Mountain Capital Investment Advisors Inc.

Mountain Capital Investment Advisors Inc. reported 95 holdings worth US$702M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 14, 2026

Mountain Capital Investment Advisors Inc. reported 95 holdings worth US$702M as of Jun 30, 2026. Largest: Tesla, Inc., Apple Inc and Nvidia Corporation. Filed Jul 14, 2026 (Form 13F).

Holdings
95
Value as reported
US$702M

The filing in full

CompanySharesValue as reported% of portfolio
Tesla, Inc.17,130US$7.2M1.0%
Apple Inc22,730US$6.58M0.94%
Nvidia Corporation12,825US$2.57M0.37%
Berkshire Hathaway Inc.3,218US$1.61M0.23%
Microsoft Corp.4,219US$1.57M0.22%
Amazon.com, Inc.6,595US$1.57M0.22%
Visa Inc.4,502US$1.54M0.22%
Alphabet Inc (google) Class C2,768US$989K0.14%
Frontier Group Holdings, Inc.110KUS$866K0.12%
Costco Wholesale Corporation458US$429K0.06%
Eli Lilly And Company345US$414K0.06%
Palantir Technologies Inc.3,483US$406K0.06%
Walmart Inc.3,482US$394K0.06%
Chevron Corporation2,377US$394K0.06%
Exxon Mobil Corporation2,758US$377K0.05%
Taiwan Semiconductor Manufacturing Co., Ltd.748US$357K0.05%
Crowdstrike Holdings, Inc.454US$346K0.05%
Space Exploration Technologies Corp1,941US$332K0.05%
Hycroft Mining Holding Corporation14,066US$329K0.05%
Procter & Gamble Company (the)2,235US$328K0.05%
Bank Of America Corporation5,620US$320K0.05%
Meta Platforms, Inc.556US$313K0.04%
Abbvie Inc.1,214US$306K0.04%
Caterpillar, Inc.254US$270K0.04%
Enterprise Products Partners L.p.7,182US$264K0.04%
Strategy Inc2,759US$240K0.03%
Micron Technology, Inc.207US$239K0.03%
Ge Vernova Inc.200US$235K0.03%
Asml Holding Nv117US$232K0.03%
Planet Labs Pbc6,912US$229K0.03%
United Airlines Holdings, Inc.1,644US$224K0.03%
Shopify Inc.1,873US$214K0.03%
Citigroup, Inc.1,433US$201K0.03%
Coeur Mining, Inc.12,124US$198K0.03%
Hecla Mining Company12,430US$192K0.03%
Fs Kkr Capital Corp.12,576US$132K0.02%
Endeavour Silver Corp.13,462US$111K0.02%
Americas Gold And Silver Corporation16,467US$77,7240.01%
Avino Silver & Gold Mines Ltd.11,308US$71,6930.01%
Highlander Silver Corp13,015US$60,650<0.01%
Ambev Sa11,087US$34,813<0.01%
At&t Inc.0US$00.00%
Jp Morgan Chase & Co.0US$00.00%
Pan American Silver Corp.0US$00.00%
Verizon Communications Inc.0US$00.00%

Source

View original at SEC

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