Bear Mountain Capital, Inc.

CIK: 0002009419SEC EDGAR →

Portfolio Value

$309.8B

Holdings

199

As of

Q4 2025

New Positions

145

Closed Positions

4

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD MID CAP

156,527$47.2B
15.22%
2

VANGUARD S&P 500 ETF

58,303$37.1B
11.98%
3

VANGUARD FTSE DEVELOPED MARKETS ETF

407,057$26.4B
8.53%
4

ISHARES MSCI EAFE SMALL CAP ETF

325,320$26.2B
8.45%
5

ISHARES AMT-FREE MUNI BOND ETF

223,423$24.1B
7.77%
6

VANGUARD SHORT-TERM CORPORATE BOND ETF

260,660$20.8B
6.71%
7

VANGUARD TOTAL BOND MARKET ETF

244,100$18.1B
5.86%
8

VANGUARD FTSE EMERGING MARKETS ETF

316,272$17.8B
5.75%
9

VANGUARD SMALL CAP ETF

46,422$12.8B
4.13%
10

VANGUARD REAL ESTATE ETF

99,490$9.1B
2.94%

Quarterly Changes

Top Buys

VTEB↑ Increased
$4.2B
VEA↑ Increased
$2.0B
SCZ↑ Increased
$1.8B
VO↑ Increased
$1.8B
VOO↑ Increased
$1.4B

Top Sells

MUB↓ Decreased
$2.7B
VB↓ Decreased
$833.6M
BNDX↓ Decreased
$419.8M
MSFT↓ Decreased
$255.4M
VSS↓ Decreased
$148.6M

New Positions (6)

$17.0M · 500 shares
$15.0M · 900 shares
$8.0M · 700 shares
$7.0M · 20 shares
$5.0M · 400 shares
$5.0M · 400 shares

Closed Positions (130)

$25.7M · 100 shares
$14.0M · 1K shares
$12.9M · 100 shares
$12.3M · 197 shares
$11.5M · 114 shares
$11.0M · 222 shares
$8.4M · 100 shares
$6.6M · 91 shares
$5.6M · 50 shares
$5.1M · 17 shares
$4.9M · 100 shares
$4.4M · 47 shares
$3.8M · 100 shares
$2.7M · 100 shares
$1.9M · 200 shares
$1.4M · 10 shares
$1.3M · 8 shares
$1.2M · 24 shares
$1.2M · 53 shares
$1.1M · 4 shares
$1.0M · 12 shares
$1.0M · 6 shares
$920K · 2 shares
$919K · 7 shares
$862K · 9 shares
$826K · 18 shares
$800K · 1 shares
$783K · 6 shares
$746K · 504 shares
$677K · 2 shares
$676K · 18 shares
$671K · 13 shares
$658K · 4 shares
$606K · 3 shares
$576K · 62 shares
$560K · 20 shares
$556K · 2 shares
$555K · 12 shares
$537K · 8 shares
$530K · 5 shares
$515K · 8 shares
$513K · 4 shares
$512K · 6 shares
$492K · 6 shares
$483K · 3 shares
$473K · 4 shares
$461K · 20 shares
$440K · 14 shares
$440K · 3 shares
$433K · 19 shares
$419K · 4 shares
$404K · 6 shares
$400K · 1 shares
$396K · 6 shares
$395K · 9 shares
$390K · 20 shares
$386K · 3 shares
$384K · 4 shares
$383K · 7 shares
$381K · 7 shares
$372K · 4 shares
$361K · 8 shares
$355K · 3 shares
$343K · 1 shares
$343K · 9 shares
$336K · 4 shares
$329K · 8 shares
$323K · 4 shares
$313K · 6 shares
$311K · 1 shares
$309K · 5 shares
$306K · 4 shares
$306K · 9 shares
$300K · 18 shares
$292K · 16 shares
$280K · 4 shares
$269K · 13 shares
$267K · 7 shares
$265K · 8 shares
$252K · 5 shares
$251K · 2 shares
$249K · 24 shares
$247K · 9 shares
$245K · 4 shares
$243K · 3 shares
$234K · 8 shares
$223K · 5 shares
$219K · 4 shares
$219K · 1 shares
$219K · 7 shares
$215K · 15 shares
$206K · 25 shares
$206K · 6 shares
$204K · 3 shares
$201K · 3 shares
$196K · 21 shares
$189K · 1 shares
$187K · 11 shares
$183K · 8 shares
$183K · 12 shares
$182K · 2 shares
$181K · 6 shares
$180K · 4 shares
$177K · 11 shares
$168K · 3 shares
$165K · 1 shares
$163K · 3 shares
$158K · 8 shares
$154K · 3 shares
$154K · 3 shares
$153K · 12 shares
$149K · 7 shares
$146K · 2 shares
$144K · 19 shares
$142K · 5 shares
$140K · 3 shares
$138K · 2 shares
$137K · 2 shares
$135K · 6 shares
$133K · 9 shares
$131K · 6 shares
$126K · 2 shares
$122K · 2 shares
$116K · 5 shares
$115K · 7 shares
$102K · 5 shares
$98K · 1 shares
$90K · 10 shares
$87K · 4 shares
$14K · 1 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services67$297.4B96.0%
Technology32$4.2B1.4%
Consumer Cyclical21$3.6B1.2%
Unknown9$1.7B0.6%
Consumer Defensive5$998.0M0.3%
Communication Services12$885.0M0.3%
Industrials19$544.0M0.2%
Real Estate7$204.0M0.1%
Healthcare15$74.0M0.0%
Utilities4$40.0M0.0%
Energy7$32.0M0.0%
Basic Materials1$5.0M0.0%