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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 SPY, IVV, STIP, AVUS, BTT, and represent 54.26% of Tortoise Investment Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$843M), JMTG (+$29M), STIP (+$28M), VGIT (+$17M), AXSM (+$13M), AVEE (+$11M), VBIL (+$9.6M), AVTM (+$5.9M), AVUS, JMUB.
Started 23 new stock positions in SOFI, DVY, DXJ, MBLY, QXO, USFR, AVRE, SCHD, HEFA, AVTM. NDAQ, JEPI, MPC, VZ, FLMI, VTHR, JPIE, INVH, GLD, IDEV, AVUQ, SPTM, EPD.
Reduced shares in these 10 stocks: DMBS (-$20M), DGS (-$9.3M), JAAA (-$7.7M), DFSD (-$6.0M), JMST (-$5.4M), MBB, AAPL, MEAR, NUW, IVV.
Sold out of its positions in AMP, COF, KO, DFSD, FXB, USMV, JAAA, NUV, RLMD, SHOP. SYK, VGT, ACN.
Tortoise Investment Management was a net buyer of stock by $936M.
Tortoise Investment Management has $2.1B in assets under management (AUM), dropping by 80.16%.
Central Index Key (CIK): 0001599511

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Portfolio Holdings for Tortoise Investment Management

Tortoise Investment Management holds 246 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	41.9	$874M	+2698%	1.3M	650.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$95M		145k	653.21	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.2	$87M	+48%	840k	103.43	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	2.1	$44M	+9%	392k	111.18	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	1.5	$32M	+2%	1.4M	22.70	View chart
J P Morgan Exchange Traded F Mortgage Backed (JMTG)	1.5	$31M	+1491%	615k	51.00	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.4	$30M	+11%	591k	49.99	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	1.4	$29M		289k	100.66	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.2	$26M	+9%	515k	49.46	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$25M	+3%	930k	26.61	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.2	$24M		439k	55.35	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$21M		307k	69.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$19M	+5%	746k	25.64	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$18M	+8%	401k	45.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$18M		89k	196.20	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$17M	+3849%	284k	59.55	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.8	$17M		361k	46.74	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.8	$17M	+15%	145k	116.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.8	$17M		47k	356.56	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$16M	-3%	115k	142.43	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$16M		337k	46.91	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.7	$16M	+159%	206k	75.65	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$15M	+16%	195k	76.54	View chart
Doubleline Etf Trust Commercial Real (DCRE)	0.7	$14M	+2%	272k	51.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$14M		156k	90.53	View chart
Axsome Therapeutics (AXSM)	0.7	$14M	+2966%	82k	169.02	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.7	$14M	+2%	663k	20.77	View chart
Apple (AAPL)	0.6	$13M	-17%	51k	253.79	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.6	$13M	+2%	277k	45.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$13M		39k	320.81	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$12M		99k	124.31	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.6	$12M	+7%	561k	21.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$12M	+6%	309k	38.96	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$12M	+3%	351k	33.86	View chart
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)	0.6	$12M	+3%	429k	26.96	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.6	$12M	+4%	296k	38.86	View chart
American Centy Etf Tr Avantis Emerging (AVEE)	0.5	$12M	+1288%	181k	63.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$11M		171k	64.08	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$11M	+6%	221k	48.32	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.5	$10M	+16%	597k	17.44	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.5	$10M	-2%	101k	102.25	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$10M	+11%	34k	298.85	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.5	$10M	+3%	290k	35.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$10M	+2%	186k	54.05	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$9.9M	+2%	123k	80.58	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$9.5M		181k	52.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$8.5M	-4%	18k	479.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$8.1M	+3%	73k	110.47	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$7.9M	-54%	131k	60.10	View chart
Nuveen Mun Value Fd 2 (NUW)	0.4	$7.5M	-15%	525k	14.33	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$7.4M		254k	29.08	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.3	$7.3M	+4%	204k	35.78	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.3	$6.9M	+7%	97k	70.91	View chart
American Centy Etf Tr International Lr (AVIV)	0.3	$6.8M		91k	74.83	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	0.3	$6.3M	+25%	172k	36.76	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$6.2M	+3%	268k	22.98	View chart
American Centy Etf Tr Avantis Total Eq (AVTM)	0.3	$5.9M	NEW	126k	47.01	View chart
Progressive Corporation (PGR)	0.3	$5.9M	-2%	30k	198.24	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$5.9M	-3%	28k	211.15	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$5.6M		79k	71.13	View chart
Nuveen Select Mat Mun Sh Ben Int (NIM)	0.3	$5.4M	-7%	571k	9.45	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.2	$5.0M	+52%	110k	45.17	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.2	$4.7M	+4%	47k	99.86	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$4.6M	-2%	32k	145.79	View chart
Nuveen NY Municipal Value (NNY)	0.2	$4.6M	-17%	550k	8.35	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$4.6M		53k	86.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.4M	-2%	20k	217.25	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$4.3M	-8%	9.4k	463.19	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.2	$4.1M		68k	59.98	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$3.8M	-3%	6.4k	597.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.8M	+3%	44k	86.69	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$3.7M	-2%	146k	25.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.6M	+3%	14k	261.92	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.2	$3.5M	+10%	42k	84.84	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$3.5M	+20%	60k	58.54	View chart
Microsoft Corporation (MSFT)	0.2	$3.5M		9.5k	370.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$3.4M		139k	24.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$3.4M	+8%	18k	191.81	View chart
Spdr Index Shs Fds State Street Spd (EWX)	0.2	$3.4M	-16%	52k	66.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$3.3M		44k	75.10	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$3.3M		67k	49.89	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$3.3M		102k	32.22	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.2	$3.1M	+10%	62k	51.03	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.1M		26k	118.45	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$3.1M		32k	94.58	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.1	$2.9M	+69%	64k	45.80	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.8M	+6%	34k	80.61	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.1	$2.7M	+99%	27k	102.45	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$2.6M		85k	30.50	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.6M	+3%	78k	32.95	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.5M	-67%	50k	50.98	View chart
Lightbridge Corporation (LTBR)	0.1	$2.3M		216k	10.66	View chart
Terawulf (WULF)	0.1	$2.2M		153k	14.43	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$2.2M		6.9k	318.07	View chart
Putnam Etf Trust Franklin Ny Muni (FTNY)	0.1	$2.2M	+904%	279k	7.80	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.2M	-5%	7.3k	294.14	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$2.0M	+3%	18k	112.27	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.8M		76k	24.27	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.7M		26k	67.53	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$1.7M	-3%	66k	26.30	View chart
NVIDIA Corporation (NVDA)	0.1	$1.6M	+14%	9.4k	174.40	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$1.6M	+32%	65k	24.91	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.1	$1.6M	+13%	59k	26.91	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.1	$1.6M	-92%	32k	49.38	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.1	$1.6M	+6%	46k	33.79	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.5M		39k	39.44	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.5M		17k	88.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.5M	-8%	2.6k	577.27	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.5M	+4%	5.9k	248.00	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	-10%	1.4k	996.43	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.4M	-2%	15k	97.13	View chart
Invesco Exch Traded Fd Tr Ii Ny Amt Fre Mun (PZT)	0.1	$1.4M	+16%	63k	22.07	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M		9.8k	138.32	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$1.4M	+18%	40k	33.67	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.4M		18k	77.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M		3.0k	426.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$1.3M	+6%	4.3k	287.59	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.2M	-3%	16k	78.41	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$1.2M	-4%	35k	33.97	View chart
Amazon (AMZN)	0.1	$1.2M	+13%	5.6k	208.25	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-5%	20k	56.79	View chart
Eli Lilly & Co. (LLY)	0.1	$1.1M	-15%	1.2k	919.99	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	0.1	$1.1M		27k	41.72	View chart
Home Depot (HD)	0.1	$1.1M		3.4k	328.89	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.1M		21k	49.95	View chart
American Centy Etf Tr Avantis U S Qual (AVUQ)	0.1	$1.0M	NEW	19k	56.74	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$1.0M	+16%	14k	75.19	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$1.0M	-6%	13k	81.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$1.0M	+30%	3.6k	286.86	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.0	$993k		16k	62.30	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$956k	-4%	15k	64.73	View chart
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR)	0.0	$949k	NEW	3.3k	287.57	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$889k	NEW	11k	79.06	View chart
Sofi Technologies (SOFI)	0.0	$882k	NEW	56k	15.88	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$877k	-4%	8.3k	106.15	View chart
Nasdaq Omx (NDAQ)	0.0	$862k	NEW	10k	84.85	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$856k	-72%	17k	50.34	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$829k	+39%	16k	52.19	View chart
Exxon Mobil Corporation (XOM)	0.0	$725k	+6%	4.3k	169.66	View chart
DNP Select Income Fund (DNP)	0.0	$711k	+3%	69k	10.30	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$708k	+9%	17k	41.09	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$697k	-29%	15k	46.95	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.0	$672k	+59%	19k	35.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$648k		5.7k	113.11	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$631k		14k	45.47	View chart
International Business Machines (IBM)	0.0	$629k		2.6k	242.37	View chart
Heico Corp Cl A (HEI.A)	0.0	$616k		2.9k	211.10	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$616k	-82%	6.5k	94.95	View chart
Broadcom (AVGO)	0.0	$603k	+15%	1.9k	309.52	View chart
Pepsi (PEP)	0.0	$598k	-11%	3.9k	155.28	View chart
Goldman Sachs (GS)	0.0	$593k	-49%	701.00	846.45	View chart
Union Pacific Corporation (UNP)	0.0	$591k		2.4k	242.62	View chart
Meta Platforms Cl A (META)	0.0	$591k	+10%	1.0k	572.08	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$569k	NEW	1.3k	430.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$561k	+6%	7.2k	78.41	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$558k		2.7k	205.80	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.0	$555k	NEW	22k	24.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$551k		16k	34.55	View chart
Johnson & Johnson (JNJ)	0.0	$530k	-11%	2.2k	244.44	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$529k	+7%	6.0k	88.16	View chart
Parker-Hannifin Corporation (PH)	0.0	$529k		591.00	894.94	View chart
Tesla Motors (TSLA)	0.0	$526k	+14%	1.4k	371.75	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.0	$517k	+97%	5.2k	99.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$511k		2.4k	215.06	View chart
Spdr Series Trust State Street Spd (HYMB)	0.0	$505k		20k	24.80	View chart
Invitation Homes (INVH)	0.0	$500k	NEW	20k	24.85	View chart
Spdr Series Trust State Street Spd (TFI)	0.0	$499k		11k	45.34	View chart
Spdr Index Shs Fds State Street Spd (EEMX)	0.0	$496k		11k	44.20	View chart
Emerson Electric (EMR)	0.0	$488k		3.7k	131.04	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$481k		2.3k	213.67	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$474k		3.0k	159.61	View chart
Cisco Systems (CSCO)	0.0	$453k	-29%	5.8k	77.59	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$448k		9.5k	47.02	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$447k		6.1k	73.65	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.0	$439k	+54%	19k	23.65	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.0	$435k		3.7k	118.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$429k	NEW	7.6k	56.68	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$428k		6.0k	71.73	View chart
Chevron Corporation (CVX)	0.0	$426k	-34%	2.1k	206.88	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.0	$426k		3.9k	110.39	View chart
Merck & Co (MRK)	0.0	$417k	-4%	3.5k	120.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$399k	-10%	5.0k	79.27	View chart
American Express Company (AXP)	0.0	$397k	+3%	1.3k	302.48	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.0	$393k		5.3k	73.92	View chart
Qxo Com New (QXO)	0.0	$393k	NEW	20k	19.42	View chart
Ge Aerospace Com New (GE)	0.0	$388k	-9%	1.4k	283.72	View chart
Mueller Industries (MLI)	0.0	$385k		3.5k	110.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$382k		6.9k	55.20	View chart
Colgate-Palmolive Company (CL)	0.0	$374k	-20%	4.4k	85.23	View chart
Procter & Gamble Company (PG)	0.0	$372k	-27%	2.6k	144.42	View chart
Raytheon Technologies Corp (RTX)	0.0	$371k	+3%	1.9k	192.89	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$370k	NEW	8.4k	44.02	View chart
Reddit Cl A (RDDT)	0.0	$364k	+144%	2.7k	134.65	View chart
Ge Vernova (GEV)	0.0	$336k	-7%	385.00	873.10	View chart
Caterpillar (CAT)	0.0	$330k	-45%	465.00	708.56	View chart
Dimensional Etf Trust Calif Mun Bd Etf (DFCA)	0.0	$329k		6.6k	49.85	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$327k		4.8k	68.47	View chart
McDonald's Corporation (MCD)	0.0	$324k	+3%	1.0k	310.93	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$321k	-7%	2.4k	132.91	View chart
Kinder Morgan (KMI)	0.0	$311k	-16%	9.3k	33.53	View chart
Palantir Technologies Cl A (PLTR)	0.0	$307k	+6%	2.1k	146.28	View chart
Visa Com Cl A (V)	0.0	$307k	+6%	1.0k	302.24	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$303k		6.2k	48.93	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$293k	NEW	1.8k	158.58	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$287k		3.0k	95.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$284k	-26%	990.00	287.24	View chart
At&t (T)	0.0	$284k	+8%	9.8k	28.99	View chart
Travelers Companies (TRV)	0.0	$281k	-8%	964.00	291.63	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$274k	-9%	6.0k	45.50	View chart
J P Morgan Exchange Traded F Short Dura Core (JSCP)	0.0	$269k		5.7k	47.30	View chart
Mettler-Toledo International (MTD)	0.0	$265k	+2%	210.00	1261.20	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$264k		6.6k	40.14	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$263k		1.9k	141.42	View chart
T. Rowe Price (TROW)	0.0	$262k	+2%	2.9k	90.14	View chart
Bath &#38 Body Works In (BBWI)	0.0	$258k		14k	18.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$258k		2.6k	97.23	View chart
Spdr Series Trust State Street Spd (SPYX)	0.0	$256k		4.8k	53.03	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.0	$253k	NEW	5.5k	46.07	View chart
Vanguard World Utilities Etf (VPU)	0.0	$253k	-7%	1.3k	198.14	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.0	$251k		11k	22.66	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$251k	NEW	3.0k	83.57	View chart
Honeywell International (HON)	0.0	$250k	+3%	1.1k	225.98	View chart
Eastern Bankshares (EBC)	0.0	$244k		13k	19.56	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$239k	+12%	6.2k	38.42	View chart
Ishares Jp Morgan Em Etf (LEMB)	0.0	$235k		5.8k	40.80	View chart
Yum! Brands (YUM)	0.0	$231k		1.5k	155.44	View chart
Philip Morris International (PM)	0.0	$230k	+5%	1.4k	165.38	View chart
Abbvie (ABBV)	0.0	$228k	+7%	1.0k	217.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$223k		1.4k	155.11	View chart
Marathon Petroleum Corp (MPC)	0.0	$222k	NEW	910.00	244.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$219k		1.1k	191.92	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$215k	-18%	4.3k	49.37	View chart
Hartford Financial Services (HIG)	0.0	$212k		1.6k	135.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$211k	NEW	1.4k	151.42	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$209k	NEW	6.8k	30.68	View chart
Ishares Tr Gl Timb Fore Etf (WOOD)	0.0	$206k		2.9k	70.95	View chart
Verizon Communications (VZ)	0.0	$203k	NEW	4.0k	50.20	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$203k	NEW	4.8k	42.50	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$202k		563.00	359.03	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$201k	NEW	4.0k	50.34	View chart
Enterprise Products Partners (EPD)	0.0	$201k	NEW	5.3k	37.84	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$200k		957.00	209.08	View chart
Empire St Rlty Op Unit Ltd Prtnsp (ESBA)	0.0	$95k		19k	5.04	View chart
Hyperfine Com Cl A (HYPR)	0.0	$78k		72k	1.08	View chart
Nuvation Bio Com Cl A (NUVB)	0.0	$59k		14k	4.29	View chart
Mobileye Global Common Class A Call Option (MBLY)	0.0	$15.000000	NEW	30k	0.00	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 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
Tortoise Investment Management 2024 Q1 filed May 9, 2024

View all past filings

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