Bear Mountain Capital, Inc. Top Holdings and 13F Report (2025) About Bear Mountain Capital, Inc.Investment ActivityBear Mountain Capital, Inc. has $256.92 million in total holdings as of December 31, 2024.Bear Mountain Capital, Inc. owns shares of 176 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 3.58% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Bear Mountain Capital, Inc. has purchased 175 new stocks and bought additional shares in 26 stocks.Bear Mountain Capital, Inc. sold shares of 28 stocks and completely divested from 17 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $39,400,083Vanguard S&P 500 ETF $29,949,956iShares National Muni Bond ETF $25,374,503Vanguard Short-Term Corporate Bond ETF $19,733,035iShares MSCI EAFE Small-Cap ETF $19,494,404 Largest New Holdings this Quarter iShares 1-3 Year Treasury Bond ETF $100,560 HoldingMeta Platforms $70,010 HoldingJPMorgan Nasdaq Equity Premium Income ETF $46,360 HoldingAdvanced Micro Devices $24,608 HoldingBroadcom $20,424 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 36,298 shares (about $3.85M)iShares MSCI EAFE Small-Cap ETF 19,992 shares (about $1.24M)Vanguard FTSE Developed Markets ETF 20,134 shares (about $1.00M)iShares ESG Aware U.S. Aggregate Bond ETF 10,463 shares (about $485.90K)iShares Core International Aggregate Bond ETF 7,698 shares (about $383.98K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 14,086 shares (about $1.36M)Vanguard Short-Term Treasury Index ETF 15,566 shares (about $907.04K)Vanguard Mid-Cap ETF 2,289 shares (about $635.06K)Vanguard S&P 500 ETF 1,018 shares (about $570.80K)Vanguard Tax-Exempt Bond ETF 9,006 shares (about $449.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBear Mountain Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$39,400,083$635,060 ▼-1.6%142,01315.3%ETFVOOVanguard S&P 500 ETF$29,949,956$570,796 ▼-1.9%53,41511.7%ETFMUBiShares National Muni Bond ETF$25,374,503$3,848,313 ▲17.9%239,3379.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$19,733,035$114,548 ▼-0.6%252,3737.7%ETFSCZiShares MSCI EAFE Small-Cap ETF$19,494,404$1,239,906 ▲6.8%314,3247.6%ETFVEAVanguard FTSE Developed Markets ETF$19,067,838$1,001,466 ▲5.5%383,3507.4%ETFBNDVanguard Total Bond Market ETF$14,505,752$167,958 ▲1.2%201,7495.6%ETFVWOVanguard FTSE Emerging Markets ETF$13,342,913$301,113 ▲2.3%300,9235.2%ETFVBVanguard Small-Cap ETF$10,631,246$114,729 ▼-1.1%42,1624.1%ETFVNQVanguard Real Estate ETF$9,095,904$140,030 ▲1.6%100,6183.5%ETFBNDXVanguard Total International Bond ETF$6,826,383$91,022 ▼-1.3%139,5702.7%ETFIVViShares Core S&P 500 ETF$4,980,026$2,451 ▼0.0%8,1281.9%ETFSUSAiShares MSCI USA ESG Select ETF$4,508,272$155,549 ▼-3.3%35,6781.8%ETFVTIVanguard Total Stock Market ETF$4,064,9250.0%13,4521.6%ETFSUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF$3,871,175$210,746 ▲5.8%156,4111.5%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$2,978,383$485,902 ▲19.5%64,1341.2%ETFAMZNAmazon.com$2,798,387$65,916 ▲2.4%11,8871.1%Retail/WholesaleIWBiShares Russell 1000 ETF$2,787,5390.0%8,2961.1%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$2,728,593$221,606 ▲8.8%23,6161.1%ETFVSGXVanguard ESG International Stock ETF$2,522,498$53,271 ▲2.2%43,3271.0%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$2,155,849$278,180 ▲14.8%54,4270.8%ETFESGEiShares ESG Aware MSCI EM ETF$1,687,100$12,247 ▲0.7%49,3160.7%ManufacturingNVDANVIDIA$1,490,602$89,363 ▼-5.7%10,1250.6%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$1,208,4320.0%2,0190.5%ETFSPYSPDR S&P 500 ETF Trust$1,174,408$29,879 ▼-2.5%1,9260.5%FinanceIEFAiShares Core MSCI EAFE ETF$1,056,580$156,300 ▲17.4%14,4460.4%ETFEEMiShares MSCI Emerging Markets ETF$1,045,862$110,560 ▲11.8%24,5100.4%FinanceMSFTMicrosoft$1,003,319$29,483 ▼-2.9%2,2460.4%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$956,315$249,250 ▼-20.7%18,4510.4%ManufacturingIAGGiShares Core International Aggregate Bond ETF$940,088$383,976 ▲69.0%18,8470.4%ETFIWRiShares Russell Mid-Cap ETF$629,8970.0%6,7950.2%ETFCOSTCostco Wholesale$515,362$4,711 ▲0.9%5470.2%Retail/WholesaleAAPLApple$348,686$43,837 ▲14.4%1,5590.1%Computer and TechnologyBRK.BBerkshire Hathaway$308,0860.0%6700.1%FinanceGOOGAlphabet$224,942$61,674 ▼-21.5%1,1270.1%Computer and TechnologyIYRiShares U.S. Real Estate ETF$186,141$20,451 ▲12.3%1,9660.1%ETFIWFiShares Russell 1000 Growth ETF$166,904$15,439 ▼-8.5%4000.1%ETFIWDiShares Russell 1000 Value ETF$161,366$3,879 ▼-2.3%8320.1%ETFRWXSPDR Dow Jones International Real Estate ETF$154,377$34,844 ▼-18.4%6,6370.1%ETFCATCaterpillar$140,2080.0%3450.1%Industrial ProductsIYFiShares U.S. Financials ETF$140,1120.0%1,2000.1%ETFADPAutomatic Data Processing$118,2480.0%4000.0%Business ServicesTSLATesla$116,704$40,001 ▼-25.5%2830.0%Auto/Tires/TrucksIJKiShares S&P Mid-Cap 400 Growth ETF$116,234$6,645 ▼-5.4%1,2070.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$114,878$12,880 ▼-10.1%8830.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$100,560$100,560 ▲New Holding1,2250.0%ManufacturingIJRiShares Core S&P Small-Cap ETF$88,7740.0%7440.0%ETFNUEMNuveen ESG Emerging Markets Equity ETF$84,584$6,497 ▼-7.1%2,8770.0%ETFAVBAvalonBay Communities$78,8920.0%3690.0%FinancePALANTIR TECHNOLOGIES INC CL A$76,100$67,259 ▲760.7%9640.0%StockVTEBVanguard Tax-Exempt Bond ETF$74,745$449,668 ▼-85.7%1,4970.0%ETFVEUVanguard FTSE All-World ex-US ETF$73,3960.0%1,2400.0%ETFMETAMeta Platforms$70,010$70,010 ▲New Holding1100.0%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$66,945$2,726 ▼-3.9%2210.0%ETFIWNiShares Russell 2000 Value ETF$64,4210.0%3830.0%ETFESSEssex Property Trust$61,3560.0%2210.0%FinanceEQREquity Residential$60,6890.0%8900.0%FinanceBABoeing$56,2280.0%3150.0%AerospaceQQQInvesco QQQ$54,8620.0%1030.0%FinanceJPMJPMorgan Chase & Co.$53,7220.0%2020.0%FinanceMAMastercard$53,4220.0%1000.0%Business ServicesJEPQJPMorgan Nasdaq Equity Premium Income ETF$46,360$46,360 ▲New Holding7960.0%ETFSBUXStarbucks$45,0740.0%4600.0%Retail/WholesaleGRAYSCALE BITCOIN TRUST ETF$43,026$26,635 ▲162.5%5250.0%ETFEFAiShares MSCI EAFE ETF$40,0250.0%5080.0%FinanceBABAAlibaba Group$39,606$6,716 ▼-14.5%4600.0%Retail/WholesaleRTXRTX$37,2560.0%2950.0%AerospaceRIVNRivian Automotive$35,729$24,127 ▲208.0%2,8610.0%Auto/Tires/TrucksAGGiShares Core U.S. Aggregate Bond ETF$34,669$1,364,099 ▼-97.5%3580.0%FinanceVWOBVanguard Emerging Markets Government Bond ETF$33,3990.0%5230.0%ETFGDGeneral Dynamics$32,7640.0%1220.0%AerospaceBOXBOX$27,2670.0%8670.0%Computer and TechnologyAMDAdvanced Micro Devices$24,608$24,608 ▲New Holding2000.0%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$23,9610.0%620.0%ETFIVTInvenTrust Properties$23,7120.0%8090.0%FinanceNFLXNetflix$23,6370.0%240.0%Consumer DiscretionaryCVXChevron$23,0890.0%1480.0%Oils/EnergySCHWCharles Schwab$22,818$3,037 ▼-11.7%2780.0%FinanceAMSWAAmerican Software$22,5200.0%2,0000.0%Computer and TechnologyRCReady Capital$21,2240.0%3,1120.0%FinanceAVGOBroadcom$20,424$20,424 ▲New Holding850.0%Computer and TechnologyVTWVVanguard Russell 2000 Value ETF$18,571$9,138 ▼-33.0%1260.0%ETFSMRNuScale Power$17,448$17,448 ▲New Holding6000.0%Computer and TechnologyMCDMcDonald's$16,4970.0%580.0%Retail/WholesaleINTCIntel$16,328$5,716 ▲53.9%7570.0%Computer and TechnologyWMTWalmart$15,948$1,876 ▲13.3%1700.0%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$13,985$907,044 ▼-98.5%2400.0%ETFALCCAltC Acquisition$13,573$13,573 ▲New Holding3500.0%Oils/EnergyALKAlaska Air Group$13,4260.0%1950.0%TransportationKRKroger$13,1200.0%2240.0%Retail/WholesaleARM HOLDINGS PLC SPONSORED ADS$12,4440.0%750.0%ADRTRMBTrimble$11,6240.0%1500.0%Industrial ProductsQQQMInvesco NASDAQ 100 ETF$10,8080.0%490.0%ETFEAElectronic Arts$9,0120.0%760.0%Consumer DiscretionaryTEMPUS AI INC CL A$8,6890.0%1580.0%StockCEGConstellation Energy$8,656$8,656 ▲New Holding250.0%Oils/EnergyPHATPhathom Pharmaceuticals$7,1700.0%1,0000.0%MedicalMUMicron Technology$6,8490.0%650.0%Computer and TechnologyTGTTarget$6,4510.0%470.0%Retail/WholesaleFFNWFirst Financial Northwest$6,3240.0%3000.0%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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