Arkolith/Funds/Bitterroot Capital Advisors LLC

Bitterroot Capital Advisors LLC

CIK 2110106
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Bitterroot Capital Advisors LLC holds a concentrated book of 53 stocks worth $166.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Mayfair Gold Corp and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 26% of the equity book.

Opened
2
bought for the first time
Added to
19
already held, bought more
Trimmed
7
sold some, still holds it
Sold out
9
exited the position entirely

Concentration

Top-heavy: concentrated book

Top 5 holdings
76%
Top 10 holdings
91%
Top 20 holdings
97%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

6% mapped to company sectors

ETF / fund or unclassified
94%
Consumer Discretionary
2%
Financials
2%
Industrials
1%
Utilities
1%
Information Technology
0%
Materials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Bitterroot Capital Advisors LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY62 / 53$335.7B
UBS Group AG61 / 53$89.3B
ROYAL BANK OF CANADA61 / 53$88.8B
LPL Financial LLC61 / 53$60.8B
OSAIC HOLDINGS, INC.61 / 53$10.5B
CWM, LLC61 / 53$5.0B
BANK OF AMERICA CORP /DE/60 / 53$256.6B
WELLS FARGO & COMPANY/MN60 / 53$96.9B

Ranked by the share of each fund's own book sitting in the names it shares with Bitterroot Capital Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

53 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
0-3 MTH TREASURY
$43.3M430.1K
26.1%
−21%
Reduced · −117K sh
2Ishares TR
MSCI USA QLT FCT
$30.6M139.5K
18.4%
~0%
Added · +9 sh
3Ishares TR
MSCI INTL QUALTY
$18.8M379.8K
11.3%
+0.4%
Added · +2K sh
4Ishares TR
RUS 1000 VAL ETF
$17.6M72.4K
10.6%
Held
5Ishares TR
RUS 1000 GRW ETF
$16.0M128.7K
9.6%
+300%
Added · +97K sh
6Ishares TR
CORE MSCI EAFE
$9.4M97.4K
5.7%
+0.1%
Added · +103 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$6.8M9.1K
4.1%
+2.6%
Added · +234 sh
8Tesla Inc
COM
$3.4M7.9K
2.0%
−0.9%
Reduced · −75 sh
9Vanguard Specialized Funds
DIV APP ETF
$2.4M9.9K
1.4%
+0.1%
Added · +15 sh
10Msci Inc
COM
$2.1M3.7K
1.2%
+0.3%
Added · +10 sh
11State STR SPDR S&P Midcap 40
UTSER1 S&PDCRP
$2.1M2.9K
1.2%
Held
12Ishares TR
MSCI EAFE ETF
$1.8M16.9K
1.1%
Held
13Ishares TR
MSCI EMG MKT ETF
$1.2M18.1K
0.7%
+13%
Added · +2K sh
14Ishares TR
CORE S&P500 ETF
$1.2M1.6K
0.7%
+0.2%
Added · +3 sh
15State STR SPDR Dow Jones Ind
UT SER 1
$1.2M2.2K
0.7%
Held
16Plains GP Hldgs L P
LTD PARTNR INT A
$1.0M42.1K
0.6%
+1.7%
Added · +705 sh
17Enterprise Prods Partners L
COM
$873K23.7K
0.5%
+1.4%
Added · +330 sh
18Ishares TR
MSCI ACWI ETF
$863K5.5K
0.5%
Held
19Western Midstream Partners L
COM UNIT LP INT
$626K14.3K
0.4%
+9.7%
Added · +1K sh
20MPLX LP
COM UNIT REP LTD
$547K9.7K
0.3%
+1.9%
Added · +185 sh
21Nvidia Corporation
COM
$456K2.3K
0.3%
−20%
Reduced · −570 sh
22Ssga Active ETF TR
ST STR TOTAL ETF
$403K10.2K
0.2%
+0.9%
Added · +95 sh
23SPDR Gold TR
GOLD SHS
$325K883
0.2%
Held
24Ishares Bitcoin Trust ETF
SHS BEN INT
$316K9.5K
0.2%
Held
25Fidelity Wise Origin Bitcoin
SHS
$315K6.2K
0.2%
Held
26Invesco Exch TRD SLF Idx FD
INVSCO 30 CORP
$252K15.1K
0.2%
−8.0%
Reduced · −1K sh
27Mayfair Gold Corp
COM NEW
$246K100.0K
0.1%
New
New position
28Ishares Inc
CORE MSCI EMKT
$219K2.6K
0.1%
+0.8%
Added · +20 sh
29Invesco Exch TRD SLF Idx FD
BULETSHS 2029
$198K10.7K
0.1%
−47%
Reduced · −10K sh
30Schwab Strategic TR
SHT TM US TRES
$190K7.9K
0.1%
Held
31Sable Offshore Corp
COM SHS
$148K48.0K
0.1%
32×
Added · +47K sh
32Vanguard Index FDS
S&P 500 ETF SHS
$111K161
0.1%
Held
33Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$110K1.8K
0.1%
Held
34AB Active Etfs Inc
HIGH YIELD ETF
$104K2.8K
0.1%
+1.6%
Added · +45 sh
35Vanguard Mun BD FDS
TAX EXEMPT BD
$103K2.0K
0.1%
Held
36Ishares TR
TRUST ISHARE 0-1
$102K922
0.1%
Held
37Amazon Com Inc
COM
$91K380
0.1%
Held
38Invesco Exch TRD SLF Idx FD
BULETSHS 2029 HG
$87K4.1K
0.1%
+1.6%
Added · +67 sh
39Ishares Inc
MSCI CDA ETF
$86K1.5K
0.1%
Held
40Ishares TR
IBOXX HI YD ETF
$81K1.0K
0.0%
Held
41Commerce Bancshares Inc
COM
$77K1.3K
0.0%
Held
42Altria Group Inc
COM
$72K1.0K
0.0%
New
New position
43Micron Technology Inc
COM
$63K55
0.0%
−15%
Reduced · −10 sh
44DBX ETF TR
XTRACK MSCI EAFE
$61K1.1K
0.0%
Held
45Ishares TR
EAFE SML CP ETF
$53K646
0.0%
Held
46Unitedhealth Group Inc
COM
$46K110
0.0%
−21%
Reduced · −30 sh
47Invesco Exch TRD SLF Idx FD
BULLETSHS 2030
$25K970
0.0%
+1.7%
Added · +16 sh
48Solstice Advanced Matls Inc
COM SHS
$10K110
0.0%
Held
49Citigroup Inc
COM NEW
$7K52
0.0%
Held
50Meta Platforms Inc
CL A
$4K7
0.0%
Held
Showing 50 of 53 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202653$166.0M13F-HR
Q1 2026Mar 31, 2026May 12, 202660$164.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202651$146.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.