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Bear Mountain Capital, Inc. | Tormere

Bear Mountain Capital, Inc.

Est. AUM

$332.6M

13F long equity, this entity only

Positions

198

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MID CAP	ETF	$50.6M	164192	15.22%	SOLE
2	VANGUARD S&P 500 ETF	ETF	$39.0M	59800	11.71%	SOLE
3	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$28.8M	414769	8.64%	SOLE
4	ISHARES MSCI EAFE SMALL CAP ETF	ETF	$28.2M	333626	8.48%	SOLE
5	ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD	ETF	$27.6M	258958	8.31%	SOLE
6	VANGUARD SHORT-TERM CORPORATE BOND ETF	ETF	$23.6M	297165	7.10%	SOLE
7	VANGUARD SHORT-TERM TREASURY ETF	ETF	$22.7M	387737	6.83%	SOLE
8	VANGUARD FTSE EMERGING MARKETS ETF	ETF	$19.2M	326655	5.78%	SOLE
9	VANGUARD SMALL CAP ETF	ETF	$13.8M	48121	4.14%	SOLE
10	VANGUARD REAL ESTATE ETF	ETF	$10.4M	106878	3.12%	SOLE
11	VANGUARD TOTAL INTERNATIONAL BOND ETF	ETF	$8.2M	169373	2.46%	SOLE
12	ISHARES CORE S&P 500 ETF	ETF	$5.8M	8128	1.74%	SOLE
13	ISHARES ESG OPTIMIZED MSCI USA ETF	ETF	$5.5M	38454	1.66%	SOLE
14	VANGUARD TAX-EXEMPT BOND ETF	ETF	$4.9M	97074	1.47%	SOLE
15	VANGUARD TOTAL STOCK MARKET ETF	ETF	$4.7M	13449	1.42%	SOLE
16	ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	ETF	$3.9M	153847	1.16%	SOLE
17	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	ETF	$3.6M	22754	1.09%	SOLE
18	VANGUARD ESG INTERNATIONAL STOCK ETF	ETF	$3.4M	42826	1.01%	SOLE
19	ISHARES TR RUSSELL 1000 INDEX ETF	ETF	$3.2M	8296	0.97%	SOLE
20	AMAZON.COM INC	Stock	$3.2M	12790	0.95%	SOLE
21	VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF	ETF	$2.4M	51079	0.74%	SOLE
22	ISHARES ESG AWARE MSCI EM ETF	ETF	$2.3M	45597	0.69%	SOLE
23	NVIDIA CORPORATION COM	Stock	$1.8M	8833	0.54%	SOLE
24	ISHARES CORE MSCI EAFE ETF	ETF	$1.4M	14186	0.41%	SOLE
25	STATE STREET SPDR S&P 500 ETF	ETF	$1.4M	1926	0.41%	SOLE
26	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	$1.4M	2019	0.41%	SOLE
27	ISHARES MSCI EMERGING MARKETS ETF	ETF	$1.3M	19966	0.38%	SOLE
28	MICROSOFT	Stock	$1.2M	2952	0.37%	SOLE
29	ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF	ETF	$1.2M	23396	0.35%	SOLE
30	ISHARES 1-3 YR CREDIT BOND ETF	ETF	$1.0M	19901	0.32%	SOLE
31	COSTCO WHOLESALE CORP	Stock	$957K	959	0.29%	SOLE
32	ISHARES RUSSELL MIDCAP ETF	ETF	$694K	6635	0.21%	SOLE
33	NETFLIX COM INC	Stock	$562K	5924	0.17%	SOLE
34	APPLE INC	Stock	$406K	1487	0.12%	SOLE
35	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$319K	675	0.10%	SOLE
36	ISHARES US REAL ESTATE ETF	ETF	$256K	2480	0.08%	SOLE
37	ISHARES AMT-FREE MUNI BOND ETF	ETF	$246K	2292	0.07%	SOLE
38	CATERPILLAR INC COM	Stock	$238K	298	0.07%	SOLE
39	ALPHABET INC CAP STK CL C	Stock	$215K	640	0.06%	SOLE
40	NETEASE COM INC SPONSORED ADS	ADR	$211K	1788	0.06%	SOLE
41	ISHARES U.S. FINANCIALS ETF	ETF	$151K	1200	0.05%	SOLE
42	STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF	ETF	$135K	4686	0.04%	SOLE
43	PALANTIR TECHNOLOGIES INC CL A	Stock	$133K	909	0.04%	SOLE
44	ADVANCED MICRO DEVICES INC COM	Stock	$110K	400	0.03%	SOLE
45	VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	ETF	$101K	1240	0.03%	SOLE
46	INTEL CORP COM	Stock	$89K	1348	0.03%	SOLE
47	BOEING CO COM	Stock	$81K	358	0.02%	SOLE
48	AUTOMATIC DATA PROCESSING INC COM	Stock	$81K	400	0.02%	SOLE
49	META PLATFORMS INC CL A	Stock	$74K	110	0.02%	SOLE
50	ISHARES CORE S&P SMALL CAP ETF	ETF	$73K	533	0.02%	SOLE

1–50 of 198

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.