SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CIK 2065074 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $139.6M
- Posisi
- 40
- Per tanggal
- 30 Juni 2026
#7.614 dari 9.443 berdasarkan nilai 13F · top 80.6%
Nilai portofolio QoQ: +0.1% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 81,62%
- Bobot 25 kepemilikan teratas
- 95,91%
- Posisi di atas 1%
- 14
- Jumlah posisi efektif
- 5,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 7,19% Perkiraan pembelian $14.193.300 · penjualan $10.028.195
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 88,9% masih dipegang
- Posisi baru
- 4
- Meningkat
- 15
- Menurun
- 3
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
6,2%
Consumer Discretionary
4,3%
Industrials
2,2%
Communication Services
1,6%
Retail
1,4%
Energy
0,6%
Utilities
0,1%
Lainnya/Tidak terpetakan
83,5%
Portofolio lengkap 40 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| USFR | $54.886.740 | 39,32% | 1.090.104 | $-9.172.977 | Turun ×1 | ||
| GLD | $22.784.671 | 16,32% | 61.851 | $-3.362.761 | Naik ×5 | ||
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | $7.521.252 | 5,39% | 39.224 | $2.723.759 | Naik ×1 | ||
| VYM | $5.291.097 | 3,79% | 33.482 | $798.160 | Naik ×3 | ||
| VUG | $4.764.142 | 3,41% | 55.307 | $2.296.152 | Naik ×1 | ||
| FBTC | $4.351.145 | 3,12% | 85.233 | $-627.327 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.305.938 | 3,09% | 14.881 | $504.371 | Turun ×5 | ||
| DBMF | $4.236.689 | 3,04% | 138.409 | $102.438 | Naik ×2 | ||
| VBR | $2.962.777 | 2,12% | 12.193 | $1.246.285 | Naik ×3 | ||
| NKE Nike, Inc. Common Stock | $2.818.130 | 2,02% | 68.651 | $-1.567.179 | Turun ×2 | ||
| SMH SMH | $2.378.257 | 1,70% | 3.626 | Naik ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $2.102.934 | 1,51% | 10.510 | $270.006 | |||
| VXUS Vanguard Total International Stock ETF | $2.001.070 | 1,43% | 23.407 | $868.836 | Naik ×1 | ||
| BAI | $1.449.642 | 1,04% | 27.497 | Naik ×1 | |||
| BRKB | $1.366.261 | 0,98% | 2.730 | $57.857 | |||
| VWO | $1.314.195 | 0,94% | 22.017 | $702.944 | Naik ×3 | ||
| BA Boeing Company (The) Common Stock | $1.304.232 | 0,93% | 6.025 | $105.076 | |||
| MSTR Strategy Inc - Class A Common Stock | $1.163.297 | 0,83% | 13.382 | $-506.777 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1.093.260 | 0,78% | 4.587 | $137.931 | |||
| RTX RTX Corporation Common Stock | $1.051.484 | 0,75% | 5.542 | $-17.568 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $997.375 | 0,71% | 2.791 | $194.848 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $974.132 | 0,70% | 2.757 | $183.614 | Naik ×1 | ||
| VEA | $959.595 | 0,69% | 13.468 | $287.973 | Naik ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $903.896 | 0,65% | 1.556 | $587.359 | |||
| EFAV | $887.625 | 0,64% | 10.120 | $-7.344 | Naik ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $855.699 | 0,61% | 8.374 | $105.573 | Naik ×4 | ||
| SPY SPY | $764.692 | 0,55% | 1.024 | $121.506 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $442.891 | 0,32% | 473 | $-28.861 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $431.169 | 0,31% | 2.846 | $-23.337 | |||
| CVX Chevron Corporation Common Stock | $424.180 | 0,30% | 2.559 | $-105.277 | |||
| NSC Norfolk Southern Corporation Common Stock | $402.046 | 0,29% | 1.278 | $35.260 | |||
| CARR Carrier Global Corporation Common Stock | $371.078 | 0,27% | 5.059 | $86.206 | |||
| MPC Marathon Petroleum Corporation Common Stock | $353.847 | 0,25% | 1.384 | $15.902 | |||
| VOO | $328.295 | 0,24% | 478 | $117.360 | Naik ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $242.620 | 0,17% | 431 | $-3.807 | |||
| SCHX | $230.790 | 0,17% | 7.842 | $29.721 | |||
| MSFT Microsoft Corporation - Common Stock | $222.320 | 0,16% | 596 | $1.699 | |||
| VTI | $216.270 | 0,15% | 584 | Naik ×1 | |||
| RWO | $211.069 | 0,15% | 4.246 | ||||
| EIX Edison International Common Stock | $206.822 | 0,15% | 2.778 | $3.528 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| GLD | $22.784.671 | 16,32% | naik ×5 |
| VYM | $5.291.097 | 3,79% | naik ×3 |
| VBR | $2.962.777 | 2,12% | naik ×3 |
| VWO | $1.314.195 | 0,94% | naik ×3 |
| VEA | $959.595 | 0,69% | naik ×3 |
| SBUX | $855.699 | 0,61% | naik ×4 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SMH | $2.378.257 | 3.626 | 1,70% |
| BAI | $1.449.642 | 27.497 | 1,04% |
| VTI | $216.270 | 584 | 0,15% |
| RWO | $211.069 | 4.246 | 0,15% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| USFR | Dipangkas | -182K | -$9.2M |
| GLD | Beli lebih banyak | +1K | -$3.4M |
| GRID | Beli lebih banyak | +10K | +$2.7M |
| VUG | Beli lebih banyak | +50K | +$2.3M |
| NKE | Dipangkas | -14K | -$1.6M |
| VBR | Beli lebih banyak | +4K | +$1.2M |
| VXUS | Beli lebih banyak | +9K | +$869K |
| VYM | Beli lebih banyak | +3K | +$798K |
| VWO | Beli lebih banyak | +11K | +$703K |
| FBTC | Beli lebih banyak | +895 | -$627K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VNQ | 31 Des. 2025 | 4.372 | $403.190 | Tidak lagi dilacak |
| COST | 30 Sep. 2025 | 261 | $255.057 | 1,9% |
| OTIS | 31 Maret 2026 | 2.540 | $230.073 | -6,7% |
| ORCL | 31 Des. 2025 | 827 | $225.490 | -24,9% |
| XOM | 30 Juni 2026 | 1.321 | $224.121 | 21,7% |
| RWO | 31 Maret 2026 | 4.706 | $217.370 | Tidak lagi dilacak |
| RPT | 31 Des. 2025 | 14.956 | $36.194 | -21,2% |