§ 13F · FUND PROFILE
Bear Mountain Capital, Inc..
AUM · $345M (13F)Positions · 214Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$39K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | 670K | $54M | 15.7% | +308% |
| 2 | VOO | VANGUARD S&P 500 ETF | 61K | $42M | 12.1% | +1% |
| 3 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 282K | $30M | 8.7% | +9% |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 420K | $30M | 8.6% | +1% |
| 5 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 344K | $29M | 8.3% | +3% |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 295K | $23M | 6.7% | −1% |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | 396K | $23M | 6.7% | +2% |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 333K | $20M | 5.7% | +2% |
| 9 | VB | VANGUARD SMALL CAP ETF | 49K | $14M | 4.2% | +1% |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | 110K | $11M | 3.1% | +3% |
§ 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 $345 million in assets. The fund runs a broad portfolio of 214 positions.
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