Portfolio (Quarterly)
Guide ↗
Bear Mountain Capital, Inc.
· CIK 0002009419| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IYF | ISHARES U.S. FINANCIALS ETF | — | 1,200 | $151K | 0.04% | SOLD |
| 2 | LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | Technology | 700 | $10K | 0.00% | SOLD |
| 3 | AVAV | AEROVIRONMENT INC COM | Industrials | 40 | $8K | 0.00% | SOLD |
| 4 | ONDS | ONDAS INC COM NEW | Technology | 700 | $8K | 0.00% | SOLD |
| 5 | INTU | INTUIT INC | Technology | 1 | $405.0 | — | SOLD |
| 6 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 3 | $112.0 | — | SOLD |
| 7 | VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | — | 1 | $84.0 | — | SOLD |
| 8 | — | WHEELS UP EXPERIENCE INC COM CL A | — | 12 | $5.0 | — | SOLD |
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%