Portfolio (Quarterly)
Guide ↗
Bear Mountain Capital, Inc.
· CIK 0002009419| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | SMCI | SUPER MICRO COMPUTER INC COM NEW | Technology | 30.0 | $838.0 | — | +5.0 | +20.0% | $27.93 | +32.7% |
| 42 | PFE | PFIZER INC COM | Healthcare | 23.0 | $552.0 | — | +1.0 | +4.5% | $24.00 | +16.5% |
| 43 | VISN | VISTANCE NETWORKS INC COM | Technology | 10.0 | $122.0 | — | +5.0 | +100.0% | $12.20 | -50.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.3%
Consumer Cyclical
26.3%
Financial Services
22.7%
Consumer Defensive
7.1%
Industrials
4.5%
Communication Services
3.9%
Real Estate
1.8%
Healthcare
0.7%
Energy
0.5%
Utilities
0.2%