Bear Mountain Capital, Inc. Top Holdings and 13F Report (2026) About Bear Mountain Capital, Inc.Investment ActivityBear Mountain Capital, Inc. has $345.22 million in total holdings as of June 30, 2026.Bear Mountain Capital, Inc. owns shares of 214 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 13.72% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Bear Mountain Capital, Inc. has purchased 197 new stocks and bought additional shares in 50 stocks.Bear Mountain Capital, Inc. sold shares of 15 stocks and completely divested from 8 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $54,138,730Vanguard S&P 500 ETF $41,861,462iShares Short-Term National Muni Bond ETF $30,008,122Vanguard FTSE Developed Markets ETF $29,668,751iShares MSCI EAFE Small-Cap ETF $28,567,129 Largest New Holdings this Quarter 644323107 - FS SPECIALTY LENDING FD COM SH BEN INT $16,225 Holding91688R108 - Ur Energy $4,020 Holding209115104 - Consolidated Edison $2,799 Holding75606V101 - REALLOYS INC COM $2,154 Holding808524797 - Schwab US Dividend Equity ETF $1,287 Holding Largest Purchases this Quarter Vanguard Mid-Cap ETF 505,510 shares (about $40.87M)iShares Short-Term National Muni Bond ETF 23,471 shares (about $2.49M)iShares MSCI EAFE Small-Cap ETF 10,142 shares (about $842.80K)Vanguard S&P 500 ETF 772 shares (about $533.53K)Vanguard Short-Term Treasury ETF 8,637 shares (about $501.55K) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 4,496 shares (about $226.10K)Vanguard Short-Term Corporate Bond ETF 2,470 shares (about $194.14K)iShares National Muni Bond ETF 2,291 shares (about $160.37K)iShares Russell Mid-Cap ETF 657 shares (about $72.14K)Vanguard Total Bond Market ETF 748 shares (about $52.61K) 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$54,138,730$40,865,444 â–²307.9%669,70215.7%ETFVOOVanguard S&P 500 ETF$41,861,462$533,531 â–²1.3%60,57212.1%ETFSUBiShares Short-Term National Muni Bond ETF$30,008,122$2,493,797 â–²9.1%282,4298.7%ETFVEAVanguard FTSE Developed Markets ETF$29,668,751$386,041 â–²1.3%420,2378.6%ETFSCZiShares MSCI EAFE Small-Cap ETF$28,567,129$842,800 â–²3.0%343,7688.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$23,163,042$194,142 â–¼-0.8%294,6956.7%ETFVGSHVanguard Short-Term Treasury ETF$23,017,434$501,550 â–²2.2%396,3746.7%ETFVWOVanguard FTSE Emerging Markets ETF$19,701,007$402,217 â–²2.1%333,4635.7%ETFVBVanguard Small-Cap ETF$14,438,540$152,007 â–²1.1%48,6334.2%ETFVNQVanguard Real Estate ETF$10,752,152$324,031 â–²3.1%110,1993.1%ETFBNDXVanguard Total International Bond ETF$8,222,734$99,613 â–²1.2%171,4502.4%ETFIVViShares Core S&P 500 ETF$6,148,972$11,327 â–²0.2%8,1431.8%ETFSUSAiShares MSCI USA ESG Select ETF$6,082,877$114,086 â–²1.9%39,1891.8%ETFVTIVanguard Total Stock Market ETF$4,991,8070.0%13,4491.4%ETFVTEBVanguard Tax-Exempt Bond ETF$4,655,735$226,103 â–¼-4.6%92,5781.3%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,925,137$101,260 â–²2.6%157,9211.1%ManufacturingVSGXVanguard ESG International Stock ETF$3,519,479$58,748 â–²1.7%43,5531.0%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$3,483,1160.0%22,7541.0%ETFIWBiShares Russell 1000 ETF$3,413,6380.0%8,2961.0%ETFAMZNAmazon.com$3,154,741$10,642 â–¼-0.3%12,7470.9%Retail/WholesaleESGEiShares ESG Aware MSCI EM ETF$2,407,306$11,193 â–²0.5%45,8100.7%ManufacturingVNQIVanguard Global ex-U.S. Real Estate ETF$2,375,655$59,713 â–²2.6%52,3960.7%ETFNVDANVIDIA$1,855,132$15,673 â–¼-0.8%8,7590.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,448,0610.0%1,9260.4%FinanceMDYSPDR S&P MidCap 400 ETF Trust$1,391,4750.0%2,0190.4%ETFIEFAiShares Core MSCI EAFE ETF$1,375,935$1,453 â–²0.1%14,2010.4%ETFEEMiShares MSCI Emerging Markets ETF$1,310,425$722 â–¼-0.1%19,9550.4%FinanceIAGGiShares Core International Aggregate Bond ETF$1,163,502$4,192 â–¼-0.4%23,3120.3%ETFMSFTMicrosoft$1,118,372$18,094 â–¼-1.6%2,9050.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,029,658$7,767 â–¼-0.7%19,7520.3%ManufacturingCOSTCostco Wholesale$885,142$922 â–²0.1%9600.3%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$656,384$72,139 â–¼-9.9%5,9780.2%ETFAAPLApple$468,586$315 â–²0.1%1,4880.1%Computer and TechnologyNFLXNetflix$435,5920.0%5,9240.1%Consumer DiscretionaryGOOGAlphabet$407,205$178,599 â–²78.1%1,1400.1%Computer and TechnologyBRK.BBerkshire Hathaway$331,4860.0%6750.1%FinanceCATCaterpillar$278,1350.0%2980.1%IndustrialsIYRiShares U.S. Real Estate ETF$247,373$9,530 â–¼-3.7%2,3880.1%ETFNTESNetEase$230,860$1,284 â–²0.6%1,7980.1%Computer and TechnologyAMDAdvanced Micro Devices$219,2520.0%4000.1%Computer and TechnologyINTCIntel$145,2600.0%1,3480.0%Computer and TechnologyRWXSPDR Dow Jones International Real Estate ETF$128,2560.0%4,6860.0%ETFVEUVanguard FTSE All-World ex-US ETF$102,7340.0%1,2400.0%ETFPALANTIR TECHNOLOGIES INC CL A$98,933$22,594 â–¼-18.6%7400.0%StockADPAutomatic Data Processing$98,5160.0%4000.0%Computer and TechnologyBABoeing$77,930$217 â–²0.3%3590.0%AerospaceIJRiShares Core S&P Small-Cap ETF$77,4880.0%5330.0%ETFMETAMeta Platforms$72,7140.0%1100.0%Computer and TechnologyNUEMNuveen ESG Emerging Markets Equity ETF$71,6740.0%1,7550.0%ETFAVBAvalonBay Communities$70,7560.0%3690.0%FinanceVUGVanguard Growth ETF$67,307$56,089 â–²500.0%7740.0%ETFESSEssex Property Trust$65,8870.0%2210.0%FinanceIWDiShares Russell 1000 Value ETF$63,0710.0%2560.0%ETFIWFiShares Russell 1000 Growth ETF$62,108$46,581 â–²300.0%5040.0%ETFVTVVanguard Value ETF$61,8640.0%2830.0%ETFBKNGBooking$61,1980.0%3500.0%Retail/WholesaleEQREquity Residential$61,1610.0%8900.0%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$58,019$25,158 â–²76.6%9640.0%ETFSBUXStarbucks$55,220$319 â–²0.6%5200.0%Retail/WholesaleVRTVertiv$54,6440.0%1800.0%Computer and TechnologyBABAAlibaba Group$52,6260.0%4690.0%Retail/WholesaleTSLATesla$52,537$395 â–²0.8%1330.0%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$52,1190.0%1520.0%FinanceVOOGVanguard S&P 500 Growth ETF$41,743$34,786 â–²500.0%5040.0%ETFRIVNRivian Automotive$38,1600.0%2,1810.0%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$37,822$227 â–¼-0.6%3330.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$36,5480.0%2490.0%ETFIWOiShares Russell 2000 Growth ETF$34,7580.0%910.0%ETFIWNiShares Russell 2000 Value ETF$34,4770.0%1570.0%ETFJNJJohnson & Johnson$33,044$254 â–²0.8%1300.0%MedicalGRAYSCALE BITCOIN TRUST ETF$32,281$100 â–²0.3%6450.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$31,0510.0%3790.0%ManufacturingIVTInvenTrust Properties$29,9990.0%8440.0%FinanceAGGiShares Core U.S. Aggregate Bond ETF$29,297$1,470 â–¼-4.8%2990.0%FinanceRTXRTX$28,6220.0%1480.0%AerospaceABBVAbbVie$28,0130.0%1140.0%MedicalCVXChevron$26,9200.0%1480.0%EnergyMAMastercard$26,9010.0%500.0%Business ServicesBOXBOX$26,0100.0%8670.0%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$24,3220.0%1260.0%ETFCCJCameco$22,8930.0%2500.0%Basic MaterialsGDGeneral Dynamics$22,5400.0%610.0%AerospaceHDViShares Core High Dividend ETF$21,696$17,384 â–²403.2%7850.0%ETFARM HOLDINGS PLC SPONSORED ADS$21,0060.0%750.0%ADRALKAlaska Air Group$17,559$187 â–²1.1%3750.0%TransportationWALMART INC COM$17,2910.0%1520.0%StockAPLDApplied Digital$17,0820.0%6000.0%FinanceFS SPECIALTY LENDING FD COM SH BEN INT$16,225$16,225 â–²New Holding1,4980.0%CEFSDYSPDR S&P Dividend ETF$15,911$153 â–²1.0%1040.0%ETFQQQMInvesco NASDAQ 100 ETF$15,3170.0%520.0%ETFALCCAltC Acquisition$13,8720.0%3000.0%EnergyKRKroger$13,1580.0%2240.0%Retail/WholesaleKOCocaCola$10,6420.0%1280.0%Consumer StaplesUECUranium Energy$9,3510.0%9000.0%Basic MaterialsTEMPUS AI INC CL A$9,2960.0%1580.0%StockTRMBTrimble$8,209$103 â–²1.3%1590.0%IndustrialsSHOPIFY INC CL A SUB VTG SHS$6,896$125 â–²1.9%550.0%StockNXENexGen Energy$6,5520.0%7000.0%Basic MaterialsAMGNAmgen$6,3950.0%180.0%MedicalSMRNuScale Power$6,020$860 â–²16.7%7000.0%Computer and TechnologyShowing largest 100 holdings. 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