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Mountain Capital Investment Advisors Inc. Historic Quarter Change: USA Stocks, New

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Mountain Capital Investment Advisors Inc. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Mountain Capital Investment Advisors Inc. opened 65 positions, added to 147, reduced 109 and sold out of 58.

  • Q2 2026: Stock CAT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock NBIS; Country of operation —; Class SHS CLASS A; Shares before 0.
  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock ASML; Country of operation —; Class N Y REGISTRY SHS; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1714506), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-14); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-11); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-15); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026CAT
CATERPILLAR INC		United StatesCOM0254+254$0$270,274+$270,2742026-07-14
Q2 2026NBIS
NEBIUS GROUP N.V.		SHS CLASS A0891+891$0$246,067+$246,0672026-07-14
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0207+207$0$238,508+$238,5082026-07-14
Q2 2026ASML
ASML HLDG NV		N Y REGISTRY SHS0117+117$0$231,835+$231,8352026-07-14
Q2 2026PL
PLANET LABS PBC		United StatesCOM CL A06,912+6,912$0$228,995+$228,9952026-07-14
Q2 2026UAL
UNITED AIRLS HLDGS INC		United StatesCOM01,644+1,644$0$223,503+$223,5032026-07-14
Q1 2026WMT
WALMART INC		United StatesCOM03,457+3,457$0$441,138+$441,1382026-05-11
Q1 2026VZ
VERIZON COMMUNICATIONS INC		United StatesCOM05,290+5,290$0$249,172+$249,1722026-05-11
Q1 2026CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A0502+502$0$228,214+$228,2142026-05-11
Q1 2026T
AT&T INC		United StatesCOM08,463+8,463$0$215,979+$215,9792026-05-11
Q1 2026GEV
GE VERNOVA INC		United StatesCOM0179+179$0$200,571+$200,5712026-05-11
Q1 2026HSLV
HIGHLANDER SILVER CORP		CanadaCOM013,015+13,015$0$80,563+$80,5632026-05-11
Q4 2025HYMC
HYCROFT MINING HOLDING CORP		United StatesCL A NEW06,564+6,564$0$332,467+$332,4672026-01-28
Q4 2025SLV
ISHARES SILVER TR		United StatesISHARES03,297+3,297$0$306,324+$306,3242026-01-28
Q4 2025GOOGL
ALPHABET INC		United StatesCAP STK CL A0834+834$0$273,556+$273,5562026-01-28
Q4 2025PAAS
PAN AMERN SILVER CORP		COM03,834+3,834$0$247,293+$247,2932026-01-28
Q4 2025CDE
COEUR MNG INC		United StatesCOM NEW09,322+9,322$0$243,397+$243,3972026-01-28
Q4 2025LMT
LOCKHEED MARTIN CORP		United StatesCOM0370+370$0$218,412+$218,4122026-01-28
Q4 2025AVGO
BROADCOM INC		United StatesCOM0645+645$0$206,521+$206,5212026-01-28
Q4 2025C
CITIGROUP INC		United StatesCOM NEW01,772+1,772$0$201,226+$201,2262026-01-28
Q4 2025IBIO
IBIO INC		United StatesCOM NEW063,000+63,000$0$141,750+$141,7502026-01-28
Q4 2025VZLA
VIZSLA SILVER CORP		COM NEW013,270+13,270$0$88,246+$88,2462026-01-28
Q3 2025RACE
FERRARI N V		COM01,304+1,304$0$639,273+$639,2732025-11-12
Q3 2025APO
APOLLO GLOBAL MGMT INC		United StatesCOM03,730+3,730$0$484,752+$484,7522025-11-12
Q3 2025ABBV
ABBVIE INC		United StatesCOM01,895+1,895$0$462,995+$462,9952025-11-12
Q3 2025PSLV
SPROTT ASSET MANAGEMENT LP		CanadaPHYSICAL SILVER018,296+18,296$0$291,638+$291,6382025-11-12
Q3 2025UAL
UNITED AIRLS HLDGS INC		United StatesCOM02,523+2,523$0$234,988+$234,9882025-11-12
Q3 2025CRWD
CROWDSTRIKE HLDGS INC		United StatesCL A0444+444$0$221,982+$221,9822025-11-12
Q3 2025ET
ENERGY TRANSFER L P		United StatesCOM UT LTD PTN011,447+11,447$0$194,481+$194,4812025-11-12
Q3 2025ASM
AVINO SILVER & GOLD MINES LT		COM014,906+14,906$0$80,492+$80,4922025-11-12
Q3 2025USAS
AMERICAS GOLD AND SILVER COR		COM NEW017,900+17,900$0$68,557+$68,5572025-11-12
Q2 2025ORCL
ORACLE CORP		United StatesCOM01,568+1,568$0$343,329+$343,3292025-07-29
Q2 2025SHOP
SHOPIFY INC		CL A SUB VTG SHS02,533+2,533$0$285,393+$285,3932025-07-29
Q2 2025NFLX
NETFLIX INC		United StatesCOM0191+191$0$247,092+$247,0922025-07-29
Q2 2025NEE
NEXTERA ENERGY INC		United StatesCOM03,029+3,029$0$221,330+$221,3302025-07-29
Q2 2025ABT
ABBOTT LABS		United StatesCOM01,539+1,539$0$209,636+$209,6362025-07-29
Q2 2025GLD
SPDR GOLD TR		United StatesGOLD SHS0673+673$0$206,981+$206,9812025-07-29
Q2 2025PFE
PFIZER INC		United StatesCOM07,990+7,990$0$200,076+$200,0762025-07-29
Q2 2025APLD
APPLIED DIGITAL CORP		United StatesCOM NEW011,666+11,666$0$113,860+$113,8602025-07-29
Q2 2025EXK
ENDEAVOUR SILVER CORP		COM019,158+19,158$0$96,748+$96,7482025-07-29
Q2 2025CDE
COEUR MNG INC		United StatesCOM NEW010,612+10,612$0$95,190+$95,1902025-07-29
Q2 2025HL
HECLA MNG CO		United StatesCOM011,892+11,892$0$70,996+$70,9962025-07-29
Q1 2025PG
PROCTER AND GAMBLE CO		United StatesCOM02,318+2,318$0$369,725+$369,7252025-04-28
Q1 2025PLTR
PALANTIR TECHNOLOGIES INC		United StatesCL A03,113+3,113$0$335,519+$335,5192025-04-28
Q1 2025AG
FIRST MAJESTIC SILVER CORP		COM019,823+19,823$0$123,696+$123,6962025-04-28
Q1 2025HIVE
HIVE DIGITAL TECHNOLOGIES LT		COM NEW011,275+11,275$0$19,393+$19,3932025-04-28
Q4 2024MSTR
MICROSTRATEGY INC		United StatesCL A NEW0947+947$0$375,486+$375,4862025-02-13
Q4 2024EPD
ENTERPRISE PRODS PARTNERS L		United StatesCOM06,676+6,676$0$224,114+$224,1142025-02-13
Q4 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A01,100+1,100$0$215,655+$215,6552025-02-13
Q4 2024NEE
NEXTERA ENERGY INC		United StatesCOM03,009+3,009$0$212,939+$212,9392025-02-13
Q3 2024LMT
LOCKHEED MARTIN CORP		United StatesCOM0403+403$0$228,137+$228,1372024-11-15
Q3 2024SHOP
SHOPIFY INC		CL A02,060+2,060$0$224,375+$224,3752024-11-15
Q3 2024CVX
CHEVRON CORP NEW		United StatesCOM01,436+1,436$0$223,022+$223,0222024-11-15
Q3 2024MA
MASTERCARD INCORPORATED		United StatesCL A0412+412$0$218,125+$218,1252024-11-15
Q3 2024PLG
PLATINUM GROUP METALS LTD		COM026,757+26,757$0$40,671+$40,6712024-11-15
Q3 2024BITF
BITFARMS LTD		COM010,500+10,500$0$28,245+$28,2452024-11-15
Q3 2024THM
INTERNATIONAL TOWER HILL MIN		COM011,239+11,239$0$5,396+$5,3962024-11-15
Q2 2024JPM
JPMORGAN CHASE & CO.		United StatesCOM01,247+1,247$0$261,882+$261,8822024-07-16
Q2 2024LLY
ELI LILLY & CO		United StatesCOM0238+238$0$225,745+$225,7452024-07-16
Q2 2024GOOGL
ALPHABET INC		United StatesCAP STK CL A01,209+1,209$0$225,553+$225,5532024-07-16
Q2 2024PSLV
SPROTT PHYSICAL SILVER TR		CanadaTR UNIT015,610+15,610$0$164,061+$164,0612024-07-16
Q1 2024NVDA
NVIDIA CORPORATION		United StatesCOM0431+431$0$367,514+$367,5142024-04-11
Q1 2024META
META PLATFORMS INC		United StatesCL A0566+566$0$292,787+$292,7872024-04-11
Q1 2024GOOG
ALPHABET INC		United StatesCAP STK CL C01,502+1,502$0$237,450+$237,4502024-04-11
Q1 2024EXK
ENDEAVOUR SILVER CORP		COM014,300+14,300$0$40,612+$40,6122024-04-11

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