Bear Mountain Capital, Inc. Portfolio Holdings

Bear Mountain Capital, Inc.

  • $257 Million
  • Q1 2025

Bear Mountain Capital, Inc. has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $257 Million distributed in 354 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $38.3M, Vanguard Index Fds S&P 500 ETF with a value of $29M, Ishares National Muni Bond ETF with a value of $24.1M, Vanguard Sht Term Corp Bd ETF with a value of $20.2M, and Vanguard Ftse Developed Market with a value of $20.2M.

Examining the 13F form we can see an decrease of $257B in the current position value, from $257B to 257M.

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 $257 Million
ETFs: $248 Million
Consumer Cyclical: $3.19 Million
Technology: $2.86 Million
Communication Services: $1.11 Million
Consumer Defensive: $1.01 Million
Financial Services: $512,000
Industrials: $416,000
Real Estate: $242,000
Other: $125,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.27T
$2.9 Million 1.13% of portfolio
15,230
Q1 2025 Added 28.12%
$3.75T
$1.2 Million 0.47% of portfolio
3,199
Q1 2025 Added 42.43%
$406B
$1.07 Million 0.42% of portfolio
9,906
Q1 2025 Reduced 2.16%
$435B
$943,000 0.37% of portfolio
998
Q1 2025 Added 82.45%
$573B
$581,000 0.23% of portfolio
624
Q1 2025 Added 2,500.0%
$631B
$361,000 0.14% of portfolio
679
Q1 2025 Added 1.34%
$3.39T
$369,000 0.14% of portfolio
1,664
Q1 2025 Added 6.74%
$1.08T
$179,000 0.07% of portfolio
1,149
Q1 2025 Added 1.95%
$212B
$116,000 0.05% of portfolio
352
Q1 2025 Added 2.03%
$1.62T
$127,000 0.05% of portfolio
222
Q1 2025 Added 101.82%
$934B
$69,000 0.03% of portfolio
267
Q1 2025 Reduced 5.65%
$281B
$85,000 0.03% of portfolio
1,009
Q1 2025 Added 4.67%
$831B
$53,000 0.02% of portfolio
217
Q1 2025 Added 7.43%
$215B
$41,000 0.02% of portfolio
314
Q1 2025 Added 6.44%
$275B
$60,000 0.02% of portfolio
460
Q4 2024 Reduced 14.5%
$539B
$58,000 0.02% of portfolio
107
Q1 2025 Added 7.0%
$263B
$29,000 0.01% of portfolio
337
Q1 2025 Added 98.24%
$223B
$35,000 0.01% of portfolio
350
Q1 2025 Added 75.0%
$409B
$26,000 0.01% of portfolio
157
Q1 2025 Added 406.45%
$216B
$18,000 0.01% of portfolio
58
Q2 2024 Reduced 60.81%
$337B
$7,000 0.0% of portfolio
36
Q1 2025 Added 157.14%
$284B
$0 0.0% of portfolio
12
Q1 2025 New
$200B
$2,000 0.0% of portfolio
91
Q1 2025 Added 78.43%
$274B
$7,000 0.0% of portfolio
36
Q1 2025 Added 111.76%
$289B
$1,000 0.0% of portfolio
6
Q1 2025 New
$276B
$0 0.0% of portfolio
3
Q1 2025 New
$220B
$4,000 0.0% of portfolio
46
Q1 2025 Added 2.22%
$283B
$2,000 0.0% of portfolio
5
Q1 2025 New
$474B
$7,000 0.0% of portfolio
60
Q1 2025 New
$376B
$1,000 0.0% of portfolio
31
Q1 2025 New
$260B
$1,000 0.0% of portfolio
5
Q1 2025 New
$271B
$1,000 0.0% of portfolio
5
Q1 2025 Added 400.0%
$636B
$0 0.0% of portfolio
4
Q1 2025 New
$237B
$4,000 0.0% of portfolio
16
Q1 2025 Added 60.0%
$240B
$0 0.0% of portfolio
5
Q1 2025 New
$310B
$0 0.0% of portfolio
12
Q1 2025 New
$380B
$7,000 0.0% of portfolio
21
Q1 2025 New
$1.07T
$4,000 0.0% of portfolio
27
Q1 2025 Added 440.0%
$300B
$9,000 0.0% of portfolio
127
Q1 2025 Added 24.51%
$256B
$6,000 0.0% of portfolio
86
Q1 2025 New
$238B
$0 0.0% of portfolio
1
Q1 2025 New
$212B
$8,000 0.0% of portfolio
100
Q1 2025 New
$585B
$2,000 0.0% of portfolio
6
Q1 2025 New
$205B
$2,000 0.0% of portfolio
3
Q1 2025 New
$748B
$1,000 0.0% of portfolio
2
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 354
  • Current Value $257 Million
  • Prior Value $257 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 173 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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