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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM 240 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 89 Added 86 Reduced 1318 Exited
Page 1 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STIP ISHARES TR 566,503.0 $58.0M 5.09% +37K +6.9% $102.39 +0.9%
2 AVUS AMERICAN CENTY ETF TR 359,435.0 $40.2M 3.53% +16K +4.5% $111.78 +12.5%
3 BTT BLACKROCK MUN TARGET TERM TR Financial Services 1,361,137.0 $31.1M 2.73% +139K +11.3% $22.82 -0.7%
4 JMUB J P MORGAN EXCHANGE TRADED F 530,147.0 $26.8M 2.35% +54K +11.3% $50.50 -1.0%
5 VGLT VANGUARD SCOTTSDALE FDS 438,668.0 $24.5M 2.15% +12K +2.8% $55.80 -3.0%
6 MTBA SIMPLIFY EXCHANGE TRADED FUN 470,695.0 $23.7M 2.08% +52K +12.5% $50.41 -2.6%
7 SCHP SCHWAB STRATEGIC TR 895,124.0 $23.7M 2.08% +46K +5.4% $26.49 +0.5%
8 DMBS DOUBLELINE ETF TRUST 445,735.0 $22.1M 1.94% +42K +10.4% $49.66 -1.9%
9 VTV VANGUARD INDEX FDS 88,221.0 $16.8M 1.48% +4K +4.4% $190.99 +10.4%
10 DGS WISDOMTREE TR 285,367.0 $16.3M 1.44% +8K +2.8% $57.24 +13.3%
11 SCHC SCHWAB STRATEGIC TR 356,927.0 $16.3M 1.43% +12K +3.4% $45.53 +10.4%
12 SPEM SPDR INDEX SHS FDS 333,685.0 $15.6M 1.37% +13K +4.0% $46.81 +9.8%
13 DCRE DOUBLELINE ETF TRUST 264,905.0 $13.7M 1.21% +24K +9.9% $51.90 -0.4%
14 CARY ANGEL OAK FUNDS TRUST 647,945.0 $13.5M 1.19% +32K +5.2% $20.83 -0.2%
15 SPYM SPDR SERIES TRUST 167,397.0 $13.4M 1.18% +49K +41.9% $80.22 +9.4%
16 SPDW SPDR INDEX SHS FDS 270,291.0 $12.0M 1.05% +24K +9.8% $44.41 +13.1%
17 BAB INVESCO EXCH TRADED FD TR II 415,867.0 $11.3M 0.99% +22K +5.7% $27.20 -2.4%
18 DFAE DIMENSIONAL ETF TRUST 339,794.0 $11.1M 0.97% +8K +2.5% $32.57 +19.9%
19 DFAI DIMENSIONAL ETF TRUST 289,962.0 $11.1M 0.97% +2K +0.6% $38.11 +9.0%
20 SCHH SCHWAB STRATEGIC TR 523,909.0 $10.9M 0.96% +29K +5.8% $20.89 +13.4%
Page 1 of 5  ·  89 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 66.7%
Technology 17.2%
Industrials 4.5%
Healthcare 2.9%
Consumer Cyclical 2.7%
Consumer Defensive 2.5%
Communication Services 2.4%
Energy 0.9%
Utilities 0.2%