Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. (CIK 2065074) reported $139.4M across 37 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($64.1M, 45.96%), GLD ($26.1M, 18.76%), FBTC ($5.0M, 3.57%), GRID ($4.8M, 3.44%), VYM ($4.5M, 3.22%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1USFRWISDOMTREE TR$64.1M45.96%1.3MAdded
2GLDSPDR GOLD TR$26.1M18.76%60,767Added
3FBTCFIDELITY WISE ORIGIN BITCOIN$5.0M3.57%84,338Trimmed
4GRIDFIRST TR EXCHANGE-TRADED FD$4.8M3.44%29,328Trimmed
5VYMVANGUARD WHITEHALL FDS$4.5M3.22%30,337Added
6NKENIKE INC$4.4M3.15%83,024Trimmed
7DBMFLITMAN GREGORY FDS TR$4.1M2.97%137,123Added
8AAPLAPPLE INC$3.8M2.73%14,979Trimmed
9VUGVANGUARD INDEX FDS$2.5M1.77%5,650Trimmed
10NVDANVIDIA CORPORATION$1.8M1.32%10,510Trimmed
11VBRVANGUARD INDEX FDS$1.7M1.23%7,901Added
12MSTRSTRATEGY INC$1.7M1.20%13,382Trimmed
13BRK/BBERKSHIRE HATHAWAY INC DEL$1.3M0.94%2,730Trimmed
14BABOEING CO$1.2M0.86%6,025Hold
15VXUSVANGUARD STAR FDS$1.1M0.81%14,683Trimmed
16RTXRTX CORPORATION$1.1M0.77%5,542Hold
17AMZNAMAZON COM INC$955,3290.69%4,587Trimmed
18EFAVISHARES TR$894,9690.64%9,795Trimmed
19GOOGLALPHABET INC$802,5270.58%2,791Added
20GOOGALPHABET INC$790,5180.57%2,756Trimmed
21SBUXSTARBUCKS CORP$750,1260.54%8,373Added
22VEAVANGUARD TAX-MANAGED FDS$671,6220.48%10,481Added
23SPYSTATE STR SPDR S&P 500 ETF T$643,1860.46%989Hold
24VWOVANGUARD INTL EQUITY INDEX F$611,2510.44%11,309Added
25CVXCHEVRON CORPORATION$529,4570.38%2,559Hold

Source: SEC Form 13F filings · as of 2026-03-31