Bear Mountain Capital, Inc.

CIK

2009419

Location

SEATTLE, WA

Portfolio Value

Micro $11,970,139

Diversification

Diversified

Filing Date

Global Rank

#7,980 / 8,605 ▲ 80 · as of Mar 2026

Top Industry

Internet Retail 28.9%

3Y Alpha vs SPY

-2.4%

Period ended 3 months ago

Filed May 12, 2026 · 58d

10 quarters · since Dec 2023

Clone Performance

Feb 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+43.8%

SPY

+54.1%

Annualised alpha

-3.4%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

132 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.3%

−1.5 pts

Top 5

65.1%

−1.4 pts

Top 10

85.5%

+0.6 pts

HHI

1,077

Diversified−41

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.8%	$3,453,160	27
Consumer Cyclical	24.5%	$2,936,567	23
Unclassified	21.2%	$2,540,497	5
Consumer Defensive	8.4%	$1,002,667	6
Communication Services	7.0%	$837,075	9
Industrials	3.5%	$419,770	20
Financial Services	3.4%	$402,875	7
Real Estate	1.6%	$197,277	7
Energy	0.7%	$80,574	9
Healthcare	0.7%	$78,957	16
Utilities	0.1%	$15,620	2
Basic Materials	0.0%	$5,100	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BKNG	Booking Holdings Inc.	+336	350	$58,944
ONDS	Ondas Inc.	+300	700	$6,328
LPTH	Lightpath Technologies Inc	+300	700	$7,021
ALK	Alaska Air Group, Inc.	+169	371	$13,645
APLD	Applied Digital Corp.	+100	600	$14,244
BA	Boeing Co	+41	358	$71,252
BBAI	BigBear.ai Holdings, Inc.	+36	411	$1,446
PLTR	Palantir Technologies Inc.	+26	909	$132,968
AVAV	AeroVironment Inc	+20	40	$7,322
AI	C3.ai, Inc.	+15	132	$1,111
F	Ford Motor Co	+14	253	$2,919
PATH	UiPath, Inc.	+13	237	$2,630
S	SentinelOne, Inc.	+11	130	$1,674
NTES	NetEase, Inc.	+10	1,788	$200,148
IVT	InvenTrust Properties Corp.	+7	844	$25,708
ARE	Alexandria Real Estate Equities, Inc.	+6	31	$1,439
SMCI	Super Micro Computer, Inc.	+6	25	$569
PCOR	Procore Technologies, Inc.	+3	28	$1,596
GBTC	Grayscale Bitcoin Trust ETF	+3	643	$33,924
TRMB	Trimble Inc.	+3	157	$10,241
SHOP	Shopify Inc.	+2	54	$6,405
SYM	Symbotic Inc.	+2	25	$1,330
ABBV	AbbVie Inc.	+1	114	$24,793
WMT	Walmart Inc.	+1	152	$18,890
AXP	American Express Co	+1	12	$3,629
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
AMZN	Amazon Com Inc	−898	12,790	$2,663,773
INTC	Intel Corp	−882	1,348	$59,487
RIVN	Rivian Automotive, Inc. / DE	−680	2,181	$32,824
NVDA	Nvidia Corp	−185	8,833	$1,540,475
SBUX	Starbucks Corp	−151	517	$46,318
RTX	RTX Corp	−147	148	$28,549
NFLX	Netflix Inc	−146	5,924	$569,592
TSLA	Tesla, Inc.	−100	132	$49,071
AAPL	Apple Inc.	−86	1,487	$377,385
MSFT	Microsoft Corp	−69	2,952	$1,092,741
GD	General Dynamics Corp	−61	61	$20,936
JPM	Jpmorgan Chase & Co	−50	152	$44,712
COST	Costco Wholesale Corp /New	−43	959	$955,576
JNJ	Johnson & Johnson	−31	129	$31,532
MCD	Mcdonalds Corp	−23	17	$5,283
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
OMER	Omeros Corp	485	$5,121
EXPE	Expedia Group, Inc.	21	$4,848
PG	PROCTER & GAMBLE Co	15	$2,166
VGNT	Versigent PLC	1	$31
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
QQQ	Invesco Qqq Trust, Series 1	103	$63,273
EA	Electronic Arts Inc.	76	$15,529
KTOS	Kratos Defense & Security Solutions, Inc.	150	$11,386
SONY	Sony Group Corp	235	$6,016
RBLX	Roblox Corp	69	$5,591
ZG	Zillow Group, Inc.	74	$5,049
ZM	Zoom Communications, Inc.	14	$1,208
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

132 positions · $11,970,139 total · as of Mar 31, 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	12,790	-898	$2,663,773	−15.7%	22.25%
NVDA	Nvidia Corp Technology	Reduced	8,833	-185	$1,540,475	−8.4%	12.87%
SPY	Spdr S&P 500 ETF Trust	Held	1,926	0	$1,252,554	−4.6%	10.46%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	2,019	0	$1,245,238	+2.2%	10.40%
MSFT	Microsoft Corp Technology	Reduced	2,952	-69	$1,092,741	−25.2%	9.13%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	959	-43	$955,576	+10.6%	7.98%
NFLX	Netflix Inc Communication Services	Reduced	5,924	-146	$569,592	+0.1%	4.76%
AAPL	Apple Inc. Technology	Reduced	1,487	-86	$377,385	−11.8%	3.15%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	675	0	$323,460	−4.7%	2.70%
CAT	Caterpillar Inc Industrials	Held	298	0	$211,121	+23.7%	1.76%
NTES	NetEase, Inc. Communication Services	Added	1,788	+10	$200,148	−18.2%	1.67%
PLTR	Palantir Technologies Inc. Technology	Added	909	+26	$132,968	−15.3%	1.11%
AMD	Advanced Micro Devices Inc Technology	Held	400	0	$81,372	−5.0%	0.68%
ADP	Automatic Data Processing Inc Technology	Held	400	0	$81,272	−21.0%	0.68%
BA	Boeing Co Industrials	Added	358	+41	$71,252	+3.5%	0.60%
META	Meta Platforms, Inc. Communication Services	Held	110	0	$62,934	−13.3%	0.53%
AVB	Avalonbay Communities Inc Real Estate	Held	369	0	$60,276	−9.9%	0.50%
INTC	Intel Corp Technology	Reduced	1,348	-882	$59,487	−27.7%	0.50%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	350	+336	$58,944	+1866.1%	0.49%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Held	469	0	$58,840	−14.4%	0.49%
ESS	Essex Property Trust, Inc. Real Estate	Held	221	0	$53,482	−7.5%	0.45%
EQR	Equity Residential Real Estate	Held	890	0	$52,643	−6.2%	0.44%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	132	-100	$49,071	−53.0%	0.41%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	517	-151	$46,318	−17.7%	0.39%
VRT	Vertiv Holdings Co Industrials	Held	180	0	$45,104	+54.7%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	152	-50	$44,712	−31.3%	0.37%
GBTC	Grayscale Bitcoin Trust ETF	Added	643	+3	$33,924	−22.5%	0.28%
RIVN	Rivian Automotive, Inc. / DE Consumer Cyclical	Reduced	2,181	-680	$32,824	−41.8%	0.27%
JNJ	Johnson & Johnson Healthcare	Reduced	129	-31	$31,532	−4.8%	0.26%
CVX	Chevron Corp Energy	Held	148	0	$30,621	+35.8%	0.26%
RTX	RTX Corp Industrials	Reduced	148	-147	$28,549	−47.2%	0.24%
CCJ	Cameco Corp Energy	Held	250	0	$27,152	+18.7%	0.23%
IVT	InvenTrust Properties Corp. Real Estate	Added	844	+7	$25,708	+8.9%	0.21%
MA	Mastercard Inc Financial Services	Held	50	0	$24,983	−12.5%	0.21%
ABBV	AbbVie Inc. Healthcare	Added	114	+1	$24,793	−4.0%	0.21%
GD	General Dynamics Corp Industrials	Reduced	61	-61	$20,936	−49.0%	0.17%
BOX	Box Inc Technology	Held	867	0	$20,495	−21.0%	0.17%
WMT	Walmart Inc. Consumer Defensive	Added	152	+1	$18,890	+12.3%	0.16%
KR	Kroger Co Consumer Defensive	Held	224	0	$16,208	+15.8%	0.14%
OKLO	Oklo Inc. Utilities	Held	300	0	$14,877	−30.9%	0.12%
APLD	Applied Digital Corp. Technology	Added	600	+100	$14,244	+16.2%	0.12%
ALK	Alaska Air Group, Inc. Industrials	Added	371	+169	$13,645	+34.3%	0.11%
UEC	Uranium Energy Corp Energy	Held	900	0	$12,150	+15.6%	0.10%
ARM	Arm Holdings PLC /Uk Technology	Held	75	0	$11,346	+38.4%	0.09%
TRMB	Trimble Inc. Technology	Added	157	+3	$10,241	−15.1%	0.09%
KO	Coca Cola Co Consumer Defensive	Held	128	0	$9,734	+8.8%	0.08%
NXE	NexGen Energy Ltd. Energy	Held	700	0	$8,120	+26.1%	0.07%
AVAV	AeroVironment Inc Industrials	Added	40	+20	$7,322	+51.4%	0.06%
TEM	Tempus AI, Inc. Healthcare	Held	158	0	$7,144	−23.4%	0.06%
LPTH	Lightpath Technologies Inc Technology	Added	700	+300	$7,021	+62.5%	0.06%