Funds › Sky-Mountain Capital Management, Inc.
Sky-Mountain Capital Management, Inc.
13F for Q3 2026, filed Nov 9, 2026. 42 positions worth $144.2M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$144.2M
+$4.6M (3.3%) vs Q2 2026
Positions
42
40 in Q2 2026
Top 10 share
81.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr Floatng Rat Trea | 1.15M | $57.7M | 40.0% | +5.1% | 13F ↗ |
| 2 | GLD SPDR Gold Shares · Gold Shs | 62,858 | $23.9M | 16.6% | +1.6% | 13F ↗ |
| 3 | FBTC Fidelity Wise Origin Bitcoin Fund | 86,248 | $6.3M | 4.3% | +1.2% | 13F ↗ |
| 4 | Vanguard Whitehall Fds High Div Yld | 35,107 | $5.4M | 3.8% | +4.9% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Grwt Etf | 56,833 | $5.1M | 3.6% | +2.8% | 13F ↗ |
| 6 | AAPL Apple Inc. | 14,883 | $5.0M | 3.4% | Unchanged | 13F ↗ |
| 7 | Im Global Partner Funds Imgp Dbi Man Etf | 138,519 | $4.5M | 3.1% | +0.1% | 13F ↗ |
| 8 | First Tr Exchange-Traded Fd | 20,503 | $3.6M | 2.5% | -47.7% | 13F ↗ |
| 9 | Vanguard Index Fds Mrngstr Sml Cp V | 15,439 | $3.6M | 2.5% | +26.6% | 13F ↗ |
| 10 | NVDA NVIDIA Corporation | 10,510 | $2.4M | 1.7% | Unchanged | 13F ↗ |
| 11 | Vaneck ETF Trust Semiconductr Etf | 3,608 | $2.2M | 1.5% | -0.5% | 13F ↗ |
| 12 | MSTR Strategy Inc | 13,307 | $2.0M | 1.4% | -0.6% | 13F ↗ |
| 13 | Vanguard Star Fds | 23,407 | $2.0M | 1.4% | Unchanged | 13F ↗ |
| 14 | NKE Nike, Inc. | 41,417 | $1.5M | 1.0% | -39.7% | 13F ↗ |
| 15 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 24,617 | $1.5M | 1.0% | +11.8% | 13F ↗ |
| 16 | BRK-B Berkshire Hathaway Inc. Class B | 2,680 | $1.3M | 0.9% | -1.8% | 13F ↗ |
| 17 | BlackRock ETF Trust Isha I In Te Etf | 27,022 | $1.3M | 0.9% | -1.7% | 13F ↗ |
| 18 | Vanguard Tax-Managed Fds | 17,008 | $1.2M | 0.8% | +26.3% | 13F ↗ |
| 19 | AMZN Amazon.com, Inc. | 4,587 | $1.1M | 0.8% | Unchanged | 13F ↗ |
| 20 | BA Boeing Company | 6,025 | $1.1M | 0.8% | Unchanged | 13F ↗ |
| 21 | RTX RTX Corporation | 5,542 | $1.0M | 0.7% | Unchanged | 13F ↗ |
| 22 | GOOGL Alphabet Inc. Class A | 2,787 | $958.9K | 0.7% | -0.1% | 13F ↗ |
| 23 | AMD Advanced Micro Devices, Inc. | 1,556 | $951.9K | 0.7% | Unchanged | 13F ↗ |
| 24 | GOOG Alphabet Inc. Class C | 2,758 | $939.9K | 0.7% | Unchanged | 13F ↗ |
| 25 | iShares Tr Msci Eafe Min Vl | 10,120 | $922.1K | 0.6% | Unchanged | 13F ↗ |
| 26 | SBUX Starbucks Corporation | 8,374 | $786.8K | 0.5% | Unchanged | 13F ↗ |
| 27 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 1,024 | $780.9K | 0.5% | Unchanged | 13F ↗ |
| 28 | MPC Marathon Petroleum Corporation | 1,384 | $547.3K | 0.4% | Unchanged | 13F ↗ |
| 29 | CVX Chevron Corporation | 2,559 | $522.6K | 0.4% | Unchanged | 13F ↗ |
| 30 | COST Costco Wholesale Corporation | 473 | $431.0K | 0.3% | Unchanged | 13F ↗ |
| 31 | NSC Norfolk Southern Corporation | 1,278 | $394.9K | 0.3% | Unchanged | 13F ↗ |
| 32 | TJX TJX Companies, Inc. | 2,846 | $376.6K | 0.3% | Unchanged | 13F ↗ |
| 33 | Invesco Exch Traded Fd Tr II S&P 500 Momntm | 2,349 | $356.1K | 0.2% | New | 13F ↗ |
| 34 | Vanguard Index Fds S&P 500 Etf Shs | 487 | $341.3K | 0.2% | +1.9% | 13F ↗ |
| 35 | META Meta Platforms, Inc. | 428 | $310.2K | 0.2% | -0.7% | 13F ↗ |
| 36 | MSFT Microsoft Corporation | 592 | $303.6K | 0.2% | -0.7% | 13F ↗ |
| 37 | SPCX Space Exploration Technologies Corp. | 2,010 | $303.2K | 0.2% | New | 13F ↗ |
| 38 | CARR Carrier Global Corporation | 5,059 | $277.5K | 0.2% | Unchanged | 13F ↗ |
| 39 | Schwab Strategic Tr Us Lrg Cap Etf | 7,842 | $235.3K | 0.2% | Unchanged | 13F ↗ |
| 40 | Vanguard Index Fds Mrngstr Ttl Stk | 584 | $218.7K | 0.2% | Unchanged | 13F ↗ |
| 41 | XOM ExxonMobil Holdings Corporation | 1,326 | $215.8K | 0.1% | New | 13F ↗ |
| 42 | TGT Target Corporation | 1,329 | $208.2K | 0.1% | New | 13F ↗ |
Changes since Q2 2026
4 new, 12 added to, 9 trimmed, 2 exited, 17 unchanged. By estimated dollars.
New positions (4)
Added to (12)
| Wisdomtree Tr Floatng Rat Trea | 1.15M | +5.1% | $2.8M |
| Vanguard Index Fds Mrngstr Sml Cp V | 15,439 | +26.6% | $749.9K |
| GLD SPDR Gold Shares · Gold Shs | 62,858 | +1.6% | $383.5K |
| Vanguard Whitehall Fds High Div Yld | 35,107 | +4.9% | $252.2K |
| Vanguard Tax-Managed Fds | 17,008 | +26.3% | $250.0K |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 24,617 | +11.8% | $154.2K |
| Vanguard Index Fds Mrngstr Grwt Etf | 56,833 | +2.8% | $137.5K |
| FBTC Fidelity Wise Origin Bitcoin Fund | 86,248 | +1.2% | $73.7K |
| Vanguard Index Fds S&P 500 Etf Shs | 487 | +1.9% | $6,308 |
| Im Global Partner Funds Imgp Dbi Man Etf | 138,519 | +0.1% | $3,578 |
Trimmed (9)
| First Tr Exchange-Traded Fd | 20,503 | -47.7% | -$3.3M |
| NKE Nike, Inc. | 41,417 | -39.7% | -$964.1K |
| BRK-B Berkshire Hathaway Inc. Class B | 2,680 | -1.8% | -$24.9K |
| BlackRock ETF Trust Isha I In Te Etf | 27,022 | -1.7% | -$22.4K |
| MSTR Strategy Inc | 13,307 | -0.6% | -$11.5K |
| Vaneck ETF Trust Semiconductr Etf | 3,608 | -0.5% | -$11.0K |
| META Meta Platforms, Inc. | 428 | -0.7% | -$2,174 |
| MSFT Microsoft Corporation | 592 | -0.7% | -$2,052 |
| GOOGL Alphabet Inc. Class A | 2,787 | -0.1% | -$1,376 |
Exited (2)
| Spdr Index Shs Fds St Dow Globa Etf | 4,246 | Exited | -$211.1K |
| EIX Edison International | 2,778 | Exited | -$206.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 42 | $144.2M | Current | SEC ↗ |
| Q2 2026 | Jul 31, 2026 | 13F-HR | 40 | $139.6M | Current | SEC ↗ |
| Q1 2026 | May 5, 2026 | 13F-HR | 37 | $139.4M | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR | 37 | $150.4M | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 38 | $143.2M | Current | SEC ↗ |
| Q2 2025 | Aug 12, 2025 | 13F-HR | 36 | $150.5M | Current | SEC ↗ |
| Q1 2025 | May 2, 2025 | 13F-HR | 32 | $118.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer