BITTERROOT CAPITAL ADVISORS LLC — 13F Holdings & Portfolio

CIK 2110106 · latest 13F-HR filed 2026-05-12

BITTERROOT CAPITAL ADVISORS LLC manages $164.7M in 13F-reported U.S. long-equity assets across 60 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SGOV (33.41%), QUAL (16.25%), IQLT (10.61%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 10 new positions, exited 1, added to 9, and trimmed 14.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$164.7M

Long-equity book

Holdings

60

Distinct positions

Period

2026-03-31

Filed 2026-05-12

Q/Q Activity

+10 / −1 / ↑9 / ↓14

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$19.5M +54.9%
  • PLAINS GP HLDGS L P$227.7K +29.3%
  • ENTERPRISE PRODS PARTNERS L$146.5K +19.8%
  • MPLX LP$44.6K +8.9%
  • WESTERN MIDSTREAM PARTNERS L$32.4K +6.4%
Show all 9

Top Trims

  • ISHARES TR-$1.5M -9.8%
  • TESLA INC-$588.1K -16.6%
  • INVESCO EXCH TRD SLF IDX FD-$164.1K -87.1%
  • SABLE OFFSHORE CORP-$119.5K -82.8%
  • ISHARES BITCOIN TRUST ETF-$106.6K -22.6%
Show all 14

New Positions

  • MSCI INC$2.0M
  • UNITEDHEALTH GROUP INC$37.9K
  • MICROSOFT CORP$37.0K
  • BROOKFIELD CORP$24.3K
  • PAYPAL HLDGS INC$20.4K
Show all 10

Exited Positions

  • SELECT WATER SOLUTIONS INC$121.7K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR SGOV 46436E718 $55.0M 33.41% 546,680 SH
2 ISHARES TR QUAL 46432F339 $26.8M 16.25% 139,516 SH
3 ISHARES TR IQLT 46434V456 $17.5M 10.61% 378,163 SH
4 ISHARES TR IWD 464287598 $15.5M 9.40% 72,440 SH
5 ISHARES TR IWF 464287614 $13.7M 8.33% 32,173 SH
6 ISHARES TR IEFA 46432F842 $8.8M 5.35% 97,292 SH
7 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.8M 3.51% 8,900 SH
8 TESLA INC TSLA 88160R101 $3.0M 1.80% 7,975 SH
9 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.1M 1.30% 9,925 SH
10 MSCI INC MSCI 55354G100 $2.0M 1.20% 3,681 SH
11 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $1.8M 1.10% 2,929 SH
12 ISHARES TR EFA 464287465 $1.6M 1.00% 16,882 SH
13 ISHARES TR IVV 464287200 $1.1M 0.64% 1,608 SH
14 STATE STR SPDR DOW JONES IND DIA 78467X109 $1.0M 0.62% 2,219 SH
15 PLAINS GP HLDGS L P PAGP 72651A207 $1.0M 0.61% 41,354 SH
16 ISHARES TR EEM 464287234 $907.4K 0.55% 15,977 SH
17 ENTERPRISE PRODS PARTNERS L EPD 293792107 $886.1K 0.54% 23,416 SH
18 ISHARES TR ACWI 464288257 $761.2K 0.46% 5,501 SH
19 MPLX LP MPLX 55336V100 $543.2K 0.33% 9,518 SH
20 WESTERN MIDSTREAM PARTNERS L WES 958669103 $536.8K 0.33% 13,038 SH
21 NVIDIA CORPORATION NVDA 67066G104 $496.9K 0.30% 2,849 SH
22 SSGA ACTIVE ETF TR TOTL 78467V848 $402.1K 0.24% 10,120 SH
23 SPDR GOLD TR GLD 78463V107 $379.9K 0.23% 883 SH
24 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $376.8K 0.23% 20,194 SH
25 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $364.8K 0.22% 9,496 SH
26 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $364.2K 0.22% 6,170 SH
27 INVESCO EXCH TRD SLF IDX FD BSCU 46138J460 $275.2K 0.17% 16,460 SH
28 SCHWAB STRATEGIC TR SCHO 808524862 $191.4K 0.12% 7,886 SH
29 ISHARES INC IEMG 46434G103 $183.3K 0.11% 2,628 SH
30 ISHARES TR SHV 464288679 $101.8K 0.06% 922 SH
31 AB ACTIVE ETFS INC HYFI 00039J608 $101.8K 0.06% 2,736 SH
32 VANGUARD MUN BD FDS VTEB 922907746 $101.5K 0.06% 2,035 SH
33 HONEYWELL INTL INC HON 438516106 $100.1K 0.06% 443 SH
34 VANGUARD INTL EQUITY INDEX F VWO 922042858 $99.7K 0.06% 1,845 SH
35 VANGUARD INDEX FDS VOO 922908363 $96.2K 0.06% 161 SH
36 INVESCO EXCH TRD SLF IDX FD PDBC 46138J395 $85.6K 0.05% 4,071 SH
37 ISHARES INC EWC 464286509 $82.0K 0.05% 1,497 SH
38 ISHARES TR HYG 464288513 $80.6K 0.05% 1,013 SH
39 AMAZON COM INC AMZN 023135106 $79.1K 0.05% 380 SH
40 COMMERCE BANCSHARES INC CBSH 200525103 $65.8K 0.04% 1,338 SH
41 DBX ETF TR DBEF 233051200 $55.4K 0.03% 1,122 SH
42 ISHARES TR SCZ 464288273 $50.7K 0.03% 646 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $37.9K 0.02% 140 SH
44 MICROSOFT CORP MSFT 594918104 $37.0K 0.02% 100 SH
45 SABLE OFFSHORE CORP SOC 78574H104 $24.8K 0.02% 1,500 SH
46 INVESCO EXCH TRD SLF IDX FD BSJU 46139W841 $24.4K 0.01% 954 SH
47 BROOKFIELD CORP BN 11271J107 $24.3K 0.01% 600 SH
48 MICRON TECHNOLOGY INC MU 595112103 $22.0K 0.01% 65 SH
49 PAYPAL HLDGS INC PYPL 70450Y103 $20.4K 0.01% 450 SH
50 S&P GLOBAL INC SPGI 78409V104 $14.9K 0.01% 35 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-12 $164.7M 60 0002110106-26-000002
2025-12-31 2026-02-17 $146.0M 51 0002110106-26-000001