SEC 13F Intelligence

Bear Mountain Capital, Inc. / BNDX

Bear Mountain Capital, Inc.’s Vanguard Charlotte Fds Position

Does Bear Mountain Capital, Inc. own Vanguard Charlotte Fds (BNDX)? Yes — 169.4K shares worth $8M (+2.46% of its 13F portfolio) as of Q1 2026, up from 150.5K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
169.4K
% of Portfolio
+2.46%
Quarters Held
10
currently held

Position History BNDX

Reported value by quarter
Q4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $7MQ2 ’24Q3 ’24: $7MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $7MQ2 ’25Q3 ’25: $8MQ4 ’25: $7MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026169.4K$8M+2.46%
Q4 2025150.5K$7M+2.36%
Q3 2025155.0K$8M+2.59%
Q2 2025141.0K$7M+2.49%
Q1 2025139.8K$7M+2.67%
Q4 2024139.6K$7M+2.66%
Q3 2024141.4K$7M+2.80%
Q2 2024135.0K$7M+2.69%
Q1 2024135.4K$7M+2.84%
Q4 2023135.7K$7M+2.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bear Mountain Capital, Inc.’s full portfolio or all institutional holders of BNDX.