Sky-Mountain Capital Management, Inc. Portfolio Stock Holdings
Sky-Mountain Capital Management, Inc. disclosed 37 stock positions valued at approximately $139.4 million in its latest SEC 13F filing. The largest holdings include WISDOMTREE TR, SPDR GOLD TR, and FIDELITY WISE ORIGIN BITCOIN. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 37
- Portfolio Value
- $139.4M
Holdings by Sector
Sky-Mountain Capital Management, Inc. Portfolio Holdings in Q1 2026
37 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | USFR | Other | 45.96% | 1,272,541 | +29,892 | +2.41% | $64,059,717 |
| SPDR GOLD TR | GLD | Other | 18.76% | 60,767 | +241 | +0.40% | $26,147,432 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 3.57% | 84,338 | -80,308 | -48.78% | $4,978,472 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 3.44% | 29,328 | -5,457 | -15.69% | $4,797,493 |
| VANGUARD WHITEHALL FDS | VYM | Other | 3.22% | 30,337 | +260 | +0.86% | $4,492,937 |
| NIKE INC | NKE | Consumer Cyclical | 3.15% | 83,024 | -740 | -0.88% | $4,385,309 |
| LITMAN GREGORY FDS TR | DBMF | Other | 2.97% | 137,123 | +37,226 | +37.26% | $4,134,251 |
| APPLE INC | AAPL | Technology | 2.73% | 14,979 | -392 | -2.55% | $3,801,567 |
| VANGUARD INDEX FDS | VUG | Other | 1.77% | 5,650 | -95 | -1.65% | $2,467,990 |
| NVIDIA CORPORATION | NVDA | Technology | 1.32% | 10,510 | -200 | -1.87% | $1,832,928 |
| VANGUARD INDEX FDS | VBR | Other | 1.23% | 7,901 | +74 | +0.95% | $1,716,492 |
| STRATEGY INC | MSTR | Technology | 1.20% | 13,382 | -135 | -1.00% | $1,670,074 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.94% | 2,730 | -55 | -1.97% | $1,308,404 |
| BOEING CO | BA | Industrials | 0.86% | 6,025 | - | - | $1,199,156 |
| VANGUARD STAR FDS | VXUS | Other | 0.81% | 14,683 | -305 | -2.03% | $1,132,234 |
| RTX CORPORATION | RTX | Industrials | 0.77% | 5,542 | - | - | $1,069,052 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.69% | 4,587 | -38 | -0.82% | $955,329 |
| ISHARES TR | EFAV | Other | 0.64% | 9,795 | -10 | -0.10% | $894,969 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 2,791 | +30 | +1.09% | $802,527 |
| ALPHABET INC | GOOG | Communication Services | 0.57% | 2,756 | -28 | -1.01% | $790,518 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.54% | 8,373 | +1 | +0.01% | $750,126 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.48% | 10,481 | +215 | +2.09% | $671,622 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.46% | 989 | - | - | $643,186 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.44% | 11,309 | +425 | +3.90% | $611,251 |
| CHEVRON CORPORATION | CVX | Energy | 0.38% | 2,559 | - | - | $529,457 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.34% | 473 | -77 | -14.00% | $471,752 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.33% | 2,846 | - | - | $454,506 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.26% | 1,278 | - | - | $366,786 |
| MARATHON PETE CORP | MPC | Energy | 0.24% | 1,384 | - | - | $337,945 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.23% | 1,556 | - | - | $316,537 |
| CARRIER GLOBAL CORPORATION | CARR | Industrials | 0.20% | 5,059 | - | - | $284,872 |
| META PLATFORMS INC | META | Communication Services | 0.18% | 431 | +14 | +3.36% | $246,427 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 1,321 | +1,321 | +100.00% | $224,121 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 596 | -23 | -3.72% | $220,621 |
| VANGUARD INDEX FDS | VOO | Other | 0.15% | 353 | -2 | -0.56% | $210,935 |
| EDISON INTL | EIX | Utilities | 0.15% | 2,778 | +2,778 | +100.00% | $203,294 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.14% | 7,842 | - | - | $201,069 |