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Portfolio (Quarterly) Guide ↗

BITTERROOT CAPITAL ADVISORS LLC

· CIK 0002110106
13F Portfolio $165M AUM 60 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 11 Added 4 Reduced 1 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVDA NVIDIA CORPORATION Technology 2,849.0 $497K 0.30% +20.0 +0.7% $174.40 +22.6%
22 TOTL SSGA ACTIVE ETF TR 10,120.0 $402K 0.24% +61.0 +0.6% $39.73 -0.8%
23 GLD SPDR GOLD TR Financial Services 883.0 $380K 0.23% $430.29 -4.3%
24 BSCT INVESCO EXCH TRD SLF IDX FD 20,194.0 $377K 0.23% +115.0 +0.6% $18.66 -0.5%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 9,496.0 $365K 0.22% $38.42 +11.9%
26 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 6,170.0 $364K 0.22% $59.03 +11.9%
27 BSCU INVESCO EXCH TRD SLF IDX FD 16,460.0 $275K 0.17% -6K -25.9% $16.72 -0.5%
28 SCHO SCHWAB STRATEGIC TR 7,886.0 $191K 0.12% $24.27 -0.5%
29 IEMG ISHARES INC 2,628.0 $183K 0.11% $69.75 +19.5%
30 SHV ISHARES TR 922.0 $102K 0.06% $110.43 -0.1%
31 HYFI AB ACTIVE ETFS INC 2,736.0 $102K 0.06% +48.0 +1.8% $37.19 +0.6%
32 VTEB VANGUARD MUN BD FDS 2,035.0 $102K 0.06% $49.89 +0.4%
33 HON HONEYWELL INTL INC Industrials 443.0 $100K 0.06% $226.03 +2.5%
34 VWO VANGUARD INTL EQUITY INDEX F 1,845.0 $100K 0.06% $54.05 +11.3%
35 VOO VANGUARD INDEX FDS 161.0 $96K 0.06% $597.55 +15.4%
36 BSJT INVESCO EXCH TRD SLF IDX FD 4,071.0 $86K 0.05% -3K -46.2% $21.04 +0.6%
37 EWC ISHARES INC 1,497.0 $82K 0.05% $54.79 +7.0%
38 HYG ISHARES TR 1,013.0 $81K 0.05% $79.56 +0.7%
39 AMZN AMAZON COM INC Consumer Cyclical 380.0 $79K 0.05% $208.27 +26.4%
40 CBSH COMMERCE BANCSHARES INC Financial Services 1,338.0 $66K 0.04% $49.20 +6.7%
Page 2 of 3  ·  60 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 63.6%
Consumer Cyclical 16.4%
Energy 16.2%
Technology 3.0%
Industrials 0.5%
Healthcare 0.2%
Consumer Defensive 0.1%
Communication Services 0.0%
Basic Materials 0.0%