Bear Mountain Capital, Inc. - Portfolio overview

Bear Mountain Capital, Inc. has 336 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VO - VANGUARD MID CAP, 15.21%
2. VOO - VANGUARD S&P 500 ETF, 11.70%
3. VEA - VANGUARD FTSE DEVELOPED MARKETS ETF, 8.64%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.