StockDriftsStockDriftsTop 50 Bitterroot Capital Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 33.41% | 546.7K | $55.0M | +54.51%(+192.87K) | $100.53(-0.09%) | 2026-03-31 | |
| QUAL | ISHARES TR | 16.25% | 139.5K | $26.8M | +0.12%(+165) | $196.56(+11.13%) | 2026-03-31 | |
| IQLT | ISHARES TR | 10.61% | 378.2K | $17.5M | +0.06%(+216) | $44.82(+10.66%) | 2026-03-31 | |
| IWD | ISHARES TR | 9.4% | 72.4K | $15.5M | +0.18%(+129) | $206.97(+19.25%) | 2026-03-31 | |
| IWF | ISHARES TR | 8.33% | 32.2K | $13.7M | +0.15%(+47) | $470.82(-74.27%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.35% | 97.3K | $8.8M | +0.14%(+136) | $88.39(+10.08%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.51% | 8.9K | $5.8M | +0.17%(+15) | $674.04(+10.50%) | 2026-03-31 | |
| TSLA | TESLA INC | 1.8% | 8.0K | $3.0M | +0.95%(+75) | $446.88(-11.96%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.3% | 9.9K | $2.1M | +0.13%(+13) | $217.78(+9.57%) | 2026-03-31 | |
| MSCI | MSCI INC | 1.2% | 3.7K | $2.0M | new | $556.37(+8.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -6.38% | -17.94% |
| Top 20 Holdings Unweighted | +2.75% | +8.47% |
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