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Tortoise Capital Series Trus shares owned by Sontag Advisory

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TCAI) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Tortoise Capital Series Trus

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $900k 16k 55.92

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Sontag Advisory

Top funds holding Tortoise Capital Series Trus

Capital Investment Advisory Services
Sterneck Capital Management
Jane Street
BIP Wealth
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Summit Financial
Parallel Advisors
HighTower Advisors
Gts Securities
WT Wealth Management
Farther Finance Advisors
Mml Investors Services
VestGen Advisors
Atria Investments
IHT Wealth Management

View all funds holding Tortoise Capital Series Trus