Bear Mountain Capital, Inc. Top Holdings and 13F Report (2025) About Bear Mountain Capital, Inc.Investment ActivityBear Mountain Capital, Inc. has $279.11 million in total holdings as of June 30, 2025.Bear Mountain Capital, Inc. owns shares of 182 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.29% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Bear Mountain Capital, Inc. has purchased 344 new stocks and bought additional shares in 32 stocks.Bear Mountain Capital, Inc. sold shares of 56 stocks and completely divested from 165 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $43,142,044Vanguard S&P 500 ETF $33,450,204iShares MSCI EAFE Small-Cap ETF $23,235,929iShares National Muni Bond ETF $23,116,663Vanguard FTSE Developed Markets ETF $22,761,684 Largest New Holdings this Quarter 09857L108 - Booking $79,841 Holding13321L108 - Cameco $15,794 Holding38387Q105 - GRABAGUN DIGITAL HLDGS INC COMMON STOCK $1,502 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 3,503 shares (about $997.44K)Vanguard S&P 500 ETF 1,472 shares (about $849.22K)Vanguard Total Bond Market ETF 4,373 shares (about $318.57K)iShares MSCI EAFE Small-Cap ETF 3,792 shares (about $275.38K)Vanguard FTSE Developed Markets ETF 4,667 shares (about $264.34K) Largest Sales this Quarter Vanguard Real Estate ETF 6,629 shares (about $596.21K)iShares National Muni Bond ETF 4,812 shares (about $496.79K)Vanguard Global ex-U.S. Real Estate ETF 5,705 shares (about $260.38K)iShares Russell 1000 Growth ETF 273 shares (about $118.55K)iShares Russell 1000 Value ETF 573 shares (about $112.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBear Mountain Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$43,142,044$997,443 ▲2.4%151,51415.5%ETFVOOVanguard S&P 500 ETF$33,450,204$849,221 ▲2.6%57,98112.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$23,235,929$275,375 ▲1.2%319,9668.3%ETFMUBiShares National Muni Bond ETF$23,116,663$496,791 ▼-2.1%223,9128.3%ETFVEAVanguard FTSE Developed Markets ETF$22,761,684$264,339 ▲1.2%401,8668.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$20,317,249$14,974 ▲0.1%256,4347.3%ETFVWOVanguard FTSE Emerging Markets ETF$15,925,548$129,810 ▲0.8%315,4205.7%ETFBNDVanguard Total Bond Market ETF$15,700,654$318,573 ▲2.1%215,5205.6%ETFVBVanguard Small-Cap ETF$10,956,102$16,786 ▲0.2%45,0373.9%ETFVNQVanguard Real Estate ETF$8,637,671$596,213 ▼-6.5%96,0383.1%ETFBNDXVanguard Total International Bond ETF$6,936,859$59,962 ▲0.9%141,0222.5%ETFIVViShares Core S&P 500 ETF$5,126,0860.0%8,1281.8%ETFSUSAiShares MSCI USA ESG Select ETF$4,846,121$192,699 ▲4.1%37,8991.7%ETFVTIVanguard Total Stock Market ETF$4,182,077$84,383 ▼-2.0%13,5301.5%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,931,454$178,559 ▲4.8%156,7881.4%ManufacturingAMZNAmazon.com$3,423,133$20,804 ▼-0.6%15,1381.2%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,166,085$677 ▼0.0%23,3711.1%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,943,433$3,150 ▼-0.1%62,6001.1%ETFIWBiShares Russell 1000 ETF$2,863,6130.0%8,2961.0%ETFVSGXVanguard ESG International Stock ETF$2,819,213$77,172 ▲2.8%43,1071.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,158,871$260,377 ▼-10.8%47,3020.8%ETFESGEiShares ESG Aware MSCI EM ETF$1,953,107$47,864 ▲2.5%48,9260.7%ManufacturingNVDANVIDIA$1,645,863$62,069 ▼-3.6%9,5460.6%Computer and TechnologyMSFTMicrosoft$1,612,472$19,384 ▼-1.2%3,1610.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,208,7500.0%1,9260.4%FinanceIEFAiShares Core MSCI EAFE ETF$1,192,0720.0%14,4390.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,169,8490.0%2,0190.4%ETFEEMiShares MSCI Emerging Markets ETF$1,137,507$736 ▼-0.1%23,1770.4%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$958,456$2,734 ▼-0.3%18,2320.3%ManufacturingVTEBVanguard Tax-Exempt Bond ETF$956,2780.0%19,7130.3%ETFCOSTCostco Wholesale$949,711$951 ▲0.1%9990.3%Retail/WholesaleIAGGiShares Core International Aggregate Bond ETF$834,335$108,532 ▼-11.5%16,3820.3%ETFNFLXNetflix$742,473$12,092 ▼-1.6%6140.3%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$637,0850.0%6,7840.2%ETFAAPLApple$331,554$19,851 ▼-5.6%1,5700.1%Computer and TechnologyBRK.BBerkshire Hathaway$319,815$1,895 ▼-0.6%6750.1%FinanceNTESNetEase$244,182$3,947 ▼-1.6%1,7940.1%Computer and TechnologyGOOGAlphabet$179,862$33,852 ▼-15.8%9670.1%Computer and TechnologyIYRiShares U.S. Real Estate ETF$176,080$958 ▼-0.5%1,8380.1%ETFPALANTIR TECHNOLOGIES INC CL A$151,018$3,837 ▼-2.5%9840.1%StockIYFiShares U.S. Financials ETF$147,1080.0%1,2000.1%ETFRWXSPDR Dow Jones International Real Estate ETF$143,005$10,379 ▼-6.8%5,3600.1%ETFCATCaterpillar$142,730$2,896 ▼-2.0%3450.1%IndustrialsADPAutomatic Data Processing$120,643$302 ▼-0.2%4000.0%Computer and TechnologyMETAMeta Platforms$112,685$43,665 ▼-27.9%1600.0%Computer and TechnologySHYiShares 1-3 Year Treasury Bond ETF$88,8020.0%1,0760.0%ManufacturingNUEMNuveen ESG Emerging Markets Equity ETF$83,627$9,801 ▼-10.5%2,4830.0%ETFVEUVanguard FTSE All-World ex-US ETF$83,2910.0%1,2400.0%ETFTSLATesla$82,768$5,276 ▼-6.0%2510.0%Auto/Tires/TrucksBKNGBooking$79,841$79,841 ▲New Holding140.0%Retail/WholesaleAVBAvalonBay Communities$74,770$203 ▼-0.3%3690.0%FinanceBABoeing$72,267$1,606 ▼-2.2%3150.0%AerospaceESSEssex Property Trust$63,5090.0%2210.0%FinanceAMDAdvanced Micro Devices$62,796$7,850 ▲14.3%4000.0%Computer and TechnologySBUXStarbucks$61,944$7,978 ▼-11.4%6600.0%Retail/WholesaleEQREquity Residential$59,7810.0%8900.0%FinanceIJRiShares Core S&P Small-Cap ETF$59,6270.0%5330.0%ETFJPMJPMorgan Chase & Co.$58,837$4,369 ▼-6.9%2020.0%FinanceVUGVanguard Growth ETF$57,8420.0%1290.0%ETFQQQInvesco QQQ$57,8100.0%1030.0%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$57,2070.0%1,0460.0%ETFBABAAlibaba Group$56,332$1,081 ▲2.0%4690.0%Retail/WholesaleMAMastercard$55,266$3,869 ▼-6.5%1000.0%Business ServicesIWFiShares Russell 1000 Growth ETF$55,151$118,553 ▼-68.3%1270.0%ETFIWDiShares Russell 1000 Value ETF$50,733$112,239 ▼-68.9%2590.0%ETFVTVVanguard Value ETF$50,2780.0%2830.0%ETFGRAYSCALE BITCOIN TRUST ETF$48,546$92 ▲0.2%5260.0%ETFINTCIntel$45,137$1,848 ▲4.3%1,9540.0%Computer and TechnologyRTXRTX$44,693$2,879 ▼-6.1%2950.0%AerospaceABBVAbbVie$39,579$32,762 ▲480.6%2090.0%MedicalRIVNRivian Automotive$39,1900.0%2,8610.0%Auto/Tires/TrucksGDGeneral Dynamics$36,4760.0%1220.0%AerospaceVOOGVanguard S&P 500 Growth ETF$33,831$403 ▲1.2%840.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$32,666$79,345 ▼-70.8%3520.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$32,665$79,130 ▼-70.8%2580.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$30,926$196 ▲0.6%3150.0%FinanceBOXBOX$28,1170.0%8670.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$26,641$38,059 ▼-58.8%910.0%ETFJNJJohnson & Johnson$25,862$164 ▲0.6%1580.0%MedicalIWNiShares Russell 2000 Value ETF$25,644$36,914 ▼-59.0%1570.0%ETFITWIllinois Tool Works$25,5150.0%1000.0%IndustrialsALCCAltC Acquisition$24,143$3,449 ▲16.7%3500.0%EnergyCVXChevron$22,2100.0%1480.0%EnergyIVTInvenTrust Properties$22,194$189 ▲0.9%8230.0%FinanceHDViShares Core High Dividend ETF$18,093$119 ▲0.7%1520.0%ETFVTWVVanguard Russell 2000 Value ETF$18,0700.0%1260.0%ETFMCDMcDonald's$17,2300.0%580.0%Retail/WholesaleWMTWalmart$16,233$15,758 ▼-49.3%1710.0%Retail/WholesaleKRKroger$15,9910.0%2240.0%Retail/WholesaleCCJCameco$15,794$15,794 ▲New Holding2000.0%Basic MaterialsSMRNuScale Power$15,075$5,025 ▲50.0%3000.0%Computer and TechnologyVRTVertiv$14,197$13,681 ▲2,650.0%1100.0%Computer and TechnologySDYSPDR S&P Dividend ETF$14,0420.0%1010.0%ETFRCReady Capital$13,1020.0%3,1120.0%FinanceNTRSNorthern Trust$12,7930.0%1000.0%FinanceTRMBTrimble$12,3320.0%1500.0%IndustrialsQQQMInvesco NASDAQ 100 ETF$11,883$1,631 ▼-12.1%510.0%ETFARM HOLDINGS PLC SPONSORED ADS$11,7100.0%750.0%ADREAElectronic Arts$11,4080.0%760.0%Consumer DiscretionaryULUnilever$11,3430.0%1900.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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