Portfolio (Quarterly) Guide ↗

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

· CIK 0002065074

13F Portfolio $140M AUM 40 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 13 Added 3 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	1,321	$224K	0.16%	SOLD

Sector Allocation

Financial Services 58.6%

Technology 18.3%

Consumer Cyclical 10.9%

Industrials 6.6%

Communication Services 2.6%

Energy 1.6%

Consumer Defensive 0.9%

Utilities 0.4%