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Tortoise Investment Management

Latest statistics and disclosures from Tortoise Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, STIP, AVUS, SGOV, SPY, and represent 22.23% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: JMUB (+$9.3M), DMBS, MTBA, SCHP, DCRE, STIP, MINO, AVMU, IVV, SPLG.
Started 301 new stock positions in CIBR, NVT, FUL, IONQ, FBIN, TPG, RDVT, CRDO, ESQ, WMK.
Reduced shares in these 10 stocks: NUV, SGOV, NUW, MBB, SPY, VGSH, SCHO, IUSV, VGLT, DFAU.
Sold out of its positions in AES, ALGN, UHAL.B, AVIG, ANSS, BPMC, BAH, BF.B, CWST, Chargepoint Holdings Inc Com Cl A.
Tortoise Investment Management was a net buyer of stock by $16M.
Tortoise Investment Management has $1.1B in assets under management (AUM), dropping by 11.27%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 1538 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Tortoise Investment Management has 1538 total positions. Only the first 250 positions are shown.

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Download the Tortoise Investment Management September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.9	$102M		152k	669.30	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.8	$55M	+3%	530k	103.36	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.3	$37M		344k	108.70	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.8	$31M	-5%	312k	100.70	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$28M	-4%	42k	666.18	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	2.4	$28M	+2%	1.2M	22.46	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.1	$24M	-2%	427k	56.86	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.1	$24M	+62%	476k	50.47	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.0	$23M	+9%	849k	26.95	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.9	$21M	+21%	418k	50.35	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$21M		315k	65.92	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.8	$20M	+26%	404k	49.68	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$20M		742k	26.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.6	$19M	-2%	128k	145.65	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$18M		48k	365.48	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$17M	-3%	367k	45.76	View chart
Apple (AAPL)	1.4	$16M	+2%	65k	254.63	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.4	$16M	+3%	278k	57.10	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$16M		85k	186.49	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.4	$16M		345k	45.51	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.4	$16M		137k	113.86	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$15M	+2%	321k	46.81	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$14M	-2%	160k	87.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$13M		40k	328.17	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.1	$13M	+2%	616k	20.91	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.1	$13M	+15%	241k	52.08	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$12M		101k	118.83	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$11M	-2%	292k	38.57	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.9	$11M		393k	27.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$11M	-4%	495k	21.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$11M	-6%	107k	99.95	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$11M	+6%	246k	42.79	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$11M	+4%	288k	36.35	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$11M	+3%	332k	31.53	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$10M		171k	59.92	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$9.8M		181k	54.18	View chart
Nuveen Mun Value Fd 2 (NUW)	0.9	$9.7M	-16%	684k	14.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$9.4M	-4%	30k	307.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$9.3M		19k	502.74	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.8	$9.2M	+10%	118k	78.34	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$9.2M		122k	75.11	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.8	$8.9M		175k	51.04	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.8	$8.9M		512k	17.48	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.8	$8.9M	+3%	193k	46.32	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.7	$8.4M		264k	31.84	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$8.3M		180k	46.12	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$7.7M		153k	50.78	View chart
Progressive Corporation (PGR)	0.7	$7.4M		30k	246.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$6.9M	-2%	70k	99.53	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$6.8M		243k	27.90	View chart
Nuveen NY Municipal Value (NNY)	0.6	$6.6M	-7%	804k	8.26	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$6.6M	-2%	91k	72.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$6.3M		30k	206.51	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$6.2M		92k	67.44	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$6.1M	-6%	265k	23.09	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$6.1M	+4%	190k	31.89	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.5	$5.8M		627k	9.26	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$5.4M	+2%	113k	48.19	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$5.3M	-2%	78k	68.46	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$4.9M	-26%	52k	95.15	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$4.8M		10k	463.74	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$4.7M	+14%	124k	37.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$4.7M		33k	142.55	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.5M	-2%	55k	82.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.4M	-3%	21k	208.71	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.4	$4.2M		63k	67.29	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$4.1M	+5%	46k	89.03	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$4.0M		71k	57.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$4.0M		155k	25.71	View chart
Nuveen Muni Value Fund (NUV)	0.3	$3.9M	-42%	437k	8.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.8M	-7%	43k	89.37	View chart
Microsoft Corporation (MSFT)	0.3	$3.7M	+2%	7.1k	517.93	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$3.6M	+6%	71k	50.51	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.5M	+2%	5.8k	612.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.5M		14k	254.28	View chart
Lightbridge Corporation (LTBR)	0.3	$3.5M		164k	21.21	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.4M	+3%	67k	50.07	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.4M		144k	23.28	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$3.2M		45k	71.37	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$3.0M		27k	110.59	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.3	$3.0M		34k	88.65	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.0M	+5%	15k	194.50	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.9M		96k	30.39	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.2	$2.8M	+5%	52k	53.28	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.7M		35k	78.90	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.6M		77k	33.37	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M		8.1k	315.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.5M	+7%	84k	29.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$2.4M	+2%	33k	72.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.4M	-4%	7.1k	332.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.9M	-34%	77k	24.40	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.2	$1.8M	-4%	68k	26.95	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$1.8M	-36%	31k	58.85	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$1.8M	-20%	73k	25.13	View chart
Terawulf (WULF)	0.2	$1.7M	+10%	153k	11.42	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$1.7M	+12%	15k	118.44	View chart
NVIDIA Corporation (NVDA)	0.2	$1.7M	+3%	9.2k	186.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M	+22%	26k	65.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.6M	-6%	2.7k	600.37	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.5M		16k	93.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	+4%	17k	91.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M	+3%	3.0k	468.41	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	-15%	1.5k	925.63	View chart
Home Depot (HD)	0.1	$1.4M		3.4k	405.19	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.4M		39k	35.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		9.9k	137.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M		5.6k	241.96	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.4M	-4%	49k	27.81	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.3M		18k	73.46	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$1.3M	+424%	29k	45.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.3M		17k	76.72	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.3M		41k	30.54	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.2M	-7%	11k	106.49	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M		22k	53.40	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.1M		27k	42.23	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.1M		14k	79.51	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.1	$1.1M	-21%	50k	22.24	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-20%	1.4k	762.76	View chart
Goldman Sachs (GS)	0.1	$1.1M		1.4k	796.35	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$1.1M	+60250%	24k	45.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.1M		34k	31.63	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.0M		16k	63.83	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.0M	-9%	22k	46.96	View chart
Amazon (AMZN)	0.1	$1.0M	+6%	4.6k	219.57	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$998k		32k	31.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$988k		4.1k	243.12	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$922k		16k	57.25	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$855k	+16%	12k	73.29	View chart
Heico Corp Cl A (HEI.A)	0.1	$767k		3.0k	254.10	View chart
International Business Machines (IBM)	0.1	$749k		2.7k	282.18	View chart
Meta Platforms Cl A (META)	0.1	$705k	+4%	960.00	734.57	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$690k		5.7k	120.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$659k	+4%	2.7k	243.55	View chart
DNP Select Income Fund (DNP)	0.1	$652k		65k	10.01	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$639k	-16%	8.0k	79.93	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$631k	+796%	8.3k	75.61	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$617k		2.9k	209.34	View chart
Cisco Systems (CSCO)	0.1	$612k		8.9k	68.42	View chart
Pepsi (PEP)	0.1	$608k		4.3k	140.44	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$606k	NEW	5.9k	102.94	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$596k	+47%	11k	52.28	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$571k	+22%	8.9k	64.12	View chart
Union Pacific Corporation (UNP)	0.1	$569k		2.4k	236.37	View chart
Procter & Gamble Company (PG)	0.0	$555k		3.6k	153.63	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$546k	+16%	13k	42.47	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.0	$539k		12k	45.57	View chart
Broadcom (AVGO)	0.0	$537k	+3%	1.6k	329.84	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$524k	+3%	16k	32.07	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$523k	-3%	13k	41.83	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.0	$508k	-12%	20k	24.93	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$502k		6.4k	78.91	View chart
Chevron Corporation (CVX)	0.0	$484k	+4%	3.1k	155.28	View chart
Emerson Electric (EMR)	0.0	$482k		3.7k	131.18	View chart
Johnson & Johnson (JNJ)	0.0	$482k		2.6k	185.42	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$482k	+5%	3.8k	125.95	View chart
American Express Company (AXP)	0.0	$468k		1.4k	332.16	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$466k	-35%	4.2k	110.48	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$460k	+26%	11k	43.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$458k	+2%	2.3k	203.59	View chart
Ge Aerospace Com New (GE)	0.0	$456k	+4%	1.5k	300.91	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$452k		9.5k	47.61	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$443k		3.0k	149.09	View chart
Parker-Hannifin Corporation (PH)	0.0	$440k		581.00	757.55	View chart
Exxon Mobil Corporation (XOM)	0.0	$440k	+2%	3.9k	112.76	View chart
Colgate-Palmolive Company (CL)	0.0	$435k		5.4k	79.94	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$434k		6.1k	71.55	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$433k	+79%	7.2k	60.03	View chart
Stryker Corporation (SYK)	0.0	$431k		1.2k	369.55	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$416k		7.3k	57.31	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$416k		6.0k	69.37	View chart
Caterpillar (CAT)	0.0	$404k		847.00	477.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$400k	+441%	5.5k	72.77	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$391k		5.3k	73.57	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$389k		12k	32.90	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$388k	+14%	7.8k	49.82	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$381k	+18%	1.4k	281.87	View chart
Bath &#38 Body Works In (BBWI)	0.0	$380k		15k	25.76	View chart
Mueller Industries (MLI)	0.0	$368k		3.6k	101.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$367k	+9%	1.7k	215.79	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$354k		8.5k	41.58	View chart
Palantir Technologies Cl A (PLTR)	0.0	$353k	+2%	1.9k	182.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$352k	+8%	7.8k	45.08	View chart
Tesla Motors (TSLA)	0.0	$346k	+13%	779.00	444.72	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$339k		5.2k	65.01	View chart
McDonald's Corporation (MCD)	0.0	$323k		1.1k	303.77	View chart
Visa Com Cl A (V)	0.0	$320k	+5%	936.00	341.38	View chart
Kinder Morgan (KMI)	0.0	$311k		11k	28.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$309k		4.8k	65.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$309k	+3%	1.8k	167.36	View chart
Merck & Co (MRK)	0.0	$300k		3.6k	83.94	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$296k		12k	23.85	View chart
Travelers Companies (TRV)	0.0	$294k		1.1k	279.27	View chart
T. Rowe Price (TROW)	0.0	$291k		2.8k	102.64	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$290k	-8%	6.6k	43.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$289k	+16%	5.4k	53.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$286k	+28%	974.00	293.74	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$285k	+9%	960.00	297.16	View chart
Ameriprise Financial (AMP)	0.0	$272k	-4%	554.00	491.39	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$271k		1.9k	145.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$266k	NEW	6.2k	42.96	View chart
At&t (T)	0.0	$266k		9.4k	28.24	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.0	$265k		4.8k	54.85	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$261k		2.7k	96.55	View chart
Vanguard World Utilities Etf (VPU)	0.0	$260k		1.4k	189.41	View chart
Axsome Therapeutics (AXSM)	0.0	$259k		2.1k	121.45	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$254k		530.00	479.61	View chart
Reddit Cl A (RDDT)	0.0	$254k		1.1k	229.99	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$253k		11k	22.90	View chart
Ge Vernova (GEV)	0.0	$253k		412.00	614.98	View chart
Nuveen N Y Select Tax Free I Sh Ben Int (NXN)	0.0	$252k	-37%	21k	12.02	View chart
Mettler-Toledo International (MTD)	0.0	$250k		204.00	1227.61	View chart
Coca-Cola Company (KO)	0.0	$238k	+2%	3.6k	66.32	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$237k		5.8k	41.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$237k		1.4k	164.54	View chart
Abbvie (ABBV)	0.0	$236k	+2%	1.0k	231.59	View chart
Eastern Bankshares (EBC)	0.0	$227k		13k	18.15	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$223k		563.00	396.15	View chart
Yum! Brands (YUM)	0.0	$222k		1.5k	151.96	View chart
Capital One Financial (COF)	0.0	$221k		1.0k	212.57	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$220k	-4%	3.0k	73.41	View chart
Honeywell International (HON)	0.0	$218k		1.0k	210.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$216k	-19%	1.1k	189.70	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$215k	+22%	4.8k	44.48	View chart
Philip Morris International (PM)	0.0	$213k	-3%	1.3k	162.24	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$208k		1.4k	148.61	View chart
Hartford Financial Services (HIG)	0.0	$205k		1.5k	133.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$204k		2.1k	95.14	View chart
Invesco Currencyshares Brit Brit Poun Strl (FXB)	0.0	$200k		1.5k	129.43	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$199k	-6%	267.00	746.63	View chart
Boeing Company (BA)	0.0	$196k		909.00	215.83	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$194k	-16%	25k	7.91	View chart
Verizon Communications (VZ)	0.0	$192k	+2%	4.4k	43.95	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$189k		4.8k	39.61	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$186k	-2%	756.00	246.60	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$186k		5.2k	35.69	View chart
Enterprise Products Partners (EPD)	0.0	$185k	+20%	5.9k	31.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$184k		6.7k	27.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$183k	-4%	1.3k	142.12	View chart
3M Company (MMM)	0.0	$179k		1.2k	155.18	View chart
Ss&c Technologies Holding (SSNC)	0.0	$179k		2.0k	88.76	View chart
Amphenol Corp Cl A (APH)	0.0	$179k		1.4k	123.75	View chart
Constellation Energy (CEG)	0.0	$178k		541.00	329.07	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$176k	+44%	13k	13.55	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$176k		937.00	187.73	View chart
Walt Disney Company (DIS)	0.0	$174k		1.5k	114.52	View chart
CVS Caremark Corporation (CVS)	0.0	$174k		2.3k	75.38	View chart
Eaton Corp SHS (ETN)	0.0	$172k		459.00	373.94	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$172k		2.5k	67.91	View chart
Marathon Petroleum Corp (MPC)	0.0	$171k		887.00	192.73	View chart
Texas Instruments Incorporated (TXN)	0.0	$167k		909.00	183.73	View chart

Past Filings by Tortoise Investment Management

SEC 13F filings are viewable for Tortoise Investment Management going back to 2013

Tortoise Investment Management 2025 Q3 filed Nov. 13, 2025
Tortoise Investment Management 2025 Q2 filed Aug. 8, 2025
Tortoise Investment Management 2023 Q3 restated filed Aug. 7, 2025
Tortoise Investment Management 2023 Q4 restated filed Aug. 7, 2025
Tortoise Investment Management 2024 Q1 restated filed Aug. 7, 2025
Tortoise Investment Management 2024 Q2 restated filed Aug. 7, 2025
Tortoise Investment Management 2024 Q3 restated filed Aug. 7, 2025
Tortoise Investment Management 2024 Q4 restated filed Aug. 7, 2025
Tortoise Investment Management 2025 Q1 restated filed Aug. 7, 2025
Tortoise Investment Management 2025 Q1 filed May 14, 2025
Tortoise Investment Management 2024 Q4 filed Feb. 7, 2025
Tortoise Investment Management 2024 Q3 filed Nov. 13, 2024
Tortoise Investment Management 2024 Q2 filed Aug. 1, 2024
Tortoise Investment Management 2024 Q1 filed May 9, 2024
Tortoise Investment Management 2023 Q4 restated filed Feb. 29, 2024
Tortoise Investment Management 2023 Q4 filed Feb. 8, 2024

View all past filings

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