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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, SGOV, AVUS, VGLT, and represent 22.69% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: MTBA (+$14M), BOXX (+$5.7M), BTT, VGLT, JAAA, AVUS, SPSM, DFIV, STIP, DFEV.
Started 45 new stock positions in TFSL, SMMT, Te Connectivity, SRE, MCHI, RIVN, WELL, HIMS, AVEE, FRO.
Reduced shares in these 10 stocks: MBB (-$7.7M), MHF, SPY, TLTW, AAPL, SGOV, DFSD, IEFA, NAD, NEA.
Sold out of its positions in FAX, AWK, ATO, ADSK, BITE.WS, BBN, BTZ, MHD, MVF, CTRA.
Tortoise Investment Management was a net buyer of stock by $26M.
Tortoise Investment Management has $966M in assets under management (AUM), dropping by 8.61%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 874 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Tortoise Investment Management has 874 total positions. Only the first 250 positions are shown.

Sign up to view all of the Tortoise Investment Management Sept. 30, 2024 positions
Download the Tortoise Investment Management September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.1	$88M		152k	576.82	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.9	$47M	+3%	468k	101.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.2	$31M	-4%	305k	100.72	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.8	$27M	+9%	283k	95.15	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.7	$26M	+17%	428k	61.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$21M	-12%	37k	573.76	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$20M		341k	57.41	View chart
Apple (AAPL)	1.9	$18M	-7%	79k	233.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.9	$18M	-2%	146k	125.62	View chart
Nuveen Muni Value Fund (NUV)	1.8	$18M		2.0M	9.02	View chart
Ishares Tr Cmbs Etf (CMBS)	1.7	$17M		341k	48.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$16M		50k	314.39	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.6	$16M		390k	39.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.5	$15M		220k	67.85	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.5	$15M		292k	50.39	View chart
Nuveen Mun Value Fd 2 (NUW)	1.5	$15M	-3%	1.0M	14.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$14M	-8%	178k	78.05	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.4	$14M	+12265%	264k	51.48	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.4	$13M		141k	95.49	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	1.4	$13M	+55%	618k	21.62	View chart
Ishares Tr Mbs Etf (MBB)	1.4	$13M	-36%	138k	95.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.3	$12M	+8%	71k	174.57	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.3	$12M	+10%	231k	53.70	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$12M	+4%	292k	41.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$12M	+3%	518k	23.17	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.2	$12M	+6%	558k	21.19	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$12M	+11%	303k	38.53	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$11M	+3%	95k	116.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$11M		38k	283.16	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$10M	-2%	174k	59.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.0	$9.6M	+149%	88k	108.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$9.4M	+2%	177k	52.81	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.9	$9.2M	-12%	192k	47.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$9.0M		187k	47.85	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$8.7M		19k	460.26	View chart
Progressive Corporation (PGR)	0.9	$8.5M	-4%	34k	253.76	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.8	$7.8M	-21%	289k	27.00	View chart
Nuveen NY Municipal Value (NNY)	0.8	$7.7M		897k	8.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$7.6M		221k	34.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.8	$7.4M	+7%	198k	37.56	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.7	$7.0M	+3%	27k	263.29	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.7	$6.7M	+25%	210k	31.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$6.6M	+7%	69k	95.95	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.7	$6.5M		237k	27.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$6.4M	+2%	32k	197.17	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$6.4M	+50%	140k	45.51	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$5.9M	+9%	91k	64.60	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$5.8M	+24%	213k	27.41	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.6	$5.8M	+4%	628k	9.26	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$5.3M		103k	51.50	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.5	$5.0M		94k	53.63	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$5.0M	+46%	162k	30.80	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$5.0M	+54%	131k	38.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$4.8M	+2%	99k	48.98	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$4.8M		11k	423.12	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$4.7M	+13%	76k	62.20	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.5	$4.7M	-4%	37k	125.96	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$4.6M	+28%	68k	67.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$4.4M	-17%	22k	200.78	View chart
American Centy Etf Tr International Lr (AVIV)	0.4	$4.3M	+7%	77k	56.14	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.4	$4.3M	+2%	237k	18.30	View chart
Microsoft Corporation (MSFT)	0.4	$4.3M	+8%	10k	430.31	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.2M	-4%	58k	72.63	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.4	$3.9M		63k	62.38	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$3.8M	NEW	76k	50.88	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.7M		55k	66.52	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.5M	-3%	69k	51.12	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$3.4M	-2%	39k	86.82	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$3.3M	+2%	96k	34.07	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$3.2M	+99%	114k	28.46	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$3.2M	-2%	132k	24.15	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.2M	-7%	77k	41.12	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$3.0M		28k	107.66	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$3.0M	+4%	57k	52.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.9M		47k	63.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$2.9M	-22%	36k	79.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.8M		12k	237.21	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$2.6M	+8%	37k	70.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$2.6M	-7%	4.8k	527.68	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$2.4M	+6%	86k	27.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.4M	-13%	81k	29.18	View chart
Eli Lilly & Co. (LLY)	0.2	$2.2M	+3%	2.5k	885.90	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.1M		7.8k	276.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.0M		29k	67.03	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.2	$1.9M	-38%	159k	11.97	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$1.9M		81k	23.35	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$1.9M	+2%	29k	64.86	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.2	$1.9M	-39%	151k	12.38	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	+2%	8.8k	210.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.8M	+2%	22k	80.37	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	-4%	15k	108.63	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$1.6M	+7%	15k	110.63	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$1.6M		54k	29.48	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$1.5M	+7%	23k	65.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.5M		8.3k	179.30	View chart
Home Depot (HD)	0.2	$1.5M	+2%	3.6k	405.20	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.4M		2.9k	488.07	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M		1.6k	886.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M		17k	83.63	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M	-4%	12k	119.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.4M	-2%	22k	62.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.3M	-14%	5.9k	220.91	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$1.3M	+3%	45k	29.07	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.3M		13k	101.65	View chart
Western Asset Municipal Hgh Incm Fnd (MHF)	0.1	$1.2M	-75%	170k	7.23	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.2M	-9%	26k	47.21	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-2%	18k	67.70	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$1.2M	+19%	22k	54.02	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.1M		12k	97.42	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$1.1M	-5%	24k	46.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	+14%	2.9k	375.38	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$1.1M		42k	26.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M		20k	53.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-2%	23k	45.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.0M	+11%	6.3k	165.85	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.0M	-2%	17k	62.70	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.0M	+30%	20k	50.94	View chart
NVIDIA Corporation (NVDA)	0.1	$1.0M	+22%	8.3k	121.44	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$999k		15k	69.05	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$973k	-9%	36k	26.87	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$934k	-6%	14k	64.74	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$883k		33k	27.01	View chart
Nuveen N Y Select Tax Free I Sh Ben Int (NXN)	0.1	$876k	-5%	72k	12.17	View chart
Amazon (AMZN)	0.1	$862k	+16%	4.6k	186.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$817k	+5%	8.3k	98.10	View chart
Pepsi (PEP)	0.1	$777k	-4%	4.6k	170.04	View chart
Procter & Gamble Company (PG)	0.1	$773k		4.5k	173.18	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$740k	+22%	26k	29.06	View chart
Meta Platforms Cl A (META)	0.1	$736k	+16%	1.3k	572.41	View chart
Union Pacific Corporation (UNP)	0.1	$694k	+5%	2.8k	246.48	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$682k	+29%	3.0k	225.76	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$678k		24k	28.15	View chart
Goldman Sachs (GS)	0.1	$675k	-8%	1.4k	495.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$666k		4.0k	167.19	View chart
Wstrn Ast Clymr Infltn Lkd Opts & Inc (WIW)	0.1	$661k	-28%	75k	8.84	View chart
Nuveen Ny Divid Advntg Mun F (NAN)	0.1	$648k	-30%	55k	11.79	View chart
Heico Corp Cl A (HEI.A)	0.1	$612k	-3%	3.0k	203.74	View chart
DNP Select Income Fund (DNP)	0.1	$605k	+2%	60k	10.04	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.1	$584k	-22%	54k	10.78	View chart
International Business Machines (IBM)	0.1	$578k		2.6k	221.08	View chart
Colgate-Palmolive Company (CL)	0.1	$571k	-2%	5.5k	103.80	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.1	$554k	-19%	12k	47.52	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$546k	+81%	5.7k	95.75	View chart
Western Asset Intm Muni Fd I (SBI)	0.1	$532k	-10%	65k	8.20	View chart
Johnson & Johnson (JNJ)	0.1	$513k	+7%	3.2k	162.06	View chart
Cisco Systems (CSCO)	0.1	$499k		9.4k	53.22	View chart
Broadcom (AVGO)	0.1	$496k	+1353%	2.9k	172.48	View chart
Exxon Mobil Corporation (XOM)	0.0	$481k	+2%	4.1k	117.21	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$475k		5.5k	86.17	View chart
Bath &#38 Body Works In (BBWI)	0.0	$471k		15k	31.92	View chart
Tejon Ranch Company (TRC)	0.0	$470k	+25%	27k	17.55	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$467k	-5%	3.8k	123.32	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$462k	+19%	14k	32.15	View chart
Chevron Corporation (CVX)	0.0	$456k		3.1k	147.25	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$447k		20k	22.72	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$446k		13k	35.27	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$443k		2.3k	189.80	View chart
Caterpillar (CAT)	0.0	$436k	-5%	1.1k	391.14	View chart
Emerson Electric (EMR)	0.0	$431k	+9%	3.9k	109.37	View chart
Stryker Corporation (SYK)	0.0	$427k	-6%	1.2k	361.14	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$422k	-22%	8.4k	50.43	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$421k		5.4k	78.69	View chart
Merck & Co (MRK)	0.0	$418k		3.7k	113.57	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$409k	+20%	8.3k	49.08	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$409k		11k	37.18	View chart
Parker-Hannifin Corporation (PH)	0.0	$394k	+5%	624.00	631.69	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$381k	-8%	1.1k	353.48	View chart
McDonald's Corporation (MCD)	0.0	$373k	+5%	1.2k	304.46	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$363k	+17%	12k	30.81	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$359k	+16%	7.1k	50.68	View chart
UnitedHealth (UNH)	0.0	$357k	+24%	611.00	584.68	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$356k	+15%	14k	25.64	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$355k		8.5k	41.76	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$355k	+17%	2.0k	173.67	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.0	$354k	-4%	7.0k	50.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$349k		1.8k	198.06	View chart
American Express Company (AXP)	0.0	$342k	+9%	1.3k	271.20	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$342k	+60%	5.6k	61.51	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$339k	-6%	30k	11.52	View chart
Tesla Motors (TSLA)	0.0	$339k		1.3k	261.63	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$336k	-16%	28k	11.89	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$335k	-43%	37k	9.12	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$320k	-13%	863.00	370.32	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$317k		8.3k	38.46	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$312k	-47%	5.2k	60.42	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$307k	+12%	5.1k	60.58	View chart
T. Rowe Price (TROW)	0.0	$307k		2.8k	108.93	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$306k		8.4k	36.41	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.0	$306k	-54%	23k	13.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$305k		1.7k	179.16	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$301k	+32%	7.2k	41.72	View chart
Mettler-Toledo International (MTD)	0.0	$300k		200.00	1499.70	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$299k		5.2k	57.22	View chart
Visa Com Cl A (V)	0.0	$293k	+5%	1.1k	274.95	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$289k	+13%	4.4k	65.30	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$289k	+171%	3.0k	95.94	View chart
Mueller Industries (MLI)	0.0	$270k		3.6k	74.10	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$264k		5.6k	47.25	View chart
Abbvie (ABBV)	0.0	$264k	+21%	1.3k	197.54	View chart
Lennar Corp Cl A (LEN)	0.0	$251k	-2%	1.3k	187.47	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$250k	+23%	4.5k	55.63	View chart
TCW Strategic Income Fund (TSI)	0.0	$249k	-53%	49k	5.13	View chart
Oracle Corporation (ORCL)	0.0	$247k	+54%	1.5k	170.40	View chart
Kinder Morgan (KMI)	0.0	$246k	+4%	11k	22.09	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$242k	-21%	18k	13.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$238k	-7%	2.7k	88.14	View chart
Vanguard World Utilities Etf (VPU)	0.0	$227k	+3%	1.3k	174.05	View chart
Abbott Laboratories (ABT)	0.0	$226k	+21%	2.0k	114.01	View chart
Travelers Companies (TRV)	0.0	$225k		960.00	234.20	View chart
Ameriprise Financial (AMP)	0.0	$220k	+4%	468.00	469.96	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$216k	+10%	4.0k	54.33	View chart
Palantir Technologies Cl A (PLTR)	0.0	$212k	+5%	5.7k	37.20	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$210k	+14%	4.6k	45.32	View chart
Yum! Brands (YUM)	0.0	$208k		1.5k	139.69	View chart
Raytheon Technologies Corp (RTX)	0.0	$208k		1.7k	121.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$207k		539.00	383.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$205k	+9%	1.6k	126.18	View chart
Eastern Bankshares (EBC)	0.0	$205k	+24%	13k	16.39	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$203k		2.2k	91.31	View chart
Texas Instruments Incorporated (TXN)	0.0	$203k	+13%	982.00	206.57	View chart
Coca-Cola Company (KO)	0.0	$201k	-3%	2.8k	71.86	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.0	$200k		4.3k	46.94	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$200k		19k	10.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$200k		2.4k	84.53	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$200k		756.00	263.83	View chart
Vanguard World Health Car Etf (VHT)	0.0	$198k	+15%	700.00	282.20	View chart
Comcast Corp Cl A (CMCSA)	0.0	$197k		4.7k	41.77	View chart
Lightbridge Corporation (LTBR)	0.0	$197k	+2110%	70k	2.80	View chart
Trane Technologies SHS (TT)	0.0	$196k	+18%	504.00	388.73	View chart
Automatic Data Processing (ADP)	0.0	$195k	+18%	705.00	276.73	View chart
Axsome Therapeutics (AXSM)	0.0	$192k		2.1k	89.87	View chart
At&t (T)	0.0	$192k	-4%	8.7k	22.00	View chart
Walt Disney Company (DIS)	0.0	$191k		2.0k	96.20	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$190k		1.4k	131.91	View chart
Verizon Communications (VZ)	0.0	$189k	-7%	4.2k	44.91	View chart
Fidelity Covington Trust Msci Matls Index (FMAT)	0.0	$185k		3.4k	54.20	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$185k		3.9k	47.14	View chart
Adobe Systems Incorporated (ADBE)	0.0	$184k	+14%	355.00	517.78	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$184k		4.4k	41.82	View chart
Hartford Financial Services (HIG)	0.0	$179k	+18937%	1.5k	117.59	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$177k	-26%	6.6k	26.83	View chart
Air Products & Chemicals (APD)	0.0	$177k		593.00	297.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$174k		297.00	586.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$174k		1.3k	135.09	View chart
Ross Stores (ROST)	0.0	$170k		1.1k	150.51	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$169k		4.8k	35.42	View chart
ConocoPhillips (COP)	0.0	$168k		1.6k	105.28	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.0	$165k		3.9k	42.28	View chart
Amphenol Corp Cl A (APH)	0.0	$164k		2.5k	65.16	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$162k		5.2k	31.02	View chart

Past Filings by Tortoise Investment Management

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

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
Tortoise Investment Management 2023 Q3 filed Nov. 9, 2023
Tortoise Investment Management 2023 Q2 filed Aug. 7, 2023
Tortoise Investment Management 2023 Q1 filed May 9, 2023
Tortoise Investment Management 2022 Q4 filed Feb. 3, 2023
Tortoise Investment Management 2022 Q3 filed Nov. 4, 2022
Tortoise Investment Management 2022 Q2 filed Aug. 3, 2022
Tortoise Investment Management 2022 Q1 filed May 6, 2022
Tortoise Investment Management 2021 Q4 filed Feb. 10, 2022
Tortoise Investment Management 2021 Q3 filed Nov. 4, 2021
Tortoise Investment Management 2021 Q2 filed July 30, 2021
Tortoise Investment Management 2021 Q1 filed May 5, 2021

View all past filings

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