Bear Mountain Capital, Inc.
Top Portfolio Positions
131 positions ·
$13,061,228 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,790 | $2,663,773 | 20.39% | |
| NVDA |
Nvidia Corp
Technology
|
8,833 | $1,540,475 | 11.79% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
350 | $1,473,611 | 11.28% | |
| SPY |
Spdr S&P 500 ETF Trust
|
1,926 | $1,252,554 | 9.59% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
2,019 | $1,245,238 | 9.53% | |
| MSFT |
Microsoft Corp
Technology
|
2,952 | $1,092,741 | 8.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
959 | $955,576 | 7.32% | |
| NFLX |
Netflix Inc
Communication Services
|
5,924 | $569,592 | 4.36% | |
| AAPL |
Apple Inc.
Technology
|
1,487 | $377,385 | 2.89% | |
| CAT |
Caterpillar Inc
Industrials
|
298 | $211,121 | 1.62% |
Portfolio Trend
Holdings in UP
Shares Held
Position Value (USD)
10 of 10 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6 | 12 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7 | 12 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $22 | 12 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12 | 12 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $12 | 12 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $19 | 12 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $29 | 12 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $22 | 12 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $34 | 12 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $41 | 12 | Shares | Sole | 2024-01-30 | |
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