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SMCL
Sun Mountain Capital Ltd Portfolio holdings
AUM
$184M
This Fund
S&P 500
This Quarter
Est. Return
+1.05%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
100.11%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$126M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Russell 1000 Growth ETF
IWF
$122B
| $126M | 100% |
+1,061,852
| New | +$126M |
|
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Sun Mountain Capital Ltd's Q4 2025 Portfolio in Review
Q4 2025 is the first quarter with a 13F filing on record for Sun Mountain Capital Ltd, which disclosed 1 position worth $126M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is iShares Russell 1000 Growth ETF: 1,061,852 shares worth $126M.
- Sun Mountain Capital Ltd's largest Q4 2025 buy was iShares Russell 1000 Growth ETF: 1,061,852 shares worth $126M.
- Sun Mountain Capital Ltd's ten largest holdings make up 100% of its $126M portfolio in Q4 2025.
- Sun Mountain Capital Ltd disclosed 1 position in Q4 2025, its first 13F filing on record.
Based on Sun Mountain Capital Ltd's 13F filing for Q4 2025, filed 24 Jul 2026.