BITTERROOT CAPITAL ADVISORS LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 96.4%; sector active share 84.8% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
53 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 94.2% | $156,283,946 |
| Consumer Cyclical | 2.1% | $3,414,268 |
| Energy | 1.9% | $3,213,762 |
| Financial Services | 1.3% | $2,151,653 |
| Technology | 0.3% | $519,490 |
| Basic Materials | 0.2% | $255,246 |
| Consumer Defensive | 0.0% | $71,950 |
| Healthcare | 0.0% | $45,719 |
| Communication Services | 0.0% | $3,943 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | +96,519 | 128,692 | $15,979,685 | |
| SOC | Sable Offshore Corp. | +46,500 | 48,000 | $147,840 | |
| EEM | iShares MSCI Emerging Markets ETF | +2,125 | 18,102 | $1,238,357 | |
| IQLT | iShares MSCI Intl Quality Factor ETF | +1,660 | 379,823 | $18,820,229 | |
| WES | Western Midstream Partners, LP | +1,260 | 14,298 | $625,680 | |
| PAGP | Plains Gp Holdings LP | +705 | 42,059 | $1,020,771 | |
| EPD | Enterprise Products Partners L.P. | +330 | 23,746 | $872,902 | |
| SPY | Spdr S&P 500 ETF Trust | +234 | 9,134 | $6,820,997 | |
| MPLX | Mplx LP | +185 | 9,703 | $546,569 | |
| IEFA | iShares Core MSCI EAFE ETF | +103 | 97,395 | $9,406,409 | |
| TOTL | State Street(R) DoubleLine(R) Total Return Tactical ETF | +95 | 10,215 | $403,186 | |
| BSJT | +67 | 4,138 | $87,435 | ||
| HYFI | AB High Yield ETF | +45 | 2,781 | $103,842 | |
| IEMG | iShares Trust | +20 | 2,648 | $219,360 | |
| BSJU | +16 | 970 | $25,036 | ||
| VIG | Vanguard Specialized Funds | +15 | 9,940 | $2,352,002 | |
| MSCI | MSCI Inc. | +10 | 3,691 | $2,067,107 | |
| QUAL | iShares MSCI USA Quality Factor ETF | +9 | 139,525 | $30,615,970 | |
| IVV | iShares Core S&P 500 ETF | +3 | 1,611 | $1,206,461 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | −116,563 | 430,117 | $43,299,878 | |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | −9,515 | 10,679 | $198,362 | |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | −1,315 | 15,145 | $252,088 | |
| NVDA | Nvidia Corp | −570 | 2,279 | $456,005 | |
| TSLA | Tesla, Inc. | −75 | 7,900 | $3,322,740 | |
| UNH | Unitedhealth Group Inc | −30 | 110 | $45,719 | |
| MU | Micron Technology Inc | −10 | 55 | $63,485 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HON | Honeywell International Inc | 443 | $100,131 | |
| MSFT | Microsoft Corp | 100 | $37,017 | |
| BN | BROOKFIELD Corp /ON/ | 600 | $24,282 | |
| PYPL | PayPal Holdings, Inc. | 450 | $20,353 | |
| SPGI | S&P Global Inc. | 35 | $14,886 | |
| EQT | EQT Corp | 225 | $14,319 | |
| KHC | Kraft Heinz Co | 250 | $5,622 | |
| GIS | General Mills Inc | 125 | $4,652 | |
| SKM | Sk Telecom Co Ltd | 100 | $2,929 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SGOV |
iShares 0-3 Month Treasury Bond ETF
|
Reduced | 430,117 | $43,299,878 | 26.09% | |
| QUAL |
iShares MSCI USA Quality Factor ETF
|
Added | 139,525 | $30,615,970 | 18.45% | |
| IQLT |
iShares MSCI Intl Quality Factor ETF
|
Added | 379,823 | $18,820,229 | 11.34% | |
| IWD |
iShares Russell 1000 Value ETF
|
Held | 72,440 | $17,561,629 | 10.58% | |
| IWF |
iShares Russell 1000 Growth ETF
|
Added | 128,692 | $15,979,685 | 9.63% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 97,395 | $9,406,409 | 5.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 9,134 | $6,820,997 | 4.11% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 7,900 | $3,322,740 | 2.00% | |
| VIG |
Vanguard Specialized Funds
|
Added | 9,940 | $2,352,002 | 1.42% | |
| MSCI |
MSCI Inc.
Financial Services
|
Added | 3,691 | $2,067,107 | 1.25% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 2,929 | $2,060,082 | 1.24% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 16,882 | $1,753,702 | 1.06% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Added | 18,102 | $1,238,357 | 0.75% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 1,611 | $1,206,461 | 0.73% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 2,219 | $1,159,183 | 0.70% | |
| PAGP |
Plains Gp Holdings LP
Energy
|
Added | 42,059 | $1,020,771 | 0.62% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Added | 23,746 | $872,902 | 0.53% | |
| ACWI |
iShares MSCI ACWI ETF
|
Held | 5,501 | $863,491 | 0.52% | |
| WES |
Western Midstream Partners, LP
Energy
|
Added | 14,298 | $625,680 | 0.38% | |
| MPLX |
Mplx LP
Energy
|
Added | 9,703 | $546,569 | 0.33% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,279 | $456,005 | 0.27% | |
| TOTL |
State Street(R) DoubleLine(R) Total Return Tactical ETF
|
Added | 10,215 | $403,186 | 0.24% | |
| GLD |
Spdr Gold Trust
|
Held | 883 | $325,279 | 0.20% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 9,496 | $316,121 | 0.19% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 6,170 | $314,978 | 0.19% | |
| BSCU |
Invesco BulletShares 2030 Corporate Bond ETF
|
Reduced | 15,145 | $252,088 | 0.15% | |
| MINE |
Mayfair Gold Corp.
Basic Materials
|
NEW | 100,000 | $245,500 | 0.15% | |
| IEMG |
iShares Trust
|
Added | 2,648 | $219,360 | 0.13% | |
| BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
|
Reduced | 10,679 | $198,362 | 0.12% | |
| SCHO |
Schwab Short-Term U.S. Treasury ETF
|
Held | 7,886 | $190,368 | 0.11% | |
| SOC |
Sable Offshore Corp.
Energy
|
Added | 48,000 | $147,840 | 0.09% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 161 | $110,576 | 0.07% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 1,845 | $110,128 | 0.07% | |
| HYFI |
AB High Yield ETF
|
Added | 2,781 | $103,842 | 0.06% | |
| VTEB |
VANGUARD TAX-EXEMPT BOND INDEX FUND
|
Held | 2,035 | $102,930 | 0.06% | |
| SHV |
iShares 0-1 Year Treasury Bond ETF
|
Held | 922 | $101,742 | 0.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 380 | $90,569 | 0.05% | |
| BSJT |
|
Added | 4,138 | $87,435 | 0.05% | |
| EWC |
iShares Trust
|
Held | 1,497 | $86,287 | 0.05% | |
| HYG |
iShares iBoxx $ High Yield Corporate Bond ETF
|
Held | 1,013 | $81,009 | 0.05% | |
| CBSH |
Commerce Bancshares Inc /Mo/
Financial Services
|
Held | 1,338 | $77,269 | 0.05% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 1,000 | $71,950 | 0.04% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 55 | $63,485 | 0.04% | |
| DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
|
Held | 1,122 | $61,294 | 0.04% | |
| SCZ |
iShares MSCI EAFE Small-Cap ETF
|
Held | 646 | $53,146 | 0.03% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 110 | $45,719 | 0.03% | |
| BSJU |
|
Added | 970 | $25,036 | 0.02% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
Held | 110 | $9,746 | 0.01% | |
| C |
Citigroup Inc
Financial Services
|
Held | 52 | $7,277 | 0.00% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 7 | $3,943 | 0.00% |
Showing the top 50 of 53 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.