BM

Bear Mountain Capital, Inc.

13F
Bear Mountain Capital, Inc.
Last update 2025-05-02 343 Stocks (173 new)
Value $259.00 Mil Turnover 4 %
Countries:
Top Holdings: VO(14.66%)VOO(11.13%)MUB(9.23%)SCZ(8.15%)VEA(8.13%)
Summary Stock Picks Current Portfolio
Bear Mountain Capital, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VO 		Vanguard Mid-Cap ETF
148,011
37,919.0
+4.22%
14.660
+0.59%
0.050
-1.01%
+1.35%
71,487.6
 
VOO 		Vanguard S&P 500 ETF
56,509
28,790.6
+5.79%
11.130
+0.61%
0.000
-3.17%
-0.85%
575,678.9
 
MUB 		iShares National Muni Bond ETF
228,724
23,874.3
-4.43%
9.230
-0.44%
0.060
-2.33%
-1.60%
38,658.8
 
SCZ 		iShares MSCI EAFE Small-Cap ETF
316,174
21,082.5
+0.59%
8.150
+0.05%
0.220
+9.39%
+14.83%
10,087.9
 
VEA 		Vanguard FTSE Developed Markets ETF
397,199
21,031.7
+3.61%
8.130
+0.28%
0.010
+7.89%
+15.61%
145,522.7
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
256,245
20,279.2
+1.53%
7.840
+0.12%
0.060
+1.41%
+2.42%
35,071.4
 
BND 		Vanguard Total Bond Market ETF
211,147
15,529.9
+4.66%
6.000
+0.27%
0.010
+0.15%
+1.68%
127,631.2
 
VWO 		Vanguard FTSE Emerging Markets ETF
312,849
14,125.1
+3.96%
5.460
+0.21%
0.020
+3.12%
+8.65%
81,795.1
 
VB 		Vanguard Small Cap ETF
44,968
9,747.7
+6.66%
3.770
+0.24%
0.020
-5.40%
-5.66%
56,938.8
 
VNQ 		Vanguard Real Estate Index Fund ETF
102,667
9,036.7
+2.04%
3.490
+0.07%
0.030
-3.99%
-1.23%
33,622.5
 

Bear Mountain Capital, Inc.'s Historical Top Holdings Breakdowns

Bear Mountain Capital, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.61%
●
507.05 ($540.58) 563.67
$532.40
-1.51%
Add 5.79%
56,509
3,094
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.59%
●
251.87 ($268.43) 277.95
$266.52
-0.71%
Add 4.22%
148,011
5,998
MUB 		iShares National Muni Bond ETF2025-03-31Reduce
-0.44%
●
104.71 ($106.35) 107.68
$103.75
-2.44%
Reduce -4.43%
228,724
-10,613
VTEB 		Vanguard Tax-Exempt Bond ETF2025-03-31Add
+0.34%
●
49.25 ($50.03) 50.66
$48.73
-2.60%
Add 1216.83%
19,713
18,216
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.28%
●
47.4 ($50.6) 52.99
$55.03
8.75%
Add 3.61%
397,199
13,849
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.27%
●
71.17 ($72.57) 73.66
$72.19
-0.52%
Add 4.66%
211,147
9,398
NFLX 		Netflix Inc2025-03-31Add
+0.26%
●
828.4 ($951.01) 1058.6
$1,185.39
24.65%
Add 2500%
624
600
AMZN 		Amazon.com Inc2025-03-31Add
+0.24%
●
190.26 ($217) 242.06
$200.99
-7.38%
Add 28.12%
15,230
3,343
VB 		Vanguard Small Cap ETF2025-03-31Add
+0.24%
●
217.89 ($238.81) 252.64
$225.77
-5.46%
Add 6.66%
44,968
2,806
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Add
+0.21%
●
42.5 ($45.01) 46.71
$47.80
6.20%
Add 3.96%
312,849
11,926

Bear Mountain Capital, Inc. Total Holding History ($B)

To

Bear Mountain Capital, Inc.'s Asset Allocation

To

Bear Mountain Capital, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bear Mountain Capital, Inc.'s Hypothetical Growth since 2025-03-31

Bear Mountain Capital, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Bear Mountain Capital, Inc.'s Holdings Heat Map

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Bear Mountain Capital, Inc.'s Holdings Bubble Chart

Bear Mountain Capital, Inc. News

  • 1

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