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Bear Mountain Capital, Inc.

Q1 2025 · 13F-HR

Bear Mountain Capital, Inc.holdings as filed

Filed 2025-05-02 · accession 0002009419-25-000003

$258.7M
Reported value
344
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908629VOVANGUARD MID CAP$37.9M14.7%148,011CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$28.8M11.1%56,509CommonSOLE
464288414MUBISHARES AMT-FREE MUNI BOND ETF$23.9M9.23%228,724CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$21.1M8.15%316,174CommonSOLE
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92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$20.3M7.84%256,245CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$15.5M6.00%211,147CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$14.1M5.46%312,849CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$9.7M3.77%44,968CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$9.0M3.49%102,667CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$6.9M2.67%139,803CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$4.5M1.75%8,128CommonSOLE
464288802SUSAISHARES MSCI USA ESG SELECT ETF$4.2M1.61%36,392CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$3.8M1.46%13,803CommonSOLE
46435G243SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$3.8M1.45%149,667CommonSOLE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$3.0M1.15%62,667CommonSOLE
023135106AMZNAMAZON.COM INC$2.9M1.10%15,230CommonSOLE
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594918104MSFTMICROSOFT$1.3M0.49%3,199CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1.1M0.44%14,439CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.1M0.42%9,906CommonSOLE
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22160K105COSTCOSTCO WHOLESALE CORP$989,2230.38%998CommonSOLE
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464288646IGSBISHARES 1-3 YR CREDIT BOND ETF$959,9100.37%18,284CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$938,9790.36%18,513CommonSOLE
64110L106NFLXNETFLIX COM INC$702,3990.27%624CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$571,0090.22%6,784CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$362,9730.14%679CommonSOLE
037833100AAPLAPPLE INC$351,4720.14%1,664CommonSOLE
64110W102NTESNETEASE INC SPONSORED ADS$193,8480.07%1,823CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$186,2440.07%1,149CommonSOLE
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464287598IWDISHARES RUSSELL 1000 VALUE ETF$151,4820.06%832CommonSOLE
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464287614IWFISHARES RUSSELL 1000 GROWTH ETF$146,6880.06%400CommonSOLE
464287788IYFISHARES U.S. FINANCIALS ETF$132,6840.05%1,200CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$123,1100.05%222CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$118,5370.05%401CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$117,0710.05%1,009CommonSOLE
149123101CATCATERPILLAR INC COM$108,2210.04%352CommonSOLE
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464287606IJKISHARES S&P MIDCAP 400 GROWTH INDEX$100,1330.04%1,207CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$89,3190.03%1,076CommonSOLE
67092P888NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF$81,4230.03%2,774CommonSOLE
88160R101TSLATESLA INC COM$77,9720.03%267CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$77,3510.03%1,240CommonSOLE
053484101AVBAVALONBAY CMNTYS INC COM$76,6630.03%370CommonSOLE
855244109SBUXSTARBUCKS CORP$63,2380.02%745CommonSOLE
29476L107EQREQUITY RESIDENTIAL SH BEN INT$61,8820.02%890CommonSOLE
297178105ESSESSEX PPTY TR INC COM$60,8100.02%221CommonSOLE
097023105BABOEING CO COM$58,6040.02%322CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$57,7590.02%107CommonSOLE
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464287630IWNISHARES RUSSELL 2000 VALUE$55,8760.02%383CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$54,6850.02%460CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$53,7480.02%533CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$53,6820.02%1,046CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$53,1410.02%217CommonSOLE
46090E103QQQPOWERSHARES QQQ TR$48,9800.02%103CommonSOLE
922908736VUGVANGUARD GROWTH ETF$48,8590.02%129CommonSOLE
922908744VTVVANGUARD VALUE ETF$47,0520.02%283CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$43,1040.02%508CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$39,5330.02%525CommonSOLE
75513E101RTXRTX CORPORATION COM$39,5160.02%314CommonSOLE
458140100INTCINTEL CORP COM$38,1210.01%1,874CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$38,0460.01%2,861CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$33,6210.01%350CommonSOLE
921946885VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF$33,5610.01%523CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$33,1940.01%122CommonSOLE
931142103WMTWALMART INC COM$32,3200.01%337CommonSOLE
464287226AGGISHARES AGGREGATE BOND ETF$30,9860.01%313CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$28,4780.01%83CommonSOLE
10316T104BOXBOX INC CL A$27,2760.01%867CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$24,4670.01%157CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$24,1750.01%100CommonSOLE
46124J201IVTINLAND AMERICAN REIT$22,8110.01%816CommonSOLE
166764100CVXCHEVRON CORP NEW COM$20,6160.01%148CommonSOLE
580135101MCDMCDONALDS CORP COM$18,2410.01%58CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$17,3920.01%151CommonSOLE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ETF$16,1360.01%126CommonSOLE
501044101KRKROGER CO COM$15,9890.01%224CommonSOLE
92206C102VGSHVANGUARD SHORT-TERM TREASURY ETF$14,1340.01%240CommonSOLE
75574U101RCREADY CAPITAL CORP COM$13,8800.01%3,112CommonSOLE
808513105SCHWCHARLES SCHWAB CORP$13,2450.01%163CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$13,1790.01%101CommonSOLE
904767704UNILEVER PLC SPON ADR NEW$11,9970.00%190CommonSOLE
80105N105SNYSANOFI SPONSORED ADR$11,9260.00%222CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$11,4380.00%58CommonSOLE
285512109EAELECTRONIC ARTS INC COM$11,0940.00%76CommonSOLE
227046109CROXCROCS INC COM$9,6100.00%100CommonSOLE
665859104NTRSNORTHERN TR CORP COM$9,4050.00%100CommonSOLE
896239100TRMBTRIMBLE INC COM$9,2930.00%150CommonSOLE
191216100KOCOCA COLA CO COM$9,2010.00%127CommonSOLE
88023B103TEMTEMPUS AI INC CL A$8,6020.00%158CommonSOLE
011659109ALKALASKA AIR GROUP INC COM$8,5220.00%195CommonSOLE
58933Y105MRKMERCK & CO INC COM$8,4710.00%100CommonSOLE
042068205ARMARM HOLDINGS PLC SPONSORED ADS$8,3410.00%75CommonSOLE
437076102HDHOME DEPOT$7,6010.00%21CommonSOLE
02156V109OKLOOKLO INC COM CL A$7,3320.00%300CommonSOLE
031162100AMGNAMGEN INC$7,2290.00%25CommonSOLE
369604301GEGE AEROSPACE COM NEW$7,2260.00%36CommonSOLE
00287Y109ABBVABBVIE INC COM$6,9970.00%36CommonSOLE
32022K102FIRST FINL NORTHWESTINC COM$6,7680.00%300CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$6,5480.00%60CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$6,0510.00%235CommonSOLE
61945C103MOSMOSAIC CO NEW COM$6,0500.00%200CommonSOLE
717081103PFEPFIZER INC COM$5,6680.00%238CommonSOLE
780259305SHELSHELL PLC SPON ADS$5,6340.00%86CommonSOLE
058498106BALLBALL CORP COM$5,2390.00%100CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$5,1660.00%102CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$4,9460.00%50CommonSOLE
98954M101ZGZILLOW GROUP INC CL A$4,8950.00%74CommonSOLE
771049103RBLXROBLOX CORP CL A$4,5820.00%69CommonSOLE
87612E106TGTTARGET CORP COM$4,5550.00%47CommonSOLE
929160109VMCVULCAN MATLS CO COM$4,4170.00%18CommonSOLE
968223305WLYBWILEY JOHN & SONS INC CL B$4,3930.00%100CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC COM$4,3600.00%1,000CommonSOLE
02079K305GOOGLGOOGLE INC$4,3440.00%27CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$4,2800.00%16CommonSOLE
254687106DISDISNEY WALT CO COM$4,2030.00%46CommonSOLE
550021109LULULULULEMON ATHLETICA INC$4,0690.00%15CommonSOLE
46434G103IEMGISHARES CORE MSCI EMERGING MARKETS ETF$3,8100.00%70CommonSOLE
808524805SCHFSCHWAB INTERNATIONAL EQUITY ETF$3,5410.00%172CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$3,4320.00%15CommonSOLE
67079K100SMRNUSCALE PWR CORP CL A COM$3,3780.00%200CommonSOLE
11135F101AVGOBROADCOM INC COM$3,2930.00%17CommonSOLE
78464A854SPYMSPDR PORTFOLIO S&P 500 ETF$2,9050.00%45CommonSOLE
81762P102NOWSERVICENOW INC COM$2,8290.00%3CommonSOLE
36828A101GEVGE VERNOVA INC COM$2,5980.00%7CommonSOLE
922908637VVVANGUARD LARGE CAP$2,5510.00%10CommonSOLE
00206R102TAT&T INC COM$2,4960.00%91CommonSOLE
531914109LWAYLIFEWAY FOODS INC COM$2,3750.00%100CommonSOLE
90364P105PATHUIPATH INC CL A$2,3430.00%198CommonSOLE
345370860FFORD MOTOR COMPANY$2,3300.00%230CommonSOLE
12468P104AIC3 AI INC CL A$2,1660.00%96CommonSOLE
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907818108UNPUNION PAC CORP COM$1,9570.00%9CommonSOLE
78464A508SPYVSPDR PORTFOLIO S&P 500 VALUE ETF$1,9090.00%39CommonSOLE
81730H109SSENTINELONE INC CL A$1,8350.00%98CommonSOLE
G2283U100COLOMBIER ACQUISITION CORP II COM SHS CL A$1,8290.00%150CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$1,7930.00%6CommonSOLE
532457108LLYELI LILLY & CO COM$1,7830.00%2CommonSOLE
655664100JWNUSDNORDSTROM INC COM$1,7230.00%72CommonSOLE
29444U700EQIXEQUINIX INC COM$1,7030.00%2CommonSOLE
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808524797SCHDSCHWAB US DIVIDEND EQUITY ETF$1,5530.00%60CommonSOLE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT ETF$1,5360.00%9CommonSOLE
09260D107BXBLACKSTONE INC COM$1,4940.00%11CommonSOLE
872590104TMUST-MOBILE US INC COM$1,4710.00%6CommonSOLE
464288224ICLNISHARES GLOBAL CLEAN ENERGY ETF$1,4300.00%120CommonSOLE
244199105DEDEERE & CO COM$1,3870.00%3CommonSOLE
79466L302CRMSALESFORCE INC COM$1,3440.00%5CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC COM$1,2800.00%20CommonSOLE
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459200101IBMINTERNATIONAL BUSINESS MACHS COM$1,2230.00%5CommonSOLE
701094104PHPARKER-HANNIFIN CORP COM$1,2150.00%2CommonSOLE
46432F339QUALISHARES MSCI USA QUALITY FACTOR ETF$1,1970.00%7CommonSOLE
235851102DHRDANAHER CORP$1,1960.00%6CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE INC COM$1,1770.00%7CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC COM$1,1370.00%318CommonSOLE
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14040H105COFCAPITAL ONE FINL CORP COM$1,1050.00%6CommonSOLE
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14448C104CARRCARRIER GLOBAL CORPORATION COM$3690.00%6CommonSOLE
87151X101SYMSYMBOTIC INC CLASS A COM$3660.00%17CommonSOLE
46284V101IRMIRON MTN INC DEL COM$3630.00%4CommonSOLE
857477103STTSTATE STR CORP COM$3630.00%4CommonSOLE
670346105NUENUCOR CORP COM$3560.00%3CommonSOLE
92276F100VTRVENTAS INC COM$3530.00%5CommonSOLE
55261F104MTBM & T BK CORP COM$3470.00%2CommonSOLE
172967424CCITIGROUP INC$3470.00%5CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$3450.00%4CommonSOLE
22160N109CSGPCOSTAR GROUP INC COM$3310.00%4CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION CL A COM STK$3110.00%2CommonSOLE
23804L103DDOGDATADOG INC CL A COM$3070.00%3CommonSOLE
46266C105IQVIQVIA HLDGS INC COM$3070.00%2CommonSOLE
745867101PHMPULTE GROUP INC COM$3070.00%3CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO COM$3010.00%1CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ INC COM$2950.00%4CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$2940.00%3CommonSOLE
G29183103ETNEATON CORP PLC SHS$2930.00%1CommonSOLE
H1467J104CBCHUBB LIMITED COM$2920.00%1CommonSOLE
25179M103DVNDEVON ENERGY CORP NEW COM$2840.00%9CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC COM$2770.00%2CommonSOLE
34959J108FTVFORTIVE CORP COM$2770.00%4CommonSOLE
910047109UALUNITED AIRLS HLDGS INC COM$2760.00%4CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$2710.00%5CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL COM$2630.00%5CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC COM$2570.00%1CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC COM$2470.00%504CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$2400.00%2CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE COM NEW$2370.00%9CommonSOLE
922475108VEEVVEEVA SYS INC CL A COM$2320.00%1CommonSOLE
37940X102GPNGLOBAL PMTS INC COM$2320.00%3CommonSOLE
G3265R107APTVAPTIV PLC COM SHS$2310.00%4CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A$2230.00%3CommonSOLE
526057104LENLENNAR CORP CL A$2190.00%2CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$2170.00%2CommonSOLE
46429B655FLOTISHARES FLOATING RATE BOND ETF$2040.00%4CommonSOLE
92556V106VTRSVIATRIS INC COM$2000.00%24CommonSOLE
032654105ADIANALOG DEVICES INC COM$1950.00%1CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$1840.00%21CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$1720.00%1CommonSOLE
45257U108IMNMIMMUNOME INC COM$1710.00%20CommonSOLE
922020805VTIPVANGUARD SHORT TERM INFL-PROTECTED$1500.00%3CommonSOLE
778296103ROSTROSS STORES INC COM$1450.00%1CommonSOLE
252131107DXCMDEXCOM INC COM$1430.00%2CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$1320.00%10CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$1090.00%2CommonSOLE
98956P102ZBHZIMMER BIOMET HOLDINGS INC COM$1040.00%1CommonSOLE
549498103CCIVGBPLUCID GROUP INC COM$1020.00%40CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$930.00%1CommonSOLE
02319V103ABEVAMBEV SA SPONSORED ADR$770.00%30CommonSOLE
06738C778DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$680.00%2CommonSOLE
53681J103LACLITHIUM AMERS CORP NEW COM SHS$640.00%22CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$590.00%5CommonSOLE
601137102MRPMILLROSE PPTYS INC COM CL A$510.00%2CommonSOLE
H5012F103LARLITHIUM ARGENTINA AG COM SHS$460.00%22CommonSOLE
62914V106NIONIO INC SPON ADS$420.00%10CommonSOLE
500255104KSSKOHLS CORP COM$350.00%5CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC CL A COM$210.00%3CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC COM$190.00%5CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE INC COM CL A$120.00%12CommonSOLE
670002401NVAXNOVAVAX INC COM NEW$60.00%1CommonSOLE
38268T103GPROGOPRO INC CL A$50.00%9CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC CL A NEW$50.00%2CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.