Bear Mountain Capital, Inc. Incresed Positions in Q1 2025

Bear Mountain Capital, Inc.

  • $257 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 33.33%
$92.51 - $102.81 $92.5 - $103
4 $0
CRM
Salesforce, Inc.

Technology
4
+ 400.0%
$268.36 - $359.95 $1.07K - $1.44K
5 $1K
DAL
Delta Air Lines, Inc.

Industrials
8
+ 160.0%
$43.6 - $69.06 $349 - $552
13 $0
Ge Healthcare Technologies Inc Common Stock
7
+ 140.0%
N/A
12 $0
PFE
Pfizer Inc

Healthcare
217
+ 1033.33%
$25.01 - $27.13 $5.43K - $5.89K
238 $6K
Wk Kellogg CO Com Shs
1
+ 1.96%
N/A
52 $0
DHR
Danaher Corp

Healthcare
2
+ 50.0%
$201.62 - $250.59 $403 - $501
6 $1K
GOOGL
Alphabet Inc.

Communication Services
22
+ 440.0%
$154.33 - $206.19 $3.4K - $4.54K
27 $4K
JWN
Nordstrom Inc

Consumer Cyclical
30
+ 71.43%
$24.01 - $24.46 $720 - $734
72 $1K
F
Ford Motor CO

Consumer Cyclical
128
+ 125.49%
$9.12 - $10.43 $1.17K - $1.34K
230 $2K
Ge Vernova Inc Com
4
+ 133.33%
N/A
7 $0
ACN
Accenture PLC

Technology
1
+ 20.0%
$300.91 - $398.25 $301 - $398
6 $1K
ABBV
Abb Vie Inc.

Healthcare
22
+ 157.14%
$169.2 - $216.66 $3.72K - $4.77K
36 $7K
AXP
American Express CO

Financial Services
6
+ 60.0%
$255.39 - $325.87 $1.53K - $1.96K
16 $4K
GE
General Electric CO

Industrials
19
+ 111.76%
$168.59 - $212.13 $3.2K - $4.03K
36 $7K
JNJ
Johnson & Johnson

Healthcare
126
+ 406.45%
$142.06 - $167.7 $17.9K - $21.1K
157 $26K
AMGN
Amgen Inc

Healthcare
7
+ 38.89%
$258.59 - $327.36 $1.81K - $2.29K
25 $7K
DIS
Walt Disney CO

Communication Services
1
+ 2.22%
$96.87 - $114.0 $96.9 - $114
46 $4K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
+ 7.14%
$283.06 - $421.16 $283 - $421
15 $4K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2
+ 2.0%
$47.79 - $59.89 $95.6 - $120
102 $5K
KO
Coca Cola CO

Consumer Defensive
25
+ 24.51%
$60.81 - $72.32 $1.52K - $1.81K
127 $9K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9
+ 18.37%
$192.82 - $222.1 $1.74K - $2K
58 $11K
WMT
Walmart Inc.

Consumer Defensive
167
+ 98.24%
$84.5 - $105.05 $14.1K - $17.5K
337 $29K
INTC
Intel Corp

Technology
1.12K
+ 147.56%
$19.1 - $27.39 $21.3K - $30.6K
1.87K $42K
NFLX
Netflix Inc

Communication Services
600
+ 2500.0%
$828.4 - $1058.6 $497K - $635K
624 $581K
IVT
Inven Trust Properties Corp.

Real Estate
7
+ 0.87%
$28.36 - $30.77 $199 - $215
816 $23K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
21
+ 33.87%
$333.37 - $384.99 $7K - $8.08K
83 $27K
AMD
Advanced Micro Devices Inc

Technology
150
+ 75.0%
$96.63 - $129.55 $14.5K - $19.4K
350 $35K
RTX
Raytheon Technologies Corp

Industrials
19
+ 6.44%
$114.1 - $135.66 $2.17K - $2.58K
314 $41K
SBUX
Starbucks Corp

Consumer Cyclical
285
+ 61.96%
$91.75 - $115.81 $26.1K - $33K
745 $73K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
250
+ 31.41%
$51.45 - $58.51 $12.9K - $14.6K
1.05K $54K
MA
Mastercard Inc

Financial Services
7
+ 7.0%
$504.67 - $576.31 $3.53K - $4.03K
107 $58K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 7.43%
$225.19 - $279.95 $3.38K - $4.2K
217 $53K
BA
Boeing CO

Industrials
7
+ 2.22%
$148.15 - $186.25 $1.04K - $1.3K
322 $54K
META
Meta Platforms, Inc.

Communication Services
112
+ 101.82%
$576.36 - $736.67 $64.6K - $82.5K
222 $127K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
18.2K
+ 1216.83%
$49.25 - $50.66 $897K - $923K
19.7K $978K
PLTR
Palantir Technologies Inc.

Technology
45
+ 4.67%
$64.98 - $124.62 $2.92K - $5.61K
1.01K $85K
AVB
Avalonbay Communities Inc

Real Estate
1
+ 0.27%
$207.86 - $228.08 $208 - $228
370 $79K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.25%
$286.85 - $318.64 $287 - $319
401 $122K
CAT
Caterpillar Inc

Industrials
7
+ 2.03%
$326.75 - $407.63 $2.29K - $2.85K
352 $116K
GOOG
Alphabet Inc.

Communication Services
22
+ 1.95%
$156.06 - $207.71 $3.43K - $4.57K
1.15K $179K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
9
+ 1.34%
$442.66 - $534.52 $3.98K - $4.81K
679 $361K
AAPL
Apple Inc.

Technology
105
+ 6.74%
$209.68 - $247.1 $22K - $25.9K
1.66K $369K
COST
Costco Wholesale Corp

Consumer Defensive
451
+ 82.45%
$890.62 - $1076.86 $402K - $486K
998 $943K
MSFT
Microsoft Corp

Technology
953
+ 42.43%
$375.39 - $447.2 $358K - $426K
3.2K $1.2M
AMZN
Amazon Com Inc

Consumer Cyclical
3.34K
+ 28.12%
$190.26 - $242.06 $636K - $809K
15.2K $2.9M
VTI
Vanguard Total Stock Market Et

ETFs
351
+ 2.61%
$271.18 - $303.12 $95.2K - $106K
13.8K $3.79M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
714
+ 2.0%
$113.22 - $126.36 $80.8K - $90.2K
36.4K $4.18M
BNDX
Vanguard Total International B

ETFs
233
+ 0.17%
$48.33 - $49.5 $11.3K - $11.5K
140K $6.83M
Activity Summary
Buys All Purchases 232 New Holdings 173 Increased Positions 59 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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