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Portfolio (Quarterly) Guide ↗

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

· CIK 0002065074
13F Portfolio $139M AUM 37 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 8 Added 14 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XOM EXXON MOBIL CORP Energy 1,321.0 $224K 0.16% NEW $169.66 -7.9%
2 EIX EDISON INTL Utilities 2,778.0 $203K 0.15% NEW $73.18 -3.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 60.3%
Technology 14.9%
Consumer Cyclical 12.4%
Industrials 5.5%
Communication Services 3.5%
Energy 2.1%
Consumer Defensive 0.9%
Utilities 0.4%