Bear Mountain Capital, Inc.
•CIK: 2009419•Filing: Q4 2025
**Bear Mountain Capital, Inc.** manages $310M across a diversified portfolio of 199 holdings. The fund exhibits significant exposure to broad market indices, with top positions including VO at $47.2M and VOO at $37.1M. Further allocations are notable in international and sector-specific areas, evidenced by $26.4M in VEA and $26.2M in SCZ. This concentration suggests a tactical, multi-asset approach targeting established market leaders.
Total AUM
$309.8M
QoQ Performance
+3.8%
Positions
199
Top 10 Concentration
77.3%
Latest Filing
Q4 2025
Top Holdings Allocation
VO
VOO
VEA
SCZ
MUB
VCSH
BND
VWO
VO15.2%
VOO12.0%
VEA8.5%
SCZ8.4%
MUB7.8%
VCSH6.7%
BND5.9%
VWO5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.6%
ETF14.2%
Consumer1.5%
Technology1.3%
Communication0.2%
Financial0.1%
Industrial0.1%
Healthcare0.0%
🚪 Exited Positionssold since Q3 2025
+125 more exited positions
Changes from Q3 2025
NEW6 new positions
↑49 increased
↓56 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023