Bear Mountain Capital, Inc.

CIK

2009419

Location

SEATTLE, WA

Portfolio Value

Micro $13,241,284

Diversification

Diversified

Filing Date

Global Rank

#7,984 / 8,517 ▼ 962

Top Industry

Internet Retail 29.9%

3Y Alpha vs SPY

+14.1%

Period ended 46 days ago

Filed Jul 20, 2026 · 26d

11 quarters · since Dec 2023

Clone Performance

Feb 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+105.8%

SPY

+55.7%

Annualised alpha

+14.1%

Max drawdown

−15.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.

Portfolio Concentration

132 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.9%

−21.7 pts

Top 5

66.0%

−20.5 pts

Top 10

84.1%

−10.9 pts

HHI

1,093

Diversified−1,575

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.9%	$3,961,688	24
Consumer Cyclical	25.1%	$3,319,533	23
Unclassified	22.0%	$2,911,937	6
Consumer Defensive	7.1%	$940,405	6
Communication Services	5.4%	$719,360	9
Industrials	4.2%	$549,734	18
Financial Services	3.2%	$422,599	7
Real Estate	1.7%	$230,562	7
Healthcare	0.7%	$86,798	17
Energy	0.5%	$72,374	10
Utilities	0.1%	$19,166	3
Basic Materials	0.1%	$7,128	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
SMR	NUSCALE POWER Corp	+100	700	$7,021
BBAI	BigBear.ai Holdings, Inc.	+45	456	$1,673
AI	C3.ai, Inc.	+19	151	$1,372
PATH	UiPath, Inc.	+16	253	$2,750
F	Ford Motor Co	+13	266	$3,697
ARE	Alexandria Real Estate Equities, Inc.	+10	41	$2,166
NTES	NetEase, Inc.	+10	1,798	$230,395
S	SentinelOne, Inc.	+10	140	$2,375
VISN	Vistance Networks, Inc.	+5	10	$127
SMCI	Super Micro Computer, Inc.	+5	30	$879
ALK	Alaska Air Group, Inc.	+4	375	$19,575
SYM	Symbotic Inc.	+4	29	$1,303
PCOR	Procore Technologies, Inc.	+3	31	$1,259
SBUX	Starbucks Corp	+3	520	$53,138
GBTC	Grayscale Bitcoin Trust ETF	+2	645	$29,360
TRMB	Trimble Inc.	+2	159	$8,137
COST	Costco Wholesale Corp /New	+1	960	$898,051
SHOP	Shopify Inc.	+1	55	$6,279
PFE	Pfizer Inc	+1	23	$553
JNJ	Johnson & Johnson	+1	130	$33,016
T	At&T Inc.	+1	55	$1,138
TSLA	Tesla, Inc.	+1	133	$55,939
AAPL	Apple Inc.	+1	1,488	$430,567
BA	Boeing Co	+1	359	$77,712
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−640	1	$357
PLTR	Palantir Technologies Inc.	−169	740	$86,335
NVDA	Nvidia Corp	−74	8,759	$1,752,588
MSFT	Microsoft Corp	−47	2,905	$1,083,623
AMZN	Amazon Com Inc	−43	12,747	$3,038,119
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
FSSL	FS Specialty Lending Fund	1,498	$16,702
URG	Ur-Energy Inc	3,000	$4,080
ALOY	Realloys Inc.	200	$2,890
ED	Consolidated Edison Inc	25	$2,765
DNLI	Denali Therapeutics Inc.	22	$565
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	414,769	$26,578,397
VB	Vanguard Morningstar Small-Cap ETF	48,121	$12,603,852
BNDX	Vanguard Total International Bond ETF	169,373	$8,138,372
VEU	Vanguard FTSE All-World Ex-US ETF	1,240	$93,124
AVAV	AeroVironment Inc	40	$7,322
LPTH	Lightpath Technologies Inc	700	$7,021
ONDS	Ondas Inc.	700	$6,328
INTU	Intuit Inc.	1	$432
UP	Wheels Up Experience Inc.	12	$6
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 tracked positions · $13,241,284 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 132 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,747	-43	$3,038,119	+14.1%	22.94%
NVDA	Nvidia Corp Technology	Reduced	8,759	-74	$1,752,588	+13.8%	13.24%
SPY	Spdr S&P 500 ETF Trust	Held	1,926	0	$1,438,279	+14.8%	10.86%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,019	0	$1,420,043	+14.0%	10.72%
MSFT	Microsoft Corp Technology	Reduced	2,905	-47	$1,083,623	−0.8%	8.18%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	960	+1	$898,051	−6.0%	6.78%
AAPL	Apple Inc. Technology	Added	1,488	+1	$430,567	+14.1%	3.25%
NFLX	Netflix Inc Communication Services	Held	5,924	0	$422,973	−25.7%	3.19%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	675	0	$337,763	+4.4%	2.55%
CAT	Caterpillar Inc Industrials	Held	298	0	$317,340	+50.3%	2.40%
AMD	Advanced Micro Devices Inc Technology	Held	400	0	$232,364	+185.6%	1.75%
NTES	NetEase, Inc. Communication Services	Added	1,798	+10	$230,395	+15.1%	1.74%
INTC	Intel Corp Technology	Held	1,348	0	$188,221	+216.4%	1.42%
ADP	Automatic Data Processing Inc Technology	Held	400	0	$89,580	+10.2%	0.68%
PLTR	Palantir Technologies Inc. Technology	Reduced	740	-169	$86,335	−35.1%	0.65%
BA	Boeing Co Industrials	Added	359	+1	$77,712	+9.1%	0.59%
AVB	Avalonbay Communities Inc Real Estate	Held	369	0	$69,626	+15.5%	0.53%
ESS	Essex Property Trust, Inc. Real Estate	Held	221	0	$64,441	+20.5%	0.49%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	350	0	$62,384	−7.2%	0.47%
META	Meta Platforms, Inc. Communication Services	Held	110	0	$61,961	−1.5%	0.47%
EQR	Equity Residential Real Estate	Held	890	0	$60,457	+14.8%	0.46%
VRT	Vertiv Holdings Co Industrials	Held	180	0	$60,267	+33.6%	0.46%
TSLA	Tesla, Inc. Consumer Cyclical	Added	133	+1	$55,939	+14.0%	0.42%
SBUX	Starbucks Corp Consumer Cyclical	Added	520	+3	$53,138	+14.7%	0.40%
JPM	Jpmorgan Chase & Co Financial Services	Held	152	0	$49,754	+11.3%	0.38%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	469	0	$45,014	−23.5%	0.34%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	2,181	0	$37,840	+15.3%	0.29%
JNJ	Johnson & Johnson Healthcare	Added	130	+1	$33,016	+4.7%	0.25%
IVT	InvenTrust Properties Corp. Real Estate	Held	844	0	$29,877	+16.2%	0.23%
GBTC	Grayscale Bitcoin Trust ETF	Added	645	+2	$29,360	−13.5%	0.22%
ABBV	AbbVie Inc. Healthcare	Held	114	0	$28,686	+15.7%	0.22%
RTX	RTX Corp Industrials	Held	148	0	$28,080	−1.6%	0.21%
ARM	Arm Holdings PLC /Uk Technology	Held	75	0	$26,592	+134.4%	0.20%
MA	Mastercard Inc Financial Services	Held	50	0	$25,680	+2.8%	0.19%
CCJ	Cameco Corp Energy	Held	250	0	$25,465	−6.2%	0.19%
CVX	Chevron Corp Energy	Held	148	0	$24,532	−19.9%	0.19%
BOX	Box Inc Technology	Held	867	0	$23,010	+12.3%	0.17%
APLD	Applied Digital Corp. Technology	Held	600	0	$22,380	+57.1%	0.17%
GD	General Dynamics Corp Industrials	Held	61	0	$21,608	+3.2%	0.16%
ALK	Alaska Air Group, Inc. Industrials	Added	375	+4	$19,575	+43.5%	0.15%
WMT	Walmart Inc. Consumer Defensive	Held	152	0	$17,215	−8.9%	0.13%
FSSL	FS Specialty Lending Fund	NEW	1,498	NEW	$16,702	NEW	0.13%
OKLO	Oklo Inc. Utilities	Held	300	0	$15,699	+5.5%	0.12%
KR	Kroger Co Consumer Defensive	Held	224	0	$12,438	−23.3%	0.09%
KO	Coca Cola Co Consumer Defensive	Held	128	0	$10,402	+6.9%	0.08%
UEC	Uranium Energy Corp Energy	Held	900	0	$9,594	−21.0%	0.07%
TEM	Tempus AI, Inc. Healthcare	Held	158	0	$9,152	+28.1%	0.07%
TRMB	Trimble Inc. Technology	Added	159	+2	$8,137	−20.5%	0.06%
SMR	NUSCALE POWER Corp Industrials	Added	700	+100	$7,021	+7.9%	0.05%
NXE	NexGen Energy Ltd. Energy	Held	700	0	$6,573	−19.1%	0.05%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.