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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 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EQR EQUITY RESIDENTIAL SH BEN INT Real Estate 890.0 $56K 0.02% $63.43 +7.8%
62 BND VANGUARD TOTAL BOND MARKET ETF 757.0 $56K 0.02% -243K -99.7% $74.01 -0.5%
63 TSLA TESLA INC COM Consumer Cyclical 132.0 $52K 0.02% -100.0 -43.1% $393.23 -3.4%
64 SBUX STARBUCKS CORP Consumer Cyclical 517.0 $51K 0.01% -151.0 -22.6% $98.95 +5.7%
65 JPM JPMORGAN CHASE & CO COM Financial Services 152.0 $48K 0.01% -50.0 -24.8% $316.99 +3.8%
66 VOOG VANGUARD S&P 500 GROWTH ETF 84.0 $39K 0.01% $459.64 -82.7%
67 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 643.0 $38K 0.01% $59.33 -22.0%
68 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 335.0 $37K 0.01% -12.0 -3.5% $110.42 +4.5%
69 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 2,181.0 $37K 0.01% -680.0 -23.8% $16.92 -7.6%
70 IJJ ISHARES S&P MIDCAP 400 VALUE ETF 249.0 $35K 0.01% -7.0 -2.7% $142.32 +3.7%
71 IWO ISHARES RUSSELL 2000 GROWTH ETF 91.0 $33K 0.01% $358.71 +8.3%
72 IWN ISHARES RUSSELL 2000 VALUE 157.0 $33K 0.01% $207.59 +6.7%
73 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 546.0 $32K 0.01% $58.67 +1.3%
74 AGG ISHARES AGGREGATE BOND ETF 314.0 $31K 0.01% +3.0 +1.0% $99.88 -0.5%
75 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 379.0 $31K 0.01% -85.0 -18.3% $82.60 -0.5%
76 CCJ CAMECO CORP COM Energy 250.0 $31K 0.01% $123.62 -15.5%
77 JNJ JOHNSON & JOHNSON COM Healthcare 129.0 $30K 0.01% -31.0 -19.4% $231.45 +10.0%
78 RTX RTX CORPORATION COM Industrials 148.0 $29K 0.01% -147.0 -49.8% $195.79 -4.0%
79 IVT INLAND AMERICAN REIT Real Estate 844.0 $28K 0.01% +7.0 +0.8% $32.65 +10.8%
80 CVX CHEVRON CORPORATION COM Energy 148.0 $27K 0.01% $183.36 -6.7%
Page 4 of 10  ·  198 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%