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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Bear Mountain Capital, Inc.

Quarter ended Q1 2024 · Filed April 25, 2024 · Accession 0002009419-24-000002

Total Value
$232.0M
Positions
224
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (224)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD MID CAP922908629144,216$33.9M14.63%
2VANGUARD S&P 500 ETF92290836357,179$26.3M11.34%
3ISHARES AMT-FREE MUNI BOND ETF464288414196,870$20.9M9.03%
4VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409258,406$19.8M8.52%
5ISHARES MSCI EAFE SMALL CAP ETF464288273290,423$17.6M7.59%
6VANGUARD FTSE DEVELOPED MARKETS ETF921943858362,616$17.4M7.48%
7VANGUARD TOTAL BOND MARKET ETF921937835195,567$13.9M5.98%
8VANGUARD FTSE EMERGING MARKETS ETF922042858296,119$12.1M5.22%
9VANGUARD SMALL CAP ETF92290875142,697$9.0M3.89%
10VANGUARD REAL ESTATE ETF92290855397,279$7.6M3.30%
11VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407135,404$6.6M2.84%
12ISHARES CORE S&P 500 ETF4642872008,132$4.1M1.76%
13ISHARES MSCI USA ESG SELECT ETF46428880236,201$3.7M1.61%
14ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G243138,795$3.4M1.45%
15VANGUARD TOTAL STOCK MARKET ETF92290876913,452$3.3M1.44%
16VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271822,494$2.5M1.09%
17ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54949,746$2.3M0.98%
18ISHARES TR RUSSELL 1000 INDEX ETF4642876228,296$2.3M0.98%
19AMAZON.COM INCAMZN12,462$2.3M0.97%
20VANGUARD ESG INTERNATIONAL STOCK ETF92191072540,577$2.2M0.96%
21VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267645,970$1.8M0.79%
22ISHARES 1-3 YR CREDIT BOND ETF46428864629,016$1.5M0.63%
23ISHARES AGGREGATE BOND ETF46428722615,313$1.5M0.63%
24ISHARES ESG AWARE MSCI EM ETF46434G86346,361$1.4M0.62%
25SPDR S&P MIDCAP 400 ETF TRUSTMDY2,019$1.0M0.45%
26NVIDIA CORPORATION COMNVDA1,211$1.0M0.44%
27SPDR S&P 500 ETF TRUSTSPY2,004$1.0M0.43%
28MICROSOFTMSFT2,313$952,6700.41%
29ISHARES MSCI EMERGING MARKETS ETF46428723423,359$927,5940.40%
30VANGUARD SHORT-TERM TREASURY ETF92206C10215,969$921,0920.40%
31ISHARES CORE MSCI EAFE ETF46432F84212,554$890,7060.38%
32VANGUARD TAX-EXEMPT BOND ETF92290774611,996$598,7200.26%
33ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67211,501$569,8750.25%
34ISHARES RUSSELL MIDCAP ETF4642874996,846$539,6020.23%
35COSTCO WHOLESALE CORP22160K105542$387,9490.17%
36NUVEEN ESG U.S. AGGREGATE BOND ETFNU16,691$357,8120.15%
37ALPHABET INC CAP STK CL CGOOG2,246$352,3520.15%
38T-MOBILE US INC COMTMUSZ1,739$278,3810.12%
39BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A670$266,4860.11%
40APPLE INCAAPL1,563$262,5840.11%
41ISHARES U.S. FINANCIALS ETF4642877882,697$241,3550.10%
42ISHARES SHORT TREASURY BOND ETF4642886791,931$212,9510.09%
43SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X8638,377$205,2370.09%
44ISHARES US REAL ESTATE ETF4642877392,004$163,5870.07%
45ISHARES RUSSELL 1000 GROWTH ETF464287614476$154,3380.07%
46ISHARES RUSSELL 1000 VALUE ETF464287598883$149,5800.06%
47CATERPILLAR INC COMCAT345$123,6200.05%
48ISHARES S&P MIDCAP 400 GROWTH INDEX4642876061,384$118,1110.05%
49CINTAS CORP COMCTAS175$117,0290.05%
50UNITEDHEALTH GROUPUNH240$114,9580.05%
51ISHARES S&P MIDCAP 400 VALUE ETF464287705986$107,9080.05%
52AUTOMATIC DATA PROCESSING INC COMADP400$97,1010.04%
53NUVEEN ESG EMERGING MARKETS EQUITY ETFNU3,497$92,6360.04%
54GENERAL DYNAMICS CORP COMGD325$92,3660.04%
55MASTERCARD INCORPORATED CL AMA200$92,0320.04%
56ISHARES CORE S&P SMALL CAP ETF464287804744$75,9850.03%
57VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427751,240$69,7500.03%
58AVALONBAY CMNTYS INC COMAWX369$66,7710.03%
59ISHARES RUSSELL 2000 GROWTH ETF464287648248$61,5090.03%
60ISHARES RUSSELL 2000 VALUE464287630419$61,1870.03%
61NETFLIX COM INCNFLX94$57,6870.02%
62ENTERPRISE PRODS PARTNERS L P COM2937921071,997$56,7070.02%
63JPMORGAN CHASE & CO COMVYLD302$54,3840.02%
64EQUITY RESIDENTIAL SH BEN INTEQR890$53,7650.02%
65BOEING CO COMBA-PA315$53,6160.02%
66COCA COLA CO COMKO915$53,5120.02%
67FIRSTENERGY CORP COMFE1,400$52,4300.02%
68ESSEX PPTY TR INC COM297178105221$51,4160.02%
69STARBUCKS CORPSBUX564$48,6190.02%
70POWERSHARES QQQ TRIVZ103$43,8620.02%
71MCDONALDS CORP COMMCD148$39,9530.02%
72ISHARES MSCI EAFE ETF464287465508$38,7600.02%
73TESLA INC COMTSLA239$37,1530.02%
74ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY538$37,0250.02%
75VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF921946885573$35,6290.02%
76SCHWAB US DIVIDEND EQUITY ETF808524797421$31,9160.01%
77CROWDSTRIKE HLDGS INC CL ACRWD107$31,4250.01%
78RTX CORPORATION COMRTX295$29,7210.01%
79DISNEY WALT CO COM254687106249$28,1510.01%
80MANHATTAN ASSOCIATES INC COMMANH120$27,4120.01%
81ISHARES MSCI FRONTIER 100 ETF464286145976$26,5670.01%
82READY CAPITAL CORP COMRC-PE3,112$26,3590.01%
83VANGUARD RUSSELL 2000 VALUE ETF92206C649188$24,1710.01%
84SALESFORCE INC COMCRM86$23,7790.01%
85OMEROS CORP COMOMER6,960$23,2460.01%
86CHEVRON CORP NEW COMCVX148$23,1470.01%
87CHARLES SCHWAB CORPSCHW-PJ315$22,8380.01%
88BOX INC CL ABXCAP867$22,7590.01%
89AMERICAN SOFTWARE CL A CLASS A0296831092,000$21,1800.01%
90SOFI SELECT 500 ETF8863642071,142$20,3500.01%
91INLAND AMERICAN REIT46124J201809$19,4240.01%
92INTEL CORP COMINTC492$17,5550.01%
93TRACTOR SUPPLY CO COMTSCO70$17,3170.01%
94INTUIT INCINTU25$15,3300.01%
95DIMENSIONAL U.S. TARGETED VALUE ETF25434V609288$14,4520.01%
96JOHNSON & JOHNSON COMJNJ97$14,0430.01%
97RIVIAN AUTOMOTIVE INC COM CL ARIVN1,551$13,5520.01%
98MICRON TECHNOLOGY INC COMMU115$13,3920.01%
99PAYCOM SOFTWARE INC COMPAYC70$13,0800.01%
100ISHARES CORE MSCI EMERGING MARKETS ETF46434G103259$12,9550.01%
101ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150113$12,4140.01%
102KROGER CO COMKR224$12,3780.01%
103SONY GROUP CORP SPONSORED ADRSNEJF150$12,2370.01%
104SCHWAB INTERNATIONAL EQUITY ETF808524805323$12,0320.01%
105LULULEMON ATHLETICA INCLULU34$11,7250.01%
106COMCAST CORP NEW CL ACCZ300$11,6970.01%
107BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101450$11,5020.00%
108SCHWAB U.S. BROAD MARKET ETF808524102191$11,1100.00%
109VISA INCV40$10,9080.00%
110GRAYSCALE BITCOIN TRUSTGBTC200$10,8620.00%
111NORTHROP GRUMMAN CORP COMNOC24$10,8490.00%
112BANK AMERICA CORP COM060505104300$10,5690.00%
113ADOBE INC COMADBE22$10,4380.00%
114EPAM SYS INC COMEPAM40$9,9600.00%
115META PLATFORMS INC CL AMETA20$9,8830.00%
116ROLLINS INC COMROL225$9,6770.00%
117ELECTRONIC ARTS INC COMEA76$9,6000.00%
118NEXTERA ENERGY INC COMNEE-PW150$9,5690.00%
119VARONIS SYS INC COMVRNS210$9,1370.00%
120POOL CORP COMPOOL25$9,1040.00%
121TEXAS ROADHOUSE INC COMTXRH60$8,9630.00%
122WALMART INC COMWMT150$8,9480.00%
123VANGUARD S&P 500 GROWTH ETF92193250530$8,8340.00%
124TRIMBLE INC COMTRMB150$8,7740.00%
125DIMENSIONAL US MARKETWIDE VALUE ETF25434V724227$8,7460.00%
126INVESCO NASDAQ 100 ETFIVZ49$8,5970.00%
127ALASKA AIR GROUP INC COMALK195$8,3300.00%
128UPSTART HLDGS INC COMUPST369$8,2800.00%
129DIMENSIONAL INTERNATIONAL VALUE ETF25434V807229$8,1800.00%
130ROKU INC COM CL AROKU140$8,0630.00%
131TARGET CORP COMTGT47$7,7300.00%
132ADVANCED MICRO DEVICES INC COMAMD50$7,7010.00%
133REPLIGEN CORP COMRGEN40$6,4390.00%
134AIRBNB INC COM CL AABNB40$6,3350.00%
135KIMBERLY-CLARK CORP COMKMB50$6,2980.00%
136FIRST FINL NORTHWESTINC COM32022K102300$6,1110.00%
137MOSAIC CO NEW COMMOS200$6,0580.00%
138ALIGN TECHNOLOGY INC COMALGN20$6,0030.00%
139VEEVA SYS INC CL A COMVEEV30$5,9760.00%
140CHIPOTLE MEXICAN GRILL INC COMCMG2$5,8060.00%
141MASIMO CORP COMMASI40$5,4650.00%
142VANGUARD LARGE CAP92290863721$4,8250.00%
143IDEXX LABS INC COM45168D10410$4,7820.00%
144AMGEN INCAMGN18$4,7530.00%
145ZOOM VIDEO COMMUNICATIONS INC CL AZM74$4,3720.00%
146GINKGO BIOWORKS HOLDINGS INC CL A SHSDNABW5,000$4,3580.00%
147CENOVUS ENERGY INC COMCVE200$4,1400.00%
148VERIZON COMMUNICATIONS INC COMVZ100$3,9780.00%
149COGNEX CORP COMCGNX100$3,9210.00%
150BP PLC SPONSORED ADRBPPFF100$3,8370.00%
151GE AEROSPACE COM NEW36960430123$3,5800.00%
152SHOPIFY INC CL ASHOP50$3,4710.00%
153MODERNA INC COMMRNA30$3,1030.00%
154DIMENSIONAL U.S. SMALL CAP ETF25434V50054$3,1010.00%
155ZILLOW GROUP INC CL AZ74$3,0990.00%
156WASTE MGMT INC DEL COM94106L10915$3,0920.00%
157ZEBRA TECHNOLOGIES CORPORATION CL AZBRA11$3,0380.00%
158ESSENTIAL UTILS INC COM29670G10287$2,9950.00%
159FIRST SOLAR INCFSLR15$2,6700.00%
160NIKE INC CLASS BNKE28$2,6560.00%
161ROBLOX CORP CL ARBLX69$2,5100.00%
162VANGUARD DIVIDEND APPRECIATION ETF92190884414$2,4270.00%
163MIRUM PHARMACEUTICALS INC COMMIRM100$2,3850.00%
164ABBVIE INC COMABBV13$2,1990.00%
165PALANTIR TECHNOLOGIES INC CL APLTR100$2,1310.00%
166SOFI NEXT 500 ETF886364306160$2,0980.00%
167HOWMET AEROSPACE INC COMHWM33$2,0940.00%
168ENCANA CORPORATIONOVV40$2,0700.00%
169MARKETAXESS HLDGS INC COMMKTX10$2,0190.00%
170PHATHOM PHARMACEUTICALS INC COMPHAT200$1,9600.00%
171FS KKR CAP CORP COMFSK102$1,9430.00%
172ISHARES GLOBAL CLEAN ENERGY ETF464288224120$1,5800.00%
173EQUINIX INC COMEQIX2$1,4690.00%
174BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS ABIPC49$1,4530.00%
175PROCORE TECHNOLOGIES INC COMPCOR20$1,4350.00%
176GLOBAL X LITHIUM & BATTERY TECH ETF37954Y85530$1,2950.00%
177FORD MOTOR COMPANY345370860102$1,2280.00%
178LENDINGCLUB CORP COM NEWLC160$1,2180.00%
179DANAHER CORP2358511024$9580.00%
180SSR MINING IN COMSSRGF150$7590.00%
181NORDSTROM INC COM65566410042$7540.00%
182WYNDHAM HOTELS & RESORTS INC COMWH10$6950.00%
183NEWELL BRANDS INC COMNWL100$6930.00%
184DOXIMITY INC CL ADOCS25$6300.00%
185CANOO INC CL A COM NEW13803R201217$6210.00%
186GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC7$5960.00%
187NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH30$5410.00%
188GE VERNOVA INC COMGEV4$5390.00%
189AVIS BUDGET GROUP COMCAR5$5270.00%
190GAP INC COMGAP23$4880.00%
191DROPBOX INC CL ADBX20$4560.00%
192TRAVEL PLUS LEISURE CO COM89416410210$4360.00%
193SOUTHWEST AIRLS CO COM84474110815$4320.00%
194ALCOA CORP COMAA11$3910.00%
195ALEXANDRIA REAL ESTATE EQ INC COM0152711093$3490.00%
196PORCH GROUP INC COMPRCH100$3260.00%
197DOCUSIGN INC COMDOCU5$2900.00%
198APTIV PLC SHSAPTV4$2770.00%
199SMARTSHEET INC COM CL A83200N1037$2640.00%
200DELTA AIR LINES INC DEL CMNDAL5$2390.00%
201ISHARES FLOATING RATE BOND ETF46429B6554$2040.00%
202ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882812$2030.00%
203ISHARES BITCOIN TRUST REGISTEREDIBIT5$1740.00%
204WARNER BROS DISCOVERY INC COM SER AWBD21$1730.00%
205VANGUARD SHORT TERM INFL-PROTECTED9220208053$1430.00%
206AVANOS MED INC COMAVNS6$1120.00%
207KOHLS CORP COMKSS5$1090.00%
208LUCID GROUP INC COMLCID40$970.00%
209VERALTO CORP COM SHSVLTO1$910.00%
210AMBEV SA SPONSORED ADRABEV30$680.00%
211IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ2$640.00%
212PARAMOUNT GLOBAL CLASS B COM92556H2065$540.00%
213NIO INC SPON ADSNIOIF10$390.00%
214WHEELS UP EXPERIENCE INC COM CL AWSUPW12$330.00%
215WEIBO CORP SPONSORED ADRWEIBF3$230.00%
216GOPRO INC CL AGPRO9$160.00%
217PELOTON INTERACTIVE INC CL A COMPTON3$90.00%
218VIRGIN GALACTIC HOLDINGS INC COMSPCE10$90.00%
219FISKER INC CL A COM STK33813J106162$80.00%
220AMC ENTMT HLDGS INC CL A NEW00165C3022$60.00%
221COMMSCOPE HLDG CO INC COM20337X1095$50.00%
222NOVAVAX INC COM NEWNVAX1$40.00%
223TILRAY BRANDS INC COMTLRY2$30.00%
224NIKOLA CORP COMNODK3$20.00%