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Tortoise Capital Series Trus shares owned by Brian McDonald

Quarter-by-quarter ownership of Tortoise Capital Series Trus (TNGY) shares owned by Brian McDonald from 13F filings

Historical chart of Brian McDonald investment in Tortoise Capital Series Trus

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

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Quarterly reported holdings in Tortoise Capital Series Trus by Brian McDonald

Quarter filed Position value Share count Share price at filing
2025-12-31 $92k 10k 9.04
2025-09-30 $112k 12k 9.07

More positions owned by Brian McDonald

Eli Lilly & Co. (LLY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Brian McDonald

Top funds holding Tortoise Capital Series Trus

Envestnet Asset Management
D.A. Davidson & Co.
Raymond James Financial
UBS Group
Baird Financial
Burns Wealth Management
Parkside Financial Bank & Trust
Warren Averett Asset Management
Royal Bank of Canada
Captrust Financial Advisors
Northern Trust
Wealth Enhancement Advisory Services
Ignite Planners
Lee Financial
LPL Financial

View all funds holding Tortoise Capital Series Trus