Bear Mountain Capital, Inc. Reduced Holdings in Q2 2025

Bear Mountain Capital, Inc.

  • $277 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
-6.63K
- 6.46%
$79.79 - $91.42 $529K - $606K
96K $8.55M
MUB
Ishares National Muni Bond ETF

ETFs
-4.81K
- 2.1%
$102.31 - $105.8 $492K - $509K
224K $23.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-573
- 68.87%
$166.82 - $194.23 $95.6K - $111K
259 $50K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-273
- 68.25%
$320.42 - $424.58 $87.5K - $116K
127 $53K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.13K
- 11.51%
$50.09 - $51.09 $107K - $109K
16.4K $836K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-625
- 70.78%
$103.88 - $123.68 $64.9K - $77.3K
258 $31K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-855
- 70.84%
$73.7 - $90.98 $63K - $77.8K
352 $32K
AAPL
Apple Inc.

Technology
-94
- 5.65%
$172.42 - $223.89 $16.2K - $21K
1.57K $322K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-507
- 99.8%
$72.96 - $90.39 $37K - $45.8K
1 $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-4
- 0.59%
$483.48 - $539.8 $1.93K - $2.16K
675 $327K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-130
- 58.82%
$224.16 - $285.86 $29.1K - $37.2K
91 $26K
WMT
Walmart Inc.

Consumer Defensive
-166
- 49.26%
$81.79 - $99.98 $13.6K - $16.6K
171 $16K
SBUX
Starbucks Corp

Consumer Cyclical
-85
- 11.41%
$79.69 - $99.41 $6.77K - $8.45K
660 $60K
META
Meta Platforms, Inc.

Communication Services
-62
- 27.93%
$484.66 - $738.09 $30K - $45.8K
160 $118K
GOOG
Alphabet Inc.

Communication Services
-182
- 15.84%
$146.58 - $180.01 $26.7K - $32.8K
967 $171K
AVB
Avalonbay Communities Inc

Real Estate
-1
- 0.27%
$187.23 - $215.61 $187 - $216
369 $75K
IYR
Ishares Tr

ETFs
-10
- 0.54%
$84.48 - $96.25 $845 - $963
1.84K $174K
XOM
Exxon Mobil Corp

Energy
-10
- 16.67%
$99.93 - $119.04 $999 - $1.19K
50 $5K
HD
Home Depot, Inc.

Consumer Cyclical
-7
- 33.33%
$335.24 - $380.78 $2.35K - $2.67K
14 $5K
AMGN
Amgen Inc

Healthcare
-7
- 28.0%
$262.28 - $309.85 $1.84K - $2.17K
18 $5K
MA
Mastercard Inc

Financial Services
-7
- 6.54%
$479.92 - $590.74 $3.36K - $4.14K
100 $56K
T
At&T Inc.

Communication Services
-39
- 42.86%
$26.33 - $28.94 $1.03K - $1.13K
52 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-1
- 6.67%
$225.56 - $335.19 $226 - $335
14 $3K
DHR
Danaher Corp

Healthcare
-2
- 33.33%
$174.64 - $205.16 $349 - $410
4 $0
PFE
Pfizer Inc

Healthcare
-17
- 7.14%
$21.59 - $24.84 $367 - $422
221 $5K
AXP
American Express CO

Financial Services
-6
- 37.5%
$231.39 - $318.98 $1.39K - $1.91K
10 $3K
DAL
Delta Air Lines, Inc.

Industrials
-8
- 61.54%
$35.88 - $52.99 $287 - $424
5 $0
Ge Healthcare Technologies Inc Common Stock
-3
- 25.0%
N/A
9 $0
ACN
Accenture PLC

Technology
-1
- 16.67%
$279.23 - $323.21 $279 - $323
5 $1K
GE
General Electric CO

Industrials
-7
- 19.44%
$166.81 - $257.39 $1.17K - $1.8K
29 $7K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2
- 1.96%
$45.98 - $56.15 $92 - $112
100 $5K
F
Ford Motor CO

Consumer Cyclical
-23
- 10.0%
$8.69 - $10.85 $200 - $250
207 $2K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-7
- 12.07%
$171.4 - $227.1 $1.2K - $1.59K
51 $11K
VMC
Vulcan Materials CO

Basic Materials
-1
- 5.56%
$226.49 - $276.01 $226 - $276
17 $4K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-291
- 10.49%
$25.97 - $33.21 $7.56K - $9.66K
2.48K $82K
ADP
Automatic Data Processing Inc

Industrials
-1
- 0.25%
$276.76 - $326.81 $277 - $327
400 $123K
DIS
Walt Disney CO

Communication Services
-1
- 2.17%
$81.72 - $124.01 $81.7 - $124
45 $5K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-67
- 0.11%
$46.41 - $47.7 $3.11K - $3.2K
62.6K $2.98M
RTX
Raytheon Technologies Corp

Industrials
-19
- 6.05%
$113.75 - $148.48 $2.16K - $2.82K
295 $43K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-52
- 0.28%
$51.68 - $52.76 $2.69K - $2.74K
18.2K $961K
JPM
Jpmorgan Chase & CO

Financial Services
-15
- 6.91%
$210.28 - $289.91 $3.15K - $4.35K
202 $58K
RWX
Spdr Dow Jones International R

ETFs
-389
- 6.77%
$23.06 - $27.4 $8.97K - $10.7K
5.36K $146K
TSLA
Tesla, Inc.

Consumer Cyclical
-16
- 5.99%
$221.86 - $362.89 $3.55K - $5.81K
251 $79K
BA
Boeing CO

Industrials
-7
- 2.17%
$136.59 - $217.51 $956 - $1.52K
315 $66K
CAT
Caterpillar Inc

Industrials
-7
- 1.99%
$273.94 - $388.21 $1.92K - $2.72K
345 $133K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-5.71K
- 10.76%
$37.77 - $46.15 $215K - $263K
47.3K $2.18M
PLTR
Palantir Technologies Inc.

Technology
-25
- 2.48%
$74.01 - $144.25 $1.85K - $3.61K
984 $134K
NTES
Net Ease, Inc.

Communication Services
-29
- 1.59%
$91.37 - $134.58 $2.65K - $3.9K
1.79K $241K
EEM
Ishares Msci Emerging Markets

ETFs
-15
- 0.06%
$38.52 - $48.28 $578 - $724
23.2K $1.12M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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