Investor
Bear Mountain Capital, Inc.
CIK 0002009419 · filed 2026-05-12 · SEC filing
13F book
$332.6M
Positions
198
7 new · 8 sold
Largest name
15.2%
Vanguard Index Fds
Est. mark
$8.26M
Price effect on 190 names still held. Flow $14.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 164.2K | $50.6M | 15.2% | $1.12M | Added$3.49M |
| Vanguard Index Fds | — | 59.8K | $39M | 11.7% | $870.4K | Added$1.85M |
| Vanguard Tax-Managed Fds | — | 414.8K | $28.8M | 8.6% | $1.78M | Added$2.31M |
| Ishares Tr | — | 333.6K | $28.2M | 8.5% | $1.34M | Added$2.05M |
| Ishares Tr | — | 259K | $27.6M | 8.3% | — | New |
| Vanguard Scottsdale Fds | — | 297.2K | $23.6M | 7.1% | −$78.3K | Added$2.82M |
| Vanguard Scottsdale Fds | — | 387.7K | $22.7M | 6.8% | — | New |
| Vanguard Intl Equity Index F | — | 326.7K | $19.2M | 5.8% | $812.8K | Added$1.42M |
| Vanguard Index Fds | — | 48.1K | $13.8M | 4.1% | $482K | Added$968.2K |
| Vanguard Index Fds | — | 106.9K | $10.4M | 3.1% | $550.2K | Added$1.27M |
| Vanguard Charlotte Fds | — | 169.4K | $8.18M | 2.5% | −$48.2K | Added$861.9K |
| Ishares Tr | — | 8.13K | $5.79M | 1.7% | $136.3K | Held |
| Ishares Tr | — | 38.5K | $5.53M | 1.7% | $73.2K | Added$209.7K |
| Vanguard Mun Bd Fds | — | 97.1K | $4.9M | 1.5% | −$13.6K | Cut−$290.6K |
| Vanguard Index Fds | — | 13.4K | $4.71M | 1.4% | $109.8K | Cut$107.4K |
| Ishares Tr | — | 153.8K | $3.87M | 1.2% | −$14.2K | Added$97.5K |
| Vanguard Intl Equity Index F | — | 22.8K | $3.62M | 1.1% | $230.5K | Cut$218.7K |
| Vanguard World Fd | — | 42.8K | $3.36M | 1.0% | $163.6K | Added$179.3K |
| Ishares Tr | — | 8.3K | $3.22M | 1.0% | $73.3K | Held |
| Amazon Com Inc | AMZN | 12.8K | $3.18M | 1.0% | $129.3K | Cut−$84.5K |
| Vanguard Intl Equity Index F | — | 51.1K | $2.45M | 0.7% | $28.8K | Added$100.3K |
| Ishares Inc | — | 45.6K | $2.31M | 0.7% | $171.9K | Cut$156.3K |
| Nvidia Corp | NVDA | 8.83K | $1.78M | 0.5% | $132.5K | Cut$97.9K |
| Ishares Tr | — | 14.2K | $1.38M | 0.4% | $64.4K | Cut$62.7K |
| Spdr S&P 500 Etf Tr | — | 1.93K | $1.37M | 0.4% | $31.7K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 2.02K | $1.35M | 0.4% | $56.1K | Held |
| Ishares Tr | — | 20K | $1.26M | 0.4% | $101.6K | Cut$96.4K |
| Microsoft Corp | MSFT | 2.95K | $1.23M | 0.4% | −$113.9K | Cut−$145.4K |
| Ishares Tr | — | 23.4K | $1.17M | 0.4% | −$2.34K | Cut−$13.4K |
| Ishares Tr | — | 19.9K | $1.05M | 0.3% | −$4.18K | Cut−$21.9K |
| Costco Whsl Corp New | — | 959 | $956.8K | 0.3% | $39.7K | Cut−$1.43K |
| Ishares Tr | — | 6.63K | $694.3K | 0.2% | $23.6K | Cut$11.3K |
| Netflix Inc | NFLX | 5.92K | $561.8K | 0.2% | $40.2K | Cut$27.3K |
| Apple Inc. | AAPL | 1.49K | $406.2K | 0.1% | $22.3K | Cut$68 |
| Berkshire Hathaway Inc Del | — | 675 | $318.7K | 0.1% | −$13.9K | Held |
| Ishares Tr | — | 2.48K | $256K | 0.1% | $15.4K | Cut−$10.9K |
| Ishares Tr | — | 2.29K | $246.2K | 0.1% | −$748 | Cut−$23.8M |
| Caterpillar Inc | CAT | 298 | $237.9K | 0.1% | $45.1K | Held |
| Alphabet Inc | — | 640 | $214.7K | 0.1% | $1.59K | Cut−$18.4K |
| Netease Inc | — | 1.79K | $211.3K | 0.1% | −$31.8K | Added−$30.7K |
| Ishares Tr | — | 1.2K | $151K | 0.0% | −$4.67K | Held |
| Spdr Index Shs Fds | — | 4.69K | $134.7K | 0.0% | $234 | Cut−$3.98K |
| Palantir Technologies Inc. | PLTR | 909 | $132.6K | 0.0% | −$27.5K | Added−$23.7K |
| Advanced Micro Devices Inc | AMD | 400 | $110K | 0.0% | $18.8K | Held |
| Vanguard Intl Equity Index F | — | 1.24K | $100.8K | 0.0% | $5.62K | Held |
| Intel Corp | INTC | 1.35K | $88.6K | 0.0% | $23.4K | Cut−$19.2K |
| Automatic Data Processing In | — | 400 | $80.9K | 0.0% | −$23.1K | Held |
| Boeing Co | — | 358 | $80.6K | 0.0% | −$7.03K | Added$2.21K |
| Meta Platforms, Inc. | META | 110 | $73.8K | 0.0% | $5.51K | Held |
| Ishares Tr | — | 533 | $72.6K | 0.0% | $3.78K | Held |
| Nushares Etf Tr | — | 1.75K | $71.1K | 0.0% | $5.42K | Cut−$2.55K |
| Booking Holdings Inc. | BKNG | 350 | $67.2K | 0.0% | −$70K | Added−$5.49K |
| Alibaba Group Hldg Ltd | — | 469 | $65.7K | 0.0% | −$14.4K | Held |
| Avalonbay Cmntys Inc | — | 369 | $65.1K | 0.0% | −$1.64K | Held |
| Vanguard Growth Etf | — | 129 | $63.5K | 0.0% | $902 | Held |
| Ishares Tr | — | 126 | $59.8K | 0.0% | $512 | Held |
| Ishares Tr | — | 256 | $58.2K | 0.0% | $2.07K | Held |
| Vanguard Index Fds | — | 283 | $57.8K | 0.0% | $1.65K | Held |
| Essex Ppty Tr Inc | — | 221 | $57.1K | 0.0% | $1.11K | Held |
| Vertiv Holdings Co | VRT | 180 | $56.6K | 0.0% | $25.5K | Held |
| Equity Residential | EQR | 890 | $56.5K | 0.0% | $2.01K | Held |
| Vanguard Bd Index Fds | — | 757 | $56K | 0.0% | −$231 | Cut−$18.1M |
| Tesla, Inc. | TSLA | 132 | $51.9K | 0.0% | −$5.95K | Cut−$49.8K |
| Starbucks Corp | SBUX | 517 | $51.2K | 0.0% | $2.95K | Cut−$11.1K |
| Jpmorgan Chase & Co. | — | 152 | $48.2K | 0.0% | $1.17K | Cut−$14.3K |
| Vanguard Admiral Fds Inc | — | 84 | $38.6K | 0.0% | $1.23K | Held |
| Grayscale Bitcoin Trust Etf | GBTC | 643 | $38.1K | 0.0% | −$9.59K | Added−$9.41K |
| Ishares Tr | — | 335 | $37K | 0.0% | $2.28K | Cut$1.04K |
| Rivian Automotive Inc | — | 2.18K | $36.9K | 0.0% | −$307 | Cut−$11.9K |
| Ishares Tr | — | 249 | $35.4K | 0.0% | $755 | Cut−$220 |
| Ishares Tr | — | 91 | $32.6K | 0.0% | $956 | Held |
| Ishares Tr | — | 157 | $32.6K | 0.0% | $1.9K | Held |
| J P Morgan Exchange Traded F | — | 546 | $32K | 0.0% | −$120 | Held |
| Ishares Tr | — | 314 | $31.4K | 0.0% | −$153 | Added$147 |
| Ishares Tr | — | 379 | $31.3K | 0.0% | −$80 | Cut−$7.12K |
| Cameco Corp | CCJ | 250 | $30.9K | 0.0% | $2.7K | Held |
| Johnson & Johnson | JNJ | 129 | $29.9K | 0.0% | $1.58K | Cut−$5.22K |
| RTX Corp | RTX | 148 | $29K | 0.0% | −$598 | Cut−$30K |
| Inventrust Pptys Corp | — | 844 | $27.6K | 0.0% | $3.33K | Added$3.56K |
| Chevron Corp New | CVX | 148 | $27.1K | 0.0% | $2.53K | Held |
| Mastercard Inc | MA | 50 | $25.8K | 0.0% | −$1.3K | Held |
| AbbVie Inc. | ABBV | 114 | $23.1K | 0.0% | −$1.51K | Added−$1.31K |
| Vanguard Scottsdale Fds | — | 126 | $23K | 0.0% | $1.32K | Held |
| Ishares Tr | — | 156 | $20.8K | 0.0% | $1.01K | Added$1.14K |
| Box Inc | — | 867 | $20.8K | 0.0% | −$2.28K | Held |
| Oklo Inc. | OKLO | 300 | $20.4K | 0.0% | −$7K | Held |
| General Dynamics Corp | GD | 61 | $20.3K | 0.0% | −$2.23K | Cut−$24.7K |
| Walmart Inc. | WMT | 152 | $19.4K | 0.0% | $1.23K | Added$1.36K |
| Applied Digital Corp. | APLD | 600 | $19.3K | 0.0% | −$1.52K | Added$1.7K |
| Alaska Air Group, Inc. | ALK | 371 | $16.2K | 0.0% | −$1.23K | Added$6.13K |
| Spdr Series Trust | — | 103 | $15.4K | 0.0% | $343 | Held |
| Kroger Co | KR | 224 | $15.2K | 0.0% | $1.21K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 52 | $13.7K | 0.0% | $550 | Held |
| Uranium Energy Corp | UEC | 900 | $13.6K | 0.0% | −$2.11K | Held |
| Arm Holdings Plc | — | 75 | $13.1K | 0.0% | $5.23K | Held |
| Trimble Inc. | TRMB | 157 | $10.9K | 0.0% | −$1.45K | Added−$1.25K |
| Lightpath Technologies Inc | LPTH | 700 | $10K | 0.0% | $452 | Added$4.74K |
| Coca Cola Co | KO | 128 | $9.65K | 0.0% | $652 | Held |
| Tempus AI, Inc. | TEM | 158 | $9K | 0.0% | −$1.92K | Held |
| NexGen Energy Ltd. | NXE | 700 | $8.9K | 0.0% | $693 | Held |
| Aerovironment Inc | AVAV | 40 | $7.89K | 0.0% | −$3.63K | Added$318 |
| Nuscale Pwr Corp | — | 600 | $7.67K | 0.0% | −$3.67K | Held |
| Ondas Hldgs Inc | ONDS | 700 | $7.51K | 0.0% | −$836 | Added$2.38K |
| Shopify Inc. | SHOP | 54 | $7.24K | 0.0% | −$1.3K | Added−$1.03K |
| Omeros Corp | OMER | 485 | $6.53K | 0.0% | — | New |
| Amgen Inc | AMGN | 18 | $6.3K | 0.0% | $362 | Held |
| Expedia Group, Inc. | EXPE | 21 | $5.74K | 0.0% | — | New |
| Ishares Gold Tr | — | 63 | $5.71K | 0.0% | $243 | Held |
| Bitmine Immersion Tecnologie | — | 250 | $5.63K | 0.0% | −$2.08K | Held |
| Mcdonalds Corp | MCD | 17 | $5.22K | 0.0% | −$29 | Cut−$7.13K |
| Ge Aerospace | — | 17 | $5.17K | 0.0% | −$277 | Held |
| Home Depot, Inc. | HD | 14 | $4.91K | 0.0% | −$394 | Held |
| Mosaic Co New | MOS | 200 | $4.82K | 0.0% | −$694 | Held |
| GE Vernova Inc. | GEV | 4 | $3.96K | 0.0% | $1.39K | Held |
| American Express Co | AXP | 12 | $3.82K | 0.0% | −$465 | Added−$147 |
| Ishares Bitcoin Trust Etf | IBIT | 84 | $3.63K | 0.0% | −$903 | Held |
| Chipotle Mexican Grill Inc | CMG | 100 | $3.58K | 0.0% | −$453 | Held |
| Waste Mgmt Inc Del | — | 15 | $3.36K | 0.0% | $65 | Held |
| Etf Ser Solutions | — | 25 | $3.27K | 0.0% | — | New |
| Ford Mtr Co | — | 253 | $3.25K | 0.0% | −$223 | Added−$43 |
| UiPath, Inc. | PATH | 237 | $2.5K | 0.0% | −$951 | Added−$814 |
| Ishares Tr | — | 122 | $2.4K | 0.0% | $262 | Held |
| lululemon athletica inc. | LULU | 14 | $2.33K | 0.0% | −$535 | Held |
| Equinix Inc | EQIX | 2 | $2.21K | 0.0% | $604 | Held |
| Ready Capital Corp | — | 1.09K | $2.18K | 0.0% | −$229 | Held |
| Procter And Gamble Co | PG | 15 | $2.17K | 0.0% | — | New |
| Disney Walt Co | — | 20 | $2.16K | 0.0% | −$145 | Held |
| Boeing Co | — | 27 | $1.94K | 0.0% | −$156 | Added−$12 |
| SentinelOne, Inc. | S | 130 | $1.86K | 0.0% | $30 | Added$187 |
| Symbotic Inc. | SYM | 25 | $1.65K | 0.0% | $4 | Added$136 |
| Bigbear Ai Hldgs Inc | — | 411 | $1.58K | 0.0% | −$873 | Added−$735 |
| Procore Technologies, Inc. | PCOR | 28 | $1.54K | 0.0% | −$391 | Added−$226 |
| Alexandria Real Estate Eq In | — | 31 | $1.5K | 0.0% | −$243 | Added$48 |
| At&T Inc | — | 54 | $1.42K | 0.0% | $146 | Held |
| Abrdn Etfs | — | 59 | $1.41K | 0.0% | $212 | Held |
| NIKE, Inc. | NKE | 28 | $1.3K | 0.0% | −$508 | Held |
| C3.ai, Inc. | AI | 132 | $1.24K | 0.0% | −$484 | Added−$343 |
| Accenture Plc Ireland | — | 5 | $1K | 0.0% | −$464 | Held |
| Porch Group, Inc. | PRCH | 100 | $798 | 0.0% | −$111 | Held |
| Danaher Corporation | — | 4 | $787 | 0.0% | −$177 | Held |
| Nextera Energy Inc | — | 8 | $736 | 0.0% | $78 | Held |
| Slb Limited/Nv | SLB | 14 | $731 | 0.0% | $79 | Held |
| Super Micro Computer Inc | — | 25 | $711 | 0.0% | −$27 | Added$144 |
| Southwest Airls Co | — | 15 | $627 | 0.0% | −$20 | Held |
| Gap Inc | GAP | 23 | $627 | 0.0% | $0 | Held |
| Pfizer Inc | PFE | 22 | $617 | 0.0% | $46 | Held |
| Norwegian Cruise Line Hldg L | — | 30 | $608 | 0.0% | −$78 | Held |
| Merck & Co., Inc. | MRK | 5 | $586 | 0.0% | $31 | Held |
| Warner Bros. Discovery, Inc. | WBD | 21 | $576 | 0.0% | −$22 | Held |
| Noble Corp Plc | — | 12 | $560 | 0.0% | $164 | Held |
| Weatherford Intl Plc | — | 5 | $501 | 0.0% | $80 | Held |
| Wayfair Inc. | W | 6 | $487 | 0.0% | −$223 | Held |
| Dropbox, Inc. | DBX | 20 | $487 | 0.0% | −$43 | Held |
| Immunome Inc. | IMNM | 20 | $485 | 0.0% | $28 | Held |
| Valley Natl Bancorp | — | 35 | $476 | 0.0% | $55 | Held |
| Helmerich & Payne, Inc. | HP | 14 | $471 | 0.0% | $19 | Held |
| Grabagun Digital Hldgs Inc | — | 150 | $455 | 0.0% | −$24 | Held |
| Intuit Inc. | INTU | 1 | $405 | 0.0% | −$150 | Held |
| Ge Healthcare Technologies I | — | 5 | $371 | 0.0% | −$42 | Held |
| Delta Air Lines Inc Del | DAL | 5 | $356 | 0.0% | −$1 | Held |
| Crispr Therapeutics Ag | CRSP | 6 | $346 | 0.0% | $21 | Held |
| V F Corp | VFC | 16 | $344 | 0.0% | $37 | Held |
| Brinks Co | BCO | 3 | $342 | 0.0% | −$32 | Held |
| Alphabet Inc | — | 1 | $337 | 0.0% | $4 | Held |
| Unitedhealth Group Inc | UNH | 1 | $323 | 0.0% | −$16 | Held |
| Gilead Sciences, Inc. | GILD | 2 | $272 | 0.0% | $29 | Held |
| Ferguson Enterprises Inc | — | 1 | $263 | 0.0% | $13 | Held |
| Ishares Tr | — | 4 | $259 | 0.0% | $23 | Held |
| Aptiv Plc | APTV | 4 | $243 | 0.0% | −$87 | Held |
| Docusign, Inc. | DOCU | 5 | $239 | 0.0% | −$59 | Held |
| Ishares Tr | — | 2 | $238 | 0.0% | $2 | Held |
| Cvs Health Corp | CVS | 3 | $230 | 0.0% | −$14 | Held |
| Teva Pharmaceutical Inds Ltd | — | 7 | $224 | 0.0% | −$2 | Held |
| Vermilion Energy Inc. | VET | 18 | $210 | 0.0% | $56 | Held |
| Ishares Tr | — | 4 | $204 | 0.0% | $0 | Held |
| Mercury Sys Inc | — | 2 | $168 | 0.0% | −$38 | Held |
| Zeta Global Holdings Corp. | ZETA | 9 | $163 | 0.0% | −$31 | Held |
| Vanguard Malvern Fds | — | 3 | $151 | 0.0% | $3 | Held |
| Ishares Tr | — | 3 | $112 | 0.0% | −$1 | Held |
| Ishares Tr | — | 1 | $104 | 0.0% | $5 | Held |
| Ambev Sa | — | 32 | $98 | 0.0% | $15 | Held |
| Commscope Hldg Co Inc | VISN | 5 | $96 | 0.0% | $0 | Held |
| Barclays Bank Plc | — | 2 | $94 | 0.0% | $15 | Held |
| Vanguard Scottsdale Fds | — | 2 | $94 | 0.0% | $0 | Held |
| Veralto Corp | VLTO | 1 | $91 | 0.0% | −$12 | Held |
| Vanguard Scottsdale Fds | — | 1 | $84 | 0.0% | $0 | Held |
| Schwab Us Tips Etf | — | 3 | $81 | 0.0% | $1 | Held |
| Kohls Corp | KSS | 5 | $77 | 0.0% | −$24 | Held |
| Nio Inc | — | 10 | $67 | 0.0% | $21 | Held |
| Paramount Skydance Corp | PSKY | 5 | $60 | 0.0% | $0 | Held |
| Versigent PLC | VGNT | 1 | $35 | 0.0% | — | New |
| Lucid Group, Inc. | LCID | 4 | $27 | 0.0% | −$13 | Held |
| Peloton Interactive, Inc. | PTON | 3 | $16 | 0.0% | −$4 | Held |
| GoPro, Inc. | GPRO | 9 | $12 | 0.0% | −$1 | Held |
| Ishares Tr | — | 0 | $10 | 0.0% | — | Cut−$3.44M |
| Novavax Inc | NVAX | 1 | $8 | 0.0% | $1 | Held |
| Wheels Up Experience Inc. | UP | 12 | $5 | 0.0% | −$6 | Held |
| Amc Entmt Hldgs Inc | — | 2 | $4 | 0.0% | $1 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.