Bear Mountain Capital, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $253 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $38.7B, Vanguard Index Fds S&P 500 ETF with a value of $29B, Ishares National Muni Bond ETF with a value of $21.9B, Vanguard Sht Term Corp Bd ETF with a value of $20B, and Ishares Tr Msci Eafe Small Cap with a value of $19.3B.
Examining the 13F form we can see an increase of $7.48B in the current position value, from $246B to 253B.
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
$253 Billion
ETFs: $246 Billion
Technology: $2.8 Billion
Consumer Cyclical: $2.4 Billion
Consumer Defensive: $525 Million
Financial Services: $438 Million
Industrials: $400 Million
Communication Services: $281 Million
Real Estate: $261 Million
Other: $198 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions