Bear Mountain Capital, Inc. Top Holdings and 13F Report (2025) About Bear Mountain Capital, Inc.Investment ActivityBear Mountain Capital, Inc. has $258.66 million in total holdings as of March 31, 2025.Bear Mountain Capital, Inc. owns shares of 344 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 0.71% of the portfolio was sold this quarter.This quarter, Bear Mountain Capital, Inc. has purchased 176 new stocks and bought additional shares in 59 stocks.Bear Mountain Capital, Inc. sold shares of 28 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $37,918,970Vanguard S&P 500 ETF $28,790,588iShares National Muni Bond ETF $23,874,253iShares MSCI EAFE Small-Cap ETF $21,082,511Vanguard FTSE Developed Markets ETF $21,031,663 Largest New Holdings this Quarter 64110W102 - NetEase $193,848 Holding922908736 - Vanguard Growth ETF $48,859 Holding922908744 - Vanguard Value ETF $47,052 Holding452308109 - Illinois Tool Works $24,175 Holding46429B663 - iShares Core High Dividend ETF $17,392 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 3,094 shares (about $1.58M)Vanguard Mid-Cap ETF 5,998 shares (about $1.54M)Vanguard Tax-Exempt Bond ETF 18,216 shares (about $892.58K)Vanguard FTSE Developed Markets ETF 13,849 shares (about $733.30K)Vanguard Total Bond Market ETF 9,398 shares (about $691.22K) Largest Sales this Quarter iShares National Muni Bond ETF 10,613 shares (about $1.11M)iShares ESG Aware 1-5 Year USD Corporate Bond ETF 6,744 shares (about $169.01K)Vanguard ESG International Stock ETF 1,400 shares (about $84.92K)iShares ESG Aware U.S. Aggregate Bond ETF 1,467 shares (about $69.65K)Vanguard Global ex-U.S. Real Estate ETF 1,420 shares (about $60.56K) 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$37,918,970$1,536,629 ▲4.2%148,01114.7%ETFVOOVanguard S&P 500 ETF$28,790,588$1,576,352 ▲5.8%56,50911.1%ETFMUBiShares National Muni Bond ETF$23,874,253$1,107,787 ▼-4.4%228,7249.2%ETFSCZiShares MSCI EAFE Small-Cap ETF$21,082,511$123,358 ▲0.6%316,1748.2%ETFVEAVanguard FTSE Developed Markets ETF$21,031,663$733,304 ▲3.6%397,1998.1%ETFVCSHVanguard Short-Term Corporate Bond ETF$20,279,224$306,430 ▲1.5%256,2457.8%ETFBNDVanguard Total Bond Market ETF$15,529,874$691,223 ▲4.7%211,1476.0%ETFVWOVanguard FTSE Emerging Markets ETF$14,125,111$538,458 ▲4.0%312,8495.5%ETFVBVanguard Small-Cap ETF$9,747,695$608,255 ▲6.7%44,9683.8%ETFVNQVanguard Real Estate ETF$9,036,731$180,353 ▲2.0%102,6673.5%ETFBNDXVanguard Total International Bond ETF$6,910,448$11,517 ▲0.2%139,8032.7%ETFIVViShares Core S&P 500 ETF$4,526,8900.0%8,1281.8%ETFSUSAiShares MSCI USA ESG Select ETF$4,162,824$81,673 ▲2.0%36,3921.6%ETFVTIVanguard Total Stock Market ETF$3,763,541$95,704 ▲2.6%13,8031.5%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,750,664$169,005 ▼-4.3%149,6671.5%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,975,428$69,653 ▼-2.3%62,6671.2%ETFAMZNAmazon.com$2,853,910$626,436 ▲28.1%15,2301.1%Retail/WholesaleVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,813,068$28,882 ▼-1.0%23,3761.1%ETFVSGXVanguard ESG International Stock ETF$2,543,293$84,924 ▼-3.2%41,9271.0%ETFIWBiShares Russell 1000 ETF$2,524,6390.0%8,2961.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,260,757$60,563 ▼-2.6%53,0070.9%ETFESGEiShares ESG Aware MSCI EM ETF$1,671,877$55,663 ▼-3.2%47,7270.6%ManufacturingMSFTMicrosoft$1,260,370$375,471 ▲42.4%3,1990.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,138,047$552 ▼0.0%14,4390.4%ETFNVDANVIDIA$1,079,958$23,876 ▼-2.2%9,9060.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,067,6470.0%1,9260.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,053,6760.0%2,0190.4%ETFEEMiShares MSCI Emerging Markets ETF$1,012,352$57,532 ▼-5.4%23,1920.4%FinanceCOSTCostco Wholesale$989,223$447,034 ▲82.4%9980.4%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$965,937$892,584 ▲1,216.8%19,7130.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$959,910$8,768 ▼-0.9%18,2840.4%ManufacturingIAGGiShares Core International Aggregate Bond ETF$938,979$16,940 ▼-1.8%18,5130.4%ETFNFLXNetflix$702,399$675,384 ▲2,500.0%6240.3%Consumer DiscretionaryIWRiShares Russell Mid-Cap ETF$571,009$926 ▼-0.2%6,7840.2%ETFBRK.BBerkshire Hathaway$362,973$4,811 ▲1.3%6790.1%FinanceAAPLApple$351,472$22,178 ▲6.7%1,6640.1%Computer and TechnologyNTESNetEase$193,848$193,848 ▲New Holding1,8230.1%Computer and TechnologyGOOGAlphabet$186,244$3,566 ▲2.0%1,1490.1%Computer and TechnologyIYRiShares U.S. Real Estate ETF$172,548$11,018 ▼-6.0%1,8480.1%ETFIWDiShares Russell 1000 Value ETF$151,4820.0%8320.1%ETFRWXSPDR Dow Jones International Real Estate ETF$150,221$23,203 ▼-13.4%5,7490.1%ETFIWFiShares Russell 1000 Growth ETF$146,6880.0%4000.1%ETFIYFiShares U.S. Financials ETF$132,6840.0%1,2000.1%ETFMETAMeta Platforms$123,110$62,110 ▲101.8%2220.0%Computer and TechnologyADPAutomatic Data Processing$118,537$296 ▲0.3%4010.0%Business ServicesPALANTIR TECHNOLOGIES INC CL A$117,071$5,221 ▲4.7%1,0090.0%StockCATCaterpillar$108,221$2,152 ▲2.0%3520.0%IndustrialsIJJiShares S&P Mid-Cap 400 Value ETF$101,3070.0%8830.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$100,1330.0%1,2070.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$89,319$12,369 ▼-12.2%1,0760.0%ManufacturingNUEMNuveen ESG Emerging Markets Equity ETF$81,423$3,023 ▼-3.6%2,7740.0%ETFTSLATesla$77,972$4,672 ▼-5.7%2670.0%Auto/Tires/TrucksVEUVanguard FTSE All-World ex-US ETF$77,3510.0%1,2400.0%ETFAVBAvalonBay Communities$76,663$207 ▲0.3%3700.0%FinanceSBUXStarbucks$63,238$24,192 ▲62.0%7450.0%Retail/WholesaleEQREquity Residential$61,8820.0%8900.0%FinanceESSEssex Property Trust$60,8100.0%2210.0%FinanceBABoeing$58,604$1,274 ▲2.2%3220.0%AerospaceMAMastercard$57,759$3,779 ▲7.0%1070.0%Business ServicesIWOiShares Russell 2000 Growth ETF$56,3640.0%2210.0%ETFIWNiShares Russell 2000 Value ETF$55,8760.0%3830.0%ETFBABAAlibaba Group$54,6850.0%4600.0%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$53,748$21,277 ▼-28.4%5330.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$53,682$12,830 ▲31.4%1,0460.0%ETFJPMJPMorgan Chase & Co.$53,141$3,673 ▲7.4%2170.0%FinanceQQQInvesco QQQ$48,9800.0%1030.0%FinanceVUGVanguard Growth ETF$48,859$48,859 ▲New Holding1290.0%ETFVTVVanguard Value ETF$47,052$47,052 ▲New Holding2830.0%ETFEFAiShares MSCI EAFE ETF$43,1040.0%5080.0%FinanceGRAYSCALE BITCOIN TRUST ETF$39,5330.0%5250.0%ETFRTXRTX$39,516$2,391 ▲6.4%3140.0%AerospaceINTCIntel$38,121$22,722 ▲147.6%1,8740.0%Computer and TechnologyRIVNRivian Automotive$38,0460.0%2,8610.0%Auto/Tires/TrucksAMDAdvanced Micro Devices$33,621$14,409 ▲75.0%3500.0%Computer and TechnologyVWOBVanguard Emerging Markets Government Bond ETF$33,5610.0%5230.0%ETFGDGeneral Dynamics$33,1940.0%1220.0%AerospaceWMTWalmart$32,320$16,016 ▲98.2%3370.0%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$30,986$4,455 ▼-12.6%3130.0%FinanceVOOGVanguard S&P 500 Growth ETF$28,478$7,205 ▲33.9%830.0%ETFBOXBOX$27,2760.0%8670.0%Computer and TechnologyJNJJohnson & Johnson$24,467$19,636 ▲406.5%1570.0%MedicalITWIllinois Tool Works$24,175$24,175 ▲New Holding1000.0%IndustrialsIVTInvenTrust Properties$22,811$196 ▲0.9%8160.0%FinanceCVXChevron$20,6160.0%1480.0%EnergyMCDMcDonald's$18,2410.0%580.0%Retail/WholesaleHDViShares Core High Dividend ETF$17,392$17,392 ▲New Holding1510.0%ETFVTWVVanguard Russell 2000 Value ETF$16,1360.0%1260.0%ETFKRKroger$15,9890.0%2240.0%Retail/WholesaleVGSHVanguard Short-Term Treasury ETF$14,1340.0%2400.0%ETFRCReady Capital$13,8800.0%3,1120.0%FinanceSCHWCharles Schwab$13,245$9,345 ▼-41.4%1630.0%FinanceSDYSPDR S&P Dividend ETF$13,179$13,179 ▲New Holding1010.0%ETFULUnilever$11,997$11,997 ▲New Holding1900.0%Consumer StaplesSNYSanofi$11,926$11,926 ▲New Holding2220.0%MedicalQQQMInvesco NASDAQ 100 ETF$11,438$1,775 ▲18.4%580.0%ETFEAElectronic Arts$11,0940.0%760.0%Consumer DiscretionaryCROXCrocs$9,610$9,610 ▲New Holding1000.0%Consumer DiscretionaryNTRSNorthern Trust$9,405$9,405 ▲New Holding1000.0%FinanceTRMBTrimble$9,2930.0%1500.0%IndustrialsKOCoca-Cola$9,201$1,811 ▲24.5%1270.0%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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