Bear Mountain Capital, Inc. Top Holdings and 13F Report (2026) About Bear Mountain Capital, Inc.Investment ActivityBear Mountain Capital, Inc. has $332.64 million in total holdings as of March 31, 2026.Bear Mountain Capital, Inc. owns shares of 198 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 18.34% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Bear Mountain Capital, Inc. has purchased 199 new stocks and bought additional shares in 41 stocks.Bear Mountain Capital, Inc. sold shares of 34 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $50,643,327Vanguard S&P 500 ETF $38,962,362Vanguard FTSE Developed Markets ETF $28,755,906iShares MSCI EAFE Small-Cap ETF $28,221,455iShares Short-Term National Muni Bond ETF $27,641,177 Largest New Holdings this Quarter 464288158 - iShares Short-Term National Muni Bond ETF $27,641,177 Holding92206C102 - Vanguard Short-Term Treasury ETF $22,709,740 Holding682143102 - Omeros $6,533 Holding30212P303 - Expedia Group $5,738 Holding26922A420 - DEFIANCE QUANTUM ETF $3,265 Holding Largest Purchases this Quarter iShares Short-Term National Muni Bond ETF 258,958 shares (about $27.64M)Vanguard Short-Term Treasury ETF 387,737 shares (about $22.71M)Vanguard Short-Term Corporate Bond ETF 36,505 shares (about $2.90M)Vanguard Mid-Cap ETF 7,665 shares (about $2.36M)Vanguard S&P 500 ETF 1,497 shares (about $975.36K) Largest Sales this Quarter iShares ESG Aware U.S. Aggregate Bond ETF 71,711 shares (about $∞T)iShares National Muni Bond ETF 221,131 shares (about $23.75M)Vanguard Total Bond Market ETF 243,343 shares (about $18.01M)Vanguard Tax-Exempt Bond ETF 5,474 shares (about $276.27K)Amazon.com 898 shares (about $222.96K) 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$50,643,327$2,364,190 â–²4.9%164,19215.2%ETFVOOVanguard S&P 500 ETF$38,962,362$975,362 â–²2.6%59,80011.7%ETFVEAVanguard FTSE Developed Markets ETF$28,755,906$534,672 â–²1.9%414,7698.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$28,221,455$702,605 â–²2.6%333,6268.5%ETFSUBiShares Short-Term National Muni Bond ETF$27,641,177$27,641,177 â–²New Holding258,9588.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$23,624,582$2,902,143 â–²14.0%297,1657.1%ETFVGSHVanguard Short-Term Treasury ETF$22,709,740$22,709,740 â–²New Holding387,7376.8%ETFVWOVanguard FTSE Emerging Markets ETF$19,243,253$611,663 â–²3.3%326,6555.8%ETFVBVanguard Small-Cap ETF$13,770,442$486,191 â–²3.7%48,1214.1%ETFVNQVanguard Real Estate ETF$10,370,410$716,860 â–²7.4%106,8783.1%ETFBNDXVanguard Total International Bond ETF$8,175,654$910,036 â–²12.5%169,3732.5%ETFIVViShares Core S&P 500 ETF$5,787,8680.0%8,1281.7%ETFSUSAiShares MSCI USA ESG Select ETF$5,530,123$136,477 â–²2.5%38,4541.7%ETFVTEBVanguard Tax-Exempt Bond ETF$4,899,312$276,272 â–¼-5.3%97,0741.5%ETFVTIVanguard Total Stock Market ETF$4,709,967$2,451 â–¼-0.1%13,4491.4%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,869,262$111,666 â–²3.0%153,8471.2%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,624,209$12,583 â–¼-0.3%22,7541.1%ETFVSGXVanguard ESG International Stock ETF$3,364,376$15,712 â–²0.5%42,8261.0%ETFIWBiShares Russell 1000 ETF$3,223,1620.0%8,2961.0%ETFAMZNAmazon.com$3,175,591$222,962 â–¼-6.6%12,7901.0%Retail/WholesaleVNQIVanguard Global ex-U.S. Real Estate ETF$2,446,195$71,500 â–²3.0%51,0790.7%ETFESGEiShares ESG Aware MSCI EM ETF$2,309,057$16,863 â–¼-0.7%45,5970.7%ManufacturingNVDANVIDIA$1,784,760$37,380 â–¼-2.1%8,8330.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,376,627$1,747 â–¼-0.1%14,1860.4%ETFSPYSPDR S&P 500 ETF Trust$1,365,0290.0%1,9260.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,351,8820.0%2,0190.4%ETFEEMiShares MSCI Emerging Markets ETF$1,261,437$5,686 â–¼-0.4%19,9660.4%FinanceMSFTMicrosoft$1,234,174$28,848 â–¼-2.3%2,9520.4%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$1,173,309$11,083 â–¼-0.9%23,3960.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,049,380$17,665 â–¼-1.7%19,9010.3%ManufacturingCOSTCostco Wholesale$956,774$42,900 â–¼-4.3%9590.3%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$694,286$12,661 â–¼-1.8%6,6350.2%ETFNFLXNetflix$561,773$13,845 â–¼-2.4%5,9240.2%Consumer DiscretionaryAAPLApple$406,158$23,490 â–¼-5.5%1,4870.1%Computer and TechnologyBRK.BBerkshire Hathaway$318,6540.0%6750.1%FinanceIYRiShares U.S. Real Estate ETF$256,010$27,975 â–¼-9.9%2,4800.1%ETFMUBiShares National Muni Bond ETF$246,169$23,750,261 â–¼-99.0%2,2920.1%ETFCATCaterpillar$237,9230.0%2980.1%IndustrialsGOOGAlphabet$214,704$20,129 â–¼-8.6%6400.1%Computer and TechnologyNTESNetEase$211,312$1,182 â–²0.6%1,7880.1%Computer and TechnologyIYFiShares U.S. Financials ETF$151,0440.0%1,2000.0%ETFRWXSPDR Dow Jones International Real Estate ETF$134,676$4,225 â–¼-3.0%4,6860.0%ETFPALANTIR TECHNOLOGIES INC CL A$132,551$3,791 â–²2.9%9090.0%StockAMDAdvanced Micro Devices$109,9800.0%4000.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$100,7620.0%1,2400.0%ETFINTCIntel$88,564$57,948 â–¼-39.6%1,3480.0%Computer and TechnologyADPAutomatic Data Processing$80,9070.0%4000.0%Computer and TechnologyBABoeing$80,641$9,235 â–²12.9%3580.0%AerospaceMETAMeta Platforms$73,8000.0%1100.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$72,5680.0%5330.0%ETFNUEMNuveen ESG Emerging Markets Equity ETF$71,095$8,629 â–¼-10.8%1,7550.0%ETFBKNGBooking$67,211$64,523 â–²2,400.0%3500.0%Retail/WholesaleBABAAlibaba Group$65,6750.0%4690.0%Retail/WholesaleAVBAvalonBay Communities$65,0770.0%3690.0%FinanceVUGVanguard Growth ETF$63,5430.0%1290.0%ETFIWFiShares Russell 1000 Growth ETF$59,8160.0%1260.0%ETFIWDiShares Russell 1000 Value ETF$58,1860.0%2560.0%ETFVTVVanguard Value ETF$57,8030.0%2830.0%ETFESSEssex Property Trust$57,1370.0%2210.0%FinanceVRTVertiv$56,5940.0%1800.0%Computer and TechnologyEQREquity Residential$56,4530.0%8900.0%FinanceBNDVanguard Total Bond Market ETF$56,029$18,010,918 â–¼-99.7%7570.0%ETFTSLATesla$51,906$39,323 â–¼-43.1%1320.0%Auto/Tires/TrucksSBUXStarbucks$51,158$14,942 â–¼-22.6%5170.0%Retail/WholesaleJPMJPMorgan Chase & Co.$48,182$15,849 â–¼-24.8%1520.0%FinanceVOOGVanguard S&P 500 Growth ETF$38,6100.0%840.0%ETFGRAYSCALE BITCOIN TRUST ETF$38,146$178 â–²0.5%6430.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$36,991$1,325 â–¼-3.5%3350.0%ETFRIVNRivian Automotive$36,896$11,504 â–¼-23.8%2,1810.0%Auto/Tires/TrucksIJJiShares S&P Mid-Cap 400 Value ETF$35,438$996 â–¼-2.7%2490.0%ETFIWOiShares Russell 2000 Growth ETF$32,6430.0%910.0%ETFIWNiShares Russell 2000 Value ETF$32,5920.0%1570.0%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$32,0350.0%5460.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$31,363$300 â–²1.0%3140.0%FinanceSHYiShares 1-3 Year Treasury Bond ETF$31,305$7,021 â–¼-18.3%3790.0%ManufacturingCCJCameco$30,9050.0%2500.0%Basic MaterialsJNJJohnson & Johnson$29,857$7,175 â–¼-19.4%1290.0%MedicalRTXRTX$28,977$28,781 â–¼-49.8%1480.0%AerospaceIVTInvenTrust Properties$27,560$229 â–²0.8%8440.0%FinanceCVXChevron$27,1370.0%1480.0%EnergyMAMastercard$25,8330.0%500.0%Business ServicesABBVAbbVie$23,146$203 â–²0.9%1140.0%MedicalVTWVVanguard Russell 2000 Value ETF$22,9570.0%1260.0%ETFHDViShares Core High Dividend ETF$20,811$133 â–²0.6%1560.0%ETFBOXBOX$20,7560.0%8670.0%Computer and TechnologyALCCAltC Acquisition$20,4390.0%3000.0%EnergyGDGeneral Dynamics$20,261$20,261 â–¼-50.0%610.0%AerospaceWALMART INC COM$19,414$128 â–²0.7%1520.0%StockAPLDApplied Digital$19,314$3,219 â–²20.0%6000.0%FinanceALKAlaska Air Group$16,162$7,362 â–²83.7%3710.0%TransportationSDYSPDR S&P Dividend ETF$15,4020.0%1030.0%ETFKRKroger$15,2070.0%2240.0%Retail/WholesaleQQQMInvesco NASDAQ 100 ETF$13,7490.0%520.0%ETFUECUranium Energy$13,6170.0%9000.0%Basic MaterialsARM HOLDINGS PLC SPONSORED ADS$13,0820.0%750.0%ADRTRMBTrimble$10,880$208 â–²1.9%1570.0%IndustrialsLPTHLightPath Technologies$10,010$4,290 â–²75.0%7000.0%Computer and TechnologyKOCocaCola$9,6550.0%1280.0%Consumer StaplesTEMPUS AI INC CL A$8,9970.0%1580.0%StockNXENexGen Energy$8,8970.0%7000.0%Basic MaterialsShowing 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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