Portfolio (Quarterly) Guide ↗

Bear Mountain Capital, Inc.

· CIK 0002009419

13F Portfolio $345M AUM 214 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 25 New 43 Added 12 Reduced 8 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
1	VCSH	VANGUARD SHORT-TERM CORPORATE BOND ETF	—	294,695.0	$23.2M	6.71%	-2K	-0.8%	$78.60	-0.1%
2	VTEB	VANGUARD TAX-EXEMPT BOND ETF	—	92,578.0	$4.7M	1.35%	-4K	-4.6%	$50.29	-1.8%
3	NVDA	NVIDIA CORPORATION COM	Technology	8,759.0	$1.9M	0.54%	-74.0	-0.8%	$211.80	+2.7%
4	MSFT	MICROSOFT	Technology	2,905.0	$1.1M	0.32%	-47.0	-1.6%	$384.98	+33.4%
5	IGSB	ISHARES 1-3 YR CREDIT BOND ETF	—	19,752.0	$1.0M	0.30%	-149.0	-0.8%	$52.13	-0.1%
6	IWR	ISHARES RUSSELL MIDCAP ETF	—	5,978.0	$656K	0.19%	-657.0	-9.9%	$109.80	+2.3%
7	IYR	ISHARES US REAL ESTATE ETF	—	2,388.0	$247K	0.07%	-92.0	-3.7%	$103.59	-0.2%
8	PLTR	PALANTIR TECHNOLOGIES INC CL A	Technology	740.0	$99K	0.03%	-169.0	-18.6%	$133.69	+39.3%
9	IJK	ISHARES S&P MIDCAP 400 GROWTH INDEX	—	333.0	$38K	0.01%	-2.0	-0.6%	$113.58	+0.1%
10	AGG	ISHARES AGGREGATE BOND ETF	—	299.0	$29K	0.01%	-15.0	-4.8%	$97.98	-0.5%
11	BND	VANGUARD TOTAL BOND MARKET ETF	—	9.0	$633.0	—	-748.0	-98.8%	$70.33	+2.8%
12	MUB	ISHARES AMT-FREE MUNI BOND ETF	—	1.0	$70.0	—	-2K	-100.0%	$70.00	+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%