StockDriftsStockDriftsTop 50 Bear Mountain Capital, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VO | VANGUARD MID CAP | 15.68% | 669.7K | $54.1M | +1.97%(+12.93K) | $57.42(+44.60%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 12.13% | 60.6K | $41.9M | +1.29%(+772) | $432.74(+64.31%) | 2026-06-30 | |
| SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 8.69% | 282.4K | $30.0M | +9.06%(+23.47K) | $106.59(-0.30%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 8.59% | 420.2K | $29.7M | +1.32%(+5.47K) | $47.05(+55.12%) | 2026-06-30 | |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | 8.28% | 343.8K | $28.6M | +3.04%(+10.14K) | $61.01(+41.53%) | 2026-06-30 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 6.71% | 294.7K | $23.2M | -0.83%(-2.47K) | $76.74(+2.35%) | 2026-06-30 | |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | 6.67% | 396.4K | $23.0M | +2.23%(+8.64K) | $58.63(-0.99%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 5.71% | 333.5K | $19.7M | +2.08%(+6.81K) | $41.50(+45.55%) | 2026-06-30 | |
| VB | VANGUARD SMALL CAP ETF | 4.18% | 48.6K | $14.4M | +1.06%(+512) | $207.20(+47.88%) | 2026-06-30 | |
| VNQ | VANGUARD REAL ESTATE ETF | 3.11% | 110.2K | $10.8M | +3.11%(+3.32K) | $83.36(+16.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +29.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +29.91% |
Bear Mountain Capital, Inc. reports $345.22M in US-listed equity holdings across 214 positions in its most recent 13F filing. Its largest disclosed positions are VO (15.7%), VOO (12.1%) and SUB (8.7%). The top 20 holdings account for 93.54% of reported assets. Its disclosed equity book has returned +29.15% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bear Mountain Capital, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2009419). View Bear Mountain Capital, Inc.’s 13F filings on SEC