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Kent Keister

Bear Mountain Capital, Inc.

Assets Managed
$332.644M
Holdings
198
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
7.37%(2Q avg: 5.56%)
Sustained Growth
8 quarters

Portfolio positions

This chart displays the top 10 holdings in Bear Mountain Capital, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 198 positions.

Assets under management

The assets under management (AUM) of Bear Mountain Capital, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 332.644M in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 5.56%. The portfolio is managed by Kent Keister, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 4.9%
15.23%
$50.643M
164,192 shares@ $308.44 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.57%
11.72%
$38.962M
59,800 shares@ $651.55 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.9%
8.65%
$28.756M
414,769 shares@ $69.33 avg price
SCZ
Ishares Msci Eafe Small-cap
Recent Activity
Increased 2.56%
8.49%
$28.221M
333,626 shares@ $84.6 avg price
SUB
Ishares Short-term National
Recent Activity
New Position
8.31%
$27.641M
258,958 shares@ $106.75 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 14.01%
7.11%
$23.625M
297,165 shares@ $79.5 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
New Position
6.83%
$22.71M
387,737 shares@ $58.57 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 3.29%
5.79%
$19.243M
326,655 shares@ $58.92 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Increased 3.66%
4.14%
$13.77M
48,121 shares@ $286.17 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 7.43%
3.12%
$10.37M
106,878 shares@ $97.04 avg price

1-10 of 198