Kent Keister Portfolio
Invests via Bear Mountain Capital, Inc. | Managed by Kent Keister, Joe Day, Luke Collova
Invests via Bear Mountain Capital, Inc.
Managed by Kent Keister, Joe Day, Luke Collova
Automatically Tracked
Kent Keister Profile
Seasoned investor and operator focused on technology and growth-stage companies, with experience in scaling SaaS and marketplace businesses. Kent Keister brings a track record of board-level operational support, capital allocation, and strategic M&A advisory for venture-backed firms. Active in seed-to-Series B investing, commonly sources deals through operator networks and supports portfolio companies on go-to-market, metrics-driven growth, and fundraising strategy.
Seasoned investor and operator focused on technology and growth-stage companies, with experience in scaling SaaS and marketplace businesses. Kent Keister brings a track record of board-level operational support, capital allocation, and strategic M&A advisory for venture-backed firms. Active in seed-to-Series B investing, commonly sources deals through operator networks and supports portfolio companies on go-to-market, metrics-driven growth, and fundraising strategy.
Investment Philosophy & Strategy
Focuses on technology-led, growth-stage opportunities—primarily SaaS and marketplace models—deploying seed-to-Series B capital with a bias toward repeatable unit economics and scalable go-to-market engines. Prefers sourcing through operator networks and prioritizes active, board-level support that accelerates metrics-driven growth, fundraising readiness, and strategic M&A pathways. Capital allocation emphasizes concentrated initial stakes with reserve capital for follow-on rounds, a multi-year growth horizon, and disciplined underwriting centered on retention, CAC payback, and capital efficiency. Risk management blends hands-on operational intervention with selective diversification across stage and thematic product-market fits.
Focuses on technology-led, growth-stage opportunities—primarily SaaS and marketplace models—deploying seed-to-Series B capital with a bias toward repeatable unit economics and scalable go-to-market engines. Prefers sourcing through operator networks and prioritizes active, board-level support that accelerates metrics-driven growth, fundraising readiness, and strategic M&A pathways. Capital allocation emphasizes concentrated initial stakes with reserve capital for follow-on rounds, a multi-year growth horizon, and disciplined underwriting centered on retention, CAC payback, and capital efficiency. Risk management blends hands-on operational intervention with selective diversification across stage and thematic product-market fits.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.08%
Gain
Monthly
0.04%
Yearly
0.42%
Drawdown
24.08%
$340.27M
Equity
Holdings
$340.27M
Investment
$266.87M
$76.01M
Profit -$866,000.7
Realized
$2.6M
Unrealized
$73.4M
Dividends
$16.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$866,000.7
Win %
68%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.15M
Win %
68%
This Month
Compared to last month
Gain
-0.1%
Profit
-$327,272.1
Win %
68%
This Year
Compared to last year
Gain
10.31%
Profit
$31.67M
Win %
70%
LCID Lucid Group, Inc.
+5.57%
+$1.33 
INTU Intuit Inc.
+5.47%
+$15.31 
AVAV AeroVironment Inc.
+4.81%
+$271.8 
ACN Accenture plc Class A
+4.24%
+$29.05 
WM Waste Management, Inc.
+4.2%
+$146.47 
BCO Brink's Company
+3.98%
+$13.37 
DOCU DocuSign Inc.
+3.93%
+$10.05 
MRK Merck & Co., Inc.
+3.54%
+$21.85 
NKE Nike, Inc. - Class B
+3.33%
+$39.9 
VLTO Veralto Corporation
+3.33%
+$3.03 
ADP Automatic Data Processing Inc.
+3.33%
+$3,292 
KSS Kohl's Corporation
+3.22%
+$2.75 
UNH UnitedHealth Group Incorporated
+3.17%
+$13.29 
ABBV AbbVie Inc.
+3.14%
+$872.67 
SBUX Starbucks Corporation
+3.12%
+$1,695.76 
PCOR Procore Technologies Inc.
+3.09%
+$37.66 
KR Kroger Co.
+2.85%
+$361.76 
IVT InvenTrust Properties Corp.
+2.85%
+$848.22 
BOX Box Inc.
+2.74%
+$723.95 
AMGN Amgen Inc.
+2.7%
+$174 
T AT&T Inc.
+2.66%
+$30.78 
MCD McDonald's Corporation
+2.57%
+$115.77 
KO The Coca-Cola Company
+2.48%
+$261.76 
RC Ready Capital Corporation
+2.47%
+$43.68 
COST Costco Wholesale Corporation
+2.45%
+$21,500.78 
WMT Walmart Inc.
+2.38%
+$407.36 
AVB AvalonBay Communities, Inc.
+2.36%
+$1,658.65 
MA Mastercard Incorporated
+2.27%
+$606 
VLY Valley National Bancorp
+2.23%
+$11.59 
EQR Equity Residential
+2.23%
+$1,352.8 
HDV iShares Core High Dividend ETF
+2.15%
+$464.1 
GILD Gilead Sciences Inc.
+2.08%
+$5.48 
TRMB Trimble Inc.
+2.07%
+$168.78 
SHOP Shopify Inc.
+2.07%
+$137.97 
GEHC GE HealthCare Technologies Inc.
+2.05%
+$6.48 
USRT iShares Core U.S. REIT ETF
+1.98%
+$5.32 
HD The Home Depot, Inc.
+1.91%
+$91.14 
SDY SPDR S&P Dividend ETF
+1.86%
+$292 
ARE Alexandria Real Estate Equities, Inc.
+1.84%
+$27.75 
DIS The Walt Disney Company
+1.83%
+$35.6 
PG Procter & Gamble Co
+1.72%
+$38.25 
IYR iShares U.S. Real Estate ETF
+1.68%
+$4,327.6 
VNQ Vanguard Real Estate ETF
+1.64%
+$171,539.19 
ESS Essex Property Trust, Inc.
+1.57%
+$1,018.81 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.52%
+$3.36 
MSFT Microsoft Corp.
+1.51%
+$17,593.95 
VTWV Vanguard Russell 2000 Value Index Fund
+1.31%
+$322.6 
AAPL Apple Inc.
+1.3%
+$6,356.93 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.26%
+$463.14 
IWN iShares Russell 2000 Value ETF
+1.25%
+$434.11 
CVX Chevron Corporation
+1.17%
+$315.24 
CVS CVS Health Corporation
+1.16%
+$3.67 
DBX Dropbox Inc.
+1.15%
+$7 
DHR Danaher Corporation
+0.91%
+$7.34 
IWD iShares Russell 1000 Value ETF
+0.86%
+$544 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$650.26 
AXP American Express Company
+0.83%
+$35.88 
LUV Southwest Airlines Co.
+0.82%
+$6.08 
PFE Pfizer Inc.
+0.81%
+$4.44 
LULU lululemon athletica inc.
+0.8%
+$13.16 
S SentinelOne Inc.
+0.77%
+$19.5 
GPS Gap Inc-The
+0.74%
+$3.45 
HP Helmerich & Payne Inc.
+0.7%
+$3.29 
FERG Ferguson Enterprises Inc
+0.67%
+$1.54 
JNJ Johnson & Johnson
+0.61%
+$196.08 
VFC V.F. Corporation
+0.61%
+$1.68 
PEW GrabAGun Digital Holdings Inc.
+0.58%
+$2.25 
AMZN Amazon.com Inc
+0.57%
+$18,545.5 
PTON Peloton Interactive, Inc.
+0.55%
+$0.1 
DAL Delta Air Lines, Inc.
+0.5%
+$2.15 
BABA Alibaba Group Holding Limited SP ADR
+0.44%
+$243.88 
VTV Vanguard Value ETF
+0.43%
+$264.61 
MDY SPDR S&P MidCap 400 ETF Trust
+0.41%
+$5,693.58 
NTES NetEase, Inc. American Depositary Receipt
+0.41%
+$947.62 
PATH Uipath Inc.
+0.38%
+$10.66 
ABEV Ambev S.A.
+0.33%
+$0.32 
GD General Dynamics Corporation
+0.31%
+$69.54 
NFLX Netflix, Inc.
+0.28%
+$1,223.9 
IWR iShares Russell Mid-Cap ETF
+0.27%
+$1,990.5 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$779.62 
VB Vanguard Small-Cap ETF
+0.23%
+$33,203.49 
IYF iShares U.S. Financials ETF
+0.08%
+$132 
GOOG Alphabet Inc
+0.06%
+$144 
GOOGL Alphabet Inc
+0.06%
+$0.22 
PRCH Porch Group Inc.
+0.03%
+$0.47 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$0.03 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$0.03 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
NE
0%
$0 
SMR NuScale Power Corporation
-9.93%
-$498 
OMER Omeros Corporation
-9.85%
-$495.38 
APLD Applied Digital Corporation
-9.8%
-$1,706.58 
OKLO Oklo Inc.
-9.39%
-$1,287 
LPTH Lightpath Technologies Inc.
-8.49%
-$679 
ARM Arm Holdings plc American Depositary Receipt
-7.78%
-$1,617 
SMCI Super Micro Computer Inc
-6.89%
-$46.34 
RIVN Rivian Automotive, Inc.
-6.24%
-$2,420.91 
ONDS Ondas Holdings Inc.
-6.17%
-$304.5 
INTC Intel Corporation
-6%
-$8,323.63 
BBAI BigBear.ai Holdings Inc.
-5.89%
-$76.08 
AMD Advanced Micro Devices, Inc.
-5.79%
-$12,256 
CRSP Crispr Therapeutics AG
-5.72%
-$17.63 
GE General Electric Company
-5.52%
-$337.96 
TEM Tempus AI, Inc.
-5.08%
-$459.72 
GPRO GoPro Inc.
-5.02%
-$0.32 
MRCY Mercury Systems Inc.
-4.88%
-$10.05 
UEC Uranium Energy Corp.
-4.84%
-$441 
VRT Vertiv Holdings Co
-3.92%
-$2,148.3 
CCJ Cameco Corporation
-3.88%
-$883.75 
NXE NexGen Energy Ltd.
-3.73%
-$241.5 
ICLN iShares Global Clean Energy ETF
-3.69%
-$86.01 
CAT Caterpillar Inc.
-3.64%
-$9,905.52 
QTUM Defiance Quantum ETF
-3%
-$111 
GEV GE Vernova Inc.
-2.81%
-$118.84 
ZETA Zeta Global Holdings Corp.
-2.77%
-$5.58 
NVAX Novavax Inc.
-2.67%
-$0.22 
AMC AMC Entertainment Holdings, Inc.
-2.66%
-$0.11 
VGNT Versigent plc
-2.65%
-$1.08 
IMNM Immunome Inc.
-2.6%
-$11.9 
NVDA NVIDIA Corporation
-2.58%
-$48,369.51 
NUEM Nuveen ESG Emerging Markets Equity Fund
-2.46%
-$1,772.55 
ESGE iShares ESG Aware MSCI EM ETF
-2.33%
-$55,851.77 
EEM iShares MSCI Emerging Markets ETF
-2.32%
-$30,348.32 
MOS Mosaic Company
-2.28%
-$105 
AI C3.ai Inc.
-1.92%
-$23.1 
META Meta Platforms Inc Class A
-1.85%
-$1,388.75 
IAU iShares Gold Trust
-1.78%
-$85.36 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.75%
-$10.35 
TSLA Tesla, Inc.
-1.72%
-$897.6 
EQIX Equinix, Inc.
-1.62%
-$33.16 
WFRD Weatherford International plc
-1.53%
-$6.25 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$942.48 
VISN Vistance Networks, Inc.
-1.5%
-$0.93 
BMNR Bitmine Immersion Technologies, Inc.
-1.39%
-$55 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$212.68 
RTX RTX Corporation
-1.26%
-$364.82 
IBIT iShares Bitcoin Trust
-1.25%
-$38.76 
VWO Vanguard FTSE Emerging Markets ETF
-1.22%
-$236,824.87 
VOOG Vanguard S&P 500 Growth ETF
-1.22%
-$511.56 
IWO iShares Russell 2000 Growth ETF
-1.21%
-$420.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.21%
-$395.85 
GBTC Grayscale Bitcoin Trust ETF
-1.19%
-$385.8 
CMG Chipotle Mexican Grill, Inc.
-1.18%
-$41 
VEU Vanguard FTSE All-World ex-US ETF
-1.14%
-$1,171.8 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.12%
-$1.05 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-1.11%
-$15.63 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$321,445.97 
BA Boeing Company
-1.06%
-$828.77 
WBD Warner Bros. Discovery, Inc.
-1.04%
-$5.99 
SLB Schlumberger Limited
-1.04%
-$6.93 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1%
-$35,041.16 
VUG Vanguard Growth ETF
-0.93%
-$630.81 
VSGX Vanguard ESG International Stock ETF
-0.83%
-$28,693.42 
EFA iShares MSCI EAFE ETF
-0.76%
-$0.8 
BKNG Booking Holdings Inc.
-0.76%
-$12,142.37 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$10,213.92 
W Wayfair Inc.
-0.72%
-$3.96 
ALK Alaska Air Group Inc.
-0.65%
-$115.01 
UP Wheels Up Experience Inc.
-0.62%
-$0.02 
VET Vermilion Energy Inc.
-0.61%
-$1.08 
NIO Nio Inc.
-0.6%
-$0.3 
RWX SPDR Dow Jones International Real Estate ETF
-0.58%
-$749.76 
SYM Symbotic Inc. Class A
-0.47%
-$5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.45%
-$125,109.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.37%
-$140.7 
PLTR Palantir Technologies Inc.
-0.36%
-$434.05 
IVV iShares Core S&P 500 ETF
-0.34%
-$20,862.14 
EXPE Expedia Group, Inc.
-0.33%
-$18.46 
VOO Vanguard S&P 500 ETF
-0.33%
-$136,643 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$4,737.96 
JPM JPMorgan Chase & Co.
-0.32%
-$167.2 
APTV Aptiv PLC
-0.31%
-$0.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$15,331.86 
SUSA iShares MSCI USA ESG Select ETF
-0.29%
-$17,112.03 
IWB iShares Russell 1000 ETF
-0.27%
-$9,167.08 
BNDX Vanguard Total International Bond ETF
-0.18%
-$14,396.7 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,871.68 
MUB iShares National Muni Bond ETF
-0.13%
-$309.42 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$0.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$4,853.7 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.1%
-$0.09 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$0.07 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.09%
-$0.07 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$3,076.94 
NEE NextEra Energy, Inc.
-0.08%
-$0.56 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$33.01 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.06%
-$1,276.97 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.05%
-$0.03 
VO Vanguard Mid-Cap ETF
-0.04%
-$19,900.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$10.99 
F Ford Motor Company
-0.04%
-$1.26 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$9.47 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$298.51 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$5,816.06 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$4,724.92 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$1,294.79 Events
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Dividends
Dividend Analysis
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| Trades 1289 | Longs Won 725/1289 56% | Profit Factor 62.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $649,311.69 |
| Average Win $106,554.9 | Best Trade (Jul 15) $13.7M | Sharpe Ratio -179.97 |
| Average Loss -$2,208.99 | Worst Trade (Jul 14) -$228,748.74 | Z-Score -8.26 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $58,965.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 166,667 | 150,000 | 133,333 | 116,667 | 100,000 | 83,333 | 66,667 | 50,000 | 33,333 | 16,667 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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