SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

CIK: 0002065074Latest portfolio: $150.4M · Q4 2025

Holdings

37

Total Value

$150.4M

New Positions

37

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
USFRWISDOMTREE TR
1,242,649$62.7M41.72%NEW
2
GQ9SPDR GOLD TR
60,526$28.1M18.71%NEW
3
FBTCFIDELITY WISE ORIGIN BITCOIN
164,646$12.6M8.35%NEW
4
GRIDFIRST TR EXCHANGE TRADED FD
34,785$5.6M3.72%NEW
5
NKENIKE INC
83,764$5.4M3.62%NEW
6
VYMVANGUARD WHITEHALL FDS
30,077$4.5M2.97%NEW
7
AAPLAPPLE INC
15,371$3.9M2.61%NEW
8
DBMFLITMAN GREGORY FDS TR
99,897$2.9M1.95%NEW
9
VUGVANGUARD INDEX FDS
5,745$2.8M1.86%NEW
10
MIGASTRATEGY INC
13,517$2.2M1.44%NEW
11
NVDANVIDIA CORPORATION
10,710$2.0M1.33%NEW
12
VBRVANGUARD INDEX FDS
7,827$1.8M1.17%NEW
13
BABOEING CO
6,025$1.5M0.99%NEW
14
BRK/BBERKSHIRE HATHAWAY INC DEL
2,785$1.3M0.90%NEW
15
VXUSVANGUARD STAR FDS
14,988$1.2M0.80%NEW
16
AMZNAMAZON COM INC
4,625$1.1M0.73%NEW
17
RTXRTX CORPORATION
5,542$1.1M0.71%NEW
18
GOOGALPHABET INC
2,784$928K0.62%NEW
19
GOOGLALPHABET INC
2,761$920K0.61%NEW
20
EFAVISHARES TR
9,805$867K0.58%NEW
21
SBUXSTARBUCKS CORP
8,372$806K0.54%NEW
22
SPYSPDR S&P 500 ETF TR
989$685K0.46%NEW
23
VEAVANGUARD TAX-MANAGED FDS
10,266$678K0.45%NEW
24
VWOVANGUARD INTL EQUITY INDEX F
10,884$619K0.41%NEW
25
COSTCOSTCO WHSL CORP NEW
550$537K0.36%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($6.272812555559945e+45T)
Industrials0.0% ($14961075.4T)
Consumer Cyclical0.0% ($54431.1T)
Technology0.0% ($39262.0T)
Unknown0.0% ($2812.6T)
Communication Services0.0% ($928.9B)
Energy0.0% ($428.2M)
Consumer Defensive0.0% ($537K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 17, 2026$150.4M37
Q3 2025Oct 30, 2025$143.2B0
Q2 2025Aug 12, 2025$150.5B36
Q1 2025May 2, 2025$118.1B32

Fund Information

CIK0002065074
Most Recent FilingFeb 17, 2026
Number of Filings4

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $150.4M across 37 holdings. The largest position is WISDOMTREE TR (USFR), representing 41.7% of the portfolio. Compared to the previous quarter, the fund opened 37 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.