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SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

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13F filer, CIK 2065074, KETCHUM, ID

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. reported $139,573,624 across 40 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-31. Its ten largest share positions make up 81.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002065074-26-000003

Period
2026-06-30
Reported value
$140M
Holdings
40
Top 10 weight
81.62%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+49,657$4.28M
SMHnew+3,626$2.38M
GRIDadded+9,896$1.9M
BAInew+27,497$1.45M
VBRadded+4,292$1.04M

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

SecurityShares changeApprox. value
USFRreduced-182,437-$9.19M
NKEreduced-14,373-$590K
XOMexited-1,321-$224K
AAPLreduced-98-$28.4K

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.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002065074-26-000003, largest first. % of portfolio is the value over $139,573,624, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 927,178 shares; 2025Q2: 1,211,245 shares; 2025Q3: 1,218,007 shares; 2025Q4: 1,242,649 shares; 2026Q1: 1,272,541 shares; 2026Q2: 1,090,104 shares 1,090,104$54.9M39.32%-182,437Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,193 shares; 2025Q2: 53,643 shares; 2025Q3: 55,392 shares; 2025Q4: 60,526 shares; 2026Q1: 60,767 shares; 2026Q2: 61,851 shares 61,851$22.8M16.32%+1,084Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 34,814 shares; 2025Q3: 36,279 shares; 2025Q4: 34,785 shares; 2026Q1: 29,328 shares; 2026Q2: 39,224 shares 39,224$7.52M5.39%+9,896Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 43,587 shares; 2025Q2: 29,383 shares; 2025Q3: 28,855 shares; 2025Q4: 30,077 shares; 2026Q1: 30,337 shares; 2026Q2: 33,482 shares 33,482$5.29M3.79%+3,145Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,302 shares; 2025Q2: 5,760 shares; 2025Q3: 5,645 shares; 2025Q4: 5,745 shares; 2026Q1: 5,650 shares; 2026Q2: 55,307 shares 55,307$4.76M3.41%+49,657Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 166,942 shares; 2025Q2: 177,153 shares; 2025Q3: 177,593 shares; 2025Q4: 164,646 shares; 2026Q1: 84,338 shares; 2026Q2: 85,233 shares 85,233$4.35M3.12%+895Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,591 shares; 2025Q2: 17,196 shares; 2025Q3: 16,093 shares; 2025Q4: 15,371 shares; 2026Q1: 14,979 shares; 2026Q2: 14,881 shares 14,881$4.31M3.09%-98Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,897 shares; 2026Q1: 137,123 shares; 2026Q2: 138,409 shares 138,409$4.24M3.04%+1,286Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,542 shares; 2025Q2: 7,193 shares; 2025Q3: 7,164 shares; 2025Q4: 7,827 shares; 2026Q1: 7,901 shares; 2026Q2: 12,193 shares 12,193$2.96M2.12%+4,292Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 96,829 shares; 2025Q2: 84,538 shares; 2025Q3: 83,581 shares; 2025Q4: 83,764 shares; 2026Q1: 83,024 shares; 2026Q2: 68,651 shares 68,651$2.82M2.02%-14,373Timeline
SMHVANECK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,626 shares 3,626$2.38M1.7%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 16,812 shares; 2025Q3: 12,075 shares; 2025Q4: 10,710 shares; 2026Q1: 10,510 shares; 2026Q2: 10,510 shares 10,510$2.1M1.51%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,638 shares; 2025Q2: 13,591 shares; 2025Q3: 14,257 shares; 2025Q4: 14,988 shares; 2026Q1: 14,683 shares; 2026Q2: 23,407 shares 23,407$2M1.43%+8,724Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,497 shares 27,497$1.45M1.04%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,281 shares; 2025Q4: 2,785 shares; 2026Q1: 2,730 shares; 2026Q2: 2,730 shares 2,730$1.37M0.98%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,245 shares; 2025Q2: 8,804 shares; 2025Q3: 7,769 shares; 2025Q4: 10,884 shares; 2026Q1: 11,309 shares; 2026Q2: 22,017 shares 22,017$1.31M0.94%+10,708Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,025 shares; 2025Q2: 6,025 shares; 2025Q3: 6,025 shares; 2025Q4: 6,025 shares; 2026Q1: 6,025 shares; 2026Q2: 6,025 shares 6,025$1.3M0.93%0Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,942 shares; 2025Q2: 36,429 shares; 2025Q3: 14,907 shares; 2025Q4: 13,517 shares; 2026Q1: 13,382 shares; 2026Q2: 13,382 shares 13,382$1.16M0.83%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,578 shares; 2025Q2: 4,428 shares; 2025Q3: 3,428 shares; 2025Q4: 4,625 shares; 2026Q1: 4,587 shares; 2026Q2: 4,587 shares 4,587$1.09M0.78%0Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,542 shares; 2025Q2: 5,542 shares; 2025Q3: 5,542 shares; 2025Q4: 5,542 shares; 2026Q1: 5,542 shares; 2026Q2: 5,542 shares 5,542$1.05M0.75%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,163 shares; 2025Q2: 3,464 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,791 shares; 2026Q2: 2,791 shares 2,791$997K0.71%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 2,784 shares; 2026Q1: 2,756 shares; 2026Q2: 2,757 shares 2,757$974K0.7%+1Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,599 shares; 2025Q2: 10,558 shares; 2025Q3: 8,341 shares; 2025Q4: 10,266 shares; 2026Q1: 10,481 shares; 2026Q2: 13,468 shares 13,468$960K0.69%+2,987Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares; 2026Q2: 1,556 shares 1,556$904K0.65%0Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,665 shares; 2025Q2: 9,665 shares; 2025Q3: 9,725 shares; 2025Q4: 9,805 shares; 2026Q1: 9,795 shares; 2026Q2: 10,120 shares 10,120$888K0.64%+325Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,370 shares; 2025Q2: 8,370 shares; 2025Q3: 8,371 shares; 2025Q4: 8,372 shares; 2026Q1: 8,373 shares; 2026Q2: 8,374 shares 8,374$856K0.61%+1Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,111 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares; 2026Q2: 1,024 shares 1,024$765K0.55%+35Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 473 shares; 2026Q2: 473 shares 473$443K0.32%0Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,002 shares; 2025Q2: 3,821 shares; 2025Q3: 3,496 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares; 2026Q2: 2,846 shares 2,846$431K0.31%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares; 2026Q2: 2,559 shares 2,559$424K0.3%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,278 shares; 2025Q2: 1,278 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares; 2026Q2: 1,278 shares 1,278$402K0.29%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,059 shares; 2025Q2: 5,059 shares; 2025Q3: 5,059 shares; 2025Q4: 5,059 shares; 2026Q1: 5,059 shares; 2026Q2: 5,059 shares 5,059$371K0.27%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,384 shares; 2026Q1: 1,384 shares; 2026Q2: 1,384 shares 1,384$354K0.25%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 355 shares; 2026Q1: 353 shares; 2026Q2: 478 shares 478$328K0.24%+125Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 321 shares; 2025Q4: 417 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431$243K0.17%0Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,842 shares; 2026Q2: 7,842 shares 7,842$231K0.17%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 947 shares; 2025Q2: 948 shares; 2025Q3: 552 shares; 2025Q4: 619 shares; 2026Q1: 596 shares; 2026Q2: 596 shares 596$222K0.16%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 584 shares 584$216K0.15%newTimeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,588 shares; 2025Q2: 8,897 shares; 2025Q3: 8,737 shares; 2025Q4: 4,706 shares; 2026Q1: not reported; 2026Q2: 4,246 shares 4,246$211K0.15%newTimeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares; 2026Q2: 2,778 shares 2,778$207K0.15%0Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP1,321$224Kshares

How Q2 2026 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002065074-26-000003 base2026-07-31acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002065074-26-000003 Quarter ended 2026-06-302026-07-31acceptance time not in the bulk data set
13F-HR 0002065074-26-000002 Quarter ended 2026-03-312026-05-05acceptance time not in the bulk data set
13F-HR 0002065074-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0002065074-25-000001 Quarter ended 2025-09-302025-10-30acceptance time not in the bulk data set
13F-HR 0001085146-25-004842 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001085146-25-002544 Quarter ended 2025-03-312025-05-02acceptance time not in the bulk data set