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Bear Mountain Capital, Inc.

Q1 2026 · 13F-HR

Bear Mountain Capital, Inc.holdings as filed

Filed 2026-05-12 · accession 0002009419-26-000002

$332.6M
Reported value
198
Positions
2026-03-31
Period end
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The Brief · Bear Mountain Capital, Inc. · Q1 2026

AI · grounded in 13F

Bear Mountain Capital, Inc. established a new position in SUB valued at $27.6M. The fund also opened a new position in VGSH for $22.7M and increased its holdings in VCSH by 14%. On the sell side, the fund nearly exited its positions in BND and MUB, while completely liquidating EAGG.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908629VOVANGUARD MID CAP$50.6M15.2%164,192CommonSOLE
922908363VOOVANGUARD S&P 500 ETF$39.0M11.7%59,800CommonSOLE
921943858VEAVANGUARD FTSE DEVELOPED MARKETS ETF$28.8M8.64%414,769CommonSOLE
464288273SCZISHARES MSCI EAFE SMALL CAP ETF$28.2M8.48%333,626CommonSOLE
464288158SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD$27.6M8.31%258,958CommonSOLE
92206C409VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF$23.6M7.10%297,165CommonSOLE
92206C102VGSHVANGUARD SHORT-TERM TREASURY ETF$22.7M6.83%387,737CommonSOLE
922042858VWOVANGUARD FTSE EMERGING MARKETS ETF$19.2M5.78%326,655CommonSOLE
922908751VBVANGUARD SMALL CAP ETF$13.8M4.14%48,121CommonSOLE
922908553VNQVANGUARD REAL ESTATE ETF$10.4M3.12%106,878CommonSOLE
92203J407BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF$8.2M2.46%169,373CommonSOLE
464287200IVVISHARES CORE S&P 500 ETF$5.8M1.74%8,128CommonSOLE
464288802SUSAISHARES ESG OPTIMIZED MSCI USA ETF$5.5M1.66%38,454CommonSOLE
922907746VTEBVANGUARD TAX-EXEMPT BOND ETF$4.9M1.47%97,074CommonSOLE
922908769VTIVANGUARD TOTAL STOCK MARKET ETF$4.7M1.42%13,449CommonSOLE
46435G243SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF$3.9M1.16%153,847CommonSOLE
922042718VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF$3.6M1.09%22,754CommonSOLE
921910725VSGXVANGUARD ESG INTERNATIONAL STOCK ETF$3.4M1.01%42,826CommonSOLE
464287622IWBISHARES TR RUSSELL 1000 INDEX ETF$3.2M0.97%8,296CommonSOLE
023135106AMZNAMAZON.COM INC$3.2M0.95%12,790CommonSOLE
922042676VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF$2.4M0.74%51,079CommonSOLE
46434G863ESGEISHARES ESG AWARE MSCI EM ETF$2.3M0.69%45,597CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$1.8M0.54%8,833CommonSOLE
46432F842IEFAISHARES CORE MSCI EAFE ETF$1.4M0.41%14,186CommonSOLE
78462F103SPYSTATE STREET SPDR S&P 500 ETF$1.4M0.41%1,926CommonSOLE
78467Y107MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST$1.4M0.41%2,019CommonSOLE
464287234EEMISHARES MSCI EMERGING MARKETS ETF$1.3M0.38%19,966CommonSOLE
594918104MSFTMICROSOFT$1.2M0.37%2,952CommonSOLE
46435G672IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$1.2M0.35%23,396CommonSOLE
464288646IGSBISHARES 1-3 YR CREDIT BOND ETF$1.0M0.32%19,901CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$956,7740.29%959CommonSOLE
464287499IWRISHARES RUSSELL MIDCAP ETF$694,2860.21%6,635CommonSOLE
64110L106NFLXNETFLIX COM INC$561,7730.17%5,924CommonSOLE
037833100AAPLAPPLE INC$406,1580.12%1,487CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW$318,6540.10%675CommonSOLE
464287739IYRISHARES US REAL ESTATE ETF$256,0100.08%2,480CommonSOLE
464288414MUBISHARES AMT-FREE MUNI BOND ETF$246,1690.07%2,292CommonSOLE
149123101CATCATERPILLAR INC COM$237,9230.07%298CommonSOLE
02079K107GOOGALPHABET INC CAP STK CL C$214,7040.06%640CommonSOLE
64110W102NTESNETEASE COM INC SPONSORED ADS$211,3120.06%1,788CommonSOLE
464287788IYFISHARES U.S. FINANCIALS ETF$151,0440.05%1,200CommonSOLE
78463X863RWXSTATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF$134,6760.04%4,686CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC CL A$132,5510.04%909CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC COM$109,9800.03%400CommonSOLE
922042775VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND$100,7620.03%1,240CommonSOLE
458140100INTCINTEL CORP COM$88,5640.03%1,348CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING INC COM$80,9070.02%400CommonSOLE
097023105BABOEING CO COM$80,6410.02%358CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$73,8000.02%110CommonSOLE
464287804IJRISHARES CORE S&P SMALL CAP ETF$72,5680.02%533CommonSOLE
67092P888NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF$71,0950.02%1,755CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC COM$67,2110.02%350CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD SPONSORED ADS$65,6750.02%469CommonSOLE
053484101AVBAVALONBAY CMNTYS INC COM$65,0770.02%369CommonSOLE
922908736VUGVANGUARD GROWTH ETF$63,5430.02%129CommonSOLE
464287614IWFISHARES RUSSELL 1000 GROWTH ETF$59,8160.02%126CommonSOLE
464287598IWDISHARES RUSSELL 1000 VALUE ETF$58,1860.02%256CommonSOLE
922908744VTVVANGUARD VALUE ETF$57,8030.02%283CommonSOLE
297178105ESSESSEX PPTY TR INC COM$57,1370.02%221CommonSOLE
92537N108VRTVERTIV HOLDINGS CO COM CL A$56,5940.02%180CommonSOLE
29476L107EQREQUITY RESIDENTIAL SH BEN INT$56,4530.02%890CommonSOLE
921937835BNDVANGUARD TOTAL BOND MARKET ETF$56,0290.02%757CommonSOLE
88160R101TSLATESLA INC COM$51,9060.02%132CommonSOLE
855244109SBUXSTARBUCKS CORP$51,1580.02%517CommonSOLE
46625H100JPMJPMORGAN CHASE & CO COM$48,1820.01%152CommonSOLE
921932505VOOGVANGUARD S&P 500 GROWTH ETF$38,6100.01%84CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$38,1460.01%643CommonSOLE
464287606IJKISHARES S&P MIDCAP 400 GROWTH INDEX$36,9910.01%335CommonSOLE
76954A103RIVNRIVIAN AUTOMOTIVE INC COM CL A$36,8960.01%2,181CommonSOLE
464287705IJJISHARES S&P MIDCAP 400 VALUE ETF$35,4380.01%249CommonSOLE
464287648IWOISHARES RUSSELL 2000 GROWTH ETF$32,6430.01%91CommonSOLE
464287630IWNISHARES RUSSELL 2000 VALUE$32,5920.01%157CommonSOLE
46654Q203JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF$32,0350.01%546CommonSOLE
464287226AGGISHARES AGGREGATE BOND ETF$31,3630.01%314CommonSOLE
464287457SHYISHARES 1-3 YEAR TREASURY BOND ETF$31,3050.01%379CommonSOLE
13321L108CCJCAMECO CORP COM$30,9050.01%250CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$29,8570.01%129CommonSOLE
75513E101RTXRTX CORPORATION COM$28,9770.01%148CommonSOLE
46124J201IVTINLAND AMERICAN REIT$27,5600.01%844CommonSOLE
166764100CVXCHEVRON CORPORATION COM$27,1370.01%148CommonSOLE
57636Q104MAMASTERCARD INCORPORATED CL A$25,8330.01%50CommonSOLE
00287Y109ABBVABBVIE INC COM$23,1460.01%114CommonSOLE
92206C649VTWVVANGUARD RUSSELL 2000 VALUE ETF$22,9570.01%126CommonSOLE
46429B663HDVISHARES CORE HIGH DIVIDEND ETF$20,8110.01%156CommonSOLE
10316T104BOXBOX INC CL A$20,7560.01%867CommonSOLE
02156V109OKLOOKLO INC COM CL A$20,4390.01%300CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$20,2610.01%61CommonSOLE
931142103WMTWALMART INC COM$19,4140.01%152CommonSOLE
038169207APLDAPPLIED DIGITAL CORP COM NEW$19,3140.01%600CommonSOLE
011659109ALKALASKA AIR GROUP INC COM$16,1620.00%371CommonSOLE
78464A763SDYSTATE STREET SPDR S&P DIVIDEND ETF$15,4020.00%103CommonSOLE
501044101KRKROGER CO COM$15,2070.00%224CommonSOLE
46138G649QQQMINVESCO NASDAQ 100 ETF$13,7490.00%52CommonSOLE
916896103UECURANIUM ENERGY CORP COM$13,6170.00%900CommonSOLE
042068205ARMARM HOLDINGS PLC SPONSORED ADS$13,0820.00%75CommonSOLE
896239100TRMBTRIMBLE INC COM$10,8800.00%157CommonSOLE
532257805LPTHLIGHTPATH TECHNOLOGIES INC COM CL A$10,0100.00%700CommonSOLE
191216100KOCOCA COLA CO COM$9,6550.00%128CommonSOLE
88023B103TEMTEMPUS AI INC CL A$8,9970.00%158CommonSOLE
65340P106NXENEXGEN ENERGY LTD COM$8,8970.00%700CommonSOLE
008073108AVAVAEROVIRONMENT INC COM$7,8890.00%40CommonSOLE
67079K100SMRNUSCALE PWR CORP CL A COM$7,6740.00%600CommonSOLE
68236H204ONDSONDAS INC COM NEW$7,5110.00%700CommonSOLE
82509L107SHOPSHOPIFY INC CL A SUB VTG SHS$7,2380.00%54CommonSOLE
682143102OMEROMEROS CORP COM$6,5330.00%485CommonSOLE
031162100AMGNAMGEN INC$6,3030.00%18CommonSOLE
30212P303EXPEEXPEDIA INC DEL COM$5,7380.00%21CommonSOLE
464285204IAUISHARES GOLD TRUST$5,7060.00%63CommonSOLE
09175A206BMNRBITMINE IMMERSION TECHS INC COM NEW$5,6330.00%250CommonSOLE
580135101MCDMCDONALDS CORP COM$5,2180.00%17CommonSOLE
369604301GEGE AEROSPACE COM NEW$5,1650.00%17CommonSOLE
437076102HDHOME DEPOT$4,9140.00%14CommonSOLE
61945C103MOSMOSAIC CO COM$4,8220.00%200CommonSOLE
36828A101GEVGE VERNOVA INC COM$3,9640.00%4CommonSOLE
025816109AXPAMERICAN EXPRESS CO COM$3,8210.00%12CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$3,6330.00%84CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC COM$3,5830.00%100CommonSOLE
94106L109WMWASTE MGMT INC DEL COM$3,3630.00%15CommonSOLE
26922A420QTUMDEFIANCE QUANTUM ETF$3,2650.00%25CommonSOLE
345370860FFORD MOTOR COMPANY$3,2540.00%253CommonSOLE
90364P105PATHUIPATH INC CL A$2,5010.00%237CommonSOLE
464288224ICLNISHARES GLOBAL CLEAN ENERGY ETF$2,4030.00%122CommonSOLE
550021109LULULULULEMON ATHLETICA INC$2,3350.00%14CommonSOLE
29444U700EQIXEQUINIX INC COM$2,2080.00%2CommonSOLE
75574U101RCREADY CAPITAL CORP COM$2,1840.00%1,092CommonSOLE
742718109PGPROCTER & GAMBLE CO COM$2,1670.00%15CommonSOLE
254687106DISDISNEY WALT CO COM$2,1590.00%20CommonSOLE
097023204BA 6 10/15/27BOEING CO DEP CONV PFD A$1,9390.00%27CommonSOLE
81730H109SSENTINELONE INC CL A$1,8560.00%130CommonSOLE
87151X101SYMSYMBOTIC INC CLASS A COM$1,6520.00%25CommonSOLE
08975B109BBAIBIGBEAR AI HLDGS INC COM$1,5790.00%411CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC COM$1,5380.00%28CommonSOLE
015271109AREALEXANDRIA REAL ESTATE EQ INC COM$1,5030.00%31CommonSOLE
00206R102TAT&T INC COM$1,4180.00%54CommonSOLE
003261104BCIABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF$1,4090.00%59CommonSOLE
654106103NKENIKE INC CLASS B$1,3010.00%28CommonSOLE
12468P104AIC3 AI INC CL A$1,2420.00%132CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND SHS CLASS A$1,0000.00%5CommonSOLE
733245104PRCHPORCH GROUP INC COM$7980.00%100CommonSOLE
235851102DHRDANAHER CORP$7870.00%4CommonSOLE
65339F101NEENEXTERA ENERGY INC COM$7360.00%8CommonSOLE
806857108SLBSLB LIMITED COM STK$7310.00%14CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$7110.00%25CommonSOLE
844741108LUVSOUTHWEST AIRLS CO COM$6270.00%15CommonSOLE
364760108GAPGAP INC COM$6270.00%23CommonSOLE
717081103PFEPFIZER INC COM$6170.00%22CommonSOLE
G66721104NCLHNORWEGIAN CRUISE LINE HLDGS LT SHS$6080.00%30CommonSOLE
58933Y105MRKMERCK & CO INC COM$5860.00%5CommonSOLE
934423104WBDWARNER BROS DISCOVERY INC COM SER A$5760.00%21CommonSOLE
G65431127NENOBLE CORP PLC ORD SHS A$5600.00%12CommonSOLE
G48833118WFRDWEATHERFORD INTL PLC ORD SHS$5010.00%5CommonSOLE
26210C104DBXDROPBOX INC CL A$4870.00%20CommonSOLE
94419L101WWAYFAIR INC CL A$4870.00%6CommonSOLE
45257U108IMNMIMMUNOME INC COM$4850.00%20CommonSOLE
919794107VLYVALLEY NATL BANCORP COM$4760.00%35CommonSOLE
423452101HPHELMERICH & PAYNE INC COM$4710.00%14CommonSOLE
38387Q105PEWGRABAGUN DIGITAL HLDGS INC COMMON STOCK$4550.00%150CommonSOLE
461202103INTUINTUIT INC$4050.00%1CommonSOLE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK$3710.00%5CommonSOLE
247361702DALDELTA AIR LINES INC DEL CMN$3560.00%5CommonSOLE
H17182108CRSPCRISPR THERAPEUTICS AG NAMEN AKT$3460.00%6CommonSOLE
918204108VFCV F CORP COM$3440.00%16CommonSOLE
109696104BCOBRINKS CO COM$3420.00%3CommonSOLE
02079K305GOOGLGOOGLE INC$3370.00%1CommonSOLE
91324P102UNHUNITEDHEALTH GROUP$3230.00%1CommonSOLE
375558103GILDGILEAD SCIENCES INC COM$2720.00%2CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW$2630.00%1CommonSOLE
464288521USRTISHARES CORE U.S. REIT ETF$2590.00%4CommonSOLE
G3265R107APTVAPTIV PLC COM SHS$2430.00%4CommonSOLE
256163106DOCUDOCUSIGN INC COM$2390.00%5CommonSOLE
464288281EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF$2380.00%2CommonSOLE
126650100CVSCVS HEALTH CORP COM$2300.00%3CommonSOLE
881624209TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS$2240.00%7CommonSOLE
923725105VETVERMILION ENERGY INC COM$2100.00%18CommonSOLE
46429B655FLOTISHARES FLOATING RATE BOND ETF$2040.00%4CommonSOLE
589378108MRCYMERCURY SYS INC COM$1680.00%2CommonSOLE
98956A105ZETAZETA GLOBAL HOLDINGS CORP CL A$1630.00%9CommonSOLE
922020805VTIPVANGUARD SHORT TERM INFL-PROTECTED$1510.00%3CommonSOLE
46435U853USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF$1120.00%3CommonSOLE
464287465EFAISHARES MSCI EAFE ETF$1040.00%1CommonSOLE
02319V103ABEVAMBEV SA SPONSORED ADR$980.00%32CommonSOLE
20337X109VISNVISTANCE NETWORKS INC COM$960.00%5CommonSOLE
06738C778DJPIPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN$940.00%2CommonSOLE
92206C771VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF$940.00%2CommonSOLE
92338C103VLTOVERALTO CORP COM SHS$910.00%1CommonSOLE
92206C870VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$840.00%1CommonSOLE
808524870SCHPSCHWAB US TIPS ETF$810.00%3CommonSOLE
500255104KSSKOHLS CORP COM$770.00%5CommonSOLE
62914V106NIONIO INC SPON ADS$670.00%10CommonSOLE
69932A204PSKYPARAMOUNT SKYDANCE CORP COM CL B$600.00%5CommonSOLE
G9600F104VGNTVERSIGENT PLC ORDINARY SHARES$350.00%1CommonSOLE
549498202LCIDLUCID GROUP INC COM NEW$270.00%4CommonSOLE
70614W100PTONPELOTON INTERACTIVE INC CL A COM$160.00%3CommonSOLE
38268T103GPROGOPRO INC CL A$120.00%9CommonSOLE
46435U549EAGGISHARES ESG AWARE US AGGREGATE BOND ETF$100.00%0CommonSOLE
670002401NVAXNOVAVAX INC COM NEW$80.00%1CommonSOLE
96328L2052CHWHEELS UP EXPERIENCE INC COM CL A$50.00%12CommonSOLE
00165C302AMCAMC ENTMT HLDGS INC CL A NEW$40.00%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.