Portfolio (Quarterly)
Guide ↗
Bear Mountain Capital, Inc.
· CIK 0002009419| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | NUKZ | RANGE NUCLEAR RENAISSANCE INDEX ETF | — | 5.0 | $324.0 | — | NEW | — | $64.80 | +0.8% |
| 22 | VEGI | ISHARES MSCI AGRICULTURE PRODUCERS ETF | — | 7.0 | $310.0 | — | NEW | — | $44.29 | +5.2% |
| 23 | BATT | AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF | — | 20.0 | $294.0 | — | NEW | — | $14.70 | +8.2% |
| 24 | XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | — | 7.0 | $142.0 | — | NEW | — | $20.29 | +2.1% |
| 25 | EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | — | — | $10.0 | — | NEW | — | — | — |
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%