DOSSIER · 13F-HR · Q1 2026
Mountain Capital Investment Advisors Inc.
Mountain Investment's holding co. based in Chicago, IL — $674M in tracked AUM across 88 positions as of Q1 2026.
MI
Mountain Investment·Chicago, IL·Holding Co.
CIK 0001714506 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Mountain Capital Investment Advisors Inc.
1. Portfolio Overview
Mountain Capital Investment Advisors Inc. has undergone a significant transformation in the portfolio period ending December 31, 2025. The firm experienced a massive expansion in assets under management (AUM), with the total portfolio value surging by 526.8%, rising from approximately $98.90 million to $619.98 million. This drastic increase suggests substantial capital inf...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
Filing history loading…