Institutional Fund
Bitterroot Capital Advisors LLC
Bozeman, MTCIK 21101062 filings on record
Portfolio Value
$164.70M
Q1 2026
Holdings
60
Reported positions
New Buys
10
Opened this quarter
QoQ Change
+12.8%
from $146.00M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr33.4%
- Ishares Tr16.2%
- Ishares Tr10.6%
- Ishares Tr9.4%
- Ishares Tr8.3%
- Ishares Tr5.3%
- Other16.7%
Portfolio Holdings
60 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 546.7K | $55.03M | 33.4% | +192.9K | Added |
| 2 | Ishares Tr | 139.5K | $26.76M | 16.2% | +165 | Added |
| 3 | Ishares Tr | 378.2K | $17.48M | 10.6% | +216 | Added |
| 4 | Ishares Tr | 72.4K | $15.48M | 9.4% | +129 | Added |
| 5 | Ishares Tr | 32.2K | $13.72M | 8.3% | +47 | Added |
| 6 | Ishares Tr | 97.3K | $8.81M | 5.3% | +136 | Added |
| 7 | Spdr S&P 500 ETF Tr | 8.9K | $5.79M | 3.5% | +15 | Added |
| 8 | Tesla Inc | 8.0K | $2.96M | 1.8% | +75 | Added |
| 9 | Vanguard Specialized Funds | 9.9K | $2.13M | 1.3% | +13 | Added |
| 10 | Msci Inc | 3.7K | $1.98M | 1.2% | +3.7K | New |
50 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio