Bear Mountain Capital, Inc. holds a focused book of 213 stocks worth $345.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened FS Specialty Lending Fund and trimmed Vanguard S/T Corp Bond ETF. Their largest long position is Vanguard Mid-Cap ETF at 16% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2009419/holdings"
Use Arkolith to show Bear Mountain Capital, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.4 points over this window.
Growth of $10,000 cloning Bear Mountain Capital, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
3% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Bear Mountain Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $639.6B |
| MORGAN STANLEY | 80 / 80 | $527.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $483.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $440.3B |
| ROYAL BANK OF CANADA | 80 / 80 | $142.6B |
| LPL Financial LLC | 80 / 80 | $84.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $63.1B |
| Cetera Investment Advisers | 80 / 80 | $26.1B |
Ranked by how many of Bear Mountain Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Mid Cap ETF | $54.1M | 669.7K | 15.7% | ▲+308% Added · +506K sh | |
| 2 | Vanguard S&P 500 ETF ETF | $41.9M | 60.6K | 12.1% | ▲+1.3% Added · +772 sh | |
| 3 | Ishares TRS&P Short Term Natl Municipal BD FD ETF | $30.0M | 282.4K | 8.7% | ▲+9.1% Added · +23K sh | |
| 4 | Vanguard Ftse Developed Markets ETF ETF | $29.7M | 420.2K | 8.6% | ▲+1.3% Added · +5K sh | |
| 5 | Ishares Msci Eafe Small Cap ETF ETF | $28.6M | 343.8K | 8.3% | ▲+3.0% Added · +10K sh | |
| 6 | Vanguard Short-Term Corporate Bond ETF ETF | $23.2M | 294.7K | 6.7% | ▼−0.8% Reduced · −2K sh | |
| 7 | Vanguard Short-Term Treasury ETF ETF | $23.0M | 396.4K | 6.7% | ▲+2.2% Added · +9K sh | |
| 8 | Vanguard Ftse Emerging Markets ETF ETF | $19.7M | 333.5K | 5.7% | ▲+2.1% Added · +7K sh | |
| 9 | Vanguard Small Cap ETF ETF | $14.4M | 48.6K | 4.2% | ▲+1.1% Added · +512 sh | |
| 10 | Vanguard Real Estate ETF ETF | $10.8M | 110.2K | 3.1% | ▲+3.1% Added · +3K sh | |
| 11 | Vanguard Total International Bond ETF ETF | $8.2M | 171.4K | 2.4% | ▲+1.2% Added · +2K sh | |
| 12 | Ishares Core S&P 500 ETF ETF | $6.1M | 8.1K | 1.8% | ▲+0.2% Added · +15 sh | |
| 13 | Ishares Esg Optimized Msci USA ETF ETF | $6.1M | 39.2K | 1.8% | ▲+1.9% Added · +735 sh | |
| 14 | Vanguard Total Stock Market ETF ETF | $5.0M | 13.4K | 1.4% | —Held | |
| 15 | Vanguard Tax-Exempt Bond ETF ETF | $4.7M | 92.6K | 1.3% | ▼−4.6% Reduced · −4K sh | |
| 16 | Ishares Esg Aware 1-5 Year Usd Corporate Bond ETF ETF | $3.9M | 157.9K | 1.1% | ▲+2.6% Added · +4K sh | |
| 17 | Vanguard Esg International Stock ETF ETF | $3.5M | 43.6K | 1.0% | ▲+1.7% Added · +727 sh | |
| 18 | Vanguard Ftse All-World Ex-US Small-Cap ETF ETF | $3.5M | 22.8K | 1.0% | —Held | |
| 19 | Ishares TR Russell 1000 Index ETF ETF | $3.4M | 8.3K | 1.0% | —Held | |
| 20 | Amazon.com Inc Stock | $3.2M | 12.7K | 0.9% | ▼−0.3% Reduced · −43 sh | |
| 21 | Ishares Esg Aware Msci Em ETF ETF | $2.4M | 45.8K | 0.7% | ▲+0.5% Added · +213 sh | |
| 22 | Vanguard Global Ex-U.S. Real Estate ETF ETF | $2.4M | 52.4K | 0.7% | ▲+2.6% Added · +1K sh | |
| 23 | Nvidia Corporation Com Stock | $1.9M | 8.8K | 0.5% | ▼−0.8% Reduced · −74 sh | |
| 24 | State Street SPDR S&P 500 ETF ETF | $1.4M | 1.9K | 0.4% | —Held | |
| 25 | State Street SPDR S&P Midcap 400 ETF Trust ETF | $1.4M | 2.0K | 0.4% | —Held | |
| 26 | Ishares Core Msci Eafe ETF ETF | $1.4M | 14.2K | 0.4% | ▲+0.1% Added · +15 sh | |
| 27 | Ishares Msci Emerging Markets ETF ETF | $1.3M | 20.0K | 0.4% | ▼−0.1% Reduced · −11 sh | |
| 28 | Ishares Core International Aggregate Bond ETF ETF | $1.2M | 23.3K | 0.3% | ▼−0.3% Reduced · −84 sh | |
| 29 | Microsoft Stock | $1.1M | 2.9K | 0.3% | ▼−1.6% Reduced · −47 sh | |
| 30 | Ishares 1-3 Yr Credit Bond ETF ETF | $1.0M | 19.8K | 0.3% | ▼−0.7% Reduced · −149 sh | |
| 31 | Costco Wholesale Corp Stock | $885K | 960 | 0.3% | ▲+0.1% Added · +1 sh | |
| 32 | Ishares Russell Midcap ETF ETF | $656K | 6.0K | 0.2% | ▼−9.9% Reduced · −657 sh | |
| 33 | Apple Inc Stock | $469K | 1.5K | 0.1% | ▲+0.1% Added · +1 sh | |
| 34 | Netflix Com Inc Stock | $436K | 5.9K | 0.1% | —Held | |
| 35 | Alphabet Inc Cap STK CL C Stock | $407K | 1.1K | 0.1% | ▲+78% Added · +500 sh | |
| 36 | Berkshire Hathaway Inc Del CL B New Stock | $331K | 675 | 0.1% | —Held | |
| 37 | Caterpillar Inc Com Stock | $278K | 298 | 0.1% | —Held | |
| 38 | Ishares US Real Estate ETF ETF | $247K | 2.4K | 0.1% | ▼−3.7% Reduced · −92 sh | |
| 39 | Netease Com Inc Sponsored Ads ADR | $231K | 1.8K | 0.1% | ▲+0.6% Added · +10 sh | |
| 40 | Advanced Micro Devices Inc Com Stock | $219K | 400 | 0.1% | —Held | |
| 41 | Intel Corp Com Stock | $145K | 1.3K | 0.0% | —Held | |
| 42 | State Street SPDR Dow Jones International Real Estate ETF ETF | $128K | 4.7K | 0.0% | —Held | |
| 43 | Vanguard Ftse All-World Ex-US Index Fund ETF | $103K | 1.2K | 0.0% | —Held | |
| 44 | Palantir Technologies Inc CL A Stock | $99K | 740 | 0.0% | ▼−19% Reduced · −169 sh | |
| 45 | Automatic Data Processing Inc Com Stock | $99K | 400 | 0.0% | —Held | |
| 46 | Boeing Co Com Stock | $78K | 359 | 0.0% | ▲+0.3% Added · +1 sh | |
| 47 | Ishares Core S&P Small Cap ETF ETF | $77K | 533 | 0.0% | —Held | |
| 48 | Meta Platforms Inc CL A Stock | $73K | 110 | 0.0% | —Held | |
| 49 | Nuveen Esg Emerging Markets Equity ETF ETF | $72K | 1.8K | 0.0% | —Held | |
| 50 | Avalonbay Cmntys Inc Com REIT | $71K | 369 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 214 | $345.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 198 | $332.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 199 | $309.8M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 323 | $298.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 23, 2025 | 182 | $279.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 344 | $258.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 176 | $256.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 29, 2024 | 175 | $253.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.