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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 Q4 2025 · Filed January 22, 2026 · Accession 0002009419-26-000001

Total Value
$309.8M
Positions
199
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (199)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD MID CAP922908629156,527$47.2M15.22%
2VANGUARD S&P 500 ETF92290836358,303$37.1M11.98%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858407,057$26.4M8.53%
4ISHARES MSCI EAFE SMALL CAP ETF464288273325,320$26.2M8.45%
5ISHARES AMT-FREE MUNI BOND ETF464288414223,423$24.1M7.77%
6VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409260,660$20.8M6.71%
7VANGUARD TOTAL BOND MARKET ETF921937835244,100$18.1M5.86%
8VANGUARD FTSE EMERGING MARKETS ETF922042858316,272$17.8M5.75%
9VANGUARD SMALL CAP ETF92290875146,422$12.8M4.13%
10VANGUARD REAL ESTATE ETF92290855399,490$9.1M2.94%
11VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407150,520$7.3M2.36%
12ISHARES CORE S&P 500 ETF4642872008,128$5.7M1.82%
13ISHARES ESG OPTIMIZED MSCI USA ETF46428880237,505$5.3M1.72%
14VANGUARD TAX-EXEMPT BOND ETF922907746102,548$5.2M1.68%
15VANGUARD TOTAL STOCK MARKET ETF92290876913,456$4.6M1.49%
16ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G243149,407$3.8M1.22%
17ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54971,711$3.4M1.11%
18VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271822,833$3.4M1.10%
19AMAZON.COM INCAMZN13,688$3.3M1.05%
20VANGUARD ESG INTERNATIONAL STOCK ETF92191072542,626$3.2M1.03%
21ISHARES TR RUSSELL 1000 INDEX ETF4642876228,296$3.1M1.02%
22VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267649,586$2.3M0.76%
23ISHARES ESG AWARE MSCI EM ETF46434G86345,930$2.2M0.69%
24NVIDIA CORPORATION COMNVDA9,018$1.7M0.54%
25MICROSOFTMSFT3,021$1.4M0.45%
26SPDR S&P 500 ETF TRUSTSPY1,926$1.3M0.43%
27ISHARES CORE MSCI EAFE ETF46432F84214,204$1.3M0.42%
28SPDR S&P MIDCAP 400 ETF TRUSTMDY2,019$1.3M0.42%
29ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67223,617$1.2M0.38%
30ISHARES MSCI EMERGING MARKETS ETF46428723420,056$1.2M0.38%
31ISHARES 1-3 YR CREDIT BOND ETF46428864620,236$1.1M0.35%
32COSTCO WHOLESALE CORP22160K1051,002$958,2000.31%
33ISHARES RUSSELL MIDCAP ETF4642874996,756$682,9640.22%
34NETFLIX COM INCNFLX6,070$534,4640.17%
35APPLE INCAAPL1,573$406,0900.13%
36BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A675$332,5190.11%
37ISHARES US REAL ESTATE ETF4642877392,751$266,9300.09%
38NETEASE INC SPONSORED ADSNETTF1,778$241,9780.08%
39ALPHABET INC CAP STK CL CGOOG700$233,0890.08%
40CATERPILLAR INC COMCAT298$192,8600.06%
41PALANTIR TECHNOLOGIES INC CL APLTR883$156,2740.05%
42ISHARES U.S. FINANCIALS ETF4642877881,200$155,7120.05%
43SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X8634,833$138,6590.04%
44INTEL CORP COMINTC2,230$107,7540.03%
45AUTOMATIC DATA PROCESSING INC COMADP400$104,0170.03%
46TESLA INC COMTSLA232$101,6930.03%
47VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427751,240$95,1450.03%
48ADVANCED MICRO DEVICES INC COMAMD400$91,1680.03%
49ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY469$80,0870.03%
50BOEING CO COMBA-PA317$78,4340.03%
51NUVEEN ESG EMERGING MARKETS EQUITY ETFNU1,968$73,6430.02%
52BOOKING HOLDINGS INC COMBKNG14$72,7030.02%
53ISHARES CORE S&P SMALL CAP ETF464287804533$68,7890.02%
54META PLATFORMS INC CL AMETA110$68,2880.02%
55AVALONBAY CMNTYS INC COMAWX369$66,7150.02%
56POWERSHARES QQQ TRIVZ103$64,0430.02%
57VANGUARD GROWTH ETF922908736129$62,6410.02%
58JPMORGAN CHASE & CO. COMVYLD202$62,4710.02%
59STARBUCKS CORPSBUX668$62,2930.02%
60ISHARES RUSSELL 1000 GROWTH ETF464287614126$59,3040.02%
61RTX CORPORATION COMRTX295$58,9500.02%
62VANGUARD VALUE ETF922908744283$56,1500.02%
63ISHARES RUSSELL 1000 VALUE ETF464287598256$56,1150.02%
64ESSEX PPTY TR INC COM297178105221$56,0280.02%
65EQUITY RESIDENTIAL SH BEN INTEQR890$54,4410.02%
66RIVIAN AUTOMOTIVE INC COM CL ARIVN2,861$48,8020.02%
67GRAYSCALE BITCOIN TRUST ETFGBTC640$47,5590.02%
68GENERAL DYNAMICS CORP COMGD122$44,9800.01%
69ISHARES 1-3 YEAR TREASURY BOND ETF464287457464$38,4240.01%
70VANGUARD S&P 500 GROWTH ETF92193250584$37,3840.01%
71ISHARES S&P MIDCAP 400 GROWTH INDEX464287606347$35,9530.01%
72ISHARES S&P MIDCAP 400 VALUE ETF464287705256$35,6580.01%
73JOHNSON & JOHNSON COMJNJ160$35,0730.01%
74JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203546$32,1550.01%
75ISHARES RUSSELL 2000 GROWTH ETF46428764891$31,6870.01%
76ISHARES AGGREGATE BOND ETF464287226311$31,2160.01%
77VERTIV HOLDINGS CO COM CL AVRT180$31,0570.01%
78ISHARES RUSSELL 2000 VALUE464287630157$30,6890.01%
79CAMECO CORP COMCCJ250$28,2100.01%
80OKLO INC COM CL AOKLO300$27,4350.01%
81MASTERCARD INCORPORATED CL AMA50$27,1330.01%
82CHEVRON CORP NEW COMCVX148$24,6030.01%
83ABBVIE INC COMABBV113$24,4540.01%
84INLAND AMERICAN REIT46124J201837$24,0050.01%
85BOX INC CL ABXCAP867$23,0360.01%
86VANGUARD RUSSELL 2000 VALUE ETF92206C649126$21,6390.01%
87ISHARES CORE HIGH DIVIDEND ETF46429B663155$19,6670.01%
88KRATOS DEFENSE & SEC SOLUTIONS COM NEW50077B207150$18,6840.01%
89WALMART INC COMWMT151$18,0550.01%
90APPLIED DIGITAL CORP COM NEWAPLD500$17,6100.01%
91URANIUM ENERGY CORP COMUEC900$15,7230.01%
92ELECTRONIC ARTS INC COMEA76$15,5150.01%
93STATE STREET SPDR S&P DIVIDEND ETF78464A763103$15,0590.00%
94KROGER CO COMKR224$13,9980.00%
95INVESCO NASDAQ 100 ETFIVZ52$13,1990.00%
96MCDONALDS CORP COMMCD40$12,3450.00%
97TRIMBLE INC COMTRMB154$12,1260.00%
98NUSCALE PWR CORP CL A COMNU600$11,3400.00%
99TEMPUS AI INC CL ATEM158$10,9200.00%
100ALASKA AIR GROUP INC COMALK202$10,0290.00%
101COCA COLA CO COMKO128$9,0030.00%
102SHOPIFY INC CL A SUB VTG SHSSHOP52$8,2700.00%
103NEXGEN ENERGY LTD COMNXE700$8,2040.00%
104ARM HOLDINGS PLC SPONSORED ADS04206820575$7,8530.00%
105BITMINE IMMERSION TECNOLOGIES COM NEW09175A206250$7,7180.00%
106AEROVIRONMENT INC COMAVAV20$7,5710.00%
107AMGEN INCAMGN18$5,9410.00%
108ROBLOX CORP CL ARBLX69$5,8410.00%
109SONY GROUP CORP SPONSORED ADRSNEJF235$5,6680.00%
110MOSAIC CO NEW COMMOS200$5,5160.00%
111ISHARES GOLD TRUSTIAU63$5,4630.00%
112GE AEROSPACE COM NEW36960430117$5,4420.00%
113HOME DEPOTHD14$5,3080.00%
114LIGHTPATH TECHNOLOGIES INC COM CL ALPTH400$5,2680.00%
115ONDAS HOLDINGS INC COM NEWONDS400$5,1280.00%
116ZILLOW GROUP INC CL AZ74$4,9710.00%
117ISHARES BITCOIN TRUST ETFIBIT84$4,5360.00%
118CHIPOTLE MEXICAN GRILL INC COMCMG100$4,0360.00%
119AMERICAN EXPRESS CO COMAXP11$3,9680.00%
120UIPATH INC CL APATH224$3,3150.00%
121WASTE MGMT INC DEL COM94106L10915$3,2980.00%
122FORD MOTOR COMPANY345370860239$3,2970.00%
123LULULEMON ATHLETICA INCLULU14$2,8700.00%
124GE VERNOVA INC COMGEV4$2,5700.00%
125READY CAPITAL CORP COMRC-PE1,092$2,4130.00%
126BIGBEAR AI HLDGS INC COMBBAI-WT375$2,3140.00%
127DISNEY WALT CO COM25468710620$2,3040.00%
128ISHARES GLOBAL CLEAN ENERGY ETF464288224122$2,1410.00%
129BOEING CO DEP CONV PFD ABA-PA25$1,9510.00%
130NIKE INC CLASS BNKE28$1,8090.00%
131PROCORE TECHNOLOGIES INC COMPCOR25$1,7640.00%
132SENTINELONE INC CL AS119$1,6690.00%
133EQUINIX INC COMEQIX2$1,6040.00%
134C3 AI INC CL AAI117$1,5850.00%
135SYMBOTIC INC CLASS A COMSYM23$1,5160.00%
136ACCENTURE PLC IRELAND SHS CLASS AACN5$1,4640.00%
137ALEXANDRIA REAL ESTATE EQ INC COM01527110925$1,4550.00%
138AT&T INC COMT-PC54$1,2720.00%
139ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF00326110459$1,1970.00%
140ZOOM COMMUNICATIONS INC CL AZM14$1,1410.00%
141DANAHER CORP2358511024$9640.00%
142PORCH GROUP INC COMPRCH100$9090.00%
143WAYFAIR INC CL AW6$7100.00%
144NORWEGIAN CRUISE LINE HLDG LTD SHSNCLH30$6860.00%
145NEXTERA ENERGY INC COMNEE-PW8$6580.00%
146SLB LIMITED COM STKSLB14$6520.00%
147SOUTHWEST AIRLS CO COM84474110815$6470.00%
148GAP INC COMGAP23$6270.00%
149WARNER BROS DISCOVERY INC COM SER AWBD21$5980.00%
150PFIZER INC COMPFE22$5710.00%
151SUPER MICRO COMPUTER INC COM NEWSMCI19$5670.00%
152INTUIT INCINTU1$5550.00%
153MERCK & CO INC COMMRK5$5550.00%
154DROPBOX INC CL ADBX20$5300.00%
155GRABAGUN DIGITAL HLDGS INC COMMON STOCK38387Q105150$4790.00%
156IMMUNOME INC COMIMNM20$4570.00%
157HELMERICH & PAYNE INC COMHP14$4520.00%
158WEATHERFORD INTL PLC ORD SHSG488331185$4210.00%
159VALLEY NATL BANCORP COM91979410735$4210.00%
160GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC5$4130.00%
161NOBLE CORP PLC ORD SHS ANE-WT12$3960.00%
162BRINKS CO COMBCO3$3740.00%
163DELTA AIR LINES INC DEL CMNDAL5$3570.00%
164UNITEDHEALTH GROUPUNH1$3390.00%
165GOOGLE INCGOOG1$3330.00%
166APTIV PLC COM SHSAPTV4$3300.00%
167CRISPR THERAPEUTICS AG NAMEN AKTCRSP6$3250.00%
168V F CORP COMVFC16$3070.00%
169DOCUSIGN INC COMDOCU5$2980.00%
170FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG1$2500.00%
171CVS HEALTH CORP COMCVS3$2440.00%
172GILEAD SCIENCES INC COMGILD2$2430.00%
173ISHARES CORE U.S. REIT ETF4642885214$2360.00%
174ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882812$2360.00%
175TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242097$2260.00%
176MERCURY SYS INC COMMRCY2$2060.00%
177ISHARES FLOATING RATE BOND ETF46429B6554$2040.00%
178ZETA GLOBAL HOLDINGS CORP CL AZETA9$1940.00%
179VERMILION ENERGY INC COMVET18$1540.00%
180VANGUARD SHORT TERM INFL-PROTECTED9220208053$1480.00%
181ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U8533$1130.00%
182VERALTO CORP COM SHSVLTO1$1030.00%
183KOHLS CORP COMKSS5$1010.00%
184ISHARES MSCI EAFE ETF4642874651$990.00%
185VISTANCE NETWORKS INC COM20337X1095$960.00%
186ASTRAZENECA PLC SPONSORED ADRAZN1$940.00%
187VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7712$940.00%
188VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701$840.00%
189AMBEV SA SPONSORED ADRABEV32$830.00%
190SCHWAB US TIPS ETF8085248703$800.00%
191IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ2$790.00%
192PARAMOUNT SKYDANCE CORP COM CL BPSKY5$600.00%
193NIO INC SPON ADSNIOIF10$460.00%
194LUCID GROUP INC COM NEWLCID4$400.00%
195PELOTON INTERACTIVE INC CL A COMPTON3$200.00%
196GOPRO INC CL AGPRO9$130.00%
197WHEELS UP EXPERIENCE INC COM CL AWSUPW12$110.00%
198NOVAVAX INC COM NEWNVAX1$70.00%
199AMC ENTMT HLDGS INC CL A NEW00165C3022$30.00%