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SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. — 13F Holdings & Portfolio

CIK 2065074 · latest 13F-HR filed 2026-05-05

Backtest portfolio

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$139.4M

Long-equity book

Holdings

37

Distinct positions

Period

2026-03-31

Filed 2026-05-05

Q/Q Activity

+2 / −2 / ↑4 / ↓20

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LITMAN GREGORY FDS TR$1.2M +41.2%
  • CHEVRON CORPORATION$100.8K +23.5%
  • MARATHON PETE CORP$99.2K +41.5%
  • TJX COS INC NEW$27.4K +6.4%
Show all 4 →

Top Trims

  • FIDELITY WISE ORIGIN BITCOIN-$7.6M -60.3%
  • SPDR GOLD TR-$2.0M -7.0%
  • NIKE INC-$1.1M -19.4%
  • FIRST TR EXCHANGE-TRADED FD-$801.5K -14.3%
  • STRATEGY INC-$500.5K -23.1%
Show all 20 →

New Positions

  • EXXON MOBIL CORP$224.1K
  • EDISON INTL$203.3K
Show all 2 →

Exited Positions

  • OTIS WORLDWIDE CORP$230.1K
  • SPDR INDEX SHS FDS$217.4K
Show all 2 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE TR USFR 97717Y527 $64.1M 45.96% 1,272,541 SH
2 SPDR GOLD TR GLD 78463V107 $26.1M 18.76% 60,767 SH
3 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $5.0M 3.57% 84,338 SH
4 FIRST TR EXCHANGE-TRADED FD GRID 33737A108 $4.8M 3.44% 29,328 SH
5 VANGUARD WHITEHALL FDS VYM 921946406 $4.5M 3.22% 30,337 SH
6 NIKE INC NKE 654106103 $4.4M 3.15% 83,024 SH
7 LITMAN GREGORY FDS TR DBMF 53700T827 $4.1M 2.97% 137,123 SH
8 APPLE INC AAPL 037833100 $3.8M 2.73% 14,979 SH
9 VANGUARD INDEX FDS VUG 922908736 $2.5M 1.77% 5,650 SH
10 NVIDIA CORPORATION NVDA 67066G104 $1.8M 1.32% 10,510 SH
11 VANGUARD INDEX FDS VBR 922908611 $1.7M 1.23% 7,901 SH
12 STRATEGY INC MSTR 594972408 $1.7M 1.20% 13,382 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.3M 0.94% 2,730 SH
14 BOEING CO BA 097023105 $1.2M 0.86% 6,025 SH
15 VANGUARD STAR FDS VXUS 921909768 $1.1M 0.81% 14,683 SH
16 RTX CORPORATION RTX 75513E101 $1.1M 0.77% 5,542 SH
17 AMAZON COM INC AMZN 023135106 $955.3K 0.69% 4,587 SH
18 ISHARES TR EFAV 46429B689 $895.0K 0.64% 9,795 SH
19 ALPHABET INC GOOGL 02079K305 $802.5K 0.58% 2,791 SH
20 ALPHABET INC GOOG 02079K107 $790.5K 0.57% 2,756 SH
21 STARBUCKS CORP SBUX 855244109 $750.1K 0.54% 8,373 SH
22 VANGUARD TAX-MANAGED FDS VEA 921943858 $671.6K 0.48% 10,481 SH
23 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $643.2K 0.46% 989 SH
24 VANGUARD INTL EQUITY INDEX F VWO 922042858 $611.3K 0.44% 11,309 SH
25 CHEVRON CORPORATION CVX 166764100 $529.5K 0.38% 2,559 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $471.8K 0.34% 473 SH
27 TJX COS INC NEW TJX 872540109 $454.5K 0.33% 2,846 SH
28 NORFOLK SOUTHN CORP NSC 655844108 $366.8K 0.26% 1,278 SH
29 MARATHON PETE CORP MPC 56585A102 $337.9K 0.24% 1,384 SH
30 ADVANCED MICRO DEVICES INC AMD 007903107 $316.5K 0.23% 1,556 SH
31 CARRIER GLOBAL CORPORATION CARR 14448C104 $284.9K 0.20% 5,059 SH
32 META PLATFORMS INC META 30303M102 $246.4K 0.18% 431 SH
33 EXXON MOBIL CORP XOM 30231G102 $224.1K 0.16% 1,321 SH
34 MICROSOFT CORP MSFT 594918104 $220.6K 0.16% 596 SH
35 VANGUARD INDEX FDS VOO 922908363 $210.9K 0.15% 353 SH
36 EDISON INTL EIX 281020107 $203.3K 0.15% 2,778 SH
37 SCHWAB STRATEGIC TR SCHX 808524201 $201.1K 0.14% 7,842 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-05 $139.4M 37 0002065074-26-000002
2025-12-31 2026-02-17 $150.4M 37 0002065074-26-000001