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  Name: Bear Mountain Capital Inc.
  City: SEATTLE
  State: WA
  Zip: 98121
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $231,968,000
  Total Value Change : $-5,934,000
  Securities Held Change : -11
   
All Securities Held : 224
  New Positions : 8
  Closed Positions : 19
  Increased Positions : 9
  Unchanged Positions : 141
  Decreased Positions : 66

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Holdings Found : 8     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 3 - $107.00 $20,939,000 196,870 9.03% -209,000 1,632 0.012    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 7 - $71.99 $13,864,000 195,567 5.98% -351,000 683 0.022    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 8 - $44.57 $12,111,000 296,119 5.22% 424,000 778 0.002    Closed - End Fund - E...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 30 - $57.86 $921,000 15,969 0.4% 10,000 375 0.002    Closed - End Fund - Debt
   (TMUS)1 Year Chart         TMUS T-Mobile Us Inc 38 - $163.58 $278,000 1,739 0.12% -5,000 3 0    Wireless Communications
   (RIVN)1 Year Chart         RIVN Rivian Automotive, Inc. / De 96 - $0.00 $14,000 1,551 0.01% -6,000 439 0    N/A
   (MU)1 Year Chart         MU Micron Technology Inc 99 - $127.89 $13,000 115 0.01% 9,000 65 0    Semiconductor - Memor...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 119 - $60.24 $9,000 150 0% 8,000 144 0    Discount, Variety Stores

      8 Records Found
  1    
Page 1 of 1
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