Portfolio (Quarterly)
Guide ↗
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
· CIK 0002065074| # | 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 | -6.0% |
| 2 | EIX | EDISON INTL | Utilities | 2,778.0 | $203K | 0.15% | NEW | — | $73.18 | -22.4% |
① 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
61.2%
Technology
15.1%
Consumer Cyclical
12.6%
Industrials
5.6%
Energy
2.1%
Communication Services
2.0%
Consumer Defensive
0.9%
Utilities
0.4%