Bear Mountain Capital, Inc.
CIK: 0002009419SEC EDGAR →
Portfolio Value
$309.8M
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 | $47.2M | 15.22% |
| 2 | VANGUARD S&P 500 ETF | 58,303 | $37.1M | 11.98% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 407,057 | $26.4M | 8.53% |
| 4 | ISHARES MSCI EAFE SMALL CAP ETF | 325,320 | $26.2M | 8.45% |
| 5 | ISHARES AMT-FREE MUNI BOND ETF | 223,423 | $24.1M | 7.77% |
| 6 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 260,660 | $20.8M | 6.71% |
| 7 | VANGUARD TOTAL BOND MARKET ETF | 244,100 | $18.1M | 5.86% |
| 8 | VANGUARD FTSE EMERGING MARKETS ETF | 316,272 | $17.8M | 5.75% |
| 9 | VANGUARD SMALL CAP ETF | 46,422 | $12.8M | 4.13% |
| 10 | VANGUARD REAL ESTATE ETF | 99,490 | $9.1M | 2.94% |
Quarterly Changes
Top Buys
New Positions (6)
Closed Positions (130)
$26K · 100 shares
$14K · 1K shares
$13K · 100 shares
$12K · 197 shares
$11K · 114 shares
$11K · 222 shares
$8K · 100 shares
$7K · 91 shares
$6K · 50 shares
$5K · 17 shares
$5K · 100 shares
$4K · 47 shares
$4K · 100 shares
$3K · 100 shares
$2K · 200 shares
$1K · 10 shares
$1K · 8 shares
$1K · 24 shares
$1K · 53 shares
$1K · 4 shares
$1K · 12 shares
$1K · 6 shares
$920 · 2 shares
$919 · 7 shares
$862 · 9 shares
$826 · 18 shares
$800 · 1 shares
$783 · 6 shares
$746 · 504 shares
$677 · 2 shares
$676 · 18 shares
$671 · 13 shares
$658 · 4 shares
$606 · 3 shares
$576 · 62 shares
$560 · 20 shares
$556 · 2 shares
$555 · 12 shares
$537 · 8 shares
$530 · 5 shares
$515 · 8 shares
$513 · 4 shares
$512 · 6 shares
$492 · 6 shares
$483 · 3 shares
$473 · 4 shares
$461 · 20 shares
$440 · 14 shares
$440 · 3 shares
$433 · 19 shares
$419 · 4 shares
$404 · 6 shares
$400 · 1 shares
$396 · 6 shares
$395 · 9 shares
$390 · 20 shares
$386 · 3 shares
$384 · 4 shares
$383 · 7 shares
$381 · 7 shares
$372 · 4 shares
$361 · 8 shares
$355 · 3 shares
$343 · 1 shares
$343 · 9 shares
$336 · 4 shares
$329 · 8 shares
$323 · 4 shares
$313 · 6 shares
$311 · 1 shares
$309 · 5 shares
$306 · 4 shares
$306 · 9 shares
$300 · 18 shares
$292 · 16 shares
$280 · 4 shares
$269 · 13 shares
$267 · 7 shares
$265 · 8 shares
$252 · 5 shares
$251 · 2 shares
$249 · 24 shares
$247 · 9 shares
$245 · 4 shares
$243 · 3 shares
$234 · 8 shares
$223 · 5 shares
$219 · 4 shares
$219 · 1 shares
$219 · 7 shares
$215 · 15 shares
$206 · 25 shares
$206 · 6 shares
$204 · 3 shares
$201 · 3 shares
$196 · 21 shares
$189 · 1 shares
$187 · 11 shares
$183 · 8 shares
$183 · 12 shares
$182 · 2 shares
$181 · 6 shares
$180 · 4 shares
$177 · 11 shares
$168 · 3 shares
$165 · 1 shares
$163 · 3 shares
$158 · 8 shares
$154 · 3 shares
$154 · 3 shares
$153 · 12 shares
$149 · 7 shares
$146 · 2 shares
$144 · 19 shares
$142 · 5 shares
$140 · 3 shares
$138 · 2 shares
$137 · 2 shares
$135 · 6 shares
$133 · 9 shares
$131 · 6 shares
$126 · 2 shares
$122 · 2 shares
$116 · 5 shares
$115 · 7 shares
$102 · 5 shares
$98 · 1 shares
$90 · 10 shares
$87 · 4 shares
$14 · 1 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $297.4M | 96.0% |
| Technology | 32 | $4.2M | 1.4% |
| Consumer Cyclical | 21 | $3.6M | 1.2% |
| Unknown | 9 | $1.7M | 0.6% |
| Consumer Defensive | 5 | $998K | 0.3% |
| Communication Services | 12 | $885K | 0.3% |
| Industrials | 19 | $544K | 0.2% |
| Real Estate | 7 | $204K | 0.1% |
| Healthcare | 15 | $74K | 0.0% |
| Utilities | 4 | $40K | 0.0% |
| Energy | 7 | $32K | 0.0% |
| Basic Materials | 1 | $5K | 0.0% |