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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 23.92% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: BTT (+$6.1M), SCHP, SGOV, BAB, BOXX, STIP, JMST, MEAR, SCHX, AVUS.
Started 19 new stock positions in WULF, LAR, XLP, AIYY, VOOG, MEAR, DFVX, FBRT, MBLY, VBIL. IAU, AXON, TOST, IX, PAA, SAIL, VENU, ETHA, RIG.
Reduced shares in these 10 stocks: TLTW, NUV, MBB, VGSH, IUSV, MSFT, NEA, NAD, ITOT, IEMG.
Sold out of its positions in ARKK, WMS, BGS, BSY, TECH, BFAM, CE, CRL, CHE, COO.
Tortoise Investment Management was a net buyer of stock by $20M.
Tortoise Investment Management has $935M in assets under management (AUM), dropping by -1.85%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 818 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Tortoise Investment Management has 818 total positions. Only the first 250 positions are shown.

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Download the Tortoise Investment Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.0	$84M		149k	561.90	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	5.5	$51M	+6%	493k	103.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.5	$32M	+14%	322k	100.67	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.2	$30M	+6%	319k	92.38	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	2.9	$27M	+3%	470k	57.61	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	2.5	$23M	+35%	1.1M	21.23	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.8	$17M	+37%	642k	26.89	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$17M	-4%	315k	53.97	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.8	$17M	+10%	333k	50.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.7	$16M	+12%	723k	22.08	View chart
Ishares Tr Cmbs Etf (CMBS)	1.7	$16M	-4%	330k	48.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.7	$16M	-4%	130k	122.01	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.7	$16M		402k	38.44	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.6	$15M		49k	306.74	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	1.6	$15M	+2%	299k	49.05	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.5	$14M	+30%	126k	111.49	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$14M	+4%	80k	172.74	View chart
Nuveen Mun Value Fd 2 (NUW)	1.4	$13M	-4%	937k	13.74	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.4	$13M	-2%	168k	75.65	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.3	$12M	+7%	257k	48.31	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$12M	+7%	344k	35.88	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.3	$12M	+3%	312k	39.37	View chart
Angel Oak Funds Trust Income Etf (CARY)	1.3	$12M	+3%	590k	20.76	View chart
Nuveen Muni Value Fund (NUV)	1.3	$12M	-26%	1.4M	8.77	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.2	$12M	+3%	537k	21.51	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$11M	-12%	120k	92.29	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.1	$11M	+8%	102k	104.57	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	1.1	$10M	+52%	390k	26.68	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.1	$10M		37k	274.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$9.6M	-2%	18k	532.58	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$8.9M	+23%	270k	32.99	View chart
Progressive Corporation (PGR)	1.0	$8.9M	-3%	32k	283.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$8.6M	-2%	169k	50.83	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.9	$8.5M	+5%	234k	36.41	View chart
Nuveen NY Municipal Value (NNY)	0.9	$8.4M		1.0M	8.26	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$8.3M	+9%	163k	50.71	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$8.2M	+8%	263k	31.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$8.0M	-3%	178k	45.26	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.9	$8.0M	+58%	157k	50.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.8	$7.8M	+17%	31k	257.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$7.5M	+14%	288k	25.89	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$7.3M	-32%	78k	93.78	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$6.9M	+9%	170k	40.76	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.7	$6.9M		145k	47.52	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.7	$6.8M	+6%	174k	39.36	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.7	$6.7M	+16%	102k	65.76	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.7	$6.6M	-6%	704k	9.32	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$6.3M	+5%	104k	60.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.6	$6.0M		32k	190.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$5.7M	-6%	65k	87.17	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.6	$5.5M	+16%	197k	28.15	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.6	$5.3M	+12%	226k	23.43	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.5	$5.1M	-6%	291k	17.39	View chart
American Centy Etf Tr International Lr (AVIV)	0.5	$5.0M	+5%	88k	56.68	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.5	$4.6M	+7%	77k	60.48	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.5	$4.6M		11k	419.88	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.5	$4.4M	+19%	162k	27.05	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$4.1M		22k	186.29	View chart
Ishares Tr Core Msci Total (IXUS)	0.4	$4.0M		57k	69.81	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$3.9M	-9%	34k	115.60	View chart
Spdr Index Shs Fds S&p Emktsc Etf (EWX)	0.4	$3.6M		64k	56.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.4	$3.6M	-40%	61k	58.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.5M		70k	49.62	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.4	$3.4M	+4%	103k	33.14	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.4	$3.4M	+12%	72k	47.16	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$3.4M	+88%	37k	91.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.4	$3.3M	-7%	152k	21.53	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.3	$3.2M	-14%	132k	24.34	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$3.1M		133k	23.04	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$3.0M	+18%	44k	69.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$2.9M	-4%	145k	19.78	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.3	$2.8M	NEW	56k	50.24	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.3	$2.8M	-4%	36k	78.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$2.7M		45k	60.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$2.6M		12k	221.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$2.6M	-2%	27k	97.48	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.6M	+47%	43k	59.75	View chart
Eli Lilly & Co. (LLY)	0.3	$2.6M	+24%	3.1k	825.74	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.3	$2.5M	+8%	94k	26.94	View chart
Microsoft Corporation (MSFT)	0.3	$2.5M	-36%	6.6k	375.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$2.2M		4.3k	513.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$2.1M	-2%	77k	27.57	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$2.1M	+84%	78k	27.26	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.0M		7.5k	270.83	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$2.0M		30k	66.27	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.9M	-7%	7.9k	245.31	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.9M	+5%	71k	26.58	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.2	$1.7M	-4%	76k	22.10	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$1.7M	+9%	25k	65.21	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.2	$1.6M	+88%	66k	24.86	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$1.5M		8.7k	170.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.5M	-10%	14k	105.44	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.2	$1.4M		52k	27.47	View chart
Costco Wholesale Corporation (COST)	0.2	$1.4M	-5%	1.5k	945.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M		17k	81.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.3M	-2%	2.8k	468.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	+2%	15k	90.54	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$1.3M	+2%	13k	97.95	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M		22k	58.35	View chart
Home Depot (HD)	0.1	$1.2M	-8%	3.4k	366.49	View chart
Lightbridge Corporation (LTBR)	0.1	$1.2M	+132%	164k	7.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.2M		5.8k	199.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.1M	-31%	14k	78.94	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.1M	-10%	9.7k	115.95	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.1	$1.1M	-3%	44k	25.22	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$1.1M	-6%	24k	46.31	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.1M	+22%	44k	25.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.1M	-2%	17k	63.53	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$1.1M		24k	45.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M		2.9k	361.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$973k	-2%	22k	43.70	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$945k		14k	66.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$944k	+3%	32k	29.12	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$940k		16k	58.34	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$902k	-14%	19k	48.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$888k		14k	62.10	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$880k	+12%	21k	42.11	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$837k	-2%	32k	26.20	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$832k	-19%	16k	51.18	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$816k	+18%	12k	66.34	View chart
NVIDIA Corporation (NVDA)	0.1	$790k	-15%	7.3k	108.38	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$762k	-9%	6.9k	110.46	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$761k	+10%	3.7k	206.48	View chart
Goldman Sachs (GS)	0.1	$740k		1.4k	546.29	View chart
Amazon (AMZN)	0.1	$739k	-23%	3.9k	190.26	View chart
International Business Machines (IBM)	0.1	$671k		2.7k	248.68	View chart
Pepsi (PEP)	0.1	$649k		4.3k	149.96	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$638k		24k	26.46	View chart
Heico Corp Cl A (HEI.A)	0.1	$634k		3.0k	210.97	View chart
DNP Select Income Fund (DNP)	0.1	$619k		63k	9.89	View chart
Procter & Gamble Company (PG)	0.1	$588k	-13%	3.5k	170.42	View chart
Union Pacific Corporation (UNP)	0.1	$566k	-16%	2.4k	236.24	View chart
Nuveen N Y Select Tax Free I Sh Ben Int (NXN)	0.1	$550k	-21%	47k	11.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$541k	-43%	3.5k	154.65	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.1	$538k	+1053%	10k	51.87	View chart
Cisco Systems (CSCO)	0.1	$534k	-4%	8.6k	61.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$530k		5.7k	92.83	View chart
Apple Put Option (AAPL)	0.1	$518k	-10%	67k	7.70	View chart
Chevron Corporation (CVX)	0.1	$509k		3.0k	167.30	View chart
Colgate-Palmolive Company (CL)	0.1	$508k		5.4k	93.70	View chart
Meta Platforms Cl A (META)	0.1	$491k	-34%	851.00	576.43	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$472k	+30%	15k	30.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$460k	+7%	5.9k	78.28	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$448k	-9%	9.5k	47.21	View chart
Bath &#38 Body Works In (BBWI)	0.0	$447k		15k	30.32	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$442k		20k	22.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.0	$438k	+29%	17k	25.84	View chart
Terawulf (WULF)	0.0	$435k	NEW	159k	2.73	View chart
Exxon Mobil Corporation (XOM)	0.0	$435k	-13%	3.7k	118.92	View chart
Spdr Index Shs Fds Msci Emr Mkt Etf (EEMX)	0.0	$431k		13k	33.59	View chart
Stryker Corporation (SYK)	0.0	$427k	-3%	1.1k	372.12	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$413k		2.2k	188.16	View chart
Johnson & Johnson (JNJ)	0.0	$406k	-25%	2.4k	165.84	View chart
Emerson Electric (EMR)	0.0	$398k		3.6k	109.65	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$394k		11k	35.81	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$389k		3.5k	110.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$383k	-43%	2.4k	156.23	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$371k		7.9k	46.67	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$366k	+9%	6.2k	58.98	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$364k		6.1k	59.98	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$350k		8.5k	41.13	View chart
Parker-Hannifin Corporation (PH)	0.0	$348k	-8%	572.00	607.49	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$336k	+74%	6.8k	49.60	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$332k	+12%	5.3k	62.36	View chart
Kinder Morgan (KMI)	0.0	$319k		11k	28.53	View chart
McDonald's Corporation (MCD)	0.0	$318k	-18%	1.0k	312.28	View chart
Palantir Technologies Cl A (PLTR)	0.0	$313k	-35%	3.7k	84.40	View chart
Merck & Co (MRK)	0.0	$308k	-6%	3.4k	89.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$301k		1.6k	193.99	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$295k	+3%	12k	23.77	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$292k		7.2k	40.49	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$292k		8.3k	34.95	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$289k		5.2k	55.45	View chart
Mueller Industries (MLI)	0.0	$277k		3.6k	76.14	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$273k		3.0k	90.67	View chart
American Express Company (AXP)	0.0	$273k	-20%	1.0k	269.05	View chart
Caterpillar (CAT)	0.0	$273k	-11%	827.00	329.82	View chart
Visa Com Cl A (V)	0.0	$271k	-29%	773.00	350.46	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$269k	+5%	5.4k	49.81	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.0	$265k	+75%	5.0k	52.52	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$264k	+52%	6.9k	38.41	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$263k	-24%	843.00	312.04	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$260k		24k	10.71	View chart
T. Rowe Price (TROW)	0.0	$259k		2.8k	91.87	View chart
Tesla Motors (TSLA)	0.0	$259k	-22%	999.00	259.16	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$256k	-30%	3.4k	75.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$256k	-13%	1.5k	173.23	View chart
Travelers Companies (TRV)	0.0	$254k		961.00	264.39	View chart
Axsome Therapeutics (AXSM)	0.0	$249k		2.1k	116.63	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$247k	-7%	874.00	282.56	View chart
At&t (T)	0.0	$246k		8.7k	28.28	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$240k	-9%	4.0k	59.40	View chart
Vanguard World Health Car Etf (VHT)	0.0	$240k	+5%	906.00	264.73	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$239k	-33%	1.4k	166.00	View chart
Mettler-Toledo International (MTD)	0.0	$236k		200.00	1180.91	View chart
Vanguard World Utilities Etf (VPU)	0.0	$235k		1.4k	170.81	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.0	$230k	-21%	27k	8.65	View chart
Western Asset Intm Muni Fd I (SBI)	0.0	$230k	-30%	30k	7.80	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$230k		2.7k	85.07	View chart
Broadcom (AVGO)	0.0	$230k	-55%	1.4k	167.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$227k		1.7k	132.50	View chart
Yum! Brands (YUM)	0.0	$224k	-4%	1.4k	157.31	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$223k	+257%	4.8k	46.81	View chart
Ishares Tr 20+ Year Tr Bd (TLTW)	0.0	$221k	-95%	9.2k	24.06	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.0	$219k		4.8k	45.75	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$215k		5.8k	37.46	View chart
Honeywell International (HON)	0.0	$213k	+33%	1.0k	211.80	View chart
Philip Morris International (PM)	0.0	$211k		1.3k	158.69	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$208k		2.2k	93.66	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$208k	+4%	1.7k	121.91	View chart
Ameriprise Financial (AMP)	0.0	$205k	-10%	423.00	484.29	View chart
Eastern Bankshares (EBC)	0.0	$205k		13k	16.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$200k		539.00	370.82	View chart
UnitedHealth (UNH)	0.0	$196k	-42%	375.00	523.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$196k		756.00	258.62	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$195k	+8%	3.7k	52.65	View chart
Abbvie (ABBV)	0.0	$190k	-30%	906.00	209.59	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$189k	+16%	582.00	325.51	View chart
Hartford Financial Services (HIG)	0.0	$188k		1.5k	123.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$186k	-3%	6.7k	27.96	View chart
ConocoPhillips (COP)	0.0	$186k		1.8k	105.04	View chart
Verizon Communications (VZ)	0.0	$184k		4.0k	45.36	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$183k		1.4k	127.08	View chart
Walt Disney Company (DIS)	0.0	$183k	-6%	1.9k	98.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$181k	-12%	1.3k	134.31	View chart
Comcast Corp Cl A (CMCSA)	0.0	$174k		4.7k	36.90	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$173k		4.8k	36.29	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$169k		3.9k	43.01	View chart
Enterprise Products Partners (EPD)	0.0	$168k	+80%	4.9k	34.14	View chart
Ss&c Technologies Holding (SSNC)	0.0	$167k		2.0k	83.53	View chart
Ge Aerospace Com New (GE)	0.0	$167k		833.00	200.17	View chart
Air Products & Chemicals (APD)	0.0	$161k	-7%	547.00	294.72	View chart
Vanguard World Industrial Etf (VIS)	0.0	$159k	+7%	644.00	247.55	View chart
Texas Instruments Incorporated (TXN)	0.0	$155k	-30%	863.00	179.70	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$153k		885.00	172.26	View chart
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)	0.0	$152k		5.2k	29.25	View chart
CVS Caremark Corporation (CVS)	0.0	$150k		2.2k	67.74	View chart
Boeing Company (BA)	0.0	$149k		875.00	170.55	View chart
Schwab Strategic Tr Long Term Us (SCHQ)	0.0	$148k	+43%	4.5k	32.76	View chart
Tejon Ranch Company (TRC)	0.0	$147k	-34%	9.3k	15.85	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$147k		19k	7.76	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$146k	+5%	2.0k	73.46	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$145k		267.00	542.38	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.0	$141k		2.5k	55.61	View chart
Vanguard World Comm Srvc Etf (VOX)	0.0	$139k	-7%	937.00	148.39	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.0	$137k		3.2k	42.96	View chart
Automatic Data Processing (ADP)	0.0	$134k	-42%	440.00	305.53	View chart
Shopify Cl A (SHOP)	0.0	$134k		1.4k	95.48	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.0	$132k	-59%	2.4k	54.84	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$132k		2.9k	45.05	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 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
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

View all past filings

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