SEC 13F Intelligence

Bear Mountain Capital, Inc. / SUSA

Bear Mountain Capital, Inc.’s Ishares Tr Position

Does Bear Mountain Capital, Inc. own Ishares Tr (SUSA)? Yes — 38.5K shares worth $6M (+1.66% of its 13F portfolio) as of Q1 2026, up from 37.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
38.5K
% of Portfolio
+1.66%
Quarters Held
10
currently held

Position History SUSA

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $5MQ4 ’24Q1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.5K$6M+1.66%
Q4 202537.5K$5M+1.72%
Q3 202537.4K$5M+1.72%
Q2 202537.9K$5M+1.74%
Q1 202536.4K$4M+1.61%
Q4 202435.7K$5M+1.75%
Q3 202436.9K$4M+1.76%
Q2 202437.5K$4M+1.77%
Q1 202436.2K$4M+1.61%
Q4 202341.4K$4M+1.74%

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 SUSA.