SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CIK: 0002065074SEC EDGAR →
Portfolio Value
$150.4B
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 1,242,649 | $62.7B | 41.72% |
| 2 | SPDR GOLD TR | 60,526 | $28.1B | 18.71% |
| 3 | FIDELITY WISE ORIGIN BITCOIN | 164,646 | $12.6B | 8.35% |
| 4 | FIRST TR EXCHANGE TRADED FD | 34,785 | $5.6B | 3.72% |
| 5 | NIKE INC | 83,764 | $5.4B | 3.62% |
| 6 | VANGUARD WHITEHALL FDS | 30,077 | $4.5B | 2.97% |
| 7 | APPLE INC | 15,371 | $3.9B | 2.61% |
| 8 | LITMAN GREGORY FDS TR | 99,897 | $2.9B | 1.95% |
| 9 | VANGUARD INDEX FDS | 5,745 | $2.8B | 1.86% |
| 10 | STRATEGY INC | 13,517 | $2.2B | 1.44% |
Quarterly Changes
New Positions (37)
$62.7B · 1.2M shares
$28.1B · 61K shares
$12.6B · 165K shares
$5.6B · 35K shares
$5.4B · 84K shares
$4.5B · 30K shares
$3.9B · 15K shares
$2.9B · 100K shares
$2.8B · 6K shares
$2.2B · 14K shares
$2.0B · 11K shares
$1.8B · 8K shares
$1.5B · 6K shares
$1.3B · 3K shares
$1.2B · 15K shares
$1.1B · 5K shares
$1.1B · 6K shares
$928.0M · 3K shares
$920.0M · 3K shares
$867.0M · 10K shares
$806.0M · 8K shares
$685.0M · 989 shares
$678.0M · 10K shares
$619.0M · 11K shares
$537.0M · 550 shares
$428.0M · 3K shares
$427.0M · 3K shares
$391.0M · 2K shares
$368.0M · 1K shares
$291.0M · 619 shares
$290.0M · 5K shares
$280.0M · 417 shares
$238.0M · 1K shares
$230.0M · 3K shares
$226.0M · 355 shares
$217.0M · 5K shares
$214.0M · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $97.5B | 64.9% |
| Unknown | 3 | $31.6B | 21.0% |
| Consumer Cyclical | 4 | $7.8B | 5.2% |
| Technology | 4 | $6.6B | 4.4% |
| Industrials | 5 | $3.5B | 2.3% |
| Communication Services | 3 | $2.1B | 1.4% |
| Energy | 2 | $666.0M | 0.4% |
| Consumer Defensive | 1 | $537.0M | 0.4% |