BITTERROOT CAPITAL ADVISORS LLC
All 13F Filings
- Location
- Bozeman, MT
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 165,987
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 53 | 165,987 | 13F-HR | BITTERROOT CAPITAL ADVISORS LLC |
| Q1 2026 | 5/11/2026 | 60 | 164,700 | 13F-HR | BITTERROOT CAPITAL ADVISORS LLC |
| Q4 2025 | 2/17/2026 | 51 | 146,004 | 13F-HR | BITTERROOT CAPITAL ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.03 K | 6.0% | 777 | 0 | 777 |
| ETFs | 156 K | 94.0% | 510 | 0 | 510 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
165,987
Holdings
53
QoQ value change ($000)
1,287
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.