1y return+30.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $137 against $127 in the S&P 500.2
Ring Mountain Capital, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $24.2M | 10.1% | +6.6% |
| SMHVaneck Etf Trust | $24.1M | 10.1% | +1.3% |
| SCHGSchwab Strategic Tr | $12.7M | 5.3% | |
| NVDANvidia Corporation | $12.4M | 5.2% | +4.9% |
| GOOGLAlphabet Inc | $11.5M | 4.8% | +1.0% |
| XLKSelect Sector Spdr Tr | $10.6M | 4.5% | |
| METAMeta Platforms Inc | $10.4M | 4.4% | |
| MUMicron Technology Inc | $9.4M | 3.9% | |
| MSFTMicrosoft Corp | $9.0M | 3.8% | |
| AMZNAmazon Com Inc | $8.8M | 3.7% | +1.2% |
| AVGOBroadcom Inc | $7.2M | 3.0% | +2.8% |
| MRVLMarvell Technology Inc | $6.2M | 2.6% | |
| SCHXSchwab Strategic Tr | $5.7M | 2.4% | |
| TSLATesla Inc | $5.2M | 2.2% | |
| AMDAdvanced Micro Devices Inc | $5.2M | 2.2% | |
| DGROIshares Tr | $4.0M | 1.7% | |
| PROFProfound Med Corp | $3.4M | 1.4% | |
| JEPQJ P Morgan Exchange Traded F | $3.2M | 1.4% | +2.1% |
| VRTVertiv Holdings Co | $3.0M | 1.3% | +1.6% |
| XLYSelect Sector Spdr Tr | $2.8M | 1.2% | |
| JEPIJ P Morgan Exchange Traded F | $2.7M | 1.1% | +3.7% |
| AGXArgan Inc | $2.2M | 0.9% | |
| SPYGSpdr Series Trust | $2.2M | 0.9% | |
| XLESelect Sector Spdr Tr | $2.1M | 0.9% | |
| SPGPInvesco Exchange Traded Fd T | $1.9M | 0.8% | +2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AGXArgan Inc | March 31, 2025 | +508.8% | $2.2M |
| AMDAdvanced Micro Devices Inc | December 31, 2024 | +380.9% | $5.2M |
| AMATApplied Matls Inc | December 31, 2024 | +344.6% | $1.8M |
| VRTVertiv Holdings Co | December 31, 2024 | +194.7% | $3.0M |
| CATCaterpillar Inc | December 31, 2024 | +193.6% | $1.0M |
| TSMTaiwan Semiconductor Manufac | March 31, 2025 | +187.7% | $1.7M |
| SMHVaneck Etf Trust | December 31, 2024 | +170.8% | $24.1M |
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $11.5M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $1.3M |
| ITAIshares Tr | December 31, 2024 | +66.8% | $1.4M |
Sold off last quarter
- Carnival CorpCUSIP 143658300 was $291
- SHAKShake Shack Inc was $287
- CEGConstellation Energy Corp was $200
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +20.1% | +14.8% |
| March 31, 2026 | −5.5% | −4.6% |
| December 31, 2025 | +3.8% | +2.4% |
| September 30, 2025 | +11.0% | +7.8% |
| June 30, 2025 | +16.1% | +10.5% |
| March 31, 2025 | −9.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ring Mountain Capital, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2051343&type=13F-HR&dateb=&owner=include&count=40CIK 2051343
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2051343/000205134326000003/Filed August 11, 2026 · accession 0002051343-26-000003