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Portfolio (Quarterly) Guide ↗

BITTERROOT CAPITAL ADVISORS LLC

· CIK 0002110106
13F Portfolio $166M AUM 53 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 13 Added 7 Reduced 9 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 430,117.0 $43.3M 26.09% -117K -21.3% $100.67 +0.0%
2 TSLA TESLA INC Consumer Cyclical 7,900.0 $3.4M 2.02% -75.0 -0.9% $425.30 -18.0%
3 NVDA NVIDIA CORPORATION Technology 2,279.0 $456K 0.28% -570.0 -20.0% $200.09 +8.7%
4 BSCU INVESCO EXCH TRD SLF IDX FD 15,145.0 $252K 0.15% -1K -8.0% $16.64 -1.0%
5 BSCT INVESCO EXCH TRD SLF IDX FD 10,679.0 $198K 0.12% -10K -47.1% $18.57 -0.5%
6 MU MICRON TECHNOLOGY INC Technology 55.0 $63K 0.04% -10.0 -15.4% $1154.29 -19.2%
7 UNH UNITEDHEALTH GROUP INC Healthcare 110.0 $46K 0.03% -30.0 -21.4% $415.63 -5.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.3%
Consumer Cyclical 17.4%
Energy 11.8%
Technology 2.6%
Basic Materials 1.3%
Consumer Defensive 0.4%
Healthcare 0.2%
Communication Services 0.0%