Bear Mountain Capital, Inc. Portfolio Holdings

Bear Mountain Capital, Inc.

  • $257 Billion
  • Q4 2024

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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$761M
$21.2 Million 0.01% of portfolio
3,112
Q4 2023 New
$1.01B
$17.4 Million 0.01% of portfolio
600
Q4 2024 New
$349M
$22.5 Million 0.01% of portfolio
2,000
Q4 2023 New
$1.54B
$69,000 0.0% of portfolio
5
Q4 2023 New
$642M
$564,000 0.0% of portfolio
504
Q4 2024 Added 25,100.0%
$1.05B
$29,000 0.0% of portfolio
5
Q4 2023 New
$429M
$441,000 0.0% of portfolio
100
Q4 2023 New
$1.62B
$5.76 Million 0.0% of portfolio
100
Q2 2024 Added 4,900.0%
$1.62B
$558,000 0.0% of portfolio
17
Q3 2024 New
$680M
$9,000 0.0% of portfolio
1
Q1 2024 Reduced 94.74%
$535M
$1.34 Million 0.0% of portfolio
318
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $257 Billion
  • Prior Value $253 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 26 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 28 stocks
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