Sky-Mountain Capital Management
Sky-Mountain Capital Management reported 40 stocks worth $140M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are USFR (39.3%), GLD (16.3%) and GRID (5.4%). Compared with Q1 2026, the fund opened new positions in SMH, BAI and VTI, added to GLD, GRID and VYM, trimmed USFR, AAPL and NKE and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USFR Wisdomtree TR | $54.9M | 39.3% | 1.1M | −182K (−14%) | 6 of 6 | |
| 2 |  GLD Spdr Gold TR | $22.8M | 16.3% | 62K | +1,084 (+2%) | 6 of 6 | |
| 3 |  GRID First TR Exchange Traded FD | $7.5M | 5.4% | 39K | +9,896 (+34%) | 5 of 6 | |
| 4 |  VYM Vanguard Whitehall Fds | $5.3M | 3.8% | 33K | +3,145 (+10%) | 6 of 6 | |
| 5 |  VUG Vanguard Index Fds | $4.8M | 3.4% | 55K | +50K (+879%) | 6 of 6 | |
| 6 |  FBTC Fidelity Wise Origin Bitcoin | $4.4M | 3.1% | 85K | +895 (+1%) | 6 of 6 | |
| 7 |  AAPL Apple Inc | $4.3M | 3.1% | 15K | −98 (−1%) | 6 of 6 | |
| 8 |  DBMF Litman Gregory Fds TR | $4.2M | 3.0% | 138K | +1,286 (+1%) | 3 of 6 | |
| 9 |  VBR Vanguard Index Fds | $3M | 2.1% | 12K | +4,292 (+54%) | 6 of 6 | |
| 10 |  NKE Nike Inc | $2.8M | 2.0% | 69K | −14K (−17%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $224K | 1,321 |
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sky-Mountain Capital Management 13F FAQ
What does Sky-Mountain Capital Management own?
Sky-Mountain Capital Management reported 40 stocks worth $140M in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are USFR (39.3%), GLD (16.3%) and GRID (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Sky-Mountain Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 13 added to, 3 trimmed and 1 sold out. New positions include SMH, BAI and VTI. It sold all of XOM.
When will Sky-Mountain Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sky-Mountain Capital Management's portfolio worth?
The Q2 2026 filing reports $140M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.