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Tortoise Capital Series Trus shares owned by Sandy Cove Advisors

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Sandy Cove Advisors from 13F filings

Historical chart of Sandy Cove Advisors investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

All positions including Tortoise Capital Series Trus held by Sandy Cove Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tortoise Capital Series Trus by Sandy Cove Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $280k 5.0k 55.92

More positions owned by Sandy Cove Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Morgan Stanley Com New (MS)

View all positions for Sandy Cove Advisors

Top funds holding Tortoise Capital Series Trus

Jane Street
Sterneck Capital Management
Parallel Advisors
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Atria Investments
IHT Wealth Management
Gts Securities
HighTower Advisors
BKD Wealth Advisors
BIP Wealth
Savvy Advisors
Mariner Wealth Advisors
GM Advisory
Evergreen Wealth Solutions
Sandy Cove Advisors

View all funds holding Tortoise Capital Series Trus