Sky-Mountain Capital Management, Inc. Top Holdings and 13F Report (2026) About Sky-Mountain Capital Management, Inc.Investment ActivitySky-Mountain Capital Management, Inc. has $139.38 million in total holdings as of March 31, 2026.Sky-Mountain Capital Management, Inc. owns shares of 37 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.34% of the portfolio was purchased this quarter.About 4.64% of the portfolio was sold this quarter.This quarter, Sky-Mountain Capital Management, Inc. has purchased 37 new stocks and bought additional shares in 10 stocks.Sky-Mountain Capital Management, Inc. sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings WisdomTree Floating Rate Treasury Fund $64,059,717SPDR Gold Shares $26,147,432FIDELITY WISE ORIGIN BITCOIN $4,978,472First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $4,797,493Vanguard High Dividend Yield ETF $4,492,937 Largest New Holdings this Quarter 30231G102 - ExxonMobil $224,121 Holding281020107 - Edison International $203,294 Holding Largest Purchases this Quarter WisdomTree Floating Rate Treasury Fund 29,892 shares (about $1.50M)iMGP DBi Managed Futures Strategy ETF 37,226 shares (about $1.12M)ExxonMobil 1,321 shares (about $224.12K)Edison International 2,778 shares (about $203.29K)SPDR Gold Shares 241 shares (about $103.70K) Largest Sales this Quarter FIDELITY WISE ORIGIN BITCOIN 80,308 shares (about $4.74M)First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 5,457 shares (about $892.66K)Apple 392 shares (about $99.49K)Costco Wholesale 77 shares (about $76.80K)Vanguard Growth ETF 95 shares (about $41.50K) 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$64,059,717$1,504,763 ▲2.4%1,272,54146.0%FinanceGLDSPDR Gold Shares$26,147,432$103,700 ▲0.4%60,76718.8%FinanceFIDELITY WISE ORIGIN BITCOIN$4,978,472$4,740,581 ▼-48.8%84,3383.6%SHSGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$4,797,493$892,660 ▼-15.7%29,3283.4%ETFVYMVanguard High Dividend Yield ETF$4,492,937$38,506 ▲0.9%30,3373.2%ETFNKENIKE$4,385,309$39,087 ▼-0.9%83,0243.1%Consumer DiscretionaryDBMFiMGP DBi Managed Futures Strategy ETF$4,134,251$1,122,362 ▲37.3%137,1233.0%ETFAAPLApple$3,801,567$99,487 ▼-2.6%14,9792.7%Computer and TechnologyVUGVanguard Growth ETF$2,467,990$41,497 ▼-1.7%5,6501.8%ETFNVDANVIDIA$1,832,928$34,880 ▼-1.9%10,5101.3%Computer and TechnologyVBRVanguard Small-Cap Value ETF$1,716,492$16,076 ▲0.9%7,9011.2%ETFMSTRStrategy$1,670,074$16,848 ▼-1.0%13,3821.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,308,404$26,360 ▼-2.0%2,7300.9%FinanceBABoeing$1,199,1560.0%6,0250.9%AerospaceVXUSVanguard Total International Stock ETF$1,132,234$23,519 ▼-2.0%14,6830.8%ETFRTXRTX$1,069,0520.0%5,5420.8%AerospaceAMZNAmazon.com$955,329$7,914 ▼-0.8%4,5870.7%Retail/WholesaleEFAViShares MSCI EAFE Min Vol Factor ETF$894,969$914 ▼-0.1%9,7950.6%ETFGOOGLAlphabet$802,527$8,626 ▲1.1%2,7910.6%Computer and TechnologyGOOGAlphabet$790,518$8,031 ▼-1.0%2,7560.6%Computer and TechnologySBUXStarbucks$750,126$90 ▲0.0%8,3730.5%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$671,622$13,777 ▲2.1%10,4810.5%ETFSPYSPDR S&P 500 ETF Trust$643,1860.0%9890.5%FinanceVWOVanguard FTSE Emerging Markets ETF$611,251$22,971 ▲3.9%11,3090.4%ETFCVXChevron$529,4570.0%2,5590.4%EnergyCOSTCostco Wholesale$471,752$76,797 ▼-14.0%4730.3%Retail/WholesaleTJXTJX Companies$454,5060.0%2,8460.3%Retail/WholesaleNSCNorfolk Southern$366,7860.0%1,2780.3%TransportationMPCMarathon Petroleum$337,9450.0%1,3840.2%EnergyAMDAdvanced Micro Devices$316,5370.0%1,5560.2%Computer and TechnologyCARRCarrier Global$284,8720.0%5,0590.2%ConstructionMETAMeta Platforms$246,427$8,005 ▲3.4%4310.2%Computer and TechnologyXOMExxonMobil$224,121$224,121 ▲New Holding1,3210.2%EnergyMSFTMicrosoft$220,621$8,514 ▼-3.7%5960.2%Computer and TechnologyVOOVanguard S&P 500 ETF$210,935$1,195 ▼-0.6%3530.2%ETFEIXEdison International$203,294$203,294 ▲New Holding2,7780.1%UtilitiesSCHXSchwab US Large-Cap ETF$201,0690.0%7,8420.1%ETFOTISOtis Worldwide$0$230,073 ▼-100.0%00.0%IndustrialsRWOSPDR Dow Jones Global Real Estate ETF$0$217,370 ▼-100.0%00.0%ETFShowing 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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