Bear Mountain Capital, Inc.

Q2 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
6/30/2026
Date filed
7/20/2026
Form type
13F-HR
Num holdings
214
Total value ($000)
$345,219
Net value change ($000)
+12,575 (3.8%)
New positions
24
Sold out positions
8
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VO 3,496 6.9%
VOO 2,899 7.4%
SUB 2,367 8.6%
VEA 913 3.2%
VB 669 4.9%
SUSA 553 10.0%
VWO 458 2.4%
VNQ 382 3.7%
IVV 361 6.2%
SCZ 346 1.2%
Top Reduces (Value $000, Stocks/ETFs)
VCSH -462 -2.0%
MUB -246 -100.0%
VTEB -243 -5.0%
IYF -151 -100.0%
VSS -141 -3.9%
NFLX -126 -22.4%
MSFT -116 -9.4%
COST -72 -7.5%
VNQI -70 -2.9%
BND -55 -98.2%
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