SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
Long book
$139.4M
Q1 2026
Positions
37
Top-10 weight
87%
concentration
Last quarter
+0.4%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsSKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is a wealth-management firm allocating client money, specialised in financials (64% of the long book), running a $139.4M US long book across 37 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years.
Over the last 5 quarters its long book ran on average 4.2pp per quarter behind the S&P 500, beating the index in 1 of 5 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2025
+9.9%
Q2 2025
+3.3%
Q3 2025
-1.7%
Q4 2025
-0.7%
Q1 2026
+0.4%
Sector allocation
No sector data
Long book by quarter
What does SKY-MOUNTAIN CAPITAL own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
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