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
| Rank | Stock | Shares | Value | % 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
New Positions (6)
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 | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $297.4B | 96.0% |
| Technology | 32 | $4.2B | 1.4% |
| Consumer Cyclical | 21 | $3.6B | 1.2% |
| Unknown | 9 | $1.7B | 0.6% |
| Consumer Defensive | 5 | $998.0M | 0.3% |
| Communication Services | 12 | $885.0M | 0.3% |
| Industrials | 19 | $544.0M | 0.2% |
| Real Estate | 7 | $204.0M | 0.1% |
| Healthcare | 15 | $74.0M | 0.0% |
| Utilities | 4 | $40.0M | 0.0% |
| Energy | 7 | $32.0M | 0.0% |
| Basic Materials | 1 | $5.0M | 0.0% |