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BMC

Bear Mountain Capital Portfolio holdings

AUM $333M
1-Year Est. Return 12.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$22.8M
3
+$2.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.28M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Top Sells

1
+$23.8M
2
+$18.1M
3
+$3.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$276K
5
AMZN icon
Amazon
AMZN
+$198K

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 1.05%
3 Communication Services 0.32%
4 Consumer Staples 0.3%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCJ icon
76
Cameco
CCJ
$44B
$30.9K 0.01%
250
JNJ icon
77
Johnson & Johnson
JNJ
$580B
$29.9K 0.01%
129
-31
RTX icon
78
RTX Corp
RTX
$247B
$29K 0.01%
148
-147
IVT icon
79
InvenTrust Properties
IVT
$2.73B
$27.6K 0.01%
844
+7
CVX icon
80
Chevron
CVX
$373B
$27.1K 0.01%
148
MA icon
81
Mastercard
MA
$433B
$25.8K 0.01%
50
ABBV icon
82
AbbVie
ABBV
$402B
$23.1K 0.01%
114
+1
VTWV icon
83
Vanguard Russell 2000 Value ETF
VTWV
$1.23B
$23K 0.01%
126
HDV
84
iShares Core High Dividend ETF
HDV
$13.7B
$20.8K 0.01%
780
+5
BOX icon
85
Box
BOX
$3.52B
$20.8K 0.01%
867
OKLO
86
Oklo
OKLO
$10B
$20.4K 0.01%
300
GD icon
87
General Dynamics
GD
$97.4B
$20.3K 0.01%
61
-61
WMT icon
88
Walmart Inc
WMT
$963B
$19.4K 0.01%
152
+1
APLD icon
89
Applied Digital
APLD
$12.2B
$19.3K 0.01%
600
+100
ALK icon
90
Alaska Air
ALK
$5.27B
$16.2K ﹤0.01%
371
+169
SDY icon
91
State Street SPDR S&P Dividend ETF
SDY
$21.5B
$15.4K ﹤0.01%
103
KR icon
92
Kroger
KR
$39.9B
$15.2K ﹤0.01%
224
QQQM icon
93
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$13.7K ﹤0.01%
52
UEC icon
94
Uranium Energy
UEC
$5.46B
$13.6K ﹤0.01%
900
ARM icon
95
Arm
ARM
$407B
$13.1K ﹤0.01%
75
TRMB icon
96
Trimble
TRMB
$11.8B
$10.9K ﹤0.01%
157
+3
LPTH icon
97
Lightpath Technologies
LPTH
$895M
$10K ﹤0.01%
700
+300
KO icon
98
Coca-Cola
KO
$355B
$9.65K ﹤0.01%
128
TEM
99
Tempus AI
TEM
$8.59B
$9K ﹤0.01%
158
NXE icon
100
NexGen Energy
NXE
$6.52B
$8.9K ﹤0.01%
700
2 3
4
5 6