MondegarAI
Bear Mountain Capital, Inc.

Q2 2025 · 13F-HR

Bear Mountain Capital, Inc.holdings as filed

Filed 2025-07-23 · accession 0002009419-25-000006

$279.1M
Reported value
182
Positions
2025-06-30
Period end
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The Brief · Bear Mountain Capital, Inc. · Q2 2025

AI · grounded in 13F

Bear Mountain Capital, Inc. established a new position in VANGUARD MID CAP VO valued at $43.1M. The fund also initiated new stakes in VANGUARD S&P 500 ETF VOO for $33.5M and ISHARES MSCI EAFE SMALL CAP ETF SCZ for $23.2M. These moves contributed to a total AUM of $279.1M across 182 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908629VOVANGUARD MID CAP$43.1M15.5%151,514CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$33.5M12.0%57,981CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$23.2M8.32%319,966CommonSOLE
464288414MUBISHARES AMT-FREE MUNI BOND ETF$23.1M8.28%223,912CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$22.8M8.15%401,866CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$20.3M7.28%256,434CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$15.9M5.71%315,420CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$15.7M5.63%215,520CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$11.0M3.93%45,037CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$8.6M3.09%96,038CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$6.9M2.49%141,022CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$5.1M1.84%8,128CommonSOLE
464288802SUSAISHARES ESG OPTIMIZED MSCI USA ETF$4.8M1.74%37,899CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$4.2M1.50%13,530CommonSOLE
46435G243SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$3.9M1.41%156,788CommonSOLE
023135106AMZNAMAZON.COM INC$3.4M1.23%15,138CommonSOLE
922042718VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$3.2M1.13%23,371CommonSOLE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$2.9M1.05%62,600CommonSOLE
464287622IWBISHARES TR RUSSELL 1000 INDEX ETF$2.9M1.03%8,296CommonSOLE
921910725VSGXVANGUARD ESG INTERNATIONAL STOCK ETF$2.8M1.01%43,107CommonSOLE
922042676VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF$2.2M0.77%47,302CommonSOLE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$2.0M0.70%48,926CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.6M0.59%9,546CommonSOLE
594918104MSFTMICROSOFT$1.6M0.58%3,161CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$1.2M0.43%1,926CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1.2M0.43%14,439CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.2M0.42%2,019CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.1M0.41%23,177CommonSOLE
464288646IGSBISHARES 1-3 YR CREDIT BOND ETF$958,4560.34%18,232CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$956,2780.34%19,713CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$949,7110.34%999CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$834,3350.30%16,382CommonSOLE
64110L106NFLXNETFLIX COM INC$742,4730.27%614CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$637,0850.23%6,784CommonSOLE
037833100AAPLAPPLE INC$331,5540.12%1,570CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$319,8150.11%675CommonSOLE
64110W102NTESNETEASE INC SPONSORED ADS$244,1820.09%1,794CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$179,8620.06%967CommonSOLE
464287739IYRISHARES US REAL ESTATE ETF$176,0800.06%1,838CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$151,0180.05%984CommonSOLE
464287788IYFISHARES U.S. FINANCIALS ETF$147,1080.05%1,200CommonSOLE
78463X863RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF$143,0050.05%5,360CommonSOLE
149123101CATCATERPILLAR INC COM$142,7300.05%345CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$120,6430.04%400CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$112,6850.04%160CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$88,8020.03%1,076CommonSOLE
67092P888NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF$83,6270.03%2,483CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$83,2910.03%1,240CommonSOLE
88160R101TSLATESLA INC COM$82,7680.03%251CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$79,8410.03%14CommonSOLE
053484101AVBAVALONBAY CMNTYS INC COM$74,7700.03%369CommonSOLE
097023105BABOEING CO COM$72,2670.03%315CommonSOLE
297178105ESSESSEX PPTY TR INC COM$63,5090.02%221CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$62,7960.02%400CommonSOLE
855244109SBUXSTARBUCKS CORP$61,9440.02%660CommonSOLE
29476L107EQREQUITY RESIDENTIAL SH BEN INT$59,7810.02%890CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$59,6270.02%533CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$58,8370.02%202CommonSOLE
922908736VUGVANGUARD GROWTH ETF$57,8420.02%129CommonSOLE
46090E103QQQPOWERSHARES QQQ TR$57,8100.02%103CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$57,2070.02%1,046CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$56,3320.02%469CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$55,2660.02%100CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$55,1510.02%127CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$50,7330.02%259CommonSOLE
922908744VTVVANGUARD VALUE ETF$50,2780.02%283CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$48,5460.02%526CommonSOLE
458140100INTCINTEL CORP COM$45,1370.02%1,954CommonSOLE
75513E101RTXRTX CORPORATION COM$44,6930.02%295CommonSOLE
00287Y109ABBVABBVIE INC COM$39,5790.01%209CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$39,1900.01%2,861CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$36,4760.01%122CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$33,8310.01%84CommonSOLE
464287606IJKISHARES S&P MIDCAP 400 GROWTH INDEX$32,6660.01%352CommonSOLE
464287705IJJISHARES S&P MIDCAP 400 VALUE ETF$32,6650.01%258CommonSOLE
464287226AGGISHARES AGGREGATE BOND ETF$30,9260.01%315CommonSOLE
10316T104BOXBOX INC CL A$28,1170.01%867CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$26,6410.01%91CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$25,8620.01%158CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE$25,6440.01%157CommonSOLE
452308109ITWILLINOIS TOOL WKS INC COM$25,5150.01%100CommonSOLE
02156V109OKLOOKLO INC COM CL A$24,1430.01%350CommonSOLE
166764100CVXCHEVRON CORP NEW COM$22,2100.01%148CommonSOLE
46124J201IVTINLAND AMERICAN REIT$22,1940.01%823CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$18,0930.01%152CommonSOLE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ETF$18,0700.01%126CommonSOLE
580135101MCDMCDONALDS CORP COM$17,2300.01%58CommonSOLE
931142103WMTWALMART INC COM$16,2330.01%171CommonSOLE
501044101KRKROGER CO COM$15,9910.01%224CommonSOLE
13321L108CCJCAMECO CORP COM$15,7940.01%200CommonSOLE
67079K100SMRNUSCALE PWR CORP CL A COM$15,0750.01%300CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$14,1970.01%110CommonSOLE
78464A763SDYSPDR S&P DIVIDEND ETF$14,0420.01%101CommonSOLE
75574U101RCREADY CAPITAL CORP COM$13,1020.00%3,112CommonSOLE
665859104NTRSNORTHERN TR CORP COM$12,7930.00%100CommonSOLE
896239100TRMBTRIMBLE INC COM$12,3320.00%150CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$11,8830.00%51CommonSOLE
042068205ARMARM HOLDINGS PLC SPONSORED ADS$11,7100.00%75CommonSOLE
285512109EAELECTRONIC ARTS INC COM$11,4080.00%76CommonSOLE
904767704UNILEVER PLC SPON ADR NEW$11,3430.00%190CommonSOLE
80105N105SNYSANOFI SPONSORED ADR$10,7270.00%222CommonSOLE
227046109CROXCROCS INC COM$10,5180.00%100CommonSOLE
011659109ALKALASKA AIR GROUP INC COM$10,3890.00%195CommonSOLE
88023B103TEMTEMPUS AI INC CL A$9,6620.00%158CommonSOLE
191216100KOCOCA COLA CO COM$8,8960.00%127CommonSOLE
771049103RBLXROBLOX CORP CL A$8,5910.00%69CommonSOLE
58933Y105MRKMERCK & CO INC COM$7,9960.00%100CommonSOLE
71722W107PHATPHATHOM PHARMACEUTICALS INC COM$7,9500.00%1,000CommonSOLE
369604301GEGE AEROSPACE COM NEW$7,6360.00%29CommonSOLE
61945C103MOSMOSAIC CO NEW COM$7,2480.00%200CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$6,3810.00%50CommonSOLE
780259305SHELSHELL PLC SPON ADS$6,0440.00%86CommonSOLE
058498106BALLBALL CORP COM$5,7850.00%100CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$5,6210.00%235CommonSOLE
98954M101ZGZILLOW GROUP INC CL A$5,5060.00%74CommonSOLE
254687106DISDISNEY WALT CO COM$5,4760.00%45CommonSOLE
717081103PFEPFIZER INC COM$5,4160.00%221CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$5,3930.00%100CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$5,3890.00%50CommonSOLE
031162100AMGNAMGEN INC$5,3060.00%18CommonSOLE
437076102HDHOME DEPOT$5,0320.00%14CommonSOLE
87612E106TGTTARGET CORP COM$4,8630.00%47CommonSOLE
929160109VMCVULCAN MATLS CO COM$4,5320.00%17CommonSOLE
36828A101GEVGE VERNOVA INC COM$4,0230.00%7CommonSOLE
968223305WLYBWILEY JOHN & SONS INC CL B$3,9080.00%100CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$3,4100.00%15CommonSOLE
550021109LULULULULEMON ATHLETICA INC$3,2170.00%14CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$3,1130.00%10CommonSOLE
12468P104AIC3 AI INC CL A$2,7890.00%97CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC COM$2,5540.00%321CommonSOLE
90364P105PATHUIPATH INC CL A$2,5210.00%200CommonSOLE
531914109LWAYLIFEWAY FOODS INC COM$2,5010.00%100CommonSOLE
345370860FFORD MOTOR COMPANY$2,3120.00%207CommonSOLE
654106103NKENIKE INC CLASS B$2,0290.00%28CommonSOLE
81730H109SSENTINELONE INC CL A$1,7850.00%99CommonSOLE
464288224ICLNISHARES GLOBAL CLEAN ENERGY ETF$1,6470.00%121CommonSOLE
29444U700EQIXEQUINIX INC COM$1,5560.00%2CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC COM$1,5090.00%20CommonSOLE
38387Q105PEWGRABAGUN DIGITAL HLDGS INC COMMON STOCK$1,5020.00%150CommonSOLE
097023204BA 6 10/15/27BOEING CO DEP CONV PFD A$1,4920.00%20CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10$1,4920.00%200CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$1,4190.00%5CommonSOLE
00206R102TAT&T INC COM$1,4140.00%52CommonSOLE
733245104PRCHPORCH GROUP INC COM$1,3480.00%100CommonSOLE
92942W107KLGWK KELLOGG CO COM SHS$1,2140.00%52CommonSOLE
931427108WFCWALGREENS BOOTS ALLIANCE INC COM$1,1490.00%100CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC CL A$1,0480.00%14CommonSOLE
87151X101SYMSYMBOTIC INC CLASS A COM$9360.00%17CommonSOLE
235851102DHRDANAHER CORP$7620.00%4CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$7080.00%30CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$6840.00%9CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$5800.00%11CommonSOLE
844741108LUVSOUTHWEST AIRLS CO COM$5480.00%15CommonSOLE
26210C104DBXDROPBOX INC CL A$5410.00%20CommonSOLE
364760108GAPGAP INC COM$4640.00%23CommonSOLE
256163106DOCUDOCUSIGN INC COM$3970.00%5CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$3330.00%5CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ INC COM$3230.00%4CommonSOLE
88688T100TLRYEURTILRAY BRANDS INC COM$3130.00%504CommonSOLE
247361702DALDELTA AIR LINES INC DEL CMN$2810.00%5CommonSOLE
G3265R107APTVAPTIV PLC COM SHS$2730.00%4CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$2680.00%21CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$2220.00%2CommonSOLE
92556V106VTRSVIATRIS INC COM$2130.00%24CommonSOLE
45257U108IMNMIMMUNOME INC COM$2120.00%20CommonSOLE
46429B655FLOTISHARES FLOATING RATE BOND ETF$2040.00%4CommonSOLE
922020805VTIPVANGUARD SHORT TERM INFL-PROTECTED$1500.00%3CommonSOLE
549498103CCIVGBPLUCID GROUP INC COM$1220.00%40CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$1030.00%1CommonSOLE
68622V106OGNORGANON & CO COMMON STOCK$950.00%10CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$880.00%1CommonSOLE
02319V103ABEVAMBEV SA SPONSORED ADR$710.00%30CommonSOLE
06738C778DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$710.00%2CommonSOLE
92556H2060VVBPARAMOUNT GLOBAL CLASS B COM$650.00%5CommonSOLE
500255104KSSKOHLS CORP COM$490.00%5CommonSOLE
62914V106NIONIO INC SPON ADS$440.00%10CommonSOLE
20337X109VISNCOMMSCOPE HLDG CO INC COM$390.00%5CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC CL A COM$190.00%3CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE INC COM CL A$170.00%12CommonSOLE
38268T103GPROGOPRO INC CL A$80.00%9CommonSOLE
670002401NVAXNOVAVAX INC COM NEW$70.00%1CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC CL A NEW$70.00%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.