Bear Mountain Capital, Inc.

13F filer · CIK 0002009419

Reported Jul 20, 2026

Net seller this quarter

13F portfolio value$345MU.S. long equity reported on 13F

Positions1396 new · 5 closed

Net flow last quarter-$424KBuys minus sells

Top 10 positions weight13.2%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 2026139 positions
SCZNXG NextGen Infrastructure Income Fund	$28.6M	8.28%	Not reported	+3.0%	Q4 2023
SUSASouthern USA Resources Inc.	$6.08M	1.76%	Not reported	+1.9%	Q4 2023
AMZNAmazon Com Inc	$3.15M	0.91%	0.00%	-0.3%	Q4 2023
NVDANvidia Corp	$1.86M	0.54%	0.00%	-0.8%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.45M	0.42%	Not reported	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.39M	0.40%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.12M	0.32%	0.00%	-1.6%	Q4 2023
COSTCostco Wholesale Corp	$885K	0.26%	0.00%	+0.1%	Q4 2023
AAPLApple Inc.	$469K	0.14%	0.00%	+0.1%	Q4 2023
NFLXNetflix Inc	$436K	0.13%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$407K	0.12%	Not reported	+78.1%	Q4 2023
BRK.BBerkshire Hathaway Inc	$331K	0.10%	Not reported	Not reported	Q4 2023
CATCaterpillar Inc	$278K	0.08%	0.00%	Not reported	Q4 2023
NTESNetEase, Inc.	$231K	0.07%	0.00%	+0.6%	Q2 2025
AMDAdvanced Micro Devices Inc	$219K	0.06%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$145K	0.04%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$98.9K	0.03%	0.00%	-18.6%	Q4 2023
ADPAutomatic Data Processing Inc	$98.5K	0.03%	0.00%	Not reported	Q4 2023
BABoeing Co	$77.9K	0.02%	0.00%	+0.3%	Q4 2023
METAMeta Platforms, Inc.	$72.7K	0.02%	Not reported	Not reported	Q4 2023
AVBCAvidia Bancorp, Inc.	$70.8K	0.02%	0.00%	Not reported	Q4 2023
ESSEssex Property Trust, Inc.	$65.9K	0.02%	0.00%	Not reported	Q4 2023
BKNGBooking Holdings Inc.	$61.2K	0.02%	0.00%	-96.0%	Q2 2025
VMRKVivmark Residential	$61.2K	0.02%	0.00%	Not reported	Q4 2023
SBUXStarbucks Corp	$55.2K	0.02%	0.00%	+0.6%	Q4 2023
VRTVertiv Holdings Co	$54.6K	0.02%	0.00%	Not reported	Q2 2025
BABAAlibaba Group Holding Ltd	$52.6K	0.02%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$52.5K	0.02%	0.00%	+0.8%	Q4 2023
JPMJPMorgan Chase & Co	$52.1K	0.02%	0.00%	Not reported	Q4 2023
RIVNRivian Automotive, Inc. / DE	$38.2K	0.01%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$33K	0.01%	0.00%	+0.8%	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$32.3K	0.01%	0.00%	+0.3%	Q1 2024
IVTInvenTrust Properties Corp.	$30K	0.01%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$28.6K	0.01%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$28K	0.01%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$26.9K	0.01%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$26.9K	0.01%	0.00%	Not reported	Q4 2023
BOXBox Inc	$26K	0.01%	0.00%	Not reported	Q4 2023
CCJCameco Corp	$22.9K	0.01%	0.00%	Not reported	Q2 2025
GDGeneral Dynamics Corp	$22.5K	0.01%	0.00%	Not reported	Q4 2023
ARMArm Holdings PLC	$21K	0.01%	0.00%	Not reported	Q3 2024
ALKAlaska Air Group, Inc.	$17.6K	0.01%	0.00%	+1.1%	Q4 2023
WMTWalmart Inc.	$17.3K	0.01%	0.00%	Not reported	Q4 2023
APLDApplied Digital Corp.	$17.1K	0.00%	0.00%	Not reported	Q4 2025
FSSLFS Specialty Lending Fund	$16.2K	0.00%	Not reported	New	Q2 2026
OKLOOklo Inc.	$13.9K	0.00%	0.00%	Not reported	Q4 2024
KRKroger Co	$13.2K	0.00%	0.00%	Not reported	Q4 2023
KOCoca Cola Co	$10.6K	0.00%	0.00%	Not reported	Q4 2023
UECUranium Energy Corp	$9.35K	0.00%	0.00%	Not reported	Q4 2025
TEMTempus AI, Inc.	$9.3K	0.00%	Not reported	Not reported	Q3 2024

Q1 2026Reported May 12, 2026138 positions
SCZNXG NextGen Infrastructure Income Fund	$28.2M	8.48%	Not reported	+2.6%	Q4 2023
SUSASouthern USA Resources Inc.	$5.53M	1.66%	Not reported	+2.5%	Q4 2023
AMZNAmazon Com Inc	$3.18M	0.95%	0.00%	-6.6%	Q4 2023
NVDANvidia Corp	$1.78M	0.54%	0.00%	-2.1%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.37M	0.41%	Not reported	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.35M	0.41%	Not reported	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.23M	0.37%	0.00%	-2.3%	Q4 2023
COSTCostco Wholesale Corp	$957K	0.29%	0.00%	-4.3%	Q4 2023
NFLXNetflix Inc	$562K	0.17%	0.00%	-2.4%	Q4 2023
AAPLApple Inc.	$406K	0.12%	0.00%	-5.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$319K	0.10%	Not reported	Not reported	Q4 2023
CATCaterpillar Inc	$238K	0.07%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$215K	0.06%	Not reported	-8.6%	Q4 2023
NTESNetEase, Inc.	$211K	0.06%	0.00%	+0.6%	Q2 2025
PLTRPalantir Technologies Inc.	$133K	0.04%	0.00%	+2.9%	Q4 2023
AMDAdvanced Micro Devices Inc	$110K	0.03%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$88.6K	0.03%	0.00%	-39.6%	Q4 2023
ADPAutomatic Data Processing Inc	$80.9K	0.02%	0.00%	Not reported	Q4 2023
BABoeing Co	$80.6K	0.02%	0.00%	+12.9%	Q4 2023
METAMeta Platforms, Inc.	$73.8K	0.02%	Not reported	Not reported	Q4 2023
BKNGBooking Holdings Inc.	$67.2K	0.02%	0.00%	+2400.0%	Q2 2025
BABAAlibaba Group Holding Ltd	$65.7K	0.02%	0.00%	Not reported	Q4 2023
AVBCAvidia Bancorp, Inc.	$65.1K	0.02%	0.00%	Not reported	Q4 2023
ESSEssex Property Trust, Inc.	$57.1K	0.02%	0.00%	Not reported	Q4 2023
VRTVertiv Holdings Co	$56.6K	0.02%	0.00%	Not reported	Q2 2025
VMRKVivmark Residential	$56.5K	0.02%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$51.9K	0.02%	0.00%	-43.1%	Q4 2023
SBUXStarbucks Corp	$51.2K	0.02%	0.00%	-22.6%	Q4 2023
JPMJPMorgan Chase & Co	$48.2K	0.01%	0.00%	-24.8%	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$38.1K	0.01%	0.00%	+0.5%	Q1 2024
RIVNRivian Automotive, Inc. / DE	$36.9K	0.01%	0.00%	-23.8%	Q4 2023
CCJCameco Corp	$30.9K	0.01%	0.00%	Not reported	Q2 2025
JNJJohnson & Johnson	$29.9K	0.01%	0.00%	-19.4%	Q4 2023
RTXRTX Corp	$29K	0.01%	0.00%	-49.8%	Q4 2023
IVTInvenTrust Properties Corp.	$27.6K	0.01%	0.00%	+0.8%	Q4 2023
CVXChevron Corp	$27.1K	0.01%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$25.8K	0.01%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$23.1K	0.01%	0.00%	+0.9%	Q4 2023
BOXBox Inc	$20.8K	0.01%	0.00%	Not reported	Q4 2023
OKLOOklo Inc.	$20.4K	0.01%	0.00%	Not reported	Q4 2024
GDGeneral Dynamics Corp	$20.3K	0.01%	0.00%	-50.0%	Q4 2023
WMTWalmart Inc.	$19.4K	0.01%	0.00%	+0.7%	Q4 2023
APLDApplied Digital Corp.	$19.3K	0.01%	0.00%	+20.0%	Q4 2025
ALKAlaska Air Group, Inc.	$16.2K	0.00%	0.00%	+83.7%	Q4 2023
KRKroger Co	$15.2K	0.00%	0.00%	Not reported	Q4 2023
UECUranium Energy Corp	$13.6K	0.00%	0.00%	Not reported	Q4 2025
ARMArm Holdings PLC	$13.1K	0.00%	0.00%	Not reported	Q3 2024
TRMBTrimble Inc.	$10.9K	0.00%	0.00%	+2.0%	Q4 2023
LPTHLightpath Technologies Inc	$10K	0.00%	0.00%	+75.0%	Q4 2025
KOCoca Cola Co	$9.66K	0.00%	0.00%	Not reported	Q4 2023

Q4 2025Reported Jan 22, 2026141 positions
SCZNXG NextGen Infrastructure Income Fund	$26.2M	8.45%	Not reported	Not reported	Q4 2023
SUSASouthern USA Resources Inc.	$5.32M	1.72%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$3.26M	1.05%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$1.69M	0.54%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.38M	0.45%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.33M	0.43%	Not reported	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.3M	0.42%	Not reported	Not reported	Q4 2023
COSTCostco Wholesale Corp	$958K	0.31%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$534K	0.17%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$406K	0.13%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$333K	0.11%	Not reported	Not reported	Q4 2023
NTESNetEase, Inc.	$242K	0.08%	0.00%	Not reported	Q2 2025
GOOGAlphabet Inc.	$233K	0.08%	Not reported	Not reported	Q4 2023
CATCaterpillar Inc	$193K	0.06%	0.00%	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$156K	0.05%	0.00%	Not reported	Q4 2023
INTCIntel Corp	$108K	0.03%	0.00%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$104K	0.03%	0.00%	Not reported	Q4 2023
TSLATesla, Inc.	$102K	0.03%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$91.2K	0.03%	0.00%	Not reported	Q4 2023
BABAAlibaba Group Holding Ltd	$80.1K	0.03%	0.00%	Not reported	Q4 2023
BABoeing Co	$78.4K	0.03%	0.00%	Not reported	Q4 2023
BKNGBooking Holdings Inc.	$72.7K	0.02%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$68.3K	0.02%	Not reported	Not reported	Q4 2023
AVBCAvidia Bancorp, Inc.	$66.7K	0.02%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$64K	0.02%	Not reported	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$62.5K	0.02%	0.00%	Not reported	Q4 2023
SBUXStarbucks Corp	$62.3K	0.02%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$59K	0.02%	0.00%	Not reported	Q4 2023
ESSEssex Property Trust, Inc.	$56K	0.02%	0.00%	Not reported	Q4 2023
VMRKVivmark Residential	$54.4K	0.02%	0.00%	Not reported	Q4 2023
RIVNRivian Automotive, Inc. / DE	$48.8K	0.02%	0.00%	Not reported	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$47.6K	0.02%	0.00%	Not reported	Q1 2024
GDGeneral Dynamics Corp	$45K	0.01%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$35.1K	0.01%	0.00%	Not reported	Q4 2023
VRTVertiv Holdings Co	$31.1K	0.01%	0.00%	Not reported	Q2 2025
CCJCameco Corp	$28.2K	0.01%	0.00%	Not reported	Q2 2025
OKLOOklo Inc.	$27.4K	0.01%	0.00%	Not reported	Q4 2024
MAMastercard Inc	$27.1K	0.01%	0.00%	Not reported	Q4 2023
CVXChevron Corp	$24.6K	0.01%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$24.5K	0.01%	0.00%	Not reported	Q4 2023
IVTInvenTrust Properties Corp.	$24K	0.01%	0.00%	Not reported	Q4 2023
BOXBox Inc	$23K	0.01%	0.00%	Not reported	Q4 2023
KTOSKratos Defense & Security Solutions, Inc.	$18.7K	0.01%	0.00%	New	Q4 2025
WMTWalmart Inc.	$18.1K	0.01%	0.00%	Not reported	Q4 2023
APLDApplied Digital Corp.	$17.6K	0.01%	0.00%	New	Q4 2025
UECUranium Energy Corp	$15.7K	0.01%	0.00%	New	Q4 2025
EAElectronic Arts Inc.	$15.5K	0.01%	Not reported	Not reported	Q4 2023
KRKroger Co	$14K	0.00%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$12.3K	0.00%	0.00%	Not reported	Q4 2023
TRMBTrimble Inc.	$12.1K	0.00%	0.00%	Not reported	Q4 2023

Q2 2025Reported Jul 23, 2025129 positions
SCZNXG NextGen Infrastructure Income Fund	$23.2M	8.32%	Not reported	Not reported	Q4 2023
SUSASouthern USA Resources Inc.	$4.85M	1.74%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$3.42M	1.23%	0.00%	Not reported	Q4 2023
NVDANvidia Corp	$1.65M	0.59%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$1.61M	0.58%	0.00%	Not reported	Q4 2023
SPYSPDR S&P 500 ETF Trust	$1.21M	0.43%	Not reported	Not reported	Q4 2023
MDYSPDR S&P Midcap 400 ETF Trust	$1.17M	0.42%	Not reported	Not reported	Q4 2023
COSTCostco Wholesale Corp	$950K	0.34%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$742K	0.27%	0.00%	Not reported	Q4 2023
AAPLApple Inc.	$332K	0.12%	0.00%	Not reported	Q4 2023
BRK.BBerkshire Hathaway Inc	$320K	0.11%	Not reported	Not reported	Q4 2023
NTESNetEase, Inc.	$244K	0.09%	0.00%	New	Q2 2025
GOOGAlphabet Inc.	$180K	0.06%	Not reported	Not reported	Q4 2023
PLTRPalantir Technologies Inc.	$151K	0.05%	0.00%	Not reported	Q4 2023
CATCaterpillar Inc	$143K	0.05%	0.00%	Not reported	Q4 2023
ADPAutomatic Data Processing Inc	$121K	0.04%	0.00%	Not reported	Q4 2023
METAMeta Platforms, Inc.	$113K	0.04%	Not reported	Not reported	Q4 2023
TSLATesla, Inc.	$82.8K	0.03%	0.00%	Not reported	Q4 2023
BKNGBooking Holdings Inc.	$79.8K	0.03%	0.00%	New	Q2 2025
AVBCAvidia Bancorp, Inc.	$74.8K	0.03%	Not reported	Not reported	Q4 2023
BABoeing Co	$72.3K	0.03%	0.00%	Not reported	Q4 2023
ESSEssex Property Trust, Inc.	$63.5K	0.02%	0.00%	Not reported	Q4 2023
AMDAdvanced Micro Devices Inc	$62.8K	0.02%	0.00%	Not reported	Q4 2023
SBUXStarbucks Corp	$61.9K	0.02%	0.00%	Not reported	Q4 2023
VMRKVivmark Residential	$59.8K	0.02%	0.00%	Not reported	Q4 2023
JPMJPMorgan Chase & Co	$58.8K	0.02%	0.00%	Not reported	Q4 2023
QQQInvesco QQQ Trust, Series 1	$57.8K	0.02%	Not reported	Not reported	Q4 2023
BABAAlibaba Group Holding Ltd	$56.3K	0.02%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$55.3K	0.02%	0.00%	Not reported	Q4 2023
GBTCGrayscale Bitcoin Trust ETF	$48.5K	0.02%	0.00%	Not reported	Q1 2024
INTCIntel Corp	$45.1K	0.02%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$44.7K	0.02%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$39.6K	0.01%	0.00%	Not reported	Q4 2023
RIVNRivian Automotive, Inc. / DE	$39.2K	0.01%	0.00%	Not reported	Q4 2023
GDGeneral Dynamics Corp	$36.5K	0.01%	0.00%	Not reported	Q4 2023
BOXBox Inc	$28.1K	0.01%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$25.9K	0.01%	0.00%	Not reported	Q4 2023
ITWIllinois Tool Works Inc	$25.5K	0.01%	0.00%	New	Q2 2025
OKLOOklo Inc.	$24.1K	0.01%	0.00%	Not reported	Q4 2024
CVXChevron Corp	$22.2K	0.01%	0.00%	Not reported	Q4 2023
IVTInvenTrust Properties Corp.	$22.2K	0.01%	0.00%	Not reported	Q4 2023
MCDMcdonalds Corp	$17.2K	0.01%	0.00%	Not reported	Q4 2023
WMTWalmart Inc.	$16.2K	0.01%	0.00%	Not reported	Q4 2023
KRKroger Co	$16K	0.01%	0.00%	Not reported	Q4 2023
CCJCameco Corp	$15.8K	0.01%	0.00%	New	Q2 2025
SMRNUSCALE POWER Corp	$15.1K	0.01%	0.00%	Not reported	Q4 2024
VRTVertiv Holdings Co	$14.2K	0.01%	0.00%	New	Q2 2025
RCReady Capital Corp	$13.1K	0.00%	0.00%	Not reported	Q4 2023
NTRSNorthern Trust Corp	$12.8K	0.00%	0.00%	New	Q2 2025
TRMBTrimble Inc.	$12.3K	0.00%	0.00%	Not reported	Q4 2023

Premium opens every quarter this fund has filed