SEC 13F Intelligence

Bear Mountain Capital, Inc. / SUSB

Bear Mountain Capital, Inc.’s Ishares Tr Position

Does Bear Mountain Capital, Inc. own Ishares Tr (SUSB)? Yes — 153.8K shares worth $4M (+1.16% of its 13F portfolio) as of Q1 2026, up from 149.4K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
153.8K
% of Portfolio
+1.16%
Quarters Held
10
currently held

Position History SUSB

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ2 ’25Q3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026153.8K$4M+1.16%
Q4 2025149.4K$4M+1.22%
Q3 2025147.4K$4M+1.25%
Q2 2025156.8K$4M+1.41%
Q1 2025149.7K$4M+1.45%
Q4 2024156.4K$4M+1.51%
Q3 2024147.9K$4M+1.46%
Q2 2024145.2K$4M+1.46%
Q1 2024138.8K$3M+1.45%
Q4 2023140.1K$3M+1.44%

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 SUSB.