Sky-Mountain Capital Management, Inc. holds a concentrated book of 40 stocks worth $139.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Semiconductor ETF and trimmed Wisdomtree Floating Rate Tre. Their largest long position is Wisdomtree Floating Rate Tre at 39% of the equity book. Cloning the disclosed picks since 2025 would be -3% (-3.4%/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/2065074/holdings"
Use Arkolith to show SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Sky-Mountain Capital Management, 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: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
35% 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 Sky-Mountain Capital Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 41 / 40 | $637.3B |
| MORGAN STANLEY | 41 / 40 | $421.9B |
| JPMORGAN CHASE & CO | 41 / 40 | $394.3B |
| BANK OF AMERICA CORP /DE/ | 41 / 40 | $299.9B |
| Bank of New York Mellon Corp | 41 / 40 | $145.5B |
| ROYAL BANK OF CANADA | 41 / 40 | $115.2B |
| WELLS FARGO & COMPANY/MN | 41 / 40 | $105.1B |
| RAYMOND JAMES FINANCIAL INC | 41 / 40 | $73.2B |
Ranked by how many of Sky-Mountain Capital Management, Inc.'s top 40 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 | Wisdomtree TR FLOATNG RAT TREA | $54.9M | 1.09M | 39.3% | ▼−14% Reduced · −182K sh | |
| 2 | SPDR Gold TR GOLD SHS | $22.8M | 61.9K | 16.3% | ▲+1.8% Added · +1K sh | |
| 3 | First TR Exchange-Traded FD NASDQ CLN EDGE | $7.5M | 39.2K | 5.4% | ▲+34% Added · +10K sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $5.3M | 33.5K | 3.8% | ▲+10% Added · +3K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $4.8M | 55.3K | 3.4% | ▲+879% Added · +50K sh | |
| 6 | Fidelity Wise Origin Bitcoin SHS | $4.4M | 85.2K | 3.1% | ▲+1.1% Added · +895 sh | |
| 7 | Apple Inc COM | $4.3M | 14.9K | 3.1% | ▼−0.7% Reduced · −98 sh | |
| 8 | Litman Gregory FDS TR IMGP DBI MAN ETF | $4.2M | 138.4K | 3.0% | ▲+0.9% Added · +1K sh | |
| 9 | Vanguard Index FDS SM CP VAL ETF | $3.0M | 12.2K | 2.1% | ▲+54% Added · +4K sh | |
| 10 | Nike Inc CL B | $2.8M | 68.7K | 2.0% | ▼−17% Reduced · −14K sh | |
| 11 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.4M | 3.6K | 1.7% | ▲New New position | |
| 12 | Nvidia Corporation COM | $2.1M | 10.5K | 1.5% | —Held | |
| 13 | Vanguard Star FDS VG TL INTL STK F | $2.0M | 23.4K | 1.4% | ▲+59% Added · +9K sh | |
| 14 | BlackRock ETF Trust ISHA I IN TE ETF | $1.4M | 27.5K | 1.0% | ▲New New position | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.7K | 1.0% | —Held | |
| 16 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.3M | 22.0K | 0.9% | ▲+95% Added · +11K sh | |
| 17 | Boeing Co COM | $1.3M | 6.0K | 0.9% | —Held | |
| 18 | Strategy Inc CL A NEW | $1.2M | 13.4K | 0.8% | —Held | |
| 19 | Amazon Com Inc COM | $1.1M | 4.6K | 0.8% | —Held | |
| 20 | RTX Corporation COM | $1.1M | 5.5K | 0.8% | —Held | |
| 21 | Alphabet Inc CAP STK CL A | $997K | 2.8K | 0.7% | —Held | |
| 22 | Alphabet Inc CAP STK CL C | $974K | 2.8K | 0.7% | ▲~0% Added · +1 sh | |
| 23 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $960K | 13.5K | 0.7% | ▲+28% Added · +3K sh | |
| 24 | Advanced Micro Devices Inc COM | $904K | 1.6K | 0.6% | —Held | |
| 25 | Ishares TR MSCI EAFE MIN VL | $888K | 10.1K | 0.6% | ▲+3.3% Added · +325 sh | |
| 26 | Starbucks Corp COM | $856K | 8.4K | 0.6% | ▲~0% Added · +1 sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $765K | 1.0K | 0.5% | ▲+3.5% Added · +35 sh | |
| 28 | Costco Wholesale Corporation COM | $443K | 473 | 0.3% | —Held | |
| 29 | TJX Cos Inc New COM | $431K | 2.8K | 0.3% | —Held | |
| 30 | Chevron Corporation COM | $424K | 2.6K | 0.3% | —Held | |
| 31 | Norfolk Southn Corp COM | $402K | 1.3K | 0.3% | —Held | |
| 32 | Carrier Global Corporation COM | $371K | 5.1K | 0.3% | —Held | |
| 33 | Marathon Pete Corp COM | $354K | 1.4K | 0.3% | —Held | |
| 34 | Vanguard Index FDS S&P 500 ETF SHS | $328K | 478 | 0.2% | ▲+35% Added · +125 sh | |
| 35 | Meta Platforms Inc CL A | $243K | 431 | 0.2% | —Held | |
| 36 | Schwab Strategic TR US LRG CAP ETF | $231K | 7.8K | 0.2% | —Held | |
| 37 | Microsoft Corp COM | $222K | 596 | 0.2% | —Held | |
| 38 | Vanguard Index FDS TOTAL STK MKT | $216K | 584 | 0.2% | ▲New New position | |
| 39 | SPDR Index SHS FDS ST DOW GLOBA ETF | $211K | 4.2K | 0.2% | ▲New New position | |
| 40 | Edison Intl COM | $207K | 2.8K | 0.1% | —Held |
As-of date vs the date the SEC received each filing
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.