Bear Mountain Capital, Inc.
Follow13F filer, CIK 2009419, SEATTLE, WA
Bear Mountain Capital, Inc. reported $279,113,669 across 182 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-23. Its ten largest share positions make up 77.83% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002009419-25-000006
- Period
- 2025-06-30
- Reported value
- $279M
- Holdings
- 182
- Top 10 weight
- 77.83%
- New
- 3
- Sold out
- 165
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOadded | +3,503 | $997K |
| VOOadded | +1,472 | $849K |
| BNDadded | +4,373 | $319K |
| SCZadded | +3,792 | $275K |
| VEAadded | +4,667 | $264K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VNQreduced | -6,629 | -$596K |
| MUBreduced | -4,812 | -$497K |
| VNQIreduced | -5,705 | -$260K |
| IWFreduced | -273 | -$119K |
| IWDreduced | -573 | -$112K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 182 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VWOBVANGUARD WHITEHALL FDS | 523 | $33.6K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 240 | $14.1K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 163 | $13.2K | shares |
| FIRST FINANCIAL NORTHWEST INFIRST FINANCIAL NORTHWEST IN | 300 | $6.77K | shares |
| GOOGLALPHABET INC | 27 | $4.34K | shares |
| IEMGISHARES INC | 70 | $3.81K | shares |
| SCHFSCHWAB STRATEGIC TR | 172 | $3.54K | shares |
| AVGOBROADCOM INC | 17 | $3.29K | shares |
| SPYMSPDR SERIES TRUST | 45 | $2.9K | shares |
| NOWSERVICENOW INC | 3 | $2.83K | shares |
| VVVANGUARD INDEX FDS | 10 | $2.55K | shares |
| SPYGSPDR SERIES TRUST | 26 | $2.14K | shares |
| UNHUNITEDHEALTH GROUP INC | 5 | $2.08K | shares |
| VVISA INC | 6 | $2.05K | shares |
| UNPUNION PAC CORP | 9 | $1.96K | shares |
| SPYVSPDR SERIES TRUST | 39 | $1.91K | shares |
| COLOMBIERACQUISITIONCORPICOLOMBIERACQUISITIONCORPI | 150 | $1.83K | shares |
| LLYELI LILLY & CO | 2 | $1.78K | shares |
| NORDSTROM INCNORDSTROM INC | 72 | $1.72K | shares |
| TJXTJX COS INC NEW | 13 | $1.68K | shares |
| SCHDSCHWAB STRATEGIC TR | 60 | $1.55K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 9 | $1.54K | shares |
| BXBLACKSTONE INC | 11 | $1.49K | shares |
| TMUST-MOBILE US INC | 6 | $1.47K | shares |
| DEDEERE & CO | 3 | $1.39K | shares |
| CRMSALESFORCE INC | 5 | $1.34K | shares |
| BACBANK OF AMER CORP | 31 | $1.23K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 5 | $1.22K | shares |
| PHPARKER-HANNIFIN CORP | 2 | $1.22K | shares |
| QUALISHARES TR | 7 | $1.2K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 7 | $1.18K | shares |
| APOAPOLLO GLOBAL MGMT INC | 8 | $1.11K | shares |
| COFCAPITAL ONE FINL CORP | 6 | $1.1K | shares |
| WELLWELLTOWER INC | 7 | $1.08K | shares |
| GILDGILEAD SCIENCES INC | 10 | $1.06K | shares |
| PYPLPAYPAL HLDGS INC | 16 | $1.06K | shares |
| ISRGINTUITIVE SURGICAL INC | 2 | $1.03K | shares |
| CMCSACOMCAST CORP NEW | 30 | $1.02K | shares |
| PNCPNC FINL SVCS GROUP INC | 6 | $989 | shares |
| CVSCVS HEALTH CORP | 15 | $987 | shares |
| MMM3M CO | 7 | $974 | shares |
| BLKBLACKROCK INC | 1 | $935 | shares |
| USBUS BANCORP | 23 | $932 | shares |
| FISVFISERV INC | 5 | $926 | shares |
| KKRKKR & CO INC | 8 | $918 | shares |
| WFCWELLS FARGO & CO | 12 | $858 | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 2 | $856 | shares |
| EMREMERSON ELEC CO | 8 | $851 | shares |
| CTASCINTAS CORP | 4 | $842 | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 2 | $831 | shares |
| JCIJOHNSON CONTROLS INTERNATION | 10 | $831 | shares |
| HWMHOWMET AEROSPACE INC | 6 | $827 | shares |
| SPGSIMON PPTY GROUP INC NEW | 5 | $824 | shares |
| EOGEOG RES INC | 7 | $802 | shares |
| TRVTRAVELERS COMPANIES INC | 3 | $802 | shares |
| MSTRSTRATEGY INC | 2 | $763 | shares |
| CSXCSX CORP | 27 | $761 | shares |
| NEMNEWMONT CORP | 14 | $745 | shares |
| SLBSLB LIMITED | 21 | $727 | shares |
| KMIKINDER MORGAN INC DEL | 26 | $704 | shares |
| CSCOCISCO SYS INC | 12 | $700 | shares |
| OREALTY INCOME CORP | 12 | $698 | shares |
| TFCTRUIST FINL CORP | 18 | $682 | shares |
| LOWLOWES COS INC | 3 | $678 | shares |
| NSCNORFOLK SOUTHN CORP | 3 | $677 | shares |
| AEPAMERICAN ELEC PWR CO INC | 6 | $657 | shares |
| BNYBANK OF NY MELLON CORP | 8 | $652 | shares |
| MRVLMARVELL TECHNOLOGY INC | 11 | $646 | shares |
| SNOWSNOWFLAKE INC | 4 | $641 | shares |
| URIUNITED RENTALS INC | 1 | $635 | shares |
| DHID R HORTON INC | 5 | $628 | shares |
| OKEONEOK INC NEW | 7 | $627 | shares |
| METMETLIFE INC | 8 | $624 | shares |
| WMBWILLIAMS COS INC | 10 | $617 | shares |
| AXONAXON ENTERPRISE INC | 1 | $611 | shares |
| CBRECBRE GROUP INC | 5 | $609 | shares |
| MSMORGAN STANLEY | 5 | $602 | shares |
| PAYXPAYCHEX INC | 4 | $598 | shares |
| CMICUMMINS INC | 2 | $596 | shares |
| PWRQUANTA SVCS INC | 2 | $586 | shares |
| APPAPPLOVIN CORP | 2 | $578 | shares |
| DASHDOORDASH INC | 3 | $574 | shares |
| OTISOTIS WORLDWIDE CORP | 6 | $572 | shares |
| ORCLORACLE CORP | 4 | $569 | shares |
| GSGOLDMAN SACHS GROUP INC | 1 | $564 | shares |
| CTVACORTEVA INC | 9 | $561 | shares |
| UBERUBER TECHNOLOGIES INC | 7 | $556 | shares |
| PGRPROGRESSIVE CORP | 2 | $553 | shares |
| VICIVICI PPTYS INC | 17 | $546 | shares |
| ADSKAUTODESK INC | 2 | $546 | shares |
| TRGPTARGA RES CORP | 3 | $541 | shares |
| PRUPRUDENTIAL FINL INC | 5 | $539 | shares |
| PMPHILIP MORRIS INTL INC | 3 | $534 | shares |
| HESS CORPHESS CORP | 4 | $534 | shares |
| FTNTFORTINET INC | 5 | $521 | shares |
| VSTVISTRA CORP | 4 | $520 | shares |
| EFXEQUIFAX INC | 2 | $518 | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 10 | $508 | shares |
| ROKROCKWELL AUTOMATION INC | 2 | $500 | shares |
| SPGIS&P GLOBAL INC | 1 | $495 | shares |
| HIGHARTFORD INSURANCE GROUP INC | 4 | $495 | shares |
| LMTLOCKHEED MARTIN CORP | 1 | $489 | shares |
| NETCLOUDFLARE INC | 4 | $489 | shares |
| WDAYWORKDAY INC | 2 | $487 | shares |
| SBACSBA COMMUNICATIONS CORP | 2 | $486 | shares |
| NOCNORTHROP GRUMMAN CORP | 1 | $484 | shares |
| LNGCHENIERE ENERGY INC | 2 | $479 | shares |
| RMDRESMED INC | 2 | $479 | shares |
| XYZBLOCK INC | 8 | $476 | shares |
| CNCCENTENE CORP DEL | 8 | $474 | shares |
| BKRBAKER HUGHES COMPANY | 13 | $474 | shares |
| TTWOTAKE-TWO INTERACTIVE SOFTWAR | 2 | $461 | shares |
| TEAMATLASSIAN CORPORATION | 2 | $457 | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 2 | $453 | shares |
| GISGENERAL MILLS INC | 8 | $449 | shares |
| HOODROBINHOOD MKTS INC | 9 | $444 | shares |
| AFLAFLAC INC | 4 | $441 | shares |
| RCLROYAL CARIBBEAN GROUP | 2 | $437 | shares |
| MDTMEDTRONIC PLC | 5 | $434 | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 3 | $434 | shares |
| AAGILENT TECHNOLOGIES INC | 4 | $432 | shares |
| CRWDCROWDSTRIKE HLDGS INC | 1 | $431 | shares |
| DTEDTE ENERGY CO | 3 | $425 | shares |
| FDXFEDEX CORP | 2 | $423 | shares |
| FITBFIFTH THIRD BANCORP | 11 | $413 | shares |
| GRMNGARMIN LTD | 2 | $413 | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 2 | $380 | shares |
| WABWABTEC | 2 | $370 | shares |
| CARRCARRIER GLOBAL CORPORATION | 6 | $369 | shares |
| IRMIRON MTN INC DEL | 4 | $363 | shares |
| STTSTATE STR CORP | 4 | $363 | shares |
| NUENUCOR CORP | 3 | $356 | shares |
| VTRVENTAS INC | 5 | $353 | shares |
| CCITIGROUP INC | 5 | $347 | shares |
| MTBM & T BK CORP | 2 | $347 | shares |
| CSGPCOSTAR GROUP INC | 4 | $331 | shares |
| ARESARES MANAGEMENT CORPORATION | 2 | $311 | shares |
| DDOGDATADOG INC | 3 | $307 | shares |
| PHMPULTE GROUP INC | 3 | $307 | shares |
| IQVIQVIA HLDGS INC | 2 | $307 | shares |
| PSAPUBLIC STORAGE | 1 | $301 | shares |
| UPSUNITED PARCEL SVCS INC | 3 | $294 | shares |
| ETNEATON CORP PLC | 1 | $293 | shares |
| CBCHUBB LIMITED | 1 | $292 | shares |
| DVNDEVON ENERGY CORP NEW | 9 | $284 | shares |
| FANGDIAMONDBACK ENERGY INC | 2 | $277 | shares |
| FTVFORTIVE CORP | 4 | $277 | shares |
| UALUNITED AIRLS HLDGS INC | 4 | $276 | shares |
| SYFSYNCHRONY FINANCIAL | 5 | $263 | shares |
| ALNYALNYLAM PHARMACEUTICALS INC | 1 | $257 | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 2 | $240 | shares |
| WYWEYERHAEUSER CO | 9 | $237 | shares |
| GPNGLOBAL PMTS INC | 3 | $232 | shares |
| VEEVVEEVA SYS INC | 1 | $232 | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 3 | $223 | shares |
| LENLENNAR CORP | 2 | $219 | shares |
| ADIANALOG DEVICES INC | 1 | $195 | shares |
| FERGFERGUSON ENTERPRISES INC | 1 | $172 | shares |
| ROSTROSS STORES INC | 1 | $145 | shares |
| DXCMDEXCOM INC | 2 | $143 | shares |
| TTDTHE TRADE DESK INC | 2 | $109 | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 1 | $104 | shares |
| LACLITHIUM AMERS CORP NEW | 22 | $64 | shares |
| MRPMILLROSE PPTYS INC | 2 | $51 | shares |
| LARLITHIUM ARGENTINA AG | 22 | $46 | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002009419-25-000006 | base | 2025-07-23 | acceptance time not in the bulk data set |