Bear Mountain Capital, Inc. Portfolio Holdings

Bear Mountain Capital, Inc.

  • $297 Million
  • Q3 2025

Bear Mountain Capital, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $297 Million distributed in 324 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $45.4M, Vanguard Index Fds S&P 500 ETF with a value of $35.4M, Ishares National Muni Bond ETF with a value of $26.5M, Ishares Tr Msci Eafe Small Cap with a value of $24.5M, and Vanguard Ftse Developed Market with a value of $24.1M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $277M to 297M.

Bear Mountain Capital, Inc. is based out at Seattle, WA

Below you can find more details about Bear Mountain Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $297 Million
ETFs: $285 Million
Technology: $4.21 Million
Consumer Cyclical: $3.72 Million
Communication Services: $1.39 Million
Consumer Defensive: $982,000
Industrials: $521,000
Financial Services: $480,000
Real Estate: $224,000
Other: $180,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.4 Million 15.31% of portfolio
154,626
Q3 2025 Added 2.05%
$0
$35.4 Million 11.93% of portfolio
57,828
Q3 2025 Reduced 0.26%
$0
$26.5 Million 8.94% of portfolio
249,255
Q3 2025 Added 11.32%
$0
$24.5 Million 8.26% of portfolio
319,306
Q3 2025 Reduced 0.21%
$0
$24.1 Million 8.13% of portfolio
402,510
Q3 2025 Added 0.16%
$0
$20.7 Million 6.98% of portfolio
259,181
Q3 2025 Added 1.07%
$0
$18 Million 6.06% of portfolio
241,758
Q3 2025 Added 12.17%
$0
$16.8 Million 5.67% of portfolio
310,623
Q3 2025 Reduced 1.52%
$0
$11.8 Million 3.99% of portfolio
46,539
Q3 2025 Added 3.34%
$0
$9.09 Million 3.06% of portfolio
99,381
Q3 2025 Added 3.48%
$0
$7.67 Million 2.58% of portfolio
155,029
Q3 2025 Added 9.93%
$0
$5.44 Million 1.83% of portfolio
8,128
Q4 2024 Reduced 0.05%
$0
$5.07 Million 1.71% of portfolio
37,393
Q3 2025 Reduced 1.34%
$0
$4.44 Million 1.5% of portfolio
13,531
Q3 2025 Added 0.01%
$0
$3.73 Million 1.26% of portfolio
147,427
Q3 2025 Reduced 5.97%
$2.39T
$3.32 Million 1.12% of portfolio
15,125
Q3 2025 Reduced 0.09%
$0
$3.24 Million 1.09% of portfolio
67,355
Q3 2025 Added 7.6%
$0
$3.03 Million 1.02% of portfolio
8,296
Q4 2023 New
$0
$2.94 Million 0.99% of portfolio
42,411
Q3 2025 Reduced 1.61%
$0
$2.26 Million 0.76% of portfolio
47,386
Q3 2025 Added 0.18%
$0
$1.98 Million 0.67% of portfolio
45,680
Q3 2025 Reduced 6.63%
$465B
$1.78 Million 0.6% of portfolio
9,566
Q3 2025 Added 0.21%
$3.78T
$1.64 Million 0.55% of portfolio
3,157
Q3 2025 Reduced 0.13%
$0
$1.28 Million 0.43% of portfolio
1,926
Q4 2024 Reduced 2.48%
$0
$1.24 Million 0.42% of portfolio
14,223
Q3 2025 Reduced 1.5%
$0
$1.2 Million 0.41% of portfolio
2,019
Q4 2023 New
$0
$1.07 Million 0.36% of portfolio
20,022
Q3 2025 Reduced 13.61%
$0
$990,000 0.33% of portfolio
19,784
Q3 2025 Added 0.36%
$0
$912,000 0.31% of portfolio
17,211
Q3 2025 Reduced 5.6%
$404B
$925,000 0.31% of portfolio
1,000
Q3 2025 Added 0.1%
$0
$776,000 0.26% of portfolio
15,157
Q3 2025 Reduced 7.48%
$49.1B
$727,000 0.24% of portfolio
607
Q3 2025 Reduced 1.14%
$0
$654,000 0.22% of portfolio
6,784
Q1 2025 Reduced 0.16%
$4.3T
$401,000 0.14% of portfolio
1,578
Q3 2025 Added 0.51%
$662B
$339,000 0.11% of portfolio
675
Q2 2025 Reduced 0.59%
$92B
$273,000 0.09% of portfolio
1,801
Q3 2025 Added 0.39%
$1.74T
$235,000 0.08% of portfolio
968
Q3 2025 Added 0.1%
$0
$171,000 0.06% of portfolio
1,768
Q3 2025 Reduced 3.81%
$342B
$180,000 0.06% of portfolio
987
Q3 2025 Added 0.3%
$291B
$165,000 0.06% of portfolio
346
Q3 2025 Added 0.29%
$0
$151,000 0.05% of portfolio
1,200
Q2 2024 Reduced 55.51%
$0
$131,000 0.04% of portfolio
4,734
Q3 2025 Reduced 11.68%
$104B
$117,000 0.04% of portfolio
400
Q2 2025 Reduced 0.25%
$1.37T
$119,000 0.04% of portfolio
163
Q3 2025 Added 1.88%
$418B
$83,000 0.03% of portfolio
469
Q2 2025 Added 1.96%
$0
$88,000 0.03% of portfolio
1,240
Q4 2023 New
$0
$77,000 0.03% of portfolio
2,166
Q3 2025 Reduced 12.77%
$1.29T
$103,000 0.03% of portfolio
233
Q3 2025 Reduced 7.17%
$143B
$77,000 0.03% of portfolio
2,308
Q3 2025 Added 18.12%

Summary

  • Portfolio
  • No. of Stocks 324
  • Current Value $297 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 145 stocks
  • Additional Purchases 62 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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