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Portfolio (Quarterly) Guide ↗

Bear Mountain Capital, Inc.

· CIK 0002009419
13F Portfolio $333M AUM 198 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 39 Added 30 Reduced 8 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JPMORGAN CHASE & CO COM Financial Services 152.0 $48K 0.01% -50.0 -24.8% $316.99 +3.8%
22 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 335.0 $37K 0.01% -12.0 -3.5% $110.42 +4.5%
23 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 2,181.0 $37K 0.01% -680.0 -23.8% $16.92 -7.6%
24 IJJ ISHARES S&P MIDCAP 400 VALUE ETF 249.0 $35K 0.01% -7.0 -2.7% $142.32 +3.7%
25 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 379.0 $31K 0.01% -85.0 -18.3% $82.60 -0.5%
26 JNJ JOHNSON & JOHNSON COM Healthcare 129.0 $30K 0.01% -31.0 -19.4% $231.45 +10.0%
27 RTX RTX CORPORATION COM Industrials 148.0 $29K 0.01% -147.0 -49.8% $195.79 -4.0%
28 GD GENERAL DYNAMICS CORP COM Industrials 61.0 $20K 0.01% -61.0 -50.0% $332.15 +4.4%
29 MCD MCDONALDS CORP COM Consumer Cyclical 17.0 $5K 0.00% -23.0 -57.5% $306.94 -12.1%
30 EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF $10.0 -100.0%
Page 2 of 2  ·  30 positions

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 30.8%
Consumer Cyclical 26.3%
Financial Services 21.6%
Consumer Defensive 7.6%
Communication Services 6.5%
Industrials 4.1%
Real Estate 1.6%
Healthcare 0.6%
Energy 0.6%
Utilities 0.2%