Bear Mountain Capital, Inc.

Q3 2025 13F-HR Holdings

Location
Seattle, WA
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
323
Total value ($000)
$298,615
Net value change ($000)
+19,501 (7.0%)
New positions
145
Sold out positions
4
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MUB 3,698 16.0%
BND 2,448 15.6%
VO 2,244 5.2%
VOO 2,235 6.7%
VEA 1,666 7.3%
SCZ 1,114 4.8%
VWO 1,015 6.4%
VB 1,012 9.2%
BNDX 796 11.5%
VNQ 488 5.6%
Top Reduces (Value $000, Stocks/ETFs)
SUSB -192 -4.9%
AMZN -65 -1.9%
SHY -58 -65.2%
EEM -51 -4.5%
IAGG -49 -5.9%
IGSB -43 -4.5%
COST -12 -1.3%
RWX -11 -7.7%
ADP -7 -5.8%
AVB -6 -8.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type