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Thomas E. Nelson

Sky-mountain Capital Management, Inc.

Assets Managed
$139.381M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-7.3%(2Q avg: -1.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sky-mountain Capital Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Sky-mountain Capital Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 139.381M in assets, with a quarterly growth rate of -7.3% and a 2-quarter average growth rate of -1.15%. The portfolio is managed by Thomas E. Nelson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 2.41%
45.97%
$64.06M
1.273M shares@ $50.35 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.4%
18.76%
$26.147M
60,767 shares@ $430.29 avg price
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Decreased -48.77%
3.58%
$4.978M
84,338 shares@ $59.03 avg price
GRID
First Trst Nasd Cl Edg Sgiif
Recent Activity
Decreased -15.68%
3.45%
$4.797M
29,328 shares@ $163.59 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Increased 0.87%
3.23%
$4.493M
30,337 shares@ $148.11 avg price
NKE
Nike Inc -cl B
Recent Activity
Decreased -0.88%
3.15%
$4.385M
83,024 shares@ $52.82 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 37.27%
2.97%
$4.134M
137,123 shares@ $30.15 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.55%
2.73%
$3.802M
14,979 shares@ $253.8 avg price
VUG
Vanguard Growth Etf
Recent Activity
Decreased -1.65%
1.78%
$2.468M
5,650 shares@ $436.82 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.86%
1.32%
$1.833M
10,510 shares@ $174.4 avg price

1-10 of 37