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

Currently, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. holds 40 types of securities in its portfolio with a total value $139.6M. In the most recent quarter, they have increased their positions in VUG (+49.7K shares, valued at $4.3M), SMH (+3.6K shares, valued at $2.4M), GRID (+9.9K shares, valued at $1.9M); decreased their positions in USFR (-182.4K shares, valued at $9.2M), NKE (-14.4K shares, valued at $590.0K), AAPL (-98 shares, valued at $28.4K); initiated new positions in SMH (+3.6K shares, valued at $2.4M), BAI (+27.5K shares, valued at $1.4M), N/A (+584 shares, valued at $216.3K).

1M P&L

-144.3K-0.13%

3M P&L

+2.1M+1.90%

HY P&L

+2.5M+2.27%

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/A116.6M

85.9%

2Consumer Electronics4.3M

3.2%

3Semiconductors3.0M

2.2%

Top Industries by Stock Count

1N/A17 stocks

50.0%

2Semiconductors2 stocks

5.9%

3Internet Content & Information2 stocks

5.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR1.1M shares-14.34%2026-06-302026-07-31

GLD SPDR GOLD TR61.9K shares1.78%2026-06-302026-07-31

GRID FIRST TR EXCHANGE-TRADED FD39.2K shares33.74%2026-06-302026-07-31

VYM VANGUARD WHITEHALL FDS33.5K shares10.37%2026-06-302026-07-31

VUG VANGUARD INDEX FDS55.3K shares878.88%2026-06-302026-07-31

FBTC FIDELITY WISE ORIGIN BITCOIN85.2K shares1.06%2026-06-302026-07-31

AAPL APPLE INC14.9K shares-0.65%2026-06-302026-07-31

DBMF LITMAN GREGORY FDS TR138.4K shares0.94%2026-06-302026-07-31

Sponsored

VBR VANGUARD INDEX FDS12.2K shares54.32%2026-06-302026-07-31

NKE NIKE INC68.7K shares-17.31%2026-06-302026-07-31

SMH VANECK ETF TRUST3.6K sharesnew addition2026-06-302026-07-31

NVDA NVIDIA CORPORATION10.5K shares0.00%2026-06-302026-07-31

VXUS VANGUARD STAR FDS23.4K shares59.42%2026-06-302026-07-31

BAI BLACKROCK ETF TRUST27.5K sharesnew addition2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL2.7K shares0.00%2026-06-302026-07-31

VWO VANGUARD INTL EQUITY INDEX F22.0K shares94.69%2026-06-302026-07-31

Sponsored

BA BOEING CO6.0K shares0.00%2026-06-302026-07-31

STRATEGY INC STRATEGY INC13.4K shares0.00%2026-06-302026-07-31

AMZN AMAZON COM INC4.6K shares0.00%2026-06-302026-07-31

RTX CORPORATION RTX CORPORATION5.5K shares0.00%2026-06-302026-07-31

GOOGL ALPHABET INC2.8K shares0.00%2026-06-302026-07-31

GOOG ALPHABET INC2.8K shares0.04%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS13.5K shares28.50%2026-06-302026-07-31

AMD ADVANCED MICRO DEVICES INC1.6K shares0.00%2026-06-302026-07-31

Sponsored

EFAV ISHARES TR10.1K shares3.32%2026-06-302026-07-31

SBUX STARBUCKS CORP8.4K shares0.01%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.0K shares3.54%2026-06-302026-07-31

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION473 shares0.00%2026-06-302026-07-31

TJX TJX COS INC NEW2.8K shares0.00%2026-06-302026-07-31

CVX CHEVRON CORPORATION2.6K shares0.00%2026-06-302026-07-31

NSC NORFOLK SOUTHN CORP1.3K shares0.00%2026-06-302026-07-31

CARR CARRIER GLOBAL CORPORATION5.1K shares0.00%2026-06-302026-07-31

Sponsored

MPC MARATHON PETE CORP1.4K shares0.00%2026-06-302026-07-31

VOO VANGUARD INDEX FDS478 shares35.41%2026-06-302026-07-31

META PLATFORMS INC META PLATFORMS INC431 shares0.00%2026-06-302026-07-31

SCHX SCHWAB STRATEGIC TR7.8K shares0.00%2026-06-302026-07-31

MSFT MICROSOFT CORP596 shares0.00%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS584 sharesnew addition2026-06-302026-07-31

RWO SPDR INDEX SHS FDS4.2K sharesnew addition2026-06-302026-07-31

EIX EDISON INTL2.8K shares0.00%2026-06-302026-07-31

Sponsored

USFR

WISDOMTREE TR

-14.34%

Shares1.1M

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

1.78%

Shares61.9K

Event2026-06-30

Filed2026-07-31

GRID

FIRST TR EXCHANGE-TRADED FD

33.74%

Shares39.2K

Event2026-06-30

Filed2026-07-31

VYM

VANGUARD WHITEHALL FDS

10.37%

Shares33.5K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

878.88%

Shares55.3K

Event2026-06-30

Filed2026-07-31

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.06%

Shares85.2K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-0.65%

Shares14.9K

Event2026-06-30

Filed2026-07-31

DBMF

LITMAN GREGORY FDS TR

0.94%

Shares138.4K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

54.32%

Shares12.2K

Event2026-06-30

Filed2026-07-31

NKE

NIKE INC

-17.31%

Shares68.7K

Event2026-06-30

Filed2026-07-31

SMH

VANECK ETF TRUST

New

Shares3.6K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-31

VXUS

VANGUARD STAR FDS

59.42%

Shares23.4K

Event2026-06-30

Filed2026-07-31

BAI

BLACKROCK ETF TRUST

New

Shares27.5K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-31

VWO

VANGUARD INTL EQUITY INDEX F

94.69%

Shares22.0K

Event2026-06-30

Filed2026-07-31

BOEING CO

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-31

STRATEGY INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-31

RTX CORPORATION

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

GOOG

ALPHABET INC

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

28.50%

Shares13.5K

Event2026-06-30

Filed2026-07-31

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-31

EFAV

ISHARES TR

3.32%

Shares10.1K

Event2026-06-30

Filed2026-07-31

SBUX

STARBUCKS CORP

0.01%

Shares8.4K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

3.54%

Shares1.0K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

0.00%

Shares473

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

CVX

CHEVRON CORPORATION

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-31

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-31

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-31

MPC

MARATHON PETE CORP

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

35.41%

Shares478

Event2026-06-30

Filed2026-07-31

META PLATFORMS INC

0.00%

Shares431

Event2026-06-30

Filed2026-07-31

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

0.00%

Shares596

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

New

Shares584

Event2026-06-30

Filed2026-07-31

RWO

SPDR INDEX SHS FDS

New

Shares4.2K

Event2026-06-30

Filed2026-07-31

EIX

EDISON INTL

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available