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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
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CBSH COMMERCE BANCSHARES INC Financial Services 1,338.0 $77K 0.05% $57.75 +0.5%
42 MO ALTRIA GROUP INC Consumer Defensive 1,000.0 $72K 0.04% NEW $71.95 -4.6%
43 MU MICRON TECHNOLOGY INC Technology 55.0 $63K 0.04% -10.0 -15.4% $1154.29 -19.2%
44 DBEF DBX ETF TR 1,122.0 $61K 0.04% $54.63 +2.4%
45 SCZ ISHARES TR 646.0 $53K 0.03% $82.27 +5.7%
46 UNH UNITEDHEALTH GROUP INC Healthcare 110.0 $46K 0.03% -30.0 -21.4% $415.63 -5.5%
47 BSJU INVESCO EXCH TRD SLF IDX FD 970.0 $25K 0.01% +16.0 +1.7% $25.82 -0.4%
48 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110.0 $10K 0.01% $88.60 -28.3%
49 C CITIGROUP INC Financial Services 52.0 $7K 0.00% $140.27 -5.3%
50 META META PLATFORMS INC Communication Services 7.0 $4K 0.00% $563.29 +2.6%
51 BIL SPDR SERIES TRUST 21.0 $2K 0.00% $90.33 +1.5%
52 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10.0 $960.0 0.00% $96.00 +23.9%
53 YOLO ADVISORSHARES TR 270.0 $781.0 $2.89 +4.1%
Page 3 of 3  ·  53 positions

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%