Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bear Mountain Capital, Inc. (CIK 2009419) reported $332.6M across 195 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VO ($50.6M, 15.22%), VOO ($39.0M, 11.71%), VEA ($28.8M, 8.64%), SCZ ($28.2M, 8.48%), SUB ($27.6M, 8.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | $50.6M | 15.22% | 164,192 | Added |
| 2 | VOO | VANGUARD S&P 500 ETF | $39.0M | 11.71% | 59,800 | Added |
| 3 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $28.8M | 8.64% | 414,769 | Added |
| 4 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $28.2M | 8.48% | 333,626 | Added |
| 5 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $27.6M | 8.31% | 258,958 | New |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $23.6M | 7.10% | 297,165 | Added |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $22.7M | 6.83% | 387,737 | New |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $19.2M | 5.78% | 326,655 | Added |
| 9 | VB | VANGUARD SMALL CAP ETF | $13.8M | 4.14% | 48,121 | Added |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | $10.4M | 3.12% | 106,878 | Added |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $8.2M | 2.46% | 169,373 | Added |
| 12 | IVV | ISHARES CORE S&P 500 ETF | $5.8M | 1.74% | 8,128 | Hold |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $5.5M | 1.66% | 38,454 | Added |
| 14 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $4.9M | 1.47% | 97,074 | Trimmed |
| 15 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.7M | 1.42% | 13,449 | Trimmed |
| 16 | SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $3.9M | 1.16% | 153,847 | Added |
| 17 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $3.6M | 1.09% | 22,754 | Trimmed |
| 18 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $3.4M | 1.01% | 42,826 | Added |
| 19 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $3.2M | 0.97% | 8,296 | Hold |
| 20 | AMZN | AMAZON.COM INC | $3.2M | 0.95% | 12,790 | Trimmed |
| 21 | VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2.4M | 0.74% | 51,079 | Added |
| 22 | ESGE | ISHARES ESG AWARE MSCI EM ETF | $2.3M | 0.69% | 45,597 | Trimmed |
| 23 | NVDA | NVIDIA CORPORATION COM | $1.8M | 0.54% | 8,833 | Trimmed |
| 24 | SPY | STATE STREET SPDR S&P 500 ETF | $1.4M | 0.41% | 1,926 | Hold |
| 25 | IEFA | ISHARES CORE MSCI EAFE ETF | $1.4M | 0.41% | 14,186 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31