§ 13F · FUND PROFILE
BITTERROOT CAPITAL ADVISORS LLC.
AUM · $166M (13F)Positions · 53Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$318K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | ISHARES TR | 430K | $43M | 26.1% | −21% |
| 2 | QUAL | ISHARES TR | 140K | $31M | 18.4% | ±0% |
| 3 | IQLT | ISHARES TR | 380K | $19M | 11.3% | ±0% |
| 4 | IWD | ISHARES TR | 72K | $18M | 10.6% | ±0% |
| 5 | IWF | ISHARES TR | 129K | $16M | 9.6% | +300% |
| 6 | IEFA | ISHARES TR | 97K | $9M | 5.7% | ±0% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 9K | $7M | 4.1% | +3% |
| 8 | TSLA | TESLA INC | 8K | $3M | 2.0% | −1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 10K | $2M | 1.4% | ±0% |
| 10 | MSCI | MSCI INC | 4K | $2M | 1.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BITTERROOT SIGNAL
AC read
BITTERROOT CAPITAL ADVISORS LLC is a Other fund managing $166 million in assets. The fund runs a portfolio of 53 positions.
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