Sky-Mountain Capital Management, Inc. Top Holdings and 13F Report (2025) About Sky-Mountain Capital Management, Inc.Investment ActivitySky-Mountain Capital Management, Inc. has $118.13 million in total holdings as of March 31, 2025.Sky-Mountain Capital Management, Inc. owns shares of 32 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Largest Holdings WisdomTree Bloomberg Floating Rate Treasury Fund $46,664,845SPDR Gold Shares $14,750,751FIDELITY WISE ORIGIN BITCOIN $12,014,816Strategy $10,361,000NIKE $6,146,684 Sector AllocationMap of 500 Largest Holdings ofSky-Mountain Capital Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$46,664,845927,17839.5%FinanceGLDSPDR Gold Shares$14,750,75151,19312.5%FinanceFIDELITY WISE ORIGIN BITCOIN$12,014,816166,94210.2%SHSMSTRStrategy$10,361,00035,9428.8%Computer and TechnologyNKENIKE$6,146,68496,8295.2%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$5,620,91943,5874.8%ETFAAPLApple$3,907,48117,5913.3%Computer and TechnologyVUGVanguard Growth ETF$3,078,6208,3022.6%ETFVBRVanguard Small-Cap Value ETF$1,963,86910,5421.7%ETFBRK.BBerkshire Hathaway$1,241,4442,3311.1%FinanceVXUSVanguard Total International Stock ETF$1,095,34717,6380.9%ETFAMZNAmazon.com$1,061,2705,5780.9%Retail/WholesaleBABoeing$1,027,5646,0250.9%AerospaceSBUXStarbucks$820,9808,3700.7%Retail/WholesaleRWOSPDR Dow Jones Global Real Estate ETF$767,52117,5880.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$753,0979,6650.6%ETFRTXRTX$734,0935,5420.6%AerospaceVNQVanguard Real Estate ETF$670,2317,4030.6%ETFGOOGLAlphabet$643,8094,1630.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$640,40712,5990.5%ETFSPYSPDR S&P 500 ETF Trust$621,4821,1110.5%FinanceTJXTJX Companies$609,2445,0020.5%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$463,68910,2450.4%ETFCVXChevron$428,0952,5590.4%EnergyMSFTMicrosoft$355,5999470.3%Computer and TechnologyCARRCarrier Global$320,7415,0590.3%Computer and TechnologyMETAMeta Platforms$306,4645320.3%Computer and TechnologyNSCNorfolk Southern$302,6941,2780.3%TransportationOTISOtis Worldwide$262,1282,5400.2%ConstructionCOSTCostco Wholesale$246,7252610.2%Retail/WholesaleMPCMarathon Petroleum$201,6351,3840.2%EnergyAJXGreat Ajax$42,92414,9560.0%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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
