SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CIK 2065074 · Holdings on Jun 30, 2025 · First reported Aug 12, 2025
Top ten holdings
Q2 2025- USFR40.52%
- FBTC12.08%
- GLD11.16%
- MSTR9.73%
- NKE4.18%
- GRID3.30%
- VYM2.63%
- AAPL2.51%
- NVDA2.02%
- VUG1.74%
Share classes counted separately89.87%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VYMWeight decreased · -2.13 pp4.76% → 2.63%Shares -14.20K (-32.59%)
- FBTCWeight increased · +1.91 pp10.17% → 12.08%Shares +10.21K (+6.12%)
- GLDWeight decreased · -1.33 pp12.49% → 11.16%Shares +2.45K (+4.79%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | USFRWISDOMTREE FLOATING RATE TREFLOATNG RAT TREA View history and evidence | $60.99M | 40.52% | 1.21M shares | 39.50% → 40.52%+1.02 pp +284.07K (+30.64%) | Added | ↗▾ |
| 02 | FBTCFIDELITY WISE ORIGIN BITCOINSHS View history and evidence | $18.18M | 12.08% | 177.15K shares | 10.17% → 12.08%+1.91 pp +10.21K (+6.12%) | Added | ↗▾ |
| 03 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $16.80M | 11.16% | 53.64K shares | 12.49% → 11.16%-1.33 pp +2.45K (+4.79%) | Added | ↗▾ |
| 04 | MSTRSTRATEGY INCCL A NEW View history and evidence | $14.64M | 9.73% | 36.43K shares | 8.77% → 9.73%+0.96 pp +487 (+1.35%) | Added | ↗▾ |
| 05 | NKENIKE INC -CL BCL B View history and evidence | $6.29M | 4.18% | 84.54K shares | 5.20% → 4.18%-1.02 pp -12.29K (-12.69%) | Reduced | ↗▾ |
| 06 | GRIDFIRST TRST NASD CL EDG SGIIFNASDQ CLN EDGE View history and evidence | $4.97M | 3.30% | 34.81K shares | Prior unavailable +34.81K | New | ↗▾ |
| 07 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $3.95M | 2.63% | 29.38K shares | 4.76% → 2.63%-2.13 pp -14.20K (-32.59%) | Reduced | ↗▾ |
| 08 | AAPLAPPLE INC View history and evidence | $3.78M | 2.51% | 17.20K shares | 3.31% → 2.51%-0.80 pp -395 (-2.25%) | Reduced | ↗▾ |
| 09 | NVDANVIDIA CORP View history and evidence | $3.04M | 2.02% | 16.81K shares | Prior unavailable +16.81K | New | ↗▾ |
| 10 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $2.62M | 1.74% | 5.76K shares | 2.61% → 1.74%-0.87 pp -2.54K (-30.62%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2065074 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 150513816
}Research all 36 reported holdings.
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