SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

CIK

2065074

Location

KETCHUM, ID

Portfolio Value

Micro $471,311

Diversification

Highly concentrated

Filing Date

Global Rank

#6,399 / 8,232 ▲ 76

Top Industry

Footwear & Accessories 20.5%

3Y Alpha vs SPY

-34.8%

Period ended 2 months ago

Filed May 5, 2026 · 40d

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

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

Cloned portfolio

-10.7%

SPY

+27.1%

Annualised alpha

-34.8%

Max drawdown

−23.5%

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

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

Top Position

49.1%

+9.5 pts

Top 5

77.3%

−2.3 pts

Top 10

89.0%

−1.8 pts

HHI

2,673

Highly concentrated+494

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	59.7%	$31,769,090	3
Technology	14.7%	$7,841,695	5
Consumer Cyclical	12.3%	$6,545,304	4
Industrials	5.5%	$2,919,864	4
Financial Services	2.5%	$1,308,216	1
Energy	2.1%	$1,091,522	3
Communication Services	2.0%	$1,049,167	2
Consumer Defensive	0.9%	$471,311	1
Utilities	0.4%	$203,294	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
GLD	Spdr Gold Trust	+241	60,767	$26,147,432
GOOGL	Alphabet Inc.	+30	2,791	$802,579
META	Meta Platforms, Inc.	+14	431	$246,588
SBUX	Starbucks Corp	+1	8,373	$750,137
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	−80,308	84,338	$4,978,472
NKE	NIKE, Inc.	−740	83,024	$4,385,327
AAPL	Apple Inc.	−392	14,979	$3,801,520
NVDA	Nvidia Corp	−200	10,510	$1,832,944
MSTR	Strategy Inc	−135	13,382	$1,670,073
COST	Costco Wholesale Corp /New	−77	473	$471,311
BRK-B	Berkshire Hathaway Inc	−55	2,730	$1,308,216
AMZN	Amazon Com Inc	−38	4,587	$955,334
MSFT	Microsoft Corp	−23	596	$220,621
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
XOM	Exxon Mobil Corp	1,321	$224,120
EIX	Edison International	2,778	$203,294
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
OTIS	Otis Worldwide Corp	2,540	$221,869
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1 positions · $471,311 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	473	-77	$471,311	−0.6%	100.00%