Bear Mountain Capital, Inc. Portfolio Holdings

Bear Mountain Capital, Inc.

  • $277 Million
  • Q2 2025

Bear Mountain Capital, Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Million distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $42.4M, Vanguard Index Fds S&P 500 ETF with a value of $32.9M, Ishares National Muni Bond ETF with a value of $23.4M, Ishares Tr Msci Eafe Small Cap with a value of $23.3M, and Vanguard Ftse Developed Market with a value of $22.9M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $257M to 277M.

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 $277 Million
ETFs: $266 Million
Technology: $3.7 Million
Consumer Cyclical: $3.68 Million
Communication Services: $1.39 Million
Consumer Defensive: $1.05 Million
Industrials: $463,000
Financial Services: $456,000
Real Estate: $231,000
Other: $156,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.4 Million 15.29% of portfolio
151,514
Q2 2025 Added 2.37%
$0
$32.9 Million 11.88% of portfolio
57,981
Q2 2025 Added 2.6%
$0
$23.4 Million 8.44% of portfolio
223,912
Q2 2025 Reduced 2.1%
$0
$23.3 Million 8.39% of portfolio
319,966
Q2 2025 Added 1.2%
$0
$22.9 Million 8.26% of portfolio
401,866
Q2 2025 Added 1.17%
$0
$20.4 Million 7.35% of portfolio
256,434
Q2 2025 Added 0.07%
$0
$15.9 Million 5.72% of portfolio
215,520
Q2 2025 Added 2.07%
$0
$15.6 Million 5.63% of portfolio
315,420
Q2 2025 Added 0.82%
$0
$10.7 Million 3.85% of portfolio
45,037
Q2 2025 Added 0.15%
$0
$8.55 Million 3.08% of portfolio
96,038
Q2 2025 Reduced 6.46%
$0
$6.98 Million 2.52% of portfolio
141,022
Q2 2025 Added 0.87%
$0
$5.05 Million 1.82% of portfolio
8,128
Q4 2024 Reduced 0.05%
$0
$4.8 Million 1.73% of portfolio
37,899
Q2 2025 Added 4.14%
$0
$4.11 Million 1.48% of portfolio
13,530
Q2 2025 Reduced 1.98%
$0
$3.95 Million 1.42% of portfolio
156,788
Q2 2025 Added 4.76%
$2.26T
$3.32 Million 1.2% of portfolio
15,138
Q2 2025 Reduced 0.6%
$0
$2.98 Million 1.07% of portfolio
62,600
Q2 2025 Reduced 0.11%
$0
$2.82 Million 1.02% of portfolio
8,296
Q4 2023 New
$0
$2.82 Million 1.02% of portfolio
43,107
Q2 2025 Added 2.81%
$0
$2.18 Million 0.79% of portfolio
47,302
Q2 2025 Reduced 10.76%
$0
$1.92 Million 0.69% of portfolio
48,926
Q2 2025 Added 2.51%
$3.95T
$1.57 Million 0.57% of portfolio
3,161
Q2 2025 Reduced 1.19%
$456B
$1.51 Million 0.54% of portfolio
9,546
Q2 2025 Reduced 3.63%
$0
$1.21 Million 0.43% of portfolio
14,439
Q1 2025 Reduced 0.05%
$0
$1.19 Million 0.43% of portfolio
1,926
Q4 2024 Reduced 2.48%
$0
$1.14 Million 0.41% of portfolio
2,019
Q4 2023 New
$0
$1.12 Million 0.4% of portfolio
23,177
Q2 2025 Reduced 0.06%
$439B
$988,000 0.36% of portfolio
999
Q2 2025 Added 0.1%
$0
$961,000 0.35% of portfolio
18,232
Q2 2025 Reduced 0.28%
$0
$966,000 0.35% of portfolio
19,713
Q1 2025 Added 1,216.83%
$545B
$822,000 0.3% of portfolio
614
Q2 2025 Reduced 1.6%
$0
$836,000 0.3% of portfolio
16,382
Q2 2025 Reduced 11.51%
$0
$623,000 0.22% of portfolio
6,784
Q1 2025 Reduced 0.16%
$606B
$327,000 0.12% of portfolio
675
Q2 2025 Reduced 0.59%
$3.69T
$322,000 0.12% of portfolio
1,570
Q2 2025 Reduced 5.65%
$86B
$241,000 0.09% of portfolio
1,794
Q2 2025 Reduced 1.59%
$0
$174,000 0.06% of portfolio
1,838
Q2 2025 Reduced 0.54%
$1.24T
$171,000 0.06% of portfolio
967
Q2 2025 Reduced 15.84%
$367B
$134,000 0.05% of portfolio
984
Q2 2025 Reduced 2.48%
$0
$146,000 0.05% of portfolio
5,360
Q2 2025 Reduced 6.77%
$218B
$133,000 0.05% of portfolio
345
Q2 2025 Reduced 1.99%
$0
$145,000 0.05% of portfolio
1,200
Q2 2024 Reduced 55.51%
$1.73T
$118,000 0.04% of portfolio
160
Q2 2025 Reduced 27.93%
$124B
$123,000 0.04% of portfolio
400
Q2 2025 Reduced 0.25%
$0
$89,000 0.03% of portfolio
1,076
Q1 2025 Reduced 12.16%
$26.1B
$75,000 0.03% of portfolio
369
Q2 2025 Reduced 0.27%
$1.08T
$79,000 0.03% of portfolio
251
Q2 2025 Reduced 5.99%
$217B
$81,000 0.03% of portfolio
14
Q2 2025 New
$0
$83,000 0.03% of portfolio
1,240
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $277 Million
  • Prior Value $257 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track Bear Mountain Capital, Inc. Portfolio

Follow Bear Mountain Capital, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bear Mountain Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bear Mountain Capital, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email