§ 13F · FUND PROFILE
Bear Mountain Capital, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $299M (13F)Positions · 323Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | 164K | $51M | 15.2% | +5% |
| 2 | VOO | VANGUARD S&P 500 ETF | 60K | $39M | 11.7% | +3% |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 415K | $29M | 8.6% | +2% |
| 4 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 334K | $28M | 8.5% | +3% |
| 5 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 259K | $28M | 8.3% | NEW |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 297K | $24M | 7.1% | +14% |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 388K | $23M | 6.8% | NEW |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 327K | $19M | 5.8% | +3% |
| 9 | VB | VANGUARD SMALL CAP ETF | 48K | $14M | 4.1% | +4% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 107K | $10M | 3.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEAR SIGNAL
AC read
Bear Mountain Capital, Inc. is a Other fund managing $299 million in assets. The fund runs a broad portfolio of 323 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed