Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEAR MOUNTAIN CAPITAL INC | 01-30-2024 | 12-31-2023 | 235 | 237,909,669 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P MIDCAP 400 VALUE ETF | ETF | 51 | $109,157 | 990 | 0.00 | 990 | +Inf | 12-31-2023 | |
| ISHARES S&P MIDCAP 400 GROWTH INDEX | ETF | 52 | $108,298 | 1,392 | 0.00 | 1,392 | +Inf | 12-31-2023 | |
| CATERPILLAR INC COM | Stock | 53 | $103,403 | 360 | 0.00 | 360 | +Inf | 12-31-2023 | |
| CINTAS CORP COM | Stock | 54 | $102,812 | 175 | 0.00 | 175 | +Inf | 12-31-2023 |
