The Analysis of SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s Holdings
Currently, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. holds 37 types of securities in its portfolio with a total value $150.4M. In the most recent quarter, they have increased their positions in DBMF (+99.9K shares, valued at $2.9M), GLD (+5.1K shares, valued at $2.4M), USFR (+24.6K shares, valued at $1.2M); decreased their positions in FBTC (-12.9K shares, valued at $987.3K), NVDA (-1.4K shares, valued at $254.5K), GRID (-1.5K shares, valued at $240.5K); initiated new positions in DBMF (+99.9K shares, valued at $2.9M), COST (+550 shares, valued at $537.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR1.2M shares2.02%2025-12-312026-02-17
GLD SPDR GOLD TR60.5K shares9.27%2025-12-312026-02-17 FBTC FIDELITY WISE ORIGIN BITCOIN164.6K shares-7.29%2025-12-312026-02-17 GRID FIRST TR EXCHANGE TRADED FD34.8K shares-4.12%2025-12-312026-02-17 NKE NIKE INC83.8K shares0.22%2025-12-312026-02-17 VYM VANGUARD WHITEHALL FDS30.1K shares4.23%2025-12-312026-02-17 AAPL APPLE INC15.4K shares-4.49%2025-12-312026-02-17 DBMF LITMAN GREGORY FDS TR99.9K sharesnew addition2025-12-312026-02-17 VUG VANGUARD INDEX FDS5.7K shares1.77%2025-12-312026-02-17 MSTR STRATEGY INC13.5K shares-9.32%2025-12-312026-02-17 NVDA NVIDIA CORPORATION10.7K shares-11.30%2025-12-312026-02-17 VBR VANGUARD INDEX FDS7.8K shares9.25%2025-12-312026-02-17 BA BOEING CO6.0K shares0.00%2025-12-312026-02-17 VXUS VANGUARD STAR FDS15.0K shares5.13%2025-12-312026-02-17 AMZN AMAZON COM INC4.6K shares34.92%2025-12-312026-02-17 RTX RTX CORPORATION5.5K shares0.00%2025-12-312026-02-17 ALPHABET INC ALPHABET INC2.8K shares10.56%2025-12-312026-02-17 ALPHABET INC ALPHABET INC2.8K shares0.00%2025-12-312026-02-17 EFAV ISHARES TR9.8K shares0.82%2025-12-312026-02-17 SBUX STARBUCKS CORP8.4K shares0.01%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR989 shares0.00%2025-12-312026-02-17 VEA VANGUARD TAX-MANAGED FDS10.3K shares23.08%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F10.9K shares40.10%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW550 sharesnew addition2025-12-312026-02-17 CVX CHEVRON CORP NEW2.6K shares0.00%2025-12-312026-02-17 TJX TJX COS INC NEW2.8K shares-18.59%2025-12-312026-02-17 AMD ADVANCED MICRO DEVICES INC1.6K shares-16.16%2025-12-312026-02-17 NSC NORFOLK SOUTHN CORP1.3K shares0.00%2025-12-312026-02-17 MSFT MICROSOFT CORP619 shares12.14%2025-12-312026-02-17 CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2025-12-312026-02-17 META META PLATFORMS INC417 shares29.91%2025-12-312026-02-17 MPC MARATHON PETE CORP1.4K shares0.00%2025-12-312026-02-17 OTIS OTIS WORLDWIDE CORP2.5K shares0.00%2025-12-312026-02-17 RWO SPDR INDEX SHS FDS4.7K shares-46.14%2025-12-312026-02-17 SCHX SCHWAB STRATEGIC TR7.8K shares0.00%2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available