Institutional Fund
Bear Mountain Capital, Inc.
Seattle, WACIK 20094195 filings on record
Portfolio Value
$332.64M
Q1 2026
Holdings
197
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+7.4%
from $309.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds15.2%
- Vanguard Index Fds11.7%
- Vanguard Tax-Managed Fds8.6%
- Ishares Tr8.5%
- Ishares Tr8.3%
- Vanguard Scottsdale Fds7.1%
- Other40.5%
Portfolio Holdings
197 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 164.2K | $50.64M | 15.2% | +7.7K | Added |
| 2 | Vanguard Index Fds | 59.8K | $38.96M | 11.7% | +1.5K | Added |
| 3 | Vanguard Tax-Managed Fds | 414.8K | $28.76M | 8.6% | +7.7K | Added |
| 4 | Ishares Tr | 333.6K | $28.22M | 8.5% | +8.3K | Added |
| 5 | Ishares Tr | 259.0K | $27.64M | 8.3% | +259.0K | New |
| 6 | Vanguard Scottsdale Fds | 297.2K | $23.62M | 7.1% | +36.5K | Added |
| 7 | Vanguard Scottsdale Fds | 387.7K | $22.71M | 6.8% | +387.7K | New |
| 8 | Vanguard Intl Equity Index F | 326.7K | $19.24M | 5.8% | +10.4K | Added |
| 9 | Vanguard Index Fds | 48.1K | $13.77M | 4.1% | +1.7K | Added |
| 10 | Vanguard Index Fds | 106.9K | $10.37M | 3.1% | +7.4K | Added |
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