Bear Mountain Capital, Inc.
CIK 0002009419 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
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
Top Holdings
VO
VANGUARD MID CAP
15.7%
VOO
VANGUARD S&P 500 ETF
12.1%
SUB
ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD
8.7%
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
8.6%
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
8.3%
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
6.7%
VGSH
VANGUARD SHORT-TERM TREASURY ETF
6.7%
VWO
VANGUARD FTSE EMERGING MARKETS ETF
5.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.