Bear Mountain Capital, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Billion distributed in 176 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $39.4B, Vanguard Index Fds S&P 500 ETF with a value of $29.9B, Ishares National Muni Bond ETF with a value of $25.4B, Vanguard Sht Term Corp Bd ETF with a value of $19.7B, and Ishares Tr Msci Eafe Small Cap with a value of $19.5B.
Examining the 13F form we can see an increase of $3.63B in the current position value, from $253B to 257B.
Also it can be appreciated an additional of 17 stocks purchases and 1 closed positions.
Bear Mountain Capital, Inc. is based out at Seattle, WA
Below you can find more details about Bear Mountain Capital, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$257 Billion
ETFs: $249 Billion
Technology: $3.08 Billion
Consumer Cyclical: $3.07 Billion
Consumer Defensive: $557 Million
Financial Services: $462 Million
Industrials: $423 Million
Communication Services: $345 Million
Real Estate: $248 Million
Other: $58.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
