BITTERROOT CAPITAL ADVISORS LLC
BITTERROOT CAPITAL ADVISORS LLC reported 53 positions worth $166.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SGOV (26.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SGOV | SH | $43.3M | 26.09% | 430,117 | — | — | |
| ▸ 2 | QUAL | SH | $30.6M | 18.44% | 139,525 | — | — | |
| ▸ 3 | IQLT | SH | $18.8M | 11.34% | 379,823 | — | — | |
| ▸ 4 | IWD | SH | $17.6M | 10.58% | 72,440 | — | — | |
| ▸ 5 | IWF | SH | $16.0M | 9.63% | 128,692 | — | — | |
| ▸ 6 | IEFA | SH | $9.4M | 5.67% | 97,395 | — | — | |
| ▸ 7 | SPY | SH | $6.8M | 4.11% | 9,134 | — | — | |
| ▸ 8 | TSLA | SH | $3.4M | 2.02% | 7,900 | — | — | |
| ▸ 9 | VIG | SH | $2.4M | 1.42% | 9,940 | — | — | |
| ▸ 10 | MSCI | SH | $2.1M | 1.25% | 3,691 | — | — |
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Frequently Asked Questions
What stocks does BITTERROOT CAPITAL ADVISORS LLC hold as of Q2 2026?
BITTERROOT CAPITAL ADVISORS LLC reported 53 positions worth $166.0M in its Q2 2026 13F filing. Largest positions: SGOV (26.1%), QUAL (18.4%), IQLT (11.3%), IWD (10.6%) and IWF (9.6%).
What did BITTERROOT CAPITAL ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BITTERROOT CAPITAL ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.