Bear Mountain Capital

SEATTLE, WAfiles as Bear Mountain Capital, Inc.

$345m in 213 US stocks at the end of 30 June 2026. The top 10 are 79.8% of the money. It changed about 1.7% of the portfolio this quarter.

Value

$345m

Stocks

213

Top 10 share

79.8%

Turnover

1.7%

What changed this quarter

New

Bought for the first time this quarter.

FS Specialty Lending FundFSSL
<0.1% of the fund
Ur-EnergyURG
<0.1% of the fund
Consolidated EdisonED
<0.1% of the fund
RealloysALOY
<0.1% of the fund
Schwab Strategic TRSCHD
<0.1% of the fund
Global X FDSBUG
<0.1% of the fund
Amplify ETF TRHACK
<0.1% of the fund
Schwab Strategic TRSCHG
<0.1% of the fund
First TR Exchange-Traded FDGRID
<0.1% of the fund
IsharesPICK
<0.1% of the fund
Spdr Series TrustXME
<0.1% of the fund
Vaneck ETF TrustREMX
<0.1% of the fund
Alps ETF TRELFY
<0.1% of the fund
Vaneck ETF TrustNLR
<0.1% of the fund
Alps ETF TRACES
<0.1% of the fund
Denali TherapeuticsDNLI
<0.1% of the fund
First TR Exchange-Traded FDCIBR
<0.1% of the fund
Select Sector Spdr TRXLU
<0.1% of the fund
Fidelity Covington TrustFSTA
<0.1% of the fund
Vaneck ETF TrustEMET
<0.1% of the fund
Exchange Traded Concepts TRUNUKZ
<0.1% of the fund
IsharesVEGI
<0.1% of the fund
Amplify ETF TRBATT
<0.1% of the fund
Entrepreneurshares Series TRXOVR
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSUB
8.7% of the fund
+9%
Ishares TRSCZ
8.3% of the fund
+3%
Vanguard Scottsdale FDSVGSH
6.7% of the fund
+2%
Vanguard Intl Equity Index FVWO
5.7% of the fund
+2%
Vanguard Index FDSVNQ
3.1% of the fund
+3%
Ishares TRSUSB
1.1% of the fund
+3%
Vanguard Intl Equity Index FVNQI
0.7% of the fund
+3%
AlphabetGOOG
0.1% of the fund
+78%
J P Morgan Exchange Traded FJEPQ
<0.1% of the fund
+77%
Nuscale PowerSMR
<0.1% of the fund
+17%
Ford MotorF
<0.1% of the fund
+5%
UiPathPATH
<0.1% of the fund
+7%
SentinelOneS
<0.1% of the fund
+8%
Ishares TRICLN
<0.1% of the fund
+13%
Boeing
<0.1% of the fund
+7%
Alexandria Real Estate EquitiesARE
<0.1% of the fund
+32%
BigBear.ai HoldingsBBAI
<0.1% of the fund
+11%
C3.aiAI
<0.1% of the fund
+14%
Procore TechnologiesPCOR
<0.1% of the fund
+11%
SymboticSYM
<0.1% of the fund
+16%
Super Micro ComputerSMCI
<0.1% of the fund
+20%
PfizerPFE
<0.1% of the fund
+5%
Vistance NetworksVISN
<0.1% of the fund
+100%

Cut

Sold some of their stake.

Vanguard MUN BD FDSVTEB
1.3% of the fund
-5%
Ishares TRIWR
0.2% of the fund
-10%
Ishares TRIYR
<0.1% of the fund
-4%
Palantir TechnologiesPLTR
<0.1% of the fund
-19%
Ishares TRAGG
<0.1% of the fund
-5%
Vanguard BD Index FDSBND
<0.1% of the fund
-99%
Ishares TRMUB
<0.1% of the fund
-100%

Sold out

Sold their entire stake.

Ishares TRIYF
-100%
Lightpath TechnologiesLPTH
-100%
AeroVironmentAVAV
-100%
OndasONDS
-100%
IntuitINTU
-100%
Ishares TRUSHY
-100%
Vanguard Scottsdale FDSVCIT
-100%
Wheels UP Experience
-100%

Holdings

Vanguard Index FDSVO
Share
15.7%
Value
$54m
Shares
669,702
Held
Vanguard Index FDSVOO
Share
12.1%
Value
$42m
Shares
60,572
Held
Ishares TRSUB
Share
8.7%
Value
$30m
Shares
282,429
+9%
Vanguard Tax-Managed FDSVEA
Share
8.6%
Value
$30m
Shares
420,237
Held
Ishares TRSCZ
Share
8.3%
Value
$29m
Shares
343,768
+3%
Vanguard Scottsdale FDSVCSH
Share
6.7%
Value
$23m
Shares
294,695
Held
Vanguard Scottsdale FDSVGSH
Share
6.7%
Value
$23m
Shares
396,374
+2%
Vanguard Intl Equity Index FVWO
Share
5.7%
Value
$20m
Shares
333,463
+2%
Vanguard Index FDSVB
Share
4.2%
Value
$14m
Shares
48,633
Held
Vanguard Index FDSVNQ
Share
3.1%
Value
$11m
Shares
110,199
+3%
Vanguard Charlotte FDSBNDX
Share
2.4%
Value
$8m
Shares
171,450
Held
Ishares TRIVV
Share
1.8%
Value
$6m
Shares
8,143
Held
Ishares TRSUSA
Share
1.8%
Value
$6m
Shares
39,189
Held
Vanguard Index FDSVTI
Share
1.4%
Value
$5m
Shares
13,449
Held
Vanguard MUN BD FDSVTEB
Share
1.3%
Value
$5m
Shares
92,578
-5%
Ishares TRSUSB
Share
1.1%
Value
$4m
Shares
157,921
+3%
Vanguard World FDVSGX
Share
1.0%
Value
$4m
Shares
43,553
Held
Vanguard Intl Equity Index FVSS
Share
1.0%
Value
$3m
Shares
22,754
Held
Ishares TRIWB
Share
1.0%
Value
$3m
Shares
8,296
Held
Amazon.comAMZN
Share
0.9%
Value
$3m
Shares
12,747
Held
IsharesESGE
Share
0.7%
Value
$2m
Shares
45,810
Held
Vanguard Intl Equity Index FVNQI
Share
0.7%
Value
$2m
Shares
52,396
+3%
NvidiaNVDA
Share
0.5%
Value
$2m
Shares
8,759
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$1m
Shares
1,926
Held
State STR Spdr S&P Midcap 40MDY
Share
0.4%
Value
$1m
Shares
2,019
Held
Ishares TRIEFA
Share
0.4%
Value
$1m
Shares
14,201
Held
Ishares TREEM
Share
0.4%
Value
$1m
Shares
19,955
Held
Ishares TRIAGG
Share
0.3%
Value
$1m
Shares
23,312
Held
MicrosoftMSFT
Share
0.3%
Value
$1m
Shares
2,905
Held
Ishares TRIGSB
Share
0.3%
Value
$1m
Shares
19,752
Held
Costco WholesaleCOST
Share
0.3%
Value
$885,142
Shares
960
Held
Ishares TRIWR
Share
0.2%
Value
$656,384
Shares
5,978
-10%
AppleAAPL
Share
0.1%
Value
$468,586
Shares
1,488
Held
NetflixNFLX
Share
0.1%
Value
$435,592
Shares
5,924
Held
AlphabetGOOG
Share
0.1%
Value
$407,205
Shares
1,140
+78%
Berkshire HathawayBRK-B
Share
<0.1%
Value
$331,486
Shares
675
Held
CaterpillarCAT
Share
<0.1%
Value
$278,135
Shares
298
Held
Ishares TRIYR
Share
<0.1%
Value
$247,373
Shares
2,388
-4%
Netease.comNTES
Share
<0.1%
Value
$230,860
Shares
1,798
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$219,252
Shares
400
Held
IntelINTC
Share
<0.1%
Value
$145,260
Shares
1,348
Held
Spdr Index SHS FDSRWX
Share
<0.1%
Value
$128,256
Shares
4,686
Held
Vanguard Intl Equity Index FVEU
Share
<0.1%
Value
$102,734
Shares
1,240
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$98,933
Shares
740
-19%
Automatic Data ProcessingADP
Share
<0.1%
Value
$98,516
Shares
400
Held
BoeingBA
Share
<0.1%
Value
$77,930
Shares
359
Held
Ishares TRIJR
Share
<0.1%
Value
$77,488
Shares
533
Held
Meta PlatformsMETA
Share
<0.1%
Value
$72,714
Shares
110
Held
Nushares ETF TRNUEM
Share
<0.1%
Value
$71,674
Shares
1,755
Held
Avalonbay CommunitiesAVB
Share
<0.1%
Value
$70,756
Shares
369
Held
Vanguard Index FDSVUG
Share
<0.1%
Value
$67,307
Shares
774
Held
Essex Property TrustESS
Share
<0.1%
Value
$65,887
Shares
221
Held
Ishares TRIWD
Share
<0.1%
Value
$63,071
Shares
256
Held
Ishares TRIWF
Share
<0.1%
Value
$62,108
Shares
504
Held
Vanguard Index FDSVTV
Share
<0.1%
Value
$61,864
Shares
283
Held
Booking HoldingsBKNG
Share
<0.1%
Value
$61,198
Shares
350
Held
Vivmark ResidentialVMRK
Share
<0.1%
Value
$61,161
Shares
890
Held
J P Morgan Exchange Traded FJEPQ
Share
<0.1%
Value
$58,019
Shares
964
+77%
StarbucksSBUX
Share
<0.1%
Value
$55,220
Shares
520
Held
Vertiv HoldingsVRT
Share
<0.1%
Value
$54,644
Shares
180
Held
Alibaba Group HldgBABA
Share
<0.1%
Value
$52,626
Shares
469
Held
TeslaTSLA
Share
<0.1%
Value
$52,537
Shares
133
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$52,119
Shares
152
Held
Vanguard Admiral FDSVOOG
Share
<0.1%
Value
$41,743
Shares
504
Held
Rivian AutomotiveRIVN
Share
<0.1%
Value
$38,160
Shares
2,181
Held
Ishares TRIJK
Share
<0.1%
Value
$37,822
Shares
333
Held
Ishares TRIJJ
Share
<0.1%
Value
$36,548
Shares
249
Held
Ishares TRIWO
Share
<0.1%
Value
$34,758
Shares
91
Held
Ishares TRIWN
Share
<0.1%
Value
$34,477
Shares
157
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$33,044
Shares
130
Held
Grayscale Bitcoin Trust ETFGBTC
Share
<0.1%
Value
$32,281
Shares
645
Held
Ishares TRSHY
Share
<0.1%
Value
$31,051
Shares
379
Held
InvenTrust PropertiesIVT
Share
<0.1%
Value
$29,999
Shares
844
Held
Ishares TRAGG
Share
<0.1%
Value
$29,297
Shares
299
-5%
RTXRTX
Share
<0.1%
Value
$28,622
Shares
148
Held
AbbVieABBV
Share
<0.1%
Value
$28,013
Shares
114
Held
ChevronCVX
Share
<0.1%
Value
$26,920
Shares
148
Held
MastercardMA
Share
<0.1%
Value
$26,901
Shares
50
Held
BOXBOX
Share
<0.1%
Value
$26,010
Shares
867
Held
Vanguard Russell 2000VTWV
Share
<0.1%
Value
$24,322
Shares
126
Held
CamecoCCJ
Share
<0.1%
Value
$22,893
Shares
250
Held
General DynamicsGD
Share
<0.1%
Value
$22,540
Shares
61
Held
Ishares TRHDV
Share
<0.1%
Value
$21,696
Shares
785
Held
ARM HoldingsARM
Share
<0.1%
Value
$21,006
Shares
75
Held
Alaska Air GroupALK
Share
<0.1%
Value
$17,559
Shares
375
Held
WalmartWMT
Share
<0.1%
Value
$17,291
Shares
152
Held
Applied DigitalAPLD
Share
<0.1%
Value
$17,082
Shares
600
Held
FS Specialty Lending FundFSSL
Share
<0.1%
Value
$16,225
Shares
1,498
New
Spdr Series TrustSDY
Share
<0.1%
Value
$15,911
Shares
104
Held
Invesco Exch Traded FD TR IIQQQM
Share
<0.1%
Value
$15,317
Shares
52
Held
OkloOKLO
Share
<0.1%
Value
$13,872
Shares
300
Held
KrogerKR
Share
<0.1%
Value
$13,158
Shares
224
Held
Coca-ColaKO
Share
<0.1%
Value
$10,642
Shares
128
Held
Uranium EnergyUEC
Share
<0.1%
Value
$9,351
Shares
900
Held
Tempus AITEM
Share
<0.1%
Value
$9,296
Shares
158
Held
TrimbleTRMB
Share
<0.1%
Value
$8,209
Shares
159
Held
ShopifySHOP
Share
<0.1%
Value
$6,896
Shares
55
Held
NexGen EnergyNXE
Share
<0.1%
Value
$6,552
Shares
700
Held
AmgenAMGN
Share
<0.1%
Value
$6,395
Shares
18
Held
Nuscale PowerSMR
Share
<0.1%
Value
$6,020
Shares
700
+17%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVO	15.7%	$54m	669,702	Held
Vanguard Index FDSVOO	12.1%	$42m	60,572	Held
Ishares TRSUB	8.7%	$30m	282,429	+9%
Vanguard Tax-Managed FDSVEA	8.6%	$30m	420,237	Held
Ishares TRSCZ	8.3%	$29m	343,768	+3%
Vanguard Scottsdale FDSVCSH	6.7%	$23m	294,695	Held
Vanguard Scottsdale FDSVGSH	6.7%	$23m	396,374	+2%
Vanguard Intl Equity Index FVWO	5.7%	$20m	333,463	+2%
Vanguard Index FDSVB	4.2%	$14m	48,633	Held
Vanguard Index FDSVNQ	3.1%	$11m	110,199	+3%
Vanguard Charlotte FDSBNDX	2.4%	$8m	171,450	Held
Ishares TRIVV	1.8%	$6m	8,143	Held
Ishares TRSUSA	1.8%	$6m	39,189	Held
Vanguard Index FDSVTI	1.4%	$5m	13,449	Held
Vanguard MUN BD FDSVTEB	1.3%	$5m	92,578	-5%
Ishares TRSUSB	1.1%	$4m	157,921	+3%
Vanguard World FDVSGX	1.0%	$4m	43,553	Held
Vanguard Intl Equity Index FVSS	1.0%	$3m	22,754	Held
Ishares TRIWB	1.0%	$3m	8,296	Held
Amazon.comAMZN	0.9%	$3m	12,747	Held
IsharesESGE	0.7%	$2m	45,810	Held
Vanguard Intl Equity Index FVNQI	0.7%	$2m	52,396	+3%
NvidiaNVDA	0.5%	$2m	8,759	Held
State STR Spdr S&P 500 ETF TSPY	0.4%	$1m	1,926	Held
State STR Spdr S&P Midcap 40MDY	0.4%	$1m	2,019	Held
Ishares TRIEFA	0.4%	$1m	14,201	Held
Ishares TREEM	0.4%	$1m	19,955	Held
Ishares TRIAGG	0.3%	$1m	23,312	Held
MicrosoftMSFT	0.3%	$1m	2,905	Held
Ishares TRIGSB	0.3%	$1m	19,752	Held
Costco WholesaleCOST	0.3%	$885,142	960	Held
Ishares TRIWR	0.2%	$656,384	5,978	-10%
AppleAAPL	0.1%	$468,586	1,488	Held
NetflixNFLX	0.1%	$435,592	5,924	Held
AlphabetGOOG	0.1%	$407,205	1,140	+78%
Berkshire HathawayBRK-B	<0.1%	$331,486	675	Held
CaterpillarCAT	<0.1%	$278,135	298	Held
Ishares TRIYR	<0.1%	$247,373	2,388	-4%
Netease.comNTES	<0.1%	$230,860	1,798	Held
Advanced Micro DevicesAMD	<0.1%	$219,252	400	Held
IntelINTC	<0.1%	$145,260	1,348	Held
Spdr Index SHS FDSRWX	<0.1%	$128,256	4,686	Held
Vanguard Intl Equity Index FVEU	<0.1%	$102,734	1,240	Held
Palantir TechnologiesPLTR	<0.1%	$98,933	740	-19%
Automatic Data ProcessingADP	<0.1%	$98,516	400	Held
BoeingBA	<0.1%	$77,930	359	Held
Ishares TRIJR	<0.1%	$77,488	533	Held
Meta PlatformsMETA	<0.1%	$72,714	110	Held
Nushares ETF TRNUEM	<0.1%	$71,674	1,755	Held
Avalonbay CommunitiesAVB	<0.1%	$70,756	369	Held
Vanguard Index FDSVUG	<0.1%	$67,307	774	Held
Essex Property TrustESS	<0.1%	$65,887	221	Held
Ishares TRIWD	<0.1%	$63,071	256	Held
Ishares TRIWF	<0.1%	$62,108	504	Held
Vanguard Index FDSVTV	<0.1%	$61,864	283	Held
Booking HoldingsBKNG	<0.1%	$61,198	350	Held
Vivmark ResidentialVMRK	<0.1%	$61,161	890	Held
J P Morgan Exchange Traded FJEPQ	<0.1%	$58,019	964	+77%
StarbucksSBUX	<0.1%	$55,220	520	Held
Vertiv HoldingsVRT	<0.1%	$54,644	180	Held
Alibaba Group HldgBABA	<0.1%	$52,626	469	Held
TeslaTSLA	<0.1%	$52,537	133	Held
JPMorgan ChaseJPM	<0.1%	$52,119	152	Held
Vanguard Admiral FDSVOOG	<0.1%	$41,743	504	Held
Rivian AutomotiveRIVN	<0.1%	$38,160	2,181	Held
Ishares TRIJK	<0.1%	$37,822	333	Held
Ishares TRIJJ	<0.1%	$36,548	249	Held
Ishares TRIWO	<0.1%	$34,758	91	Held
Ishares TRIWN	<0.1%	$34,477	157	Held
Johnson & JohnsonJNJ	<0.1%	$33,044	130	Held
Grayscale Bitcoin Trust ETFGBTC	<0.1%	$32,281	645	Held
Ishares TRSHY	<0.1%	$31,051	379	Held
InvenTrust PropertiesIVT	<0.1%	$29,999	844	Held
Ishares TRAGG	<0.1%	$29,297	299	-5%
RTXRTX	<0.1%	$28,622	148	Held
AbbVieABBV	<0.1%	$28,013	114	Held
ChevronCVX	<0.1%	$26,920	148	Held
MastercardMA	<0.1%	$26,901	50	Held
BOXBOX	<0.1%	$26,010	867	Held
Vanguard Russell 2000VTWV	<0.1%	$24,322	126	Held
CamecoCCJ	<0.1%	$22,893	250	Held
General DynamicsGD	<0.1%	$22,540	61	Held
Ishares TRHDV	<0.1%	$21,696	785	Held
ARM HoldingsARM	<0.1%	$21,006	75	Held
Alaska Air GroupALK	<0.1%	$17,559	375	Held
WalmartWMT	<0.1%	$17,291	152	Held
Applied DigitalAPLD	<0.1%	$17,082	600	Held
FS Specialty Lending FundFSSL	<0.1%	$16,225	1,498	New
Spdr Series TrustSDY	<0.1%	$15,911	104	Held
Invesco Exch Traded FD TR IIQQQM	<0.1%	$15,317	52	Held
OkloOKLO	<0.1%	$13,872	300	Held
KrogerKR	<0.1%	$13,158	224	Held
Coca-ColaKO	<0.1%	$10,642	128	Held
Uranium EnergyUEC	<0.1%	$9,351	900	Held
Tempus AITEM	<0.1%	$9,296	158	Held
TrimbleTRMB	<0.1%	$8,209	159	Held
ShopifySHOP	<0.1%	$6,896	55	Held
NexGen EnergyNXE	<0.1%	$6,552	700	Held
AmgenAMGN	<0.1%	$6,395	18	Held
Nuscale PowerSMR	<0.1%	$6,020	700	+17%

Showing the largest 100 of 213.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 23.7% since 30 June 2025.

Where the money is

Technology1.2%

Retail & consumer1.0%

Everyday goods0.3%

Media & telecom0.3%

Industrials0.2%

Financial services0.1%

Real estate0.1%

Health care0.0%

Materials0.0%

Energy0.0%

Utilities0.0%

Other96.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.