Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOVIshares Tr | $43.3M | 26.1% | −21.3% |
| QUALIshares Tr | $30.6M | 18.4% | |
| IQLTIshares Tr | $18.8M | 11.3% | |
| IWDIshares Tr | $17.6M | 10.6% | |
| IWFIshares Tr | $16.0M | 9.6% | |
| IEFAIshares Tr | $9.4M | 5.7% | |
| SPYState Str Spdr S&p 500 Etf T | $6.8M | 4.1% | +2.6% |
| TSLATesla Inc | $3.4M | 2.0% | |
| VIGVanguard Specialized Funds | $2.4M | 1.4% | |
| MSCIMsci Inc | $2.1M | 1.2% | |
| MDYState Str Spdr S&p Midcap 40 | $2.1M | 1.2% | |
| EFAIshares Tr | $1.8M | 1.1% | |
| EEMIshares Tr | $1.2M | 0.7% | +13.3% |
| IVVIshares Tr | $1.2M | 0.7% | |
| DIAState Str Spdr Dow Jones Ind | $1.2M | 0.7% | |
| PAGPPlains Gp Hldgs L P | $1.0M | 0.6% | +1.7% |
| EPDEnterprise Prods Partners L | $873K | 0.5% | +1.4% |
| ACWIIshares Tr | $863K | 0.5% | |
| WESWestern Midstream Partners L | $626K | 0.4% | +9.7% |
| MPLXMplx LP | $547K | 0.3% | +1.9% |
| NVDANvidia Corporation | $456K | 0.3% | −20.0% |
| TOTLSsga Active Etf Tr | $403K | 0.2% | |
| GLDSpdr Gold Tr | $325K | 0.2% | |
| IBITIshares Bitcoin Trust Etf | $316K | 0.2% | |
| FBTCFidelity Wise Origin Bitcoin | $315K | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PAGPPlains Gp Hldgs L P | December 31, 2025 | +26.8% | $1.0M |
| EEMIshares Tr | December 31, 2025 | +25.0% | $1.2M |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $219K |
| MDYState Str Spdr S&p Midcap 40 | December 31, 2025 | +16.6% | $2.1M |
| IWDIshares Tr | December 31, 2025 | +15.3% | $17.6M |
| EPDEnterprise Prods Partners L | December 31, 2025 | +14.7% | $873K |
| VWOVanguard Intl Equity Index F | December 31, 2025 | +11.0% | $110K |
| ACWIIshares Tr | December 31, 2025 | +10.9% | $863K |
| WESWestern Midstream Partners L | December 31, 2025 | +10.8% | $626K |
| QUALIshares Tr | December 31, 2025 | +10.5% | $30.6M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $100K
- MSFTMicrosoft Corp was $37K
- BNBrookfield Corp was $24K
- PYPLPaypal Hldgs Inc was $20K
- SPGIS&p Global Inc was $15K
- EQTEqt Corp was $14K
- KHCKraft Heinz Co was $5,623
- GISGeneral Mills Inc was $4,653
- SKMSk Telecom Co Ltd was $2,929
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bitterroot Capital Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2110106&type=13F-HR&dateb=&owner=include&count=40CIK 2110106
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2110106/000211010626000003/Filed August 14, 2026 · accession 0002110106-26-000003