BITTERROOT CAPITAL ADVISORS LLC - Portfolio overview

BITTERROOT CAPITAL ADVISORS LLC has 60 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Energy.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 33.41%
2. QUAL - ISHARES TR, 16.25%
3. IQLT - ISHARES TR, 10.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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