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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, SPY, BTT, and represent 22.69% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: VBIL (+$5.3M), SPY, SPYM, STIP, BTT, JMUB, MTBA, MINO, DMBS, JMTG.
Started 2 new stock positions in FTNY, JMTG.
Reduced shares in these 10 stocks: IVV, NUV, SGOV, MBB, ITOT, BOXX, NNY, JMST, SCHX, NUW.
Sold out of its positions in AAON, AFL, AGCO, AGNC, ANIP, ANGI, APG, ASGN, ARKQ, ABT.
Tortoise Investment Management was a net buyer of stock by $6.7M.
Tortoise Investment Management has $1.2B in assets under management (AUM), dropping by 1.82%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 236 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.7	$101M	-3%	147k	684.94	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.0	$58M	+6%	567k	102.39	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.5	$40M	+4%	359k	111.78	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$33M	+15%	48k	681.93	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	2.7	$31M	+11%	1.4M	22.82	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.5	$29M	-8%	286k	100.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.3	$27M	+11%	530k	50.50	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.1	$25M	+2%	439k	55.80	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	2.0	$24M	+12%	471k	50.41	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.0	$24M	+5%	895k	26.49	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.9	$22M	+10%	446k	49.66	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$21M	-2%	309k	67.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$19M	-5%	705k	26.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.5	$18M		48k	373.44	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.5	$18M	-7%	119k	148.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$17M		368k	46.80	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$17M	+4%	88k	190.99	View chart
Apple (AAPL)	1.4	$17M	-4%	62k	271.86	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.4	$16M	+2%	285k	57.24	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.4	$16M	+3%	357k	45.53	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$16M	+3%	334k	46.81	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.2	$14M	-8%	125k	115.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.2	$14M		159k	89.46	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.2	$14M	+9%	265k	51.90	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.2	$14M	+5%	648k	20.83	View chart
Spdr Series Trust State Street Spd (SPYM)	1.2	$13M	+41%	167k	80.22	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$13M		40k	335.27	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.0	$12M	+9%	270k	44.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$12M		99k	120.18	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.0	$11M	+5%	416k	27.20	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$11M	-2%	284k	39.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$11M	+2%	340k	32.57	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$11M		290k	38.11	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.9	$11M	+5%	524k	20.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$11M		171k	62.47	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.9	$11M	-2%	104k	102.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$9.8M		181k	53.76	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$9.7M	+7%	208k	46.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$9.7M		31k	314.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$9.3M		19k	502.65	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$9.3M		120k	77.02	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.8	$9.2M	+5%	280k	32.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.8	$9.1M		182k	49.90	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.8	$9.0M		514k	17.53	View chart
Nuveen Mun Value Fd 2 (NUW)	0.8	$8.8M	-9%	618k	14.31	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.7	$7.9M	-11%	155k	50.94	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$7.7M		153k	50.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$7.2M		71k	101.98	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$7.1M	+2%	250k	28.48	View chart
Progressive Corporation (PGR)	0.6	$6.9M		31k	227.72	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.6	$6.7M		91k	74.17	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$6.6M	+2%	194k	33.74	View chart
American Centy Etf Tr International Lr (AVIV)	0.6	$6.5M		92k	71.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$6.1M	-5%	29k	212.07	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$6.0M	-2%	259k	23.19	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.5	$6.0M	+849%	79k	75.43	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$6.0M	+10%	124k	47.95	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.5	$5.8M		619k	9.31	View chart
Nuveen NY Municipal Value (NNY)	0.5	$5.7M	-17%	662k	8.56	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$5.4M		78k	69.67	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$5.2M	+9%	137k	38.03	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$4.9M		10k	480.57	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$4.7M		33k	143.33	View chart
Microsoft Corporation (MSFT)	0.4	$4.6M	+34%	9.6k	483.60	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.5M	-2%	54k	84.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.5M		21k	211.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$4.3M		46k	93.97	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$4.2M	+15%	6.7k	627.11	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.3	$4.0M		62k	65.66	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$4.0M	-2%	69k	58.31	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$3.9M	-2%	150k	26.23	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$3.7M		43k	87.16	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$3.5M	-28%	37k	95.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$3.4M	-3%	13k	257.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$3.4M		67k	50.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.3M	-3%	139k	24.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$3.3M		45k	73.56	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$3.3M	+199%	72k	45.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.3M	+7%	16k	198.62	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$3.2M	+6%	102k	31.66	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$3.1M	+8%	38k	82.32	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$3.1M	-12%	62k	50.32	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$3.0M	-2%	27k	113.72	View chart
Spdr Series Trust State Street Spd (SLYV)	0.3	$3.0M	-4%	32k	90.97	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$2.9M	+60%	50k	58.73	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.3	$2.9M	+6%	56k	51.75	View chart
Lightbridge Corporation (LTBR)	0.2	$2.7M	+32%	216k	12.64	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M	-3%	7.8k	322.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.5M		84k	29.61	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.5M	-2%	75k	32.75	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$2.5M	-2%	32k	75.77	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.4M	-2%	6.9k	342.97	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.0M	+15%	17k	120.96	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	0.2	$2.0M	NEW	39k	51.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.9M		77k	24.37	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$1.8M		68k	26.47	View chart
Terawulf (WULF)	0.2	$1.8M		153k	11.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.7M	+6%	2.8k	614.40	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$1.7M	+31%	38k	46.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M		26k	66.00	View chart
Eli Lilly & Co. (LLY)	0.1	$1.6M		1.5k	1074.61	View chart
NVIDIA Corporation (NVDA)	0.1	$1.5M	-9%	8.3k	186.50	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M	+4%	17k	88.49	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.5M		39k	38.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.4M		3.0k	473.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M	-8%	15k	96.03	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.4M	+4%	43k	32.25	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$1.4M	+128%	14k	103.23	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		9.8k	141.06	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M		5.6k	246.16	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.4M	+5%	51k	26.89	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+4%	1.6k	862.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.3M		18k	75.44	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M		4.1k	313.03	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-3%	16k	77.53	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.2M	-32%	49k	25.08	View chart
Goldman Sachs (GS)	0.1	$1.2M		1.4k	879.24	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.2M	+15%	37k	32.73	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.1	$1.2M	+6%	54k	22.31	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.2M	-2%	21k	54.71	View chart
Home Depot (HD)	0.1	$1.2M	-2%	3.4k	344.10	View chart
Amazon (AMZN)	0.1	$1.1M	+8%	5.0k	230.80	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.1M		34k	32.94	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.1M		27k	41.56	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.1M	-4%	13k	81.01	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M	+1444%	21k	49.46	View chart
Nuveen Muni Value Fund (NUV)	0.1	$1.0M	-74%	113k	9.06	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$993k	-3%	16k	64.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$991k	-2%	21k	47.08	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$937k		16k	58.74	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$928k	-23%	8.7k	107.12	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$889k		12k	75.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$855k		2.7k	313.80	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.1	$812k	+46%	13k	62.41	View chart
International Business Machines (IBM)	0.1	$767k	-2%	2.6k	296.18	View chart
Heico Corp Cl A (HEI.A)	0.1	$736k	-3%	2.9k	252.44	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$705k		5.7k	123.26	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$683k	+22%	16k	43.43	View chart
DNP Select Income Fund (DNP)	0.1	$666k	+2%	67k	9.99	View chart
Cisco Systems (CSCO)	0.1	$634k	-7%	8.2k	77.03	View chart
Pepsi (PEP)	0.1	$625k		4.4k	143.52	View chart
Meta Platforms Cl A (META)	0.1	$616k	-2%	933.00	659.96	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$601k	+28%	14k	44.17	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$597k		11k	52.41	View chart
Broadcom (AVGO)	0.1	$586k	+4%	1.7k	346.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$567k	-8%	2.7k	209.12	View chart
Tesla Motors (TSLA)	0.0	$558k	+59%	1.2k	449.72	View chart
Union Pacific Corporation (UNP)	0.0	$557k		2.4k	231.32	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$532k	+6%	6.7k	78.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$528k	+41%	2.4k	219.78	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$528k	-2%	16k	33.08	View chart
Parker-Hannifin Corporation (PH)	0.0	$512k		583.00	878.55	View chart
Procter & Gamble Company (PG)	0.0	$512k		3.6k	143.31	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$508k		20k	24.94	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$507k	-6%	11k	45.71	View chart
Johnson & Johnson (JNJ)	0.0	$506k	-5%	2.4k	206.95	View chart
Emerson Electric (EMR)	0.0	$490k		3.7k	132.71	View chart
Axsome Therapeutics (AXSM)	0.0	$488k	+25%	2.7k	182.64	View chart
Caterpillar (CAT)	0.0	$488k		851.00	572.91	View chart
Exxon Mobil Corporation (XOM)	0.0	$482k	+2%	4.0k	120.35	View chart
Chevron Corporation (CVX)	0.0	$479k		3.1k	152.39	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$477k	-10%	11k	42.64	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$475k	-3%	3.7k	129.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$474k		2.3k	210.34	View chart
American Express Company (AXP)	0.0	$471k	-9%	1.3k	369.95	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$468k		3.0k	157.70	View chart
Ge Aerospace Com New (GE)	0.0	$464k		1.5k	307.95	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$454k		5.6k	81.17	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$451k		6.1k	74.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$449k	-29%	5.6k	79.73	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$438k	+21%	9.5k	45.98	View chart
Colgate-Palmolive Company (CL)	0.0	$433k		5.5k	79.02	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$430k		7.2k	59.93	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$425k	-8%	3.9k	110.14	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$425k		5.9k	71.62	View chart
Stryker Corporation (SYK)	0.0	$412k		1.2k	351.35	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$406k		5.3k	76.30	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$404k		12k	34.21	View chart
Mueller Industries (MLI)	0.0	$399k	-4%	3.5k	114.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$398k	-4%	6.9k	57.58	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$393k	+39%	1.4k	290.14	View chart
Merck & Co (MRK)	0.0	$383k	+2%	3.6k	105.27	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$378k	+94%	2.6k	143.98	View chart
Palantir Technologies Cl A (PLTR)	0.0	$350k		2.0k	177.75	View chart
Raytheon Technologies Corp (RTX)	0.0	$340k		1.9k	183.42	View chart
Visa Com Cl A (V)	0.0	$334k		951.00	350.71	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$330k	-15%	6.6k	50.08	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$325k	-7%	4.8k	67.13	View chart
McDonald's Corporation (MCD)	0.0	$307k	-5%	1.0k	305.65	View chart
Travelers Companies (TRV)	0.0	$306k		1.1k	290.17	View chart
Kinder Morgan (KMI)	0.0	$305k		11k	27.49	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$298k		6.6k	45.05	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$294k		5.4k	54.77	View chart
T. Rowe Price (TROW)	0.0	$290k		2.8k	102.38	View chart
Mettler-Toledo International (MTD)	0.0	$284k		204.00	1394.19	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$280k		6.2k	45.21	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$280k	+137%	2.9k	95.09	View chart
Bath &#38 Body Works In (BBWI)	0.0	$278k	-6%	14k	20.08	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$277k		1.9k	148.98	View chart
Capital One Financial (COF)	0.0	$277k	+10%	1.1k	242.43	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$275k	-3%	12k	22.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$275k	+16%	5.5k	49.65	View chart
Spdr Series Trust State Street Spd (SPYX)	0.0	$272k		4.8k	56.19	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$272k	-22%	6.6k	41.27	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$271k	-39%	5.7k	47.56	View chart
Ge Vernova (GEV)	0.0	$271k		414.00	653.68	View chart
Ameriprise Financial (AMP)	0.0	$270k		551.00	490.48	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$265k	+100%	2.6k	100.26	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$255k		2.6k	96.27	View chart
Vanguard World Utilities Etf (VPU)	0.0	$254k		1.4k	185.04	View chart
Reddit Cl A (RDDT)	0.0	$254k		1.1k	229.87	View chart
Coca-Cola Company (KO)	0.0	$254k		3.6k	69.91	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$254k		11k	22.91	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$242k		1.4k	167.94	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$239k		5.8k	41.57	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$234k	+3%	1.5k	160.97	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$232k		954.00	242.82	View chart
Eastern Bankshares (EBC)	0.0	$230k		13k	18.43	View chart
At&t (T)	0.0	$225k	-3%	9.1k	24.84	View chart
Abbvie (ABBV)	0.0	$223k	-3%	978.00	228.40	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$222k		563.00	393.92	View chart
Yum! Brands (YUM)	0.0	$221k		1.5k	151.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$218k		1.1k	191.56	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.0	$218k	NEW	28k	7.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$213k	+5%	795.00	268.30	View chart
Hartford Financial Services (HIG)	0.0	$212k		1.5k	137.77	View chart
Philip Morris International (PM)	0.0	$211k		1.3k	160.44	View chart
Honeywell International (HON)	0.0	$209k	+3%	1.1k	195.17	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$209k	-3%	2.9k	72.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$202k		2.1k	94.16	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$201k		267.00	753.78	View chart
Invesco Currencyshares Brit Brit Poun Strl (FXB)	0.0	$201k		1.5k	129.75	View chart
Nuvation Bio Com Cl A (NUVB)	0.0	$123k		14k	8.96	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$119k		19k	6.30	View chart
Hyperfine Com Cl A (HYPR)	0.0	$71k	+60%	72k	0.98	View chart
Relmada Therapeutics (RLMD)	0.0	$67k		14k	4.83	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 Q4 filed Feb. 6, 2026
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

View all past filings

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