StockDriftsStockDriftsTop 40 Sky-Mountain Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 39.32% | 1.09M | $54.9M | -14.34%(-182.44K) | $50.32(+0.19%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 16.32% | 61.9K | $22.8M | +1.78%(+1.08K) | $280.12(+44.07%) | 2026-06-30 | |
| GRID | FIRST TR EXCHANGE-TRADED FD | 5.39% | 39.2K | $7.5M | +33.74%(+9.90K) | $139.27(+34.98%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.79% | 33.5K | $5.3M | +10.37%(+3.15K) | $131.13(+27.02%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 3.41% | 55.3K | $4.8M | +63.15%(+21.41K) | $70.29(+26.71%) | 2026-06-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 3.12% | 85.2K | $4.4M | +1.06%(+895) | $76.98(-27.56%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.09% | 14.9K | $4.3M | -0.65%(-98) | $232.26(+32.04%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 3.04% | 138.4K | $4.2M | +0.94%(+1.29K) | $28.09(+11.38%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 2.12% | 12.2K | $3.0M | +54.32%(+4.29K) | $205.81(+21.54%) | 2026-06-30 | |
| NKE | NIKE INC | 2.02% | 68.7K | $2.8M | -17.31%(-14.37K) | $69.57(-40.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.07% |
| Top 20 Holdings Unweighted | — | — | — | — | +16.58% |
Sky-Mountain Capital Management INC reports $139.57M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are USFR (39.3%), GLD (16.3%) and GRID (5.4%). The top 20 holdings account for 92.51% of reported assets. Its disclosed equity book has returned +6.07% cumulatively over 5 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 Sky-Mountain Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065074). View Sky-Mountain Capital Management INC’s 13F filings on SEC