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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IBIT ISHARES BITCOIN TRUST ETF Financial Services 5,545.0 $275K 0.02% +790.0 +16.6% $49.65 -13.5%
82 VANGUARD CALIF TAX FREE FDS 2,640.0 $265K 0.02% +1K +100.0% $100.26
83 KO COCA COLA CO Consumer Defensive 3,628.0 $254K 0.02% +47.0 +1.3% $69.91 +16.6%
84 SHOP SHOPIFY INC Technology 1,452.0 $234K 0.02% +50.0 +3.6% $160.97 -36.0%
85 ACN ACCENTURE PLC IRELAND Technology 795.0 $213K 0.02% +39.0 +5.2% $268.30 -33.2%
86 PM PHILIP MORRIS INTL INC Consumer Defensive 1,317.0 $211K 0.02% +7.0 +0.5% $160.44 +17.8%
87 HON HONEYWELL INTL INC Industrials 1,073.0 $209K 0.02% +36.0 +3.5% $195.17 +16.8%
88 HYPR HYPERFINE INC Healthcare 72,000.0 $71K 0.01% +27K +60.0% $0.98 +52.1%
89 SPY PUT SPDR S&P 500 ETF TR Financial Services 24,300.0 $68K 0.01% +7K +39.7% $2.79 +26602.2%
Page 5 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%