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The Analysis of SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s Holdings & P&L

Currently, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. holds 37 types of securities in its portfolio with a total value $139.4M. In the most recent quarter, they have increased their positions in USFR (+29.9K shares, valued at $1.5M), DBMF (+37.2K shares, valued at $1.1M), XOM (+1.3K shares, valued at $224.1K); decreased their positions in FBTC (-80.3K shares, valued at $4.7M), GRID (-5.5K shares, valued at $892.7K), AAPL (-392 shares, valued at $99.5K); initiated new positions in XOM (+1.3K shares, valued at $224.1K), EIX (+2.8K shares, valued at $203.3K).

1M P&L

+1.4M+1.23%

3M P&L

-11.3M-8.96%

HY P&L

-10.4M-8.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A116.9M

85.8%

2Footwear & Accessories4.4M

3.2%

3Consumer Electronics3.8M

2.8%

Top Industries by Stock Count

1N/A14 stocks

42.4%

2Semiconductors2 stocks

6.1%

3Aerospace & Defense2 stocks

6.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR1.3M shares2.41%2026-03-312026-05-05

GLD SPDR GOLD TR60.8K shares0.40%2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN84.3K shares-48.78%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD29.3K shares-15.69%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS30.3K shares0.86%2026-03-312026-05-05

NKE NIKE INC83.0K shares-0.88%2026-03-312026-05-05

DBMF LITMAN GREGORY FDS TR137.1K shares37.26%2026-03-312026-05-05

AAPL APPLE INC15.0K shares-2.55%2026-03-312026-05-05

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VUG VANGUARD INDEX FDS5.7K shares-1.65%2026-03-312026-05-05

NVDA NVIDIA CORPORATION10.5K shares-1.87%2026-03-312026-05-05

VBR VANGUARD INDEX FDS7.9K shares0.95%2026-03-312026-05-05

MSTR STRATEGY INC13.4K shares-1.00%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.7K shares-1.97%2026-03-312026-05-05

BA BOEING CO6.0K shares0.00%2026-03-312026-05-05

VXUS VANGUARD STAR FDS14.7K shares-2.03%2026-03-312026-05-05

RTX RTX CORPORATION5.5K shares0.00%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC4.6K shares-0.82%2026-03-312026-05-05

EFAV ISHARES TR9.8K shares-0.10%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.8K shares1.09%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.8K shares-1.01%2026-03-312026-05-05

SBUX STARBUCKS CORP8.4K shares0.01%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS10.5K shares2.09%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T989 shares0.00%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F11.3K shares3.90%2026-03-312026-05-05

Sponsored

CVX CHEVRON CORPORATION2.6K shares0.00%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION473 shares-14.00%2026-03-312026-05-05

TJX TJX COS INC NEW2.8K shares0.00%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP1.3K shares0.00%2026-03-312026-05-05

MPC MARATHON PETE CORP1.4K shares0.00%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2026-03-312026-05-05

META META PLATFORMS INC431 shares3.36%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-05

MSFT MICROSOFT CORP596 shares-3.72%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS353 shares-0.56%2026-03-312026-05-05

EIX EDISON INTL2.8K sharesnew addition2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-05-05

USFR

WISDOMTREE TR

2.41%

Shares1.3M

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.40%

Shares60.8K

Event2026-03-31

Filed2026-05-05

FBTC

FIDELITY WISE ORIGIN BITCOIN

-48.78%

Shares84.3K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

-15.69%

Shares29.3K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

0.86%

Shares30.3K

Event2026-03-31

Filed2026-05-05

NKE

NIKE INC

-0.88%

Shares83.0K

Event2026-03-31

Filed2026-05-05

DBMF

LITMAN GREGORY FDS TR

37.26%

Shares137.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-2.55%

Shares15.0K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-1.65%

Shares5.7K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-1.87%

Shares10.5K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

0.95%

Shares7.9K

Event2026-03-31

Filed2026-05-05

MSTR

STRATEGY INC

-1.00%

Shares13.4K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-1.97%

Shares2.7K

Event2026-03-31

Filed2026-05-05

BOEING CO

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

-2.03%

Shares14.7K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-0.82%

Shares4.6K

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

-0.10%

Shares9.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.09%

Shares2.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.01%

Shares2.8K

Event2026-03-31

Filed2026-05-05

SBUX

STARBUCKS CORP

0.01%

Shares8.4K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

2.09%

Shares10.5K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares989

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

3.90%

Shares11.3K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

-14.00%

Shares473

Event2026-03-31

Filed2026-05-05

TJX

TJX COS INC NEW

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-05

MPC

MARATHON PETE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-05

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-05