Sky-Mountain Capital Management, Inc. Top Holdings and 13F Report (2025) About Sky-Mountain Capital Management, Inc.Investment ActivitySky-Mountain Capital Management, Inc. has $150.51 million in total holdings as of June 30, 2025.Sky-Mountain Capital Management, Inc. owns shares of 36 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 16.55% of the portfolio was purchased this quarter.About 4.30% of the portfolio was sold this quarter.This quarter, Sky-Mountain Capital Management, Inc. has purchased 32 new stocks and bought additional shares in 5 stocks.Sky-Mountain Capital Management, Inc. sold shares of 14 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $60,986,192FIDELITY WISE ORIGIN BITCOIN $18,184,755SPDR Gold Shares $16,796,696Strategy $14,644,822NIKE $6,285,370 Largest New Holdings this Quarter 33737A108 - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $4,972,484 Holding67066G104 - NVIDIA $3,039,137 Holding007903107 - Advanced Micro Devices $319,974 Holding68389X105 - Oracle $268,593 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 284,067 shares (about $14.30M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 34,814 shares (about $4.97M)NVIDIA 16,812 shares (about $3.04M)FIDELITY WISE ORIGIN BITCOIN 10,211 shares (about $1.05M)SPDR Gold Shares 2,450 shares (about $767.14K) Largest Sales this Quarter Vanguard High Dividend Yield ETF 14,204 shares (about $1.91M)Vanguard Growth ETF 2,542 shares (about $1.16M)NIKE 12,291 shares (about $913.83K)Vanguard Small-Cap Value ETF 3,349 shares (about $662.93K)SPDR Dow Jones Global Real Estate ETF 8,691 shares (about $385.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSky-Mountain Capital Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSFRWisdomTree Floating Rate Treasury Fund$60,986,192$14,302,775 ▲30.6%1,211,24540.5%FinanceFIDELITY WISE ORIGIN BITCOIN$18,184,755$1,048,159 ▲6.1%177,15312.1%SHSGLDSPDR Gold Shares$16,796,696$767,144 ▲4.8%53,64311.2%FinanceMSTRStrategy$14,644,822$195,779 ▲1.4%36,4299.7%Computer and TechnologyNKENIKE$6,285,370$913,831 ▼-12.7%84,5384.2%Consumer DiscretionaryGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$4,972,484$4,972,484 ▲New Holding34,8143.3%ETFVYMVanguard High Dividend Yield ETF$3,954,947$1,911,856 ▼-32.6%29,3832.6%ETFAAPLApple$3,783,526$86,909 ▼-2.2%17,1962.5%Computer and TechnologyNVDANVIDIA$3,039,137$3,039,137 ▲New Holding16,8122.0%Computer and TechnologyVUGVanguard Growth ETF$2,624,990$1,158,459 ▼-30.6%5,7601.7%ETFVBRVanguard Small-Cap Value ETF$1,423,854$662,934 ▼-31.8%7,1930.9%ETFBABoeing$1,369,6630.0%6,0250.9%AerospaceBRK.BBerkshire Hathaway$1,075,6870.0%2,3310.7%FinanceAMZNAmazon.com$988,020$256,600 ▼-20.6%4,4280.7%Retail/WholesaleVXUSVanguard Total International Stock ETF$954,239$284,144 ▼-22.9%13,5910.6%ETFRTXRTX$863,2220.0%5,5420.6%AerospaceEFAViShares MSCI EAFE Min Vol Factor ETF$813,5030.0%9,6650.5%ETFSBUXStarbucks$761,8820.0%8,3700.5%Retail/WholesaleGOOGLAlphabet$680,769$137,372 ▼-16.8%3,4640.5%Computer and TechnologySPYSPDR S&P 500 ETF Trust$625,295$77,134 ▼-11.0%9890.4%FinanceVEAVanguard FTSE Developed Markets ETF$609,725$117,868 ▼-16.2%10,5580.4%ETFTJXTJX Companies$504,296$155,869 ▼-23.6%3,8210.3%Retail/WholesaleMSFTMicrosoft$493,742$521 ▲0.1%9480.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$446,803$73,131 ▼-14.1%8,8040.3%ETFVNQVanguard Real Estate ETF$415,893$248,943 ▼-37.4%4,6310.3%ETFMETAMeta Platforms$405,1740.0%5320.3%Computer and TechnologyRWOSPDR Dow Jones Global Real Estate ETF$394,582$385,446 ▼-49.4%8,8970.3%ETFCVXChevron$391,9360.0%2,5590.3%EnergyNSCNorfolk Southern$358,4410.0%1,2780.2%TransportationCARRCarrier Global$335,7150.0%5,0590.2%ConstructionAMDAdvanced Micro Devices$319,974$319,974 ▲New Holding1,8560.2%Computer and TechnologyORCLOracle$268,593$268,593 ▲New Holding1,0770.2%Computer and TechnologyCOSTCostco Wholesale$255,0570.0%2610.2%Retail/WholesaleMPCMarathon Petroleum$223,5300.0%1,3840.1%EnergyOTISOtis Worldwide$221,8180.0%2,5400.1%IndustrialsAJXGreat Ajax$39,4840.0%14,9560.0%FinanceShowing 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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