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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
Page 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 469.0 $53K 0.01% $112.21 +6.0%
62 TSLA TESLA INC COM Consumer Cyclical 133.0 $53K 0.01% +1.0 +0.8% $395.01 -11.7%
63 JPM JPMORGAN CHASE & CO COM Financial Services 152.0 $52K 0.01% $342.89 +4.3%
64 VOOG VANGUARD S&P 500 GROWTH ETF 504.0 $42K 0.01% +420.0 +500.0% $82.82 +1.6%
65 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 2,181.0 $38K 0.01% $17.50 -8.2%
66 IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 333.0 $38K 0.01% -2.0 -0.6% $113.58 +0.1%
67 IJJ ISHARES S&P MIDCAP 400 VALUE ETF 249.0 $37K 0.01% $146.78 +0.4%
68 IWO ISHARES RUSSELL 2000 GROWTH ETF 91.0 $35K 0.01% $381.96 -0.8%
69 IWN ISHARES RUSSELL 2000 VALUE 157.0 $34K 0.01% $219.60 +1.6%
70 JNJ JOHNSON & JOHNSON COM Healthcare 130.0 $33K 0.01% +1.0 +0.8% $254.18 +5.5%
71 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 645.0 $32K 0.01% $50.05 +19.9%
72 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 379.0 $31K 0.01% $81.93 -0.0%
73 IVT INLAND AMERICAN REIT Real Estate 844.0 $30K 0.01% $35.54 -8.4%
74 AGG ISHARES AGGREGATE BOND ETF 299.0 $29K 0.01% -15.0 -4.8% $97.98 -0.5%
75 RTX RTX CORPORATION COM Industrials 148.0 $29K 0.01% $193.39 +9.5%
76 ABBV ABBVIE INC COM Healthcare 114.0 $28K 0.01% $245.73 +4.0%
77 CVX CHEVRON CORPORATION COM Energy 148.0 $27K 0.01% $181.89 +11.0%
78 MA MASTERCARD INCORPORATED CL A Financial Services 50.0 $27K 0.01% $538.02 +10.6%
79 BOX BOX INC CL A Technology 867.0 $26K 0.01% $30.00 +16.6%
80 VTWV VANGUARD RUSSELL 2000 VALUE ETF 126.0 $24K 0.01% $193.03 +2.1%
Page 4 of 11  ·  214 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 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%