Bear Mountain Capital, Inc.: 13F holdings
CIK 20094192026Q2
| Positions | 214 |
|---|
| Reported value | $345.2m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 214 (+16 vs prior quarter) |
|---|
| Reported value | $345.2m (+3.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VO VANGUARD MID CAP | 669,702 | $54.1m | 15.7% |
| VOO VANGUARD S&P 500 ETF | 60,572 | $41.9m | 12.1% |
| SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | 282,429 | $30.0m | 8.7% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 420,237 | $29.7m | 8.6% |
| SCZ ISHARES MSCI EAFE SMALL CAP ETF | 343,768 | $28.6m | 8.3% |
| VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | 294,695 | $23.2m | 6.7% |
| VGSH VANGUARD SHORT-TERM TREASURY ETF | 396,374 | $23.0m | 6.7% |
| VWO VANGUARD FTSE EMERGING MARKETS ETF | 333,463 | $19.7m | 5.7% |
| VB VANGUARD SMALL CAP ETF | 48,633 | $14.4m | 4.2% |
| VNQ VANGUARD REAL ESTATE ETF | 110,199 | $10.8m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2009419")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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