Holders — by stockHoldings — by fund
Bear Mountain Capital, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002009419
$345.2M
disclosed book value
214
positions
15.7%
largest position share
Positions, as of 2026-06-30
top 100 of 214 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOVANGUARD MID CAP | 669,702 | $54.1M | 15.7% |
| 2 | VOOVANGUARD S&P 500 ETF | 60,572 | $41.9M | 12.1% |
| 3 | SUBISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 282,429 | $30.0M | 8.7% |
| 4 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 420,237 | $29.7M | 8.6% |
| 5 | SCZISHARES MSCI EAFE SMALL CAP ETF | 343,768 | $28.6M | 8.3% |
| 6 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 294,695 | $23.2M | 6.7% |
| 7 | VGSHVANGUARD SHORT-TERM TREASURY ETF | 396,374 | $23.0M | 6.7% |
| 8 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 333,463 | $19.7M | 5.7% |
| 9 | VBVANGUARD SMALL CAP ETF | 48,633 | $14.4M | 4.2% |
| 10 | VNQVANGUARD REAL ESTATE ETF | 110,199 | $10.8M | 3.1% |
| 11 | BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | 171,450 | $8.2M | 2.4% |
| 12 | IVVISHARES CORE S&P 500 ETF | 8,143 | $6.1M | 1.8% |
| 13 | SUSAISHARES ESG OPTIMIZED MSCI USA ETF | 39,189 | $6.1M | 1.8% |
| 14 | VTIVANGUARD TOTAL STOCK MARKET ETF | 13,449 | $5.0M | 1.4% |
| 15 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 92,578 | $4.7M | 1.3% |
| 16 | SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 157,921 | $3.9M | 1.1% |
| 17 | VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | 43,553 | $3.5M | 1% |
| 18 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 22,754 | $3.5M | 1% |
| 19 | IWBISHARES TR RUSSELL 1000 INDEX ETF | 8,296 | $3.4M | 1% |
| 20 | AMZNAMAZON.COM INC | 12,747 | $3.2M | 0.9% |
| 21 | ESGEISHARES ESG AWARE MSCI EM ETF | 45,810 | $2.4M | 0.7% |
| 22 | VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | 52,396 | $2.4M | 0.7% |
| 23 | NVDANVIDIA CORPORATION COM | 8,759 | $1.9M | 0.5% |
| 24 | SPYSTATE STREET SPDR S&P 500 ETF | 1,926 | $1.4M | 0.4% |
| 25 | MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 2,019 | $1.4M | 0.4% |
| 26 | IEFAISHARES CORE MSCI EAFE ETF | 14,201 | $1.4M | 0.4% |
| 27 | EEMISHARES MSCI EMERGING MARKETS ETF | 19,955 | $1.3M | 0.4% |
| 28 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 23,312 | $1.2M | 0.3% |
| 29 | MSFTMICROSOFT | 2,905 | $1.1M | 0.3% |
| 30 | IGSBISHARES 1-3 YR CREDIT BOND ETF | 19,752 | $1.0M | 0.3% |
| 31 | COSTCOSTCO WHOLESALE CORP | 960 | $885,142 | 0.3% |
| 32 | IWRISHARES RUSSELL MIDCAP ETF | 5,978 | $656,384 | 0.2% |
| 33 | AAPLAPPLE INC | 1,488 | $468,586 | 0.1% |
| 34 | NFLXNETFLIX COM INC | 5,924 | $435,592 | 0.1% |
| 35 | GOOGALPHABET INC CAP STK CL C | 1,140 | $407,205 | 0.1% |
| 36 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 675 | $331,486 | 0.1% |
| 37 | CATCATERPILLAR INC COM | 298 | $278,135 | 0.1% |
| 38 | IYRISHARES US REAL ESTATE ETF | 2,388 | $247,373 | 0.1% |
| 39 | NTESNETEASE COM INC SPONSORED ADS | 1,798 | $230,860 | 0.1% |
| 40 | AMDADVANCED MICRO DEVICES INC COM | 400 | $219,252 | 0.1% |
| 41 | INTCINTEL CORP COM | 1,348 | $145,260 | 0% |
| 42 | RWXSTATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | 4,686 | $128,256 | 0% |
| 43 | VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 1,240 | $102,734 | 0% |
| 44 | PLTRPALANTIR TECHNOLOGIES INC CL A | 740 | $98,933 | 0% |
| 45 | ADPAUTOMATIC DATA PROCESSING INC COM | 400 | $98,516 | 0% |
| 46 | BABOEING CO COM | 359 | $77,930 | 0% |
| 47 | IJRISHARES CORE S&P SMALL CAP ETF | 533 | $77,488 | 0% |
| 48 | METAMETA PLATFORMS INC CL A | 110 | $72,714 | 0% |
| 49 | NUEMNUVEEN ESG EMERGING MARKETS EQUITY ETF | 1,755 | $71,674 | 0% |
| 50 | AVBAVALONBAY CMNTYS INC COM | 369 | $70,756 | 0% |
| 51 | VUGVANGUARD GROWTH ETF | 774 | $67,307 | 0% |
| 52 | ESSESSEX PPTY TR INC COM | 221 | $65,887 | 0% |
| 53 | IWDISHARES RUSSELL 1000 VALUE ETF | 256 | $63,071 | 0% |
| 54 | IWFISHARES RUSSELL 1000 GROWTH ETF | 504 | $62,108 | 0% |
| 55 | VTVVANGUARD VALUE ETF | 283 | $61,864 | 0% |
| 56 | BKNGBOOKING HOLDINGS INC COM | 350 | $61,198 | 0% |
| 57 | EQREQUITY RESIDENTIAL SH BEN INT | 890 | $61,161 | 0% |
| 58 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 964 | $58,019 | 0% |
| 59 | SBUXSTARBUCKS CORP | 520 | $55,220 | 0% |
| 60 | VRTVERTIV HOLDINGS CO COM CL A | 180 | $54,644 | 0% |
| 61 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 469 | $52,626 | 0% |
| 62 | TSLATESLA INC COM | 133 | $52,537 | 0% |
| 63 | JPMJPMORGAN CHASE & CO COM | 152 | $52,119 | 0% |
| 64 | VOOGVANGUARD S&P 500 GROWTH ETF | 504 | $41,743 | 0% |
| 65 | RIVNRIVIAN AUTOMOTIVE INC COM CL A | 2,181 | $38,160 | 0% |
| 66 | IJKISHARES S&P MIDCAP 400 GROWTH INDEX | 333 | $37,822 | 0% |
| 67 | IJJISHARES S&P MIDCAP 400 VALUE ETF | 249 | $36,548 | 0% |
| 68 | IWOISHARES RUSSELL 2000 GROWTH ETF | 91 | $34,758 | 0% |
| 69 | IWNISHARES RUSSELL 2000 VALUE | 157 | $34,477 | 0% |
| 70 | JNJJOHNSON & JOHNSON COM | 130 | $33,044 | 0% |
| 71 | GBTCGRAYSCALE BITCOIN TRUST ETF | 645 | $32,281 | 0% |
| 72 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 379 | $31,051 | 0% |
| 73 | IVTINLAND AMERICAN REIT | 844 | $29,999 | 0% |
| 74 | AGGISHARES AGGREGATE BOND ETF | 299 | $29,297 | 0% |
| 75 | RTXRTX CORPORATION COM | 148 | $28,622 | 0% |
| 76 | ABBVABBVIE INC COM | 114 | $28,013 | 0% |
| 77 | CVXCHEVRON CORPORATION COM | 148 | $26,920 | 0% |
| 78 | MAMASTERCARD INCORPORATED CL A | 50 | $26,901 | 0% |
| 79 | BOXBOX INC CL A | 867 | $26,010 | 0% |
| 80 | VTWVVANGUARD RUSSELL 2000 VALUE ETF | 126 | $24,322 | 0% |
| 81 | CCJCAMECO CORP COM | 250 | $22,893 | 0% |
| 82 | GDGENERAL DYNAMICS CORP COM | 61 | $22,540 | 0% |
| 83 | HDVISHARES CORE HIGH DIVIDEND ETF | 785 | $21,696 | 0% |
| 84 | ARMARM HOLDINGS PLC SPONSORED ADS | 75 | $21,006 | 0% |
| 85 | ALKALASKA AIR GROUP INC COM | 375 | $17,559 | 0% |
| 86 | WMTWALMART INC COM | 152 | $17,291 | 0% |
| 87 | APLDAPPLIED DIGITAL CORP COM NEW | 600 | $17,082 | 0% |
| 88 | FSSLFS SPECIALTY LENDING FD COM SH BEN INT | 1,498 | $16,225 | 0% |
| 89 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 104 | $15,911 | 0% |
| 90 | QQQMINVESCO NASDAQ 100 ETF | 52 | $15,317 | 0% |
| 91 | OKLOOKLO INC COM CL A | 300 | $13,872 | 0% |
| 92 | KRKROGER CO COM | 224 | $13,158 | 0% |
| 93 | KOCOCA COLA CO COM | 128 | $10,642 | 0% |
| 94 | UECURANIUM ENERGY CORP COM | 900 | $9,351 | 0% |
| 95 | TEMTEMPUS AI INC CL A | 158 | $9,296 | 0% |
| 96 | TRMBTRIMBLE INC COM | 159 | $8,209 | 0% |
| 97 | SHOPSHOPIFY INC CL A SUB VTG SHS | 55 | $6,896 | 0% |
| 98 | NXENEXGEN ENERGY LTD COM | 700 | $6,552 | 0% |
| 99 | AMGNAMGEN INC | 18 | $6,395 | 0% |
| 100 | SMRNUSCALE PWR CORP CL A COM | 700 | $6,020 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.