BITTERROOT CAPITAL ADVISORS LLC
•CIK: 2110106•Filing: Q4 2025
**BITTERROOT CAPITAL ADVISORS LLC** manages $146M across a diversified portfolio of 51 positions. The strategy shows a significant allocation to short-duration treasuries, evidenced by the $35.5M holding in SGOV. Notable secondary concentrations include QUAL ($27.7M) and IQLT ($17.2M), suggesting a focus on fixed income and quality credit. The remaining capital is spread across equities, with top names including IWD ($15.2M) and IWF ($15.2M).
Total AUM
$146.0M
QoQ Performance
N/A
Positions
35
Top 10 Concentration
91.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SGOV
QUAL
IQLT
IWD
IWF
IEFA
SGOV24.3%
QUAL19.0%
IQLT11.8%
IWD10.4%
IWF10.4%
IEFA6.0%
SPY4.1%
TSLA2.4%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other92.1%
ETF5.0%
Consumer2.5%
Technology0.4%
Industrial0.1%