Sky-Mountain Capital Management, Inc.

Sky-Mountain Capital Management, Inc. reported 40 holdings worth US$140M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Sky-Mountain Capital Management, Inc. reported 40 holdings worth US$140M as of Jun 30, 2026. Largest: Apple Inc, Nike, Inc. and Nvidia Corporation. Filed Jul 31, 2026 (Form 13F).

Holdings
40
Value as reported
US$140M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc14,881US$4.31M3.1%
Nike, Inc.68,651US$2.82M2.0%
Nvidia Corporation10,510US$2.1M1.5%
Alphabet Inc (google) Class C5,517US$1.97M1.4%
Berkshire Hathaway Inc.2,730US$1.37M0.98%
Boeing Company (the)6,025US$1.3M0.93%
Strategy Inc13,382US$1.16M0.83%
Amazon.com, Inc.4,587US$1.09M0.78%
Rtx Corporation5,542US$1.05M0.75%
Advanced Micro Devices Inc1,556US$904K0.65%
Starbucks Corporation8,374US$856K0.61%
Costco Wholesale Corporation473US$443K0.32%
Tjx Companies, Inc. (the)2,846US$431K0.31%
Chevron Corporation2,559US$424K0.30%
Norfolk Southern Corporation1,278US$402K0.29%
Carrier Global Corporation5,059US$371K0.27%
Marathon Petroleum Corporation1,384US$354K0.25%
Meta Platforms, Inc.431US$243K0.17%
Microsoft Corp.596US$222K0.16%
Edison International2,778US$207K0.15%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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