Mountain Capital Investment Advisors Inc.
Mountain Capital Investment Advisors Inc. reported 95 positions worth $702.2M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: FNDF (21.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FNDF | SH | $154.1M | 21.95% | 2,921,147 | — | — | |
| ▸ 2 | VTV | SH | $137.8M | 19.62% | 632,277 | — | — | |
| ▸ 3 | VUG | SH | $125.3M | 17.84% | 1,454,679 | — | — | |
| ▸ 4 | SCHE | SH | $52.4M | 7.46% | 1,444,034 | — | — | |
| ▸ 5 | HTRB | SH | $44.6M | 6.36% | 1,322,766 | — | — | |
| ▸ 6 | VB | SH | $44.3M | 6.31% | 146,186 | — | — | |
| ▸ 7 | ATFV | SH | $43.5M | 6.20% | 1,050,207 | — | — | |
| ▸ 8 | JEPI | SH | $15.6M | 2.21% | 275,402 | — | — | |
| ▸ 9 | JEPQ | SH | $11.5M | 1.64% | 187,021 | — | — | |
| ▸ 10 | VYMI | SH | $10.3M | 1.46% | 104,627 | — | — |
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Frequently Asked Questions
What stocks does Mountain Capital Investment Advisors Inc. hold as of Q2 2026?
Mountain Capital Investment Advisors Inc. reported 95 positions worth $702.2M in its Q2 2026 13F filing. Largest positions: FNDF (21.9%), VTV (19.6%), VUG (17.8%), SCHE (7.5%) and HTRB (6.4%).
What did Mountain Capital Investment Advisors Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Mountain Capital Investment Advisors Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.