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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DBEF DBX ETF TR 1,122.0 $55K 0.03% $49.40 +7.8%
42 SCZ ISHARES TR 646.0 $51K 0.03% $78.41 +10.2%
43 UNH UNITEDHEALTH GROUP INC Healthcare 140.0 $38K 0.02% NEW $270.59 +39.3%
44 MSFT MICROSOFT CORP Technology 100.0 $37K 0.02% NEW $370.17 +12.4%
45 SOC SABLE OFFSHORE CORP Energy 1,500.0 $25K 0.01% -14K -90.6% $16.52 -16.8%
46 BSJU INVESCO EXCH TRD SLF IDX FD 954.0 $24K 0.01% -6K -86.8% $25.58 +0.8%
47 BN BROOKFIELD CORP Financial Services 600.0 $24K 0.01% NEW $40.47 +13.7%
48 MU MICRON TECHNOLOGY INC Technology 65.0 $22K 0.01% +10.0 +18.2% $337.85 +165.2%
49 PYPL PAYPAL HLDGS INC Financial Services 450.0 $20K 0.01% NEW $45.23 -2.4%
50 SPGI S&P GLOBAL INC Financial Services 35.0 $15K 0.01% NEW $425.34 -3.0%
51 EQT EQT CORP Energy 225.0 $14K 0.01% NEW $63.64 -11.7%
52 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 110.0 $8K 0.01% $76.16 +11.1%
53 C CITIGROUP INC Financial Services 52.0 $6K 0.00% $113.12 +12.1%
54 KHC KRAFT HEINZ CO Consumer Defensive 250.0 $6K 0.00% NEW $22.49 +6.0%
55 GIS GENERAL MILLS INC Consumer Defensive 125.0 $5K 0.00% NEW $37.22 -10.9%
56 META META PLATFORMS INC Communication Services 7.0 $4K 0.00% $572.14 +7.0%
57 SKM SK TELECOM CO LTD Communication Services 100.0 $3K 0.00% NEW $29.29 +31.9%
58 BIL SPDR SERIES TRUST 21.0 $2K 0.00% $90.33 +1.4%
59 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10.0 $1K 0.00% $125.50 +3.2%
60 YOLO ADVISORSHARES TR 270.0 $711.0 $2.63 +10.9%
Page 3 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%