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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 $139,381,358 across 37 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-05. Its ten largest share positions make up 86.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002065074-26-000002

Period
2026-03-31
Reported value
$139M
Holdings
37
Top 10 weight
86.88%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
USFRadded+29,892$1.5M
DBMFadded+37,226$1.12M
XOMnew+1,321$224K
EIXnew+2,778$203K
GLDadded+241$104K

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
FBTCreduced-80,308-$4.74M
GRIDreduced-5,457-$893K
OTISexited-2,540-$230K
RWOexited-4,706-$217K
AAPLreduced-392-$99.5K

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, Q1 2026

Share positions as resolved from 13F-HR 0002065074-26-000002, largest first. % of portfolio is the value over $139,381,358, 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; 2024Q2: restricted; 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 1,272,541$64.1M45.96%+29,892Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 60,767$26.1M18.76%+241Timeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 84,338$4.98M3.57%-80,308Timeline
GRIDFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,328$4.8M3.44%-5,457Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 30,337$4.49M3.22%+260Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 83,024$4.39M3.15%-740Timeline
DBMFIM GLOBAL PARTNER FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,897 shares; 2026Q1: 137,123 shares 137,123$4.13M2.97%+37,226Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,979$3.8M2.73%-392Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,650$2.47M1.77%-95Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,510$1.83M1.32%-200Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 7,901$1.72M1.23%+74Timeline
MSTRSTRATEGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,382$1.67M1.2%-135Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,730$1.31M0.94%-55Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,025$1.2M0.86%0Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,683$1.13M0.81%-305Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,542$1.07M0.77%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,587$955K0.69%-38Timeline
EFAVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,795$895K0.64%-10Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,791$803K0.58%+30Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,518 shares; 2025Q4: 2,784 shares; 2026Q1: 2,756 shares 2,756$791K0.57%-28Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,373$750K0.54%+1Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,481$672K0.48%+215Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,111 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 989 shares; 2026Q1: 989 shares 989$643K0.46%0Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,309$611K0.44%+425Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,559$529K0.38%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 261 shares; 2025Q2: 261 shares; 2025Q3: not reported; 2025Q4: 550 shares; 2026Q1: 473 shares 473$472K0.34%-77Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,846$455K0.33%0Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,278$367K0.26%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,384$338K0.24%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,556$317K0.23%0Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,059$285K0.2%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 532 shares; 2025Q2: 532 shares; 2025Q3: 321 shares; 2025Q4: 417 shares; 2026Q1: 431 shares 431$246K0.18%+14Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares 1,321$224K0.16%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 947 shares; 2025Q2: 948 shares; 2025Q3: 552 shares; 2025Q4: 619 shares; 2026Q1: 596 shares 596$221K0.16%-23Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 355 shares; 2026Q1: 353 shares 353$211K0.15%-2Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares 2,778$203K0.15%newTimeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,842 shares 7,842$201K0.14%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
OTISOTIS WORLDWIDE CORP2,540$230Kshares
RWOSPDR INDEX SHS FDS4,706$217Kshares

How Q1 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 0002065074-26-000002 base2026-05-05acceptance time not in the bulk data set