Bear Mountain Capital, Inc.

CIK

2009419

Location

SEATTLE, WA

Portfolio Value

Small $345,433,086

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,813 / 8,794 ▲ 771 · as of Jun 2026

Top Industry

Internet Retail 28.7%

Period ended 3 months ago

Filed Jul 20, 2026 · 3mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

33.4%

+1.9 pts

Top 5

85.9%

+2.9 pts

Top 10

95.6%

+0.9 pts

HHI

1,976

Moderately concentrated+123

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.9%	$334,685,238	39
Technology	1.1%	$3,961,688	24
Consumer Cyclical	1.0%	$3,319,533	23
Communication Services	0.3%	$1,122,107	9
Consumer Defensive	0.3%	$940,405	6
Industrials	0.2%	$549,734	18
Financial Services	0.1%	$438,353	8
Real Estate	0.1%	$230,562	7
Healthcare	0.0%	$86,798	17
Energy	0.0%	$72,374	10
Utilities	0.0%	$19,166	3
Basic Materials	0.0%	$7,128	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+507,439	793,413	$115,405,992
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+33,831	914,792	$79,169,085
VEU	Vanguard FTSE All-World Ex-US ETF	+8,125	409,853	$25,868,930
BNDW	Vanguard Total World Bond ETF	+6,166	691,197	$46,383,429
VEA	Vanguard FTSE Developed Markets ETF	+5,468	420,237	$29,941,886
VIG	Vanguard Dividend Appreciation ETF	+3,321	110,199	$10,626,489
BNDX	Vanguard Total International Bond ETF	+2,077	171,450	$8,303,323
—		+1,364	40,131	$6,103,106
EDV	Vanguard World Funds Extended Duration ETF	+727	43,553	$3,586,154
GOOGL	Alphabet Inc.	+500	1,141	$403,153
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+420	504	$41,640
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+418	964	$59,247
SMR	NUSCALE POWER Corp	+100	700	$7,021
FNDA	Schwab Fundamental U.S. Small Company ETF	+73	76	$2,463
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
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+9	112	$16,681
VISN	Vistance Networks, Inc.	+5	10	$127
SMCI	Super Micro Computer, Inc.	+5	30	$879
BKF	iShares MSCI BIC ETF	+5	19,971	$1,366,051
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
VCRM	Vanguard Core Tax-Exempt Bond ETF	−4,496	92,578	$4,682,595
BIV	Vanguard Intermediate-Term Bond ETF	−748	9	$660
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

16 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
AFK	VanEck Africa Index ETF	25	$1,865
AIEQ	Amplify AI Powered Equity ETF	30	$1,356
ACES	ALPS Clean Energy ETF	30	$1,205
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	6	$1,150
AGNG	Global X Funds Global X Aging Population ETF	30	$1,145
DNLI	Denali Therapeutics Inc.	22	$565
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	10	$453
—		5	$449
FBCG	Fidelity Blue Chip Growth ETF	8	$420
BDBT	Bluemonte Core Bond ETF	5	$340
—		7	$308
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	7	$147
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
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

166 tracked positions · $345,433,086 total · filing declares 214 positions · $345,218,904 · 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 166 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	793,413	+507,439	$115,405,992	+78.9%	33.41%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	914,792	+33,831	$79,169,085	—	22.92%
BNDW	Vanguard Total World Bond ETF	Added	691,197	+6,166	$46,383,429	+0.2%	13.43%
VEA	Vanguard FTSE Developed Markets ETF	Added	420,237	+5,468	$29,941,886	+12.7%	8.67%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	409,853	+8,125	$25,868,930	+10.9%	7.49%
VIG	Vanguard Dividend Appreciation ETF	Added	110,199	+3,321	$10,626,489	+12.1%	3.08%
BNDX	Vanguard Total International Bond ETF	Added	171,450	+2,077	$8,303,323	+2.0%	2.40%
		Added	40,131	+1,364	$6,103,106	+19.3%	1.77%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	92,578	-4,496	$4,682,595	−3.3%	1.36%
EDV	Vanguard World Funds Extended Duration ETF	Added	43,553	+727	$3,586,154	+16.7%	1.04%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	12,747	-43	$3,038,119	+14.1%	0.88%
NVDA	Nvidia Corp Technology	Reduced	8,759	-74	$1,752,588	+13.8%	0.51%
SPY	Spdr S&P 500 ETF Trust	Held	1,926	0	$1,438,279	+14.8%	0.42%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,019	0	$1,420,043	+14.0%	0.41%
BKF	iShares MSCI BIC ETF	Added	19,971	+5	$1,366,051	+20.5%	0.40%
MSFT	Microsoft Corp Technology	Reduced	2,905	-47	$1,083,623	−0.8%	0.31%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	960	+1	$898,051	−6.0%	0.26%
AAPL	Apple Inc. Technology	Added	1,488	+1	$430,567	+14.1%	0.12%
NFLX	Netflix Inc Communication Services	Held	5,924	0	$422,973	−25.7%	0.12%
GOOGL	Alphabet Inc. Communication Services	Added	1,141	+500	$403,153	+119.3%	0.12%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	675	0	$337,763	+4.4%	0.10%
CAT	Caterpillar Inc Industrials	Held	298	0	$317,340	+50.3%	0.09%
AMD	Advanced Micro Devices Inc Technology	Held	400	0	$232,364	+185.6%	0.07%
NTES	NetEase, Inc. Communication Services	Added	1,798	+10	$230,395	+15.1%	0.07%
INTC	Intel Corp Technology	Held	1,348	0	$188,221	+216.4%	0.05%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Held	4,686	0	$126,568	+1.5%	0.04%
ADP	Automatic Data Processing Inc Technology	Held	400	0	$89,580	+10.2%	0.03%
PLTR	Palantir Technologies Inc. Technology	Reduced	740	-169	$86,335	−35.1%	0.02%
BA	Boeing Co Industrials	Added	359	+1	$77,712	+9.1%	0.02%
NCLO	Nuveen AA-BBB CLO ETF	Held	1,755	0	$74,475	+15.5%	0.02%
		Held	369	0	$69,626	+15.5%	0.02%
ESS	Essex Property Trust, Inc. Real Estate	Held	221	0	$64,441	+20.5%	0.02%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	350	0	$62,384	−7.2%	0.02%
META	Meta Platforms, Inc. Communication Services	Held	110	0	$61,961	−1.5%	0.02%
VMRK	Vivmark Residential Real Estate	Held	890	0	$60,457	+14.8%	0.02%
VRT	Vertiv Holdings Co Industrials	Held	180	0	$60,267	+33.6%	0.02%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	964	+418	$59,247	+95.5%	0.02%
TSLA	Tesla, Inc. Consumer Cyclical	Added	133	+1	$55,939	+14.0%	0.02%
SBUX	Starbucks Corp Consumer Cyclical	Added	520	+3	$53,138	+14.7%	0.02%
JPM	Jpmorgan Chase & Co Financial Services	Held	152	0	$49,754	+11.3%	0.01%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	469	0	$45,014	−23.5%	0.01%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	504	+420	$41,640	+629.6%	0.01%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Held	2,181	0	$37,840	+15.3%	0.01%
JNJ	Johnson & Johnson Healthcare	Added	130	+1	$33,016	+4.7%	0.01%
IVT	InvenTrust Properties Corp. Real Estate	Held	844	0	$29,877	+16.2%	0.01%
GBTC	Grayscale Bitcoin Trust ETF	Added	645	+2	$29,360	−13.5%	0.01%
ABBV	AbbVie Inc. Healthcare	Held	114	0	$28,686	+15.7%	0.01%
RTX	RTX Corp Industrials	Held	148	0	$28,080	−1.6%	0.01%
ARM	Arm Holdings PLC /Uk Technology	Held	75	0	$26,592	+134.4%	0.01%
MA	Mastercard Inc Financial Services	Held	50	0	$25,680	+2.8%	0.01%

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.