SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
RIA/Wealth
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is a RIA/Wealth based in Ketchum, ID led by Thomas E Nelson, reporting $188.8M in AUM as of Q3 2025 with 67% ETF concentration, 89% concentrated in top 10 holdings, and 43% allocation to USFR.
PresidentThomas E Nelson
- Portfolio Value
- $143.2M
- Positions
- 38
- Top Holding
- USFR at 42.85%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s portfolio (89.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $61.4M | 42.85% | +$340.7K Bought | — 1.2M shares | |
Unknown Unknown | $20.9M | 14.59% | +$659.9K Bought | — 55.4K shares | |
ETF ETF | $16.7M | 11.65% | +$41.3K Bought | — 177.6K shares | |
Apparel - Footwear & Accessories Consumer Cyclical | $5.8M | 4.03% | -$66.1K Sold | 0.01% 83.6K shares | |
ETF ETF | $5.5M | 3.86% | +$223.2K Bought | — 36.3K shares | |
Software - Application Technology | $4.2M | 2.92% | -$6.0M Sold | 0.01% 14.9K shares | |
Consumer Electronics Technology | $4.2M | 2.90% | -$285.1K Sold | 0.00% 16.1K shares | |
ETF ETF | $4.1M | 2.83% | -$74.2K Sold | — 28.9K shares | |
ETF ETF | $2.7M | 1.90% | -$55.3K Sold | — 5.6K shares | |
Semiconductors Technology | $2.2M | 1.52% | -$854.0K Sold | 0.00% 12.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+4.9% | |
+4.21% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-59.08% | |
-41.77% | |
-39.66% | |
-28.18% |
Analytics
Portfolio insights and performance metrics for SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
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