SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CIK: 0002065074SEC EDGAR →
Portfolio Value
$150.4M
Holdings
37
As of
Q4 2025
New Positions
37
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 1,242,649 | $62.7M | 41.72% |
| 2 | SPDR GOLD TR | 60,526 | $28.1M | 18.71% |
| 3 | FIDELITY WISE ORIGIN BITCOIN | 164,646 | $12.6M | 8.35% |
| 4 | FIRST TR EXCHANGE TRADED FD | 34,785 | $5.6M | 3.72% |
| 5 | NIKE INC | 83,764 | $5.4M | 3.62% |
| 6 | VANGUARD WHITEHALL FDS | 30,077 | $4.5M | 2.97% |
| 7 | APPLE INC | 15,371 | $3.9M | 2.61% |
| 8 | LITMAN GREGORY FDS TR | 99,897 | $2.9M | 1.95% |
| 9 | VANGUARD INDEX FDS | 5,745 | $2.8M | 1.86% |
| 10 | STRATEGY INC | 13,517 | $2.2M | 1.44% |
Quarterly Changes
New Positions (37)
$62.7M · 1.2M shares
$28.1M · 61K shares
$12.6M · 165K shares
$5.6M · 35K shares
$5.4M · 84K shares
$4.5M · 30K shares
$3.9M · 15K shares
$2.9M · 100K shares
$2.8M · 6K shares
$2.2M · 14K shares
$2.0M · 11K shares
$1.8M · 8K shares
$1.5M · 6K shares
$1.3M · 3K shares
$1.2M · 15K shares
$1.1M · 5K shares
$1.1M · 6K shares
$928K · 3K shares
$920K · 3K shares
$867K · 10K shares
$806K · 8K shares
$685K · 989 shares
$678K · 10K shares
$619K · 11K shares
$537K · 550 shares
$428K · 3K shares
$427K · 3K shares
$391K · 2K shares
$368K · 1K shares
$291K · 619 shares
$290K · 5K shares
$280K · 417 shares
$238K · 1K shares
$230K · 3K shares
$226K · 355 shares
$217K · 5K shares
$214K · 8K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 15 | $97.5M | 64.9% |
| Unknown | 3 | $31.6M | 21.0% |
| Consumer Cyclical | 4 | $7.8M | 5.2% |
| Technology | 4 | $6.6M | 4.4% |
| Industrials | 5 | $3.5M | 2.3% |
| Communication Services | 3 | $2.1M | 1.4% |
| Energy | 2 | $666K | 0.4% |
| Consumer Defensive | 1 | $537K | 0.4% |