The Analysis of SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s Holdings
Currently, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. holds 38 types of securities in its portfolio with a total value $143.2M. In the most recent quarter, they have increased their positions in GLD (+1.7K shares, valued at $659.9K), GOOG (+2.5K shares, valued at $635.9K), USFR (+6.8K shares, valued at $340.7K); decreased their positions in MSTR (-21.5K shares, valued at $6.0M), NVDA (-4.7K shares, valued at $854.0K), AAPL (-1.1K shares, valued at $285.1K); initiated new positions in GOOG (+2.5K shares, valued at $635.9K), VOO (+354 shares, valued at $217.3K), SCHX (+7.8K shares, valued at $207.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
USFR WISDOMTREE TR1.2M shares0.56%2025-09-302025-10-30
GLD SPDR GOLD TR55.4K shares3.26%2025-09-302025-10-30 FBTC FIDELITY WISE ORIGIN BITCOIN177.6K shares0.25%2025-09-302025-10-30 NKE NIKE INC83.6K shares-1.13%2025-09-302025-10-30 GRID FIRST TR EXCHANGE TRADED FD36.3K shares4.21%2025-09-302025-10-30 MSTR STRATEGY INC14.9K shares-59.08%2025-09-302025-10-30 AAPL APPLE INC16.1K shares-6.41%2025-09-302025-10-30 VYM VANGUARD WHITEHALL FDS28.9K shares-1.80%2025-09-302025-10-30 VUG VANGUARD INDEX FDS5.6K shares-2.00%2025-09-302025-10-30 NVDA NVIDIA CORPORATION12.1K shares-28.18%2025-09-302025-10-30 VBR VANGUARD INDEX FDS7.2K shares-0.40%2025-09-302025-10-30 BA BOEING CO6.0K shares0.00%2025-09-302025-10-30 BRK.B BERKSHIRE HATHAWAY INC DEL2.3K shares-2.15%2025-09-302025-10-30 VXUS VANGUARD STAR FDS14.3K shares4.90%2025-09-302025-10-30 RTX RTX CORPORATION5.5K shares0.00%2025-09-302025-10-30 EFAV ISHARES TR9.7K shares0.62%2025-09-302025-10-30 AMZN AMAZON COM INC3.4K shares-22.58%2025-09-302025-10-30 SBUX STARBUCKS CORP8.4K shares0.01%2025-09-302025-10-30 GOOGL ALPHABET INC2.8K shares-20.29%2025-09-302025-10-30 SPY SPDR S&P 500 ETF TR989 shares0.00%2025-09-302025-10-30 GOOG ALPHABET INC2.5K sharesnew addition2025-09-302025-10-30 VEA VANGUARD TAX-MANAGED FDS8.3K shares-21.00%2025-09-302025-10-30 TJX TJX COS INC NEW3.5K shares-8.51%2025-09-302025-10-30 AMD ADVANCED MICRO DEVICES INC1.9K shares0.00%2025-09-302025-10-30 VWO VANGUARD INTL EQUITY INDEX F7.8K shares-11.76%2025-09-302025-10-30 RWO SPDR INDEX SHS FDS8.7K shares-1.80%2025-09-302025-10-30 VNQ VANGUARD INDEX FDS4.4K shares-5.59%2025-09-302025-10-30 CVX CHEVRON CORP NEW2.6K shares0.00%2025-09-302025-10-30 NSC NORFOLK SOUTHN CORP1.3K shares0.00%2025-09-302025-10-30 MSFT MICROSOFT CORP552 shares-41.77%2025-09-302025-10-30 CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2025-09-302025-10-30 MPC MARATHON PETE CORP1.4K shares0.00%2025-09-302025-10-30 META META PLATFORMS INC321 shares-39.66%2025-09-302025-10-30 OTIS OTIS WORLDWIDE CORP2.5K shares0.00%2025-09-302025-10-30 ORCL ORACLE CORP827 shares-23.21%2025-09-302025-10-30 VOO VANGUARD INDEX FDS354 sharesnew addition2025-09-302025-10-30 SCHX SCHWAB STRATEGIC TR7.8K sharesnew addition2025-09-302025-10-30 RPT RITHM PPTY TR INC15.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available