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Bitterroot Capital Advisors

Latest statistics and disclosures from Bitterroot Capital Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110106

Tip: Access up to 7 years of quarterly data

Positions held by Bitterroot Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Bitterroot Capital Advisors

Bitterroot Capital Advisors holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV)	33.4	$55M	547k	100.66	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	16.2	$27M	140k	191.82	View chart
Ishares Tr Msci Intl Qualty (IQLT)	10.6	$18M	378k	46.22	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	9.4	$16M	72k	213.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	8.3	$14M	32k	426.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.3	$8.8M	97k	90.53	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.5	$5.8M	8.9k	650.36	View chart
Tesla Motors (TSLA)	1.8	$3.0M	8.0k	371.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$2.1M	9.9k	215.06	View chart
Msci (MSCI)	1.2	$2.0M	3.7k	539.01	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.1	$1.8M	2.9k	616.76	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$1.6M	17k	97.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.1M	1.6k	653.21	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$1.0M	2.2k	463.19	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.6	$1.0M	41k	24.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$907k	16k	56.79	View chart
Enterprise Products Partners (EPD)	0.5	$886k	23k	37.84	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$761k	5.5k	138.37	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.3	$543k	9.5k	57.07	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.3	$537k	13k	41.17	View chart
NVIDIA Corporation (NVDA)	0.3	$497k	2.8k	174.40	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$402k	10k	39.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$380k	883.00	430.29	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$377k	20k	18.66	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$365k	9.5k	38.42	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$364k	6.2k	59.03	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$275k	17k	16.72	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$191k	7.9k	24.27	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$183k	2.6k	69.75	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$102k	922.00	110.43	View chart
Ab Active Etfs High Yield Etf (HYFI)	0.1	$102k	2.7k	37.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$102k	2.0k	49.89	View chart
Honeywell International (HON)	0.1	$100k	443.00	226.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$100k	1.8k	54.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$96k	161.00	597.55	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	0.1	$86k	4.1k	21.04	View chart
Ishares Msci Cda Etf (EWC)	0.0	$82k	1.5k	54.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$81k	1.0k	79.56	View chart
Amazon (AMZN)	0.0	$79k	380.00	208.27	View chart
Commerce Bancshares (CBSH)	0.0	$66k	1.3k	49.20	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$55k	1.1k	49.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$51k	646.00	78.41	View chart
UnitedHealth (UNH)	0.0	$38k	140.00	270.59	View chart
Microsoft Corporation (MSFT)	0.0	$37k	100.00	370.17	View chart
Sable Offshore Corp Com Shs (SOC)	0.0	$25k	1.5k	16.52	View chart
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU)	0.0	$24k	954.00	25.58	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$24k	600.00	40.47	View chart
Micron Technology (MU)	0.0	$22k	65.00	337.85	View chart
Paypal Holdings (PYPL)	0.0	$20k	450.00	45.23	View chart
S&p Global (SPGI)	0.0	$15k	35.00	425.34	View chart
EQT Corporation (EQT)	0.0	$14k	225.00	63.64	View chart
Solstice Advanced Matls Com Shs (SOLS)	0.0	$8.4k	110.00	76.16	View chart
Citigroup Com New (C)	0.0	$5.9k	52.00	113.12	View chart
Kraft Heinz (KHC)	0.0	$5.6k	250.00	22.49	View chart
General Mills (GIS)	0.0	$4.7k	125.00	37.22	View chart
Meta Platforms Cl A (META)	0.0	$4.0k	7.00	572.14	View chart
Sk Telecom Sponsored Adr (SKM)	0.0	$2.9k	100.00	29.29	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$1.9k	21.00	90.33	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$1.3k	10.00	125.50	View chart
Advisorshares Tr Pure Cannabis (YOLO)	0.0	$710.991000	270.00	2.63	View chart

Past Filings by Bitterroot Capital Advisors

SEC 13F filings are viewable for Bitterroot Capital Advisors going back to 2026

Bitterroot Capital Advisors 2026 Q1 filed May 12, 2026

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