K |
| Vanguard Total Stock Market Etf | VTI | Shares | $4.7M | 13K |
| Ishares Esg Aware 1-5 Year Usd Cor | SUSB | Shares | $3.9M | 154K |
| Vanguard Ftse All-World Ex-Us Smal | VSS | Shares | $3.6M | 23K |
| Vanguard Esg International Stock E | VSGX | Shares | $3.4M | 43K |
| Ishares Tr Russell 1000 Index Etf | IWB | Shares | $3.2M | 8K |
| Amazon.Com Inc | AMZN | Shares | $3.2M | 13K |
| Vanguard Global Ex-U.S. Real Estat | VNQI | Shares | $2.4M | 51K |
| Ishares Esg Aware Msci Em Etf | ESGE | Shares | $2.3M | 46K |
| Nvidia Corporation Com | NVDA | Shares | $1.8M | 9K |
| Ishares Core Msci Eafe Etf | IEFA | Shares | $1.4M | 14K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $1.4M | 2K |
| State Street Spdr S&P Midcap 400 E | MDY | Shares | $1.4M | 2K |
| Ishares Msci Emerging Markets Etf | EEM | Shares | $1.3M | 20K |
| Microsoft | MSFT | Shares | $1.2M | 3K |
| Ishares Core International Aggrega | IAGG | Shares | $1.2M | 23K |
| Ishares 1-3 Yr Credit Bond Etf | IGSB | Shares | $1.0M | 20K |
| Costco Wholesale Corp | COST | Shares | $957K | 959 |
| Ishares Russell Midcap Etf | IWR | Shares | $694K | 7K |
| Netflix Com Inc | NFLX | Shares | $562K | 6K |
| Apple Inc | AAPL | Shares | $406K | 1K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $319K | 675 |
| Ishares Us Real Estate Etf | IYR | Shares | $256K | 2K |
| Ishares Amt-Free Muni Bond Etf | MUB | Shares | $246K | 2K |
| Caterpillar Inc Com | CAT | Shares | $238K | 298 |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $215K | 640 |
| Netease Com Inc Sponsored Ads | NTES | Shares | $211K | 2K |
| Ishares U.S. Financials Etf | IYF | Shares | $151K | 1K |
| State Street Spdr Dow Jones Intern | RWX | Shares | $135K | 5K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $133K | 909 |
| Advanced Micro Devices Inc Com | AMD | Shares | $110K | 400 |
| Vanguard Ftse All-World Ex-Us Inde | VEU | Shares | $101K | 1K |
| Intel Corp Com | INTC | Shares | $89K | 1K |
| Automatic Data Processing Inc Com | ADP | Shares | $81K | 400 |
| Boeing Co Com | BA | Shares | $81K | 358 |
| Meta Platforms Inc Cl A | META | Shares | $74K | 110 |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $73K | 533 |
| Nuveen Esg Emerging Markets Equity | NUEM | Shares | $71K | 2K |
| Booking Holdings Inc Com | BKNG | Shares | $67K | 350 |
| Alibaba Group Hldg Ltd Sponsored A | BABA | Shares | $66K | 469 |
| Avalonbay Cmntys Inc Com | AVB | Shares | $65K | 369 |
| Vanguard Growth Etf | VUG | Shares | $64K | 129 |
| Ishares Russell 1000 Growth Etf | IWF | Shares | $60K | 126 |
| Ishares Russell 1000 Value Etf | IWD | Shares | $58K | 256 |
| Vanguard Value Etf | VTV | Shares | $58K | 283 |
| Essex Ppty Tr Inc Com | ESS | Shares | $57K | 221 |
| Vertiv Holdings Co Com Cl A | VRT | Shares | $57K | 180 |
| Equity Residential Sh Ben Int | EQR | Shares | $56K | 890 |
| Vanguard Total Bond Market Etf | BND | Shares | $56K | 757 |
| Tesla Inc Com | TSLA | Shares | $52K | 132 |
| Starbucks Corp | SBUX | Shares | $51K | 517 |
| Jpmorgan Chase & Co Com | JPM | Shares | $48K | 152 |
| Vanguard S&P 500 Growth Etf | VOOG | Shares | $39K | 84 |
| Grayscale Bitcoin Trust Etf | GBTC | Shares | $38K | 643 |
| Ishares S&P Midcap 400 Growth Inde | IJK | Shares | $37K | 335 |
| Rivian Automotive Inc Com Cl A | RIVN | Shares | $37K | 2K |
| Ishares S&P Midcap 400 Value Etf | IJJ | Shares | $35K | 249 |
| Ishares Russell 2000 Growth Etf | IWO | Shares | $33K | 91 |
| Ishares Russell 2000 Value | IWN | Shares | $33K | 157 |
| Jpmorgan Nasdaq Equity Premium Inc | JEPQ | Shares | $32K | 546 |
| Ishares Aggregate Bond Etf | AGG | Shares | $31K | 314 |
| Ishares 1-3 Year Treasury Bond Etf | SHY | Shares | $31K | 379 |
| Cameco Corp Com | CCJ | Shares | $31K | 250 |
| Johnson & Johnson Com | JNJ | Shares | $30K | 129 |
| Rtx Corporation Com | RTX | Shares | $29K | 148 |
| Inland American Reit | IVT | Shares | $28K | 844 |
| Chevron Corporation Com | CVX | Shares | $27K | 148 |
| Mastercard Incorporated Cl A | MA | Shares | $26K | 50 |
| Abbvie Inc Com | ABBV | Shares | $23K | 114 |
| Vanguard Russell 2000 Value Etf | VTWV | Shares | $23K | 126 |
| Ishares Core High Dividend Etf | HDV | Shares | $21K | 156 |
| Box Inc Cl A | BOX | Shares | $21K | 867 |
| Oklo Inc Com Cl A | OKLO | Shares | $20K | 300 |
| General Dynamics Corp Com | GD | Shares | $20K | 61 |
| Walmart Inc Com | WMT | Shares | $19K | 152 |
| Applied Digital Corp Com New | APLD | Shares | $19K | 600 |
| Alaska Air Group Inc Com | ALK | Shares | $16K | 371 |
| State Street Spdr S&P Dividend Etf | SDY | Shares | $15K | 103 |
| Kroger Co Com | KR | Shares | $15K | 224 |
| Invesco Nasdaq 100 Etf | QQQM | Shares | $14K | 52 |
| Uranium Energy Corp Com | UEC | Shares | $14K | 900 |
| Arm Holdings Plc Sponsored Ads | ARM | Shares | $13K | 75 |
| Trimble Inc Com | TRMB | Shares | $11K | 157 |
| Lightpath Technologies Inc Com Cl | LPTH | Shares | $10K | 700 |
| Coca Cola Co Com | KO | Shares | $10K | 128 |
| Tempus Ai Inc Cl A | TEM | Shares | $9K | 158 |
| Nexgen Energy Ltd Com | NXE | Shares | $9K | 700 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.