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LEILA SHAVER

Bitterroot Capital Advisors Llc

Assets Managed
$164.7M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
12.81%(2Q avg: 6.41%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bitterroot Capital Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Bitterroot Capital Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 164.7M in assets, with a quarterly growth rate of 12.81% and a 2-quarter average growth rate of 6.41%. The portfolio is managed by LEILA SHAVER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 54.52%
33.42%
$55.029M
546,680 shares@ $100.66 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 0.12%
16.25%
$26.761M
139,516 shares@ $191.82 avg price
IQLT
Ishares Msci International Q
Recent Activity
Increased 0.06%
10.62%
$17.48M
378,163 shares@ $46.23 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Increased 0.18%
9.4%
$15.478M
72,440 shares@ $213.68 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 0.15%
8.33%
$13.719M
32,173 shares@ $426.41 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.14%
5.35%
$8.808M
97,292 shares@ $90.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.17%
3.52%
$5.788M
8,900 shares@ $650.36 avg price
TSLA
Tesla Inc
Recent Activity
Increased 0.95%
1.81%
$2.965M
7,975 shares@ $371.75 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 0.14%
1.3%
$2.134M
9,925 shares@ $215.07 avg price
MSCI
Msci Inc
Recent Activity
New Position
1.21%
$1.984M
3,681 shares@ $539.02 avg price

1-10 of 60