Bear Mountain Capital, Inc.

Q3 2026 13F-HR Holdings

Location
Seattle, WA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
227
Total value ($000)
$357,807
Net value change ($000)
+12,588 (3.6%)
New positions
32
Sold out positions
19
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SUB 2,199 7.3%
MRVL 1,587 NEW
VOO 1,293 3.1%
SCZ 1,216 4.3%
VO 1,197 2.2%
VGSH 1,085 4.7%
VTI 915 18.3%
VCSH 767 3.3%
SUSB 667 17.0%
SUSA 449 7.4%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -701 -15.1%
VB -375 -2.6%
IAGG -88 -7.6%
EEM -76 -5.8%
AVB -71 -100.0%
IWR -62 -9.5%
CAT -60 -21.6%
MDY -59 -4.2%
VSS -39 -1.1%
IGSB -28 -2.7%
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