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 $345.2M across 213 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VO ($54.1M, 15.68%), VOO ($41.9M, 12.13%), SUB ($30.0M, 8.69%), VEA ($29.7M, 8.59%), SCZ ($28.6M, 8.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD MID CAP | $54.1M | 15.68% | 669,702 | Added |
| 2 | VOO | VANGUARD S&P 500 ETF | $41.9M | 12.13% | 60,572 | Added |
| 3 | SUB | ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD | $30.0M | 8.69% | 282,429 | Added |
| 4 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $29.7M | 8.59% | 420,237 | Added |
| 5 | SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $28.6M | 8.28% | 343,768 | Added |
| 6 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $23.2M | 6.71% | 294,695 | Trimmed |
| 7 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $23.0M | 6.67% | 396,374 | Added |
| 8 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $19.7M | 5.71% | 333,463 | Added |
| 9 | VB | VANGUARD SMALL CAP ETF | $14.4M | 4.18% | 48,633 | Added |
| 10 | VNQ | VANGUARD REAL ESTATE ETF | $10.8M | 3.11% | 110,199 | Added |
| 11 | BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $8.2M | 2.38% | 171,450 | Added |
| 12 | IVV | ISHARES CORE S&P 500 ETF | $6.1M | 1.78% | 8,143 | Added |
| 13 | SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $6.1M | 1.76% | 39,189 | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $5.0M | 1.45% | 13,449 | Hold |
| 15 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | $4.7M | 1.35% | 92,578 | Trimmed |
| 16 | SUSB | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $3.9M | 1.14% | 157,921 | Added |
| 17 | VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $3.5M | 1.02% | 43,553 | Added |
| 18 | VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $3.5M | 1.01% | 22,754 | Hold |
| 19 | IWB | ISHARES TR RUSSELL 1000 INDEX ETF | $3.4M | 0.99% | 8,296 | Hold |
| 20 | AMZN | AMAZON.COM INC | $3.2M | 0.91% | 12,747 | Trimmed |
| 21 | ESGE | ISHARES ESG AWARE MSCI EM ETF | $2.4M | 0.70% | 45,810 | Added |
| 22 | VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $2.4M | 0.69% | 52,396 | Added |
| 23 | NVDA | NVIDIA CORPORATION COM | $1.9M | 0.54% | 8,759 | Trimmed |
| 24 | SPY | STATE STREET SPDR S&P 500 ETF | $1.4M | 0.42% | 1,926 | Hold |
| 25 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.4M | 0.40% | 2,019 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30