Managers / Q1 2021 · view latest →
Mountain Capital Investment Advisors Inc.
CIK 0001714506 · 12235 PECOS ST, SUITE 100, WESTMINSTER, CO, 80234 · 7205000050
Reported Value
$199M
Q1 2021
Positions
144
Filings on Record
31
2019–present window
Filed
Apr 14, 2021
original filing
Summary
Mountain Capital Investment Advisors Inc. reported $199M in U.S.-listed holdings across 144 positions for Q1 2021.
Its largest position, ESGU, represents 4.8% of the portfolio.
Compared with Q4 2020, the fund opened 20 new positions and exited 11.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $674M | 88 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $620M | 93 | Jan 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $568M | 84 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $520M | 73 | Jul 29, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $466M | 63 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $483M | 62 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $456M | 62 | Nov 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $403M | 49 | Jul 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $357M | 47 | Apr 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $296M | 62 | Jan 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $267M | 59 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $265M | 70 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $227M | 65 | Apr 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $219.9B | 73 | Jan 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $191M | 84 | Oct 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $200M | 75 | Jul 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $212M | 88 | Apr 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $221M | 117 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $189M | 122 | Oct 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $217M | 121 | Jul 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $199M | 144 | Apr 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $166M | 135 | Jan 13, 2021 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2020 | $155M | 101 | Oct 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $218M | 49 | Jul 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $194M | 45 | Apr 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $225M | 42 | Jan 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $113M | 48 | Oct 25, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $107M | 47 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $93M | 45 | May 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $72M | 32 | Jan 29, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.