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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DNP DNP SELECT INCOME FD INC Financial Services 66,631.0 $666K 0.06% +2K +2.4% $9.99 +8.3%
62 ESGE ISHARES INC 13,612.0 $601K 0.05% +3K +28.4% $44.17 +18.9%
63 AVGO BROADCOM INC Technology 1,693.0 $586K 0.05% +66.0 +4.1% $346.06 +19.7%
64 TSLA TESLA INC Consumer Cyclical 1,240.0 $558K 0.05% +461.0 +59.2% $449.72 -5.3%
65 BSV VANGUARD BD INDEX FDS 6,744.0 $531K 0.05% +387.0 +6.1% $78.81 -1.2%
66 VIG VANGUARD SPECIALIZED FUNDS 2,402.0 $528K 0.05% +702.0 +41.3% $219.78 +6.1%
67 XOM EXXON MOBIL CORP Energy 4,002.0 $482K 0.04% +102.0 +2.6% $120.35 +28.7%
68 CVX CHEVRON CORP NEW Energy 3,144.0 $479K 0.04% +26.0 +0.8% $152.39 +25.6%
69 IAU ISHARES GOLD TR Financial Services 5,593.0 $454K 0.04% +101.0 +1.8% $81.17 +4.5%
70 ESML ISHARES TR 9,516.0 $438K 0.04% +2K +21.7% $45.98 +13.5%
71 CL COLGATE PALMOLIVE CO Consumer Defensive 5,481.0 $433K 0.04% +39.0 +0.7% $79.02 +14.7%
72 SYK STRYKER CORPORATION Healthcare 1,173.0 $412K 0.04% +6.0 +0.5% $351.35 -9.9%
73 VO VANGUARD INDEX FDS 1,354.0 $393K 0.04% +380.0 +39.0% $290.14 -73.1%
74 MRK MERCK & CO INC Healthcare 3,641.0 $383K 0.03% +72.0 +2.0% $105.27 +16.3%
75 XLK SELECT SECTOR SPDR TR 2,622.0 $378K 0.03% +1K +94.1% $143.98 +25.3%
76 PLTR PALANTIR TECHNOLOGIES INC Technology 1,967.0 $350K 0.03% +34.0 +1.8% $177.75 -23.0%
77 V VISA INC Financial Services 951.0 $334K 0.03% +15.0 +1.6% $350.71 -6.2%
78 KMI KINDER MORGAN INC DEL Energy 11,088.0 $305K 0.03% +94.0 +0.9% $27.49 +22.9%
79 ESGD ISHARES TR 2,941.0 $280K 0.03% +2K +137.9% $95.09 +8.1%
80 COF CAPITAL ONE FINL CORP Financial Services 1,144.0 $277K 0.02% +106.0 +10.2% $242.43 -22.5%
Page 4 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%