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Holders — by stockHoldings — by fund

Ring Mountain Capital, LLC

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 2051343

$238,304

disclosed book value

107

positions

10145.6%

largest position share

Positions, as of 2026-06-30

top 100 of 107 · 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

#IssuerSharesValue% of book
1AAPLAPPLE INC83,555$24.2M10145.6%
2SMHVANECK ETF TRUST36,701$24.1M10101.3%
3SCHGSCHWAB STRATEGIC TR374,902$12.7M5323.7%
4NVDANVIDIA CORPORATION62,029$12.4M5208.2%
5GOOGLALPHABET INC32,268$11.5M4839%
6XLKSELECT SECTOR SPDR TR55,870$10.6M4466.7%
7METAMETA PLATFORMS INC18,490$10.4M4370.5%
8MUMICRON TECHNOLOGY INC8,119$9.4M3932.8%
9MSFTMICROSOFT CORP24,172$9.0M3783.7%
10AMZNAMAZON COM INC36,719$8.8M3672.5%
11AVGOBROADCOM INC19,113$7.2M3029.7%
12MRVLMARVELL TECHNOLOGY INC20,656$6.2M2582.1%
13SCHXSCHWAB STRATEGIC TR192,238$5.7M2374.1%
14TSLATESLA INC12,456$5.2M2198.4%
15AMDADVANCED MICRO DEVICES INC8,979$5.2M2188.8%
16DGROISHARES TR52,200$4.0M1660.2%
17PROFPROFOUND MED CORP511,917$3.4M1428.5%
18JEPQJ P MORGAN EXCHANGE TRADED F52,624$3.2M1357.2%
19VRTVERTIV HOLDINGS CO8,924$3.0M1253.8%
20XLYSELECT SECTOR SPDR TR23,676$2.8M1165.2%
21JEPIJ P MORGAN EXCHANGE TRADED F48,039$2.7M1138.6%
22AGXARGAN INC2,795$2.2M936.6%
23SPYGSPDR SERIES TRUST18,518$2.2M924.6%
24XLESELECT SECTOR SPDR TR39,080$2.1M871%
25SPGPINVESCO EXCHANGE TRADED FD T15,622$1.9M801.7%
26BRK/BBERKSHIRE HATHAWAY INC DEL3,806$1.9M799.2%
27AMATAPPLIED MATLS INC2,443$1.8M741.2%
28TSMTAIWAN SEMICONDUCTOR MANUFAC3,536$1.7M708.6%
29GMGENERAL MTRS CO20,018$1.5M647.5%
30SPYSTATE STR SPDR S&P 500 ETF T2,054$1.5M643.7%
31XLFSELECT SECTOR SPDR TR26,951$1.4M606.3%
32ITAISHARES TR5,713$1.4M581.2%
33NFLXNETFLIX INC.19,351$1.4M579.8%
34GOOGALPHABET INC3,613$1.3M535.7%
35DIASTATE STR SPDR DOW JONES IND2,189$1.1M479.9%
36PPAINVESCO EXCHANGE TRADED FD T5,971$1.1M442.6%
37JPMJPMORGAN CHASE & CO3,104$1.0M426.4%
38CATCATERPILLAR INC949$1.0M424.1%
39QQQINVESCO QQQ TR1,354$997,092418.4%
40IREN LIMITED21,529$984,521413.1%
41VIGVANGUARD SPECIALIZED FUNDS3,689$872,891366.3%
42CIENCIENA CORP1,718$842,782353.7%
43UBERUBER TECHNOLOGIES INC10,861$783,730328.9%
44SPCXSPACE EXPLORATION TECHN CORP4,561$779,292327%
45IWFISHARES TR6,133$761,543319.6%
46FCXFREEPORT MCMORAN INC12,082$759,837318.9%
47VTIVANGUARD INDEX FDS2,052$759,344318.6%
48SCHVSCHWAB STRATEGIC TR21,340$742,845311.7%
49GEVGE VERNOVA INC624$733,113307.6%
50XLVSELECT SECTOR SPDR TR4,589$728,095305.5%
51VVISA INC2,005$687,844288.6%
52PLTRPALANTIR TECHNOLOGIES INC5,871$684,970287.4%
53RRRRED ROCK RESORTS INC9,587$623,713261.7%
54IVVISHARES TR811$607,381254.9%
55NETCLOUDFLARE INC2,429$595,785250%
56WMWASTE MGMT INC DEL2,536$565,224237.2%
57VOOGVANGUARD ADMIRAL FDS INC6,744$557,196233.8%
58LRCXLAM RESEARCH CORP1,273$551,601231.5%
59SCHDSCHWAB STRATEGIC TR17,327$549,455230.6%
60JNJJOHNSON & JOHNSON2,017$512,257215%
61XLBSELECT SECTOR SPDR TR9,671$491,577206.3%
62ABBVABBVIE INC1,878$472,477198.3%
63COSTCOSTCO WHOLESALE CORPORATION490$458,639192.5%
64IGMISHARES TR2,520$412,222173%
65XLISELECT SECTOR SPDR TR2,178$403,431169.3%
66LLYELI LILLY & CO330$395,812166.1%
67XLPSELECT SECTOR SPDR TR4,757$395,164165.8%
68IBMINTERNATIONAL BUSINESS MACHS1,369$384,976161.5%
69EXMOCEXXON MOBIL CORP2,791$381,586160.1%
70BACBANK OF AMER CORP6,616$376,955158.2%
71XHBSPDR SERIES TRUST3,162$365,401153.3%
72WMTWALMART INC3,222$364,924153.1%
73POWLPOWELL INDS INC1,269$363,391152.5%
74VGTVANGUARD WORLD FD3,013$360,123151.1%
75HWMHOWMET AEROSPACE INC1,323$355,702149.3%
76RKLBROCKET LAB CORP3,380$343,577144.2%
77GLWCORNING INC1,302$332,600139.6%
78GEGE AEROSPACE884$330,377138.6%
79CARNIVAL CORP LTD11,260$321,698135%
80VXUSVANGUARD STAR FDS3,736$319,416134%
81BLDRBUILDERS FIRSTSOURCE INC3,536$316,401132.8%
82IWMISHARES TR976$293,239123.1%
83XLCSELECT SECTOR SPDR TR2,699$289,144121.3%
84HDHOME DEPOT INC813$286,729120.3%
85MPWRMONOLITHIC PWR SYS INC207$286,149120.1%
86PMPHILIP MORRIS INTL INC1,506$272,450114.3%
87COHRCOHERENT CORP688$271,395113.9%
88NRGNRG ENERGY INC1,826$266,706111.9%
89MCDMCDONALDS CORP980$264,904111.2%
90CREDO TECHNOLOGY GROUP HOLDI968$263,248110.5%
91GARPISHARES TR3,125$257,969108.3%
92CSCOCISCO SYS INC2,178$255,814107.3%
93CRWVCOREWEAVE INC2,558$254,623106.8%
94RCATRED CAT HLDGS INC23,793$253,395106.3%
95TERTERADYNE INC517$250,145105%
96SOFISOFI TECHNOLOGIES INC13,850$248,330104.2%
97VUGVANGUARD INDEX FDS2,862$246,535103.5%
98DVYISHARES TR1,505$235,23198.7%
99MARMARRIOTT INTL INC NEW633$234,58398.4%
100ORCLORACLE CORP1,596$233,96198.2%

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.

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