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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, JMTG, SPY, and represent 23.72% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: STIP (+$6.2M), NYM (+$5.1M), JMTG, JMUB, JPIE, VGLT, AVUS, VGIT, SCHP, IWF.
Started 20 new stock positions in NBIS, APH, TXN, BND, MU, AMD, VGT, AMAT, ETN, HBAN. USRT, BAC, NYM, BA, CAM, JOYT, JMBS, CVS, PCQ, USMV.
Reduced shares in these 10 stocks: SPY (-$970M), AXSM (-$19M), SGOV, IVV, TLT, IEMG, VGSH, SOFI, NDAQ, DMBS.
Sold out of its positions in T, EPD, Honeywell International, INVH, WOOD, JSCP, MBLY, NDAQ, XLF, QXO. SOFI, VCSH, VZ, ZBRA.
Tortoise Investment Management was a net seller of stock by $-956M.
Tortoise Investment Management has $1.4B in assets under management (AUM), dropping by -34.84%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 252 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.9	$107M		143k	748.89	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	6.8	$92M	+7%	901k	102.16	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.9	$53M	+5%	416k	128.08	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	2.6	$36M	+14%	705k	50.68	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.5	$34M	-96%	46k	746.78	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	2.5	$34M	+12%	664k	50.66	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	2.4	$32M		1.4M	22.75	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.0	$27M	+13%	496k	55.18	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	1.9	$27M	-8%	263k	100.67	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.9	$26M	+5%	979k	26.50	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.9	$26M	+2%	527k	49.07	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$25M	-3%	296k	82.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.6	$22M		738k	29.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$21M		404k	51.69	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$20M		91k	217.93	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.4	$19M		116k	164.27	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.4	$19M		47k	409.50	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.4	$19M	+12%	319k	58.98	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.3	$18M	+5%	152k	117.09	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$18M		365k	48.12	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	1.3	$17M		336k	51.78	View chart
Spdr Series Trust St Str P500etf (SPYM)	1.2	$17M	-2%	190k	87.88	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	1.1	$16M		206k	75.68	View chart
Apple (AAPL)	1.1	$15M	+4%	53k	289.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$15M		153k	96.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$14M		39k	370.04	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.1	$14M	+2%	285k	50.39	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$14M	-2%	96k	148.31	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.0	$14M		354k	40.21	View chart
Doubleline Etf Trust Commercial Real (DCRE)	1.0	$14M		274k	51.80	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	1.0	$14M	+6%	236k	57.67	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.0	$14M		651k	20.78	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.0	$14M		571k	23.68	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.0	$13M		301k	44.36	View chart
American Centy Etf Tr Ava Mar Sma Etf (AVEE)	0.9	$13M	+2%	185k	69.32	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$13M		310k	41.25	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.9	$13M	+8%	465k	26.84	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$12M		35k	343.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$12M	-2%	166k	71.25	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$12M		121k	96.49	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	0.8	$11M		292k	38.79	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.8	$11M	+6%	634k	17.78	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$11M		100k	110.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$11M	-2%	182k	59.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$9.8M		182k	54.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$9.1M	+2%	18k	500.39	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.7	$9.0M		250k	36.13	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.7	$8.9M		72k	124.76	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.6	$8.6M	+8%	105k	81.94	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$8.5M	-2%	200k	42.67	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.6	$8.3M	-2%	128k	64.71	View chart
Dimensional Etf Trust Us High Prof Etf (DUHP)	0.6	$7.5M	+5%	181k	41.73	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$7.4M	+4%	95k	77.42	View chart
Nuveen Mun Value Fd 2 (NUW)	0.5	$7.3M	-2%	511k	14.38	View chart
American Centy Etf Tr Avan Tota Eq Etf (AVTM)	0.5	$6.7M		123k	54.44	View chart
Progressive Corporation (PGR)	0.5	$6.5M		30k	218.45	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$6.5M		79k	82.34	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.5	$6.2M		265k	23.52	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$6.2M		28k	227.06	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$5.8M	+14%	126k	45.76	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.4	$5.4M		570k	9.42	View chart
Ab Active Etfs New Yo Inter Etf (NYM)	0.4	$5.1M	NEW	201k	25.13	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.4	$4.9M		9.3k	522.39	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$4.8M		47k	103.05	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$4.8M	-2%	31k	154.29	View chart
Nuveen NY Municipal Value (NNY)	0.3	$4.7M	-2%	538k	8.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$4.7M	-5%	19k	242.99	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$4.7M	-6%	49k	95.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$4.4M		6.4k	686.86	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.3	$4.4M		67k	65.60	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$4.4M	+4%	14k	303.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.3	$4.2M		145k	28.96	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$3.9M	+3%	43k	89.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$3.9M		139k	27.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$3.8M	-2%	17k	219.43	View chart
Terawulf (WULF)	0.3	$3.8M		153k	24.70	View chart
Spdr Index Shs Fds St Marke Cap Etf (EWX)	0.3	$3.7M	-2%	50k	74.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$3.7M		44k	83.75	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$3.7M	+1349%	80k	46.05	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.3	$3.6M	+15%	72k	50.65	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$3.6M		26k	136.68	View chart
Microsoft Corporation (MSFT)	0.3	$3.6M		9.5k	373.03	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.3	$3.5M		32k	109.11	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$3.4M	-3%	99k	34.12	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M		66k	50.58	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$3.3M	+4%	36k	91.21	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$3.2M	+7%	69k	46.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.9M		83k	34.81	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.8M		78k	36.26	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.2	$2.8M	+27%	354k	7.97	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.2	$2.6M	-5%	25k	104.00	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$2.6M	-30%	31k	86.42	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.6M	-25%	45k	58.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.5M		6.9k	365.87	View chart
JPMorgan Chase & Co. (JPM)	0.2	$2.5M		7.5k	327.34	View chart
NVIDIA Corporation (NVDA)	0.2	$2.4M	+26%	12k	200.08	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$2.4M	+47%	96k	24.66	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$2.3M	-2%	17k	132.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$2.0M	-20%	40k	51.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.0M	+3%	2.7k	736.51	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.9M	-2%	25k	77.11	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.9M	-2%	45k	42.77	View chart
Lightbridge Corporation (LTBR)	0.1	$1.9M		216k	8.79	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.8M	+7%	63k	29.30	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$1.8M	+4%	69k	26.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.8M		5.9k	300.45	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.7M		18k	96.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.6M	+4%	4.5k	357.33	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.1	$1.6M	+12%	71k	22.73	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.6M		40k	40.13	View chart
Eli Lilly & Co. (LLY)	0.1	$1.6M	+6%	1.3k	1199.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.5M	+300%	12k	124.17	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.5M		18k	85.49	View chart
Amazon (AMZN)	0.1	$1.5M	+10%	6.2k	238.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.5M	-4%	9.4k	156.95	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.4M		41k	35.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$1.4M	+12%	4.0k	353.29	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M		1.4k	935.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	-11%	13k	103.88	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.3M		35k	36.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.3M	-30%	53k	24.14	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.3M	-8%	18k	68.41	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.2M		14k	90.10	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-3%	15k	82.27	View chart
American Centy Etf Tr Avan U S Qua Etf (AVUQ)	0.1	$1.2M		19k	66.00	View chart
Home Depot (HD)	0.1	$1.2M		3.4k	352.68	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.2M	+6%	29k	41.26	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.1	$1.2M		16k	73.34	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M	+5%	23k	50.23	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$1.1M	+8%	12k	90.79	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.1	$1.1M		3.3k	331.43	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$1.0M	-5%	14k	75.28	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$1.0M	-5%	12k	83.79	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.1	$949k	-39%	19k	49.09	View chart
Broadcom (AVGO)	0.1	$893k	+21%	2.4k	377.80	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	0.1	$857k		17k	50.38	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$793k		17k	46.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$788k		5.7k	137.54	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$773k	-7%	15k	52.60	View chart
J P Morgan Exchange Traded F Equity And Optn (JOYT)	0.1	$762k	NEW	13k	56.85	View chart
DNP Select Income Fund (DNP)	0.1	$760k	+2%	71k	10.79	View chart
Heico Corp Cl A (HEI.A)	0.1	$753k		2.9k	257.92	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$744k		19k	39.54	View chart
International Business Machines (IBM)	0.1	$717k		2.6k	281.19	View chart
Goldman Sachs (GS)	0.1	$716k		708.00	1011.92	View chart
Cisco Systems (CSCO)	0.1	$708k	+3%	6.0k	117.46	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$703k	-7%	13k	54.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$678k	-2%	15k	46.81	View chart
Union Pacific Corporation (UNP)	0.0	$671k		2.5k	272.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$668k		2.7k	246.21	View chart
Axsome Therapeutics (AXSM)	0.0	$657k	-96%	2.7k	244.77	View chart
Exxon Mobil Corporation (XOM)	0.0	$657k	+12%	4.8k	136.71	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$649k		16k	40.64	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$640k	-28%	5.9k	107.61	View chart
Tesla Motors (TSLA)	0.0	$636k	+6%	1.5k	420.60	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$629k	+11%	25k	25.17	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.0	$629k	+29%	24k	26.16	View chart
Meta Platforms Cl A (META)	0.0	$617k	+6%	1.1k	563.03	View chart
Parker-Hannifin Corporation (PH)	0.0	$615k	+6%	629.00	978.33	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$601k		3.7k	163.58	View chart
Spdr Index Shs Fds St Str Msci Emrg (EEMX)	0.0	$586k	-3%	11k	54.15	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$572k	-3%	2.9k	200.04	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$568k		7.3k	77.91	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$568k	-7%	6.0k	94.52	View chart
Emerson Electric (EMR)	0.0	$561k	+5%	3.9k	143.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$547k	-2%	2.3k	236.62	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$546k		2.3k	242.43	View chart
Ge Aerospace Com New (GE)	0.0	$535k	+4%	1.4k	373.72	View chart
Nebius Group Shs Class A (NBIS)	0.0	$529k	NEW	1.9k	276.14	View chart
Pepsi (PEP)	0.0	$526k		3.9k	135.41	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.0	$523k	NEW	12k	44.99	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.0	$520k		20k	25.44	View chart
Caterpillar (CAT)	0.0	$517k	+4%	485.00	1065.04	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$493k		6.0k	82.34	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$488k	-8%	8.7k	55.93	View chart
American Centy Etf Tr Avan Re Intl Etf (AVSD)	0.0	$485k		6.1k	79.88	View chart
Johnson & Johnson (JNJ)	0.0	$480k	-12%	1.9k	253.97	View chart
American Express Company (AXP)	0.0	$476k	+7%	1.4k	338.25	View chart
Advanced Micro Devices (AMD)	0.0	$473k	NEW	815.00	580.91	View chart
Reddit Cl A (RDDT)	0.0	$473k		2.7k	173.58	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$471k		5.3k	88.52	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$461k	+39%	9.2k	50.18	View chart
Ge Vernova (GEV)	0.0	$460k		391.00	1175.17	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$453k		6.0k	75.51	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$450k	-6%	6.5k	69.45	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.0	$449k	-2%	2.4k	190.53	View chart
Merck & Co (MRK)	0.0	$445k		3.5k	128.50	View chart
Mueller Industries (MLI)	0.0	$428k		3.5k	122.93	View chart
Colgate-Palmolive Company (CL)	0.0	$407k		4.4k	91.68	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.0	$394k	-21%	8.6k	45.80	View chart
Applied Materials (AMAT)	0.0	$387k	NEW	535.00	723.00	View chart
Visa Com Cl A (V)	0.0	$373k	+7%	1.1k	343.09	View chart
Raytheon Technologies Corp (RTX)	0.0	$372k		2.0k	189.71	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$365k	+36%	4.1k	89.01	View chart
Procter & Gamble Company (PG)	0.0	$361k	-4%	2.5k	146.65	View chart
Chevron Corporation (CVX)	0.0	$354k	+3%	2.1k	165.79	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$350k	-17%	3.2k	110.35	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$338k	-30%	917.00	368.38	View chart
T. Rowe Price (TROW)	0.0	$334k		2.9k	113.69	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$333k	-8%	4.4k	76.11	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$327k		6.2k	52.76	View chart
Travelers Companies (TRV)	0.0	$320k		970.00	330.13	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$319k	+300%	4.0k	80.56	View chart
Bath &#38 Body Works In (BBWI)	0.0	$310k	-2%	13k	23.13	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$308k		3.0k	102.81	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$305k		1.9k	163.67	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$304k	-23%	6.4k	47.38	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$301k		6.0k	49.99	View chart
Spdr Series Trust ST STR SP500FF (SPYX)	0.0	$295k		4.8k	61.10	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$292k		2.6k	110.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$290k	-32%	5.1k	56.48	View chart
Amphenol Corp Cl A (APH)	0.0	$288k	NEW	1.6k	176.32	View chart
Abbvie (ABBV)	0.0	$284k	+7%	1.1k	251.74	View chart
McDonald's Corporation (MCD)	0.0	$280k		1.0k	270.37	View chart
Eastern Bankshares (EBC)	0.0	$278k		13k	22.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$275k	+13%	1.3k	212.77	View chart
Eaton Corp SHS (ETN)	0.0	$274k	NEW	643.00	425.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$273k	NEW	2.3k	119.52	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$271k		1.4k	188.09	View chart
Texas Instruments Incorporated (TXN)	0.0	$270k	NEW	906.00	298.07	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.0	$265k		6.6k	40.29	View chart
Mettler-Toledo International (MTD)	0.0	$262k	-2%	205.00	1277.51	View chart
Philip Morris International (PM)	0.0	$261k	+3%	1.4k	180.96	View chart
Palantir Technologies Cl A (PLTR)	0.0	$255k	+3%	2.2k	116.67	View chart
CVS Caremark Corporation (CVS)	0.0	$254k	NEW	2.5k	103.46	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$253k		11k	22.90	View chart
Vanguard World Utilities Etf (VPU)	0.0	$250k		1.3k	195.73	View chart
Kinder Morgan (KMI)	0.0	$246k	-17%	7.7k	31.97	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$244k		5.8k	42.43	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$244k	-53%	2.4k	100.60	View chart
Micron Technology (MU)	0.0	$238k	NEW	206.00	1154.29	View chart
Marathon Petroleum Corp (MPC)	0.0	$236k		924.00	255.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$236k	NEW	3.6k	66.45	View chart
Yum! Brands (YUM)	0.0	$236k		1.5k	159.82	View chart
Bank of America Corporation (BAC)	0.0	$236k	NEW	4.1k	56.98	View chart
Ab Active Etfs Calif Inter Etf (CAM)	0.0	$224k	NEW	8.9k	25.16	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$224k		4.8k	46.92	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$223k		563.00	396.61	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$220k	-31%	1.3k	173.52	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$218k		1.4k	156.31	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$215k	NEW	12k	17.73	View chart
Boeing Company (BA)	0.0	$210k	NEW	969.00	216.47	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$208k		6.2k	33.29	View chart
Hartford Financial Services (HIG)	0.0	$208k		1.6k	132.55	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$207k	NEW	2.1k	96.46	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$202k	NEW	2.7k	73.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$201k		4.0k	50.35	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$201k	-6%	6.3k	31.71	View chart
Pimco CA Municipal Income Fund (PCQ)	0.0	$124k	NEW	14k	8.97	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$105k		19k	5.55	View chart
Hyperfine Com Cl A (HYPR)	0.0	$97k		72k	1.35	View chart
Nuvation Bio Com Cl A (NUVB)	0.0	$78k		14k	5.68	View chart

Past Filings by Tortoise Investment Management

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

Tortoise Investment Management 2026 Q2 filed Aug. 7, 2026
Tortoise Investment Management 2026 Q1 filed May 5, 2026
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

View all past filings

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