Bear Mountain Capital, Inc.

Name: Bear Mountain Capital, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002009419 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

Bear Mountain Capital, Inc. reported 214 positions worth $345.2M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VO (15.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$345.2M

2026 Q2

Positions

214

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

79.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 214 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VO	VANGUARD MID CAP	SH	$54.1M	15.68%	669,702	—	—
▸ 2	VOO	VANGUARD S&P 500 ETF	SH	$41.9M	12.13%	60,572	—	—
▸ 3	SUB	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	SH	$30.0M	8.69%	282,429	—	—
▸ 4	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$29.7M	8.59%	420,237	—	—
▸ 5	SCZ	ISHARES MSCI EAFE SMALL CAP ETF	SH	$28.6M	8.28%	343,768	—	—
▸ 6	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	SH	$23.2M	6.71%	294,695	—	—
▸ 7	VGSH	VANGUARD SHORT-TERM TREASURY ETF	SH	$23.0M	6.67%	396,374	—	—
▸ 8	VWO	VANGUARD FTSE EMERGING MARKETS ETF	SH	$19.7M	5.71%	333,463	—	—
▸ 9	VB	VANGUARD SMALL CAP ETF	SH	$14.4M	4.18%	48,633	—	—
▸ 10	VNQ	VANGUARD REAL ESTATE ETF	SH	$10.8M	3.11%	110,199	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bear Mountain Capital, Inc. hold as of Q2 2026?

Bear Mountain Capital, Inc. reported 214 positions worth $345.2M in its Q2 2026 13F filing. Largest positions: VO (15.7%), VOO (12.1%), SUB (8.7%), VEA (8.6%) and SCZ (8.3%).

What did Bear Mountain Capital, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bear Mountain Capital, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.