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Bear Mountain Capital, Inc.

Q4 2025 · 13F-HR

Bear Mountain Capital, Inc.holdings as filed

Filed 2026-01-22 · accession 0002009419-26-000001

$309.8M
Reported value
199
Positions
2025-12-31
Period end
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The Brief · Bear Mountain Capital, Inc. · Q4 2025

AI · grounded in 13F

Bear Mountain Capital, Inc. increased its position in NFLX by 900%. The fund also accumulated shares of VTEB, increasing the position by 418.34%. Conversely, the fund trimmed its holdings in META by 32.52% and AMZN by 9.5%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908629VOVANGUARD MID CAP$47.2M15.2%156,527CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$37.1M12.0%58,303CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$26.4M8.53%407,057CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$26.2M8.45%325,320CommonSOLE
464288414MUBISHARES AMT-FREE MUNI BOND ETF$24.1M7.77%223,423CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$20.8M6.71%260,660CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$18.1M5.86%244,100CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$17.8M5.75%316,272CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$12.8M4.13%46,422CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$9.1M2.94%99,490CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$7.3M2.36%150,520CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$5.7M1.82%8,128CommonSOLE
464288802SUSAISHARES ESG OPTIMIZED MSCI USA ETF$5.3M1.72%37,505CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$5.2M1.68%102,548CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$4.6M1.49%13,456CommonSOLE
46435G243SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$3.8M1.22%149,407CommonSOLE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$3.4M1.11%71,711CommonSOLE
922042718VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$3.4M1.10%22,833CommonSOLE
023135106AMZNAMAZON.COM INC$3.3M1.05%13,688CommonSOLE
921910725VSGXVANGUARD ESG INTERNATIONAL STOCK ETF$3.2M1.03%42,626CommonSOLE
464287622IWBISHARES TR RUSSELL 1000 INDEX ETF$3.1M1.02%8,296CommonSOLE
922042676VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF$2.3M0.76%49,586CommonSOLE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$2.2M0.69%45,930CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.7M0.54%9,018CommonSOLE
594918104MSFTMICROSOFT$1.4M0.45%3,021CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$1.3M0.43%1,926CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1.3M0.42%14,204CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRUST$1.3M0.42%2,019CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$1.2M0.38%23,617CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.2M0.38%20,056CommonSOLE
464288646IGSBISHARES 1-3 YR CREDIT BOND ETF$1.1M0.35%20,236CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$958,2000.31%1,002CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$682,9640.22%6,756CommonSOLE
64110L106NFLXNETFLIX COM INC$534,4640.17%6,070CommonSOLE
037833100AAPLAPPLE INC$406,0900.13%1,573CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$332,5190.11%675CommonSOLE
464287739IYRISHARES US REAL ESTATE ETF$266,9300.09%2,751CommonSOLE
64110W102NTESNETEASE INC SPONSORED ADS$241,9780.08%1,778CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$233,0890.08%700CommonSOLE
149123101CATCATERPILLAR INC COM$192,8600.06%298CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$156,2740.05%883CommonSOLE
464287788IYFISHARES U.S. FINANCIALS ETF$155,7120.05%1,200CommonSOLE
78463X863RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF$138,6590.04%4,833CommonSOLE
458140100INTCINTEL CORP COM$107,7540.03%2,230CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$104,0170.03%400CommonSOLE
88160R101TSLATESLA INC COM$101,6930.03%232CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$95,1450.03%1,240CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$91,1680.03%400CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$80,0870.03%469CommonSOLE
097023105BABOEING CO COM$78,4340.03%317CommonSOLE
67092P888NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF$73,6430.02%1,968CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$72,7030.02%14CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$68,7890.02%533CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$68,2880.02%110CommonSOLE
053484101AVBAVALONBAY CMNTYS INC COM$66,7150.02%369CommonSOLE
46090E103QQQPOWERSHARES QQQ TR$64,0430.02%103CommonSOLE
922908736VUGVANGUARD GROWTH ETF$62,6410.02%129CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$62,4710.02%202CommonSOLE
855244109SBUXSTARBUCKS CORP$62,2930.02%668CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$59,3040.02%126CommonSOLE
75513E101RTXRTX CORPORATION COM$58,9500.02%295CommonSOLE
922908744VTVVANGUARD VALUE ETF$56,1500.02%283CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$56,1150.02%256CommonSOLE
297178105ESSESSEX PPTY TR INC COM$56,0280.02%221CommonSOLE
29476L107EQREQUITY RESIDENTIAL SH BEN INT$54,4410.02%890CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$48,8020.02%2,861CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$47,5590.02%640CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$44,9800.01%122CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$38,4240.01%464CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$37,3840.01%84CommonSOLE
464287606IJKISHARES S&P MIDCAP 400 GROWTH INDEX$35,9530.01%347CommonSOLE
464287705IJJISHARES S&P MIDCAP 400 VALUE ETF$35,6580.01%256CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$35,0730.01%160CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$32,1550.01%546CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$31,6870.01%91CommonSOLE
464287226AGGISHARES AGGREGATE BOND ETF$31,2160.01%311CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$31,0570.01%180CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE$30,6890.01%157CommonSOLE
13321L108CCJCAMECO CORP COM$28,2100.01%250CommonSOLE
02156V109OKLOOKLO INC COM CL A$27,4350.01%300CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$27,1330.01%50CommonSOLE
166764100CVXCHEVRON CORP NEW COM$24,6030.01%148CommonSOLE
00287Y109ABBVABBVIE INC COM$24,4540.01%113CommonSOLE
46124J201IVTINLAND AMERICAN REIT$24,0050.01%837CommonSOLE
10316T104BOXBOX INC CL A$23,0360.01%867CommonSOLE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ETF$21,6390.01%126CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$19,6670.01%155CommonSOLE
50077B207KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW$18,6840.01%150CommonSOLE
931142103WMTWALMART INC COM$18,0550.01%151CommonSOLE
038169207APLDAPPLIED DIGITAL CORP COM NEW$17,6100.01%500CommonSOLE
916896103UECURANIUM ENERGY CORP COM$15,7230.01%900CommonSOLE
285512109EAELECTRONIC ARTS INC COM$15,5150.01%76CommonSOLE
78464A763SDYSTATE STREET SPDR S&P DIVIDEND ETF$15,0590.00%103CommonSOLE
501044101KRKROGER CO COM$13,9980.00%224CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$13,1990.00%52CommonSOLE
580135101MCDMCDONALDS CORP COM$12,3450.00%40CommonSOLE
896239100TRMBTRIMBLE INC COM$12,1260.00%154CommonSOLE
67079K100SMRNUSCALE PWR CORP CL A COM$11,3400.00%600CommonSOLE
88023B103TEMTEMPUS AI INC CL A$10,9200.00%158CommonSOLE
011659109ALKALASKA AIR GROUP INC COM$10,0290.00%202CommonSOLE
191216100KOCOCA COLA CO COM$9,0030.00%128CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$8,2700.00%52CommonSOLE
65340P106NXENEXGEN ENERGY LTD COM$8,2040.00%700CommonSOLE
042068205ARMARM HOLDINGS PLC SPONSORED ADS$7,8530.00%75CommonSOLE
09175A206BMNRBITMINE IMMERSION TECNOLOGIES COM NEW$7,7180.00%250CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$7,5710.00%20CommonSOLE
031162100AMGNAMGEN INC$5,9410.00%18CommonSOLE
771049103RBLXROBLOX CORP CL A$5,8410.00%69CommonSOLE
835699307SONYSONY GROUP CORP SPONSORED ADR$5,6680.00%235CommonSOLE
61945C103MOSMOSAIC CO NEW COM$5,5160.00%200CommonSOLE
464285204IAUISHARES GOLD TRUST$5,4630.00%63CommonSOLE
369604301GEGE AEROSPACE COM NEW$5,4420.00%17CommonSOLE
437076102HDHOME DEPOT$5,3080.00%14CommonSOLE
532257805LPTHLIGHTPATH TECHNOLOGIES INC COM CL A$5,2680.00%400CommonSOLE
68236H204ONDSONDAS HOLDINGS INC COM NEW$5,1280.00%400CommonSOLE
98954M101ZGZILLOW GROUP INC CL A$4,9710.00%74CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$4,5360.00%84CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$4,0360.00%100CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$3,9680.00%11CommonSOLE
90364P105PATHUIPATH INC CL A$3,3150.00%224CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$3,2980.00%15CommonSOLE
345370860FFORD MOTOR COMPANY$3,2970.00%239CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,8700.00%14CommonSOLE
36828A101GEVGE VERNOVA INC COM$2,5700.00%4CommonSOLE
75574U101RCREADY CAPITAL CORP COM$2,4130.00%1,092CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC COM$2,3140.00%375CommonSOLE
254687106DISDISNEY WALT CO COM$2,3040.00%20CommonSOLE
464288224ICLNISHARES GLOBAL CLEAN ENERGY ETF$2,1410.00%122CommonSOLE
097023204BA 6 10/15/27BOEING CO DEP CONV PFD A$1,9510.00%25CommonSOLE
654106103NKENIKE INC CLASS B$1,8090.00%28CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC COM$1,7640.00%25CommonSOLE
81730H109SSENTINELONE INC CL A$1,6690.00%119CommonSOLE
29444U700EQIXEQUINIX INC COM$1,6040.00%2CommonSOLE
12468P104AIC3 AI INC CL A$1,5850.00%117CommonSOLE
87151X101SYMSYMBOTIC INC CLASS A COM$1,5160.00%23CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$1,4640.00%5CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ INC COM$1,4550.00%25CommonSOLE
00206R102TAT&T INC COM$1,2720.00%54CommonSOLE
003261104BCIABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF$1,1970.00%59CommonSOLE
98980L101ZNGAZOOM COMMUNICATIONS INC CL A$1,1410.00%14CommonSOLE
235851102DHRDANAHER CORP$9640.00%4CommonSOLE
733245104PRCHPORCH GROUP INC COM$9090.00%100CommonSOLE
94419L101WWAYFAIR INC CL A$7100.00%6CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS$6860.00%30CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$6580.00%8CommonSOLE
806857108SLBSLB LIMITED COM STK$6520.00%14CommonSOLE
844741108LUVSOUTHWEST AIRLS CO COM$6470.00%15CommonSOLE
364760108GAPGAP INC COM$6270.00%23CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$5980.00%21CommonSOLE
717081103PFEPFIZER INC COM$5710.00%22CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$5670.00%19CommonSOLE
461202103INTUINTUIT INC$5550.00%1CommonSOLE
58933Y105MRKMERCK & CO INC COM$5550.00%5CommonSOLE
26210C104DBXDROPBOX INC CL A$5300.00%20CommonSOLE
38387Q105PEWGRABAGUN DIGITAL HLDGS INC COMMON STOCK$4790.00%150CommonSOLE
45257U108IMNMIMMUNOME INC COM$4570.00%20CommonSOLE
423452101HPHELMERICH & PAYNE INC COM$4520.00%14CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC ORD SHS$4210.00%5CommonSOLE
919794107VLYVALLEY NATL BANCORP COM$4210.00%35CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$4130.00%5CommonSOLE
G65431127NENOBLE CORP PLC ORD SHS A$3960.00%12CommonSOLE
109696104BCOBRINKS CO COM$3740.00%3CommonSOLE
247361702DALDELTA AIR LINES INC DEL CMN$3570.00%5CommonSOLE
91324P102UNHUNITEDHEALTH GROUP$3390.00%1CommonSOLE
02079K305GOOGLGOOGLE INC$3330.00%1CommonSOLE
G3265R107APTVAPTIV PLC COM SHS$3300.00%4CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG NAMEN AKT$3250.00%6CommonSOLE
918204108VFCV F CORP COM$3070.00%16CommonSOLE
256163106DOCUDOCUSIGN INC COM$2980.00%5CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$2500.00%1CommonSOLE
126650100CVSCVS HEALTH CORP COM$2440.00%3CommonSOLE
375558103GILDGILEAD SCIENCES INC COM$2430.00%2CommonSOLE
464288521USRTISHARES CORE U.S. REIT ETF$2360.00%4CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$2360.00%2CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS$2260.00%7CommonSOLE
589378108MRCYMERCURY SYS INC COM$2060.00%2CommonSOLE
46429B655FLOTISHARES FLOATING RATE BOND ETF$2040.00%4CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP CL A$1940.00%9CommonSOLE
923725105VETVERMILION ENERGY INC COM$1540.00%18CommonSOLE
922020805VTIPVANGUARD SHORT TERM INFL-PROTECTED$1480.00%3CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$1130.00%3CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$1030.00%1CommonSOLE
500255104KSSKOHLS CORP COM$1010.00%5CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$990.00%1CommonSOLE
20337X109VISNVISTANCE NETWORKS INC COM$960.00%5CommonSOLE
046353108AZNNASTRAZENECA PLC SPONSORED ADR$940.00%1CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$940.00%2CommonSOLE
92206C870VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$840.00%1CommonSOLE
02319V103ABEVAMBEV SA SPONSORED ADR$830.00%32CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$800.00%3CommonSOLE
06738C778DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$790.00%2CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP COM CL B$600.00%5CommonSOLE
62914V106NIONIO INC SPON ADS$460.00%10CommonSOLE
549498202LCIDLUCID GROUP INC COM NEW$400.00%4CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC CL A COM$200.00%3CommonSOLE
38268T103GPROGOPRO INC CL A$130.00%9CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE INC COM CL A$110.00%12CommonSOLE
670002401NVAXNOVAVAX INC COM NEW$70.00%1CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC CL A NEW$30.00%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.