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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 13 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 APH AMPHENOL CORP NEW Technology 1,444.0 $179K 0.02% NEW $123.75 +12.8%
242 CEG CONSTELLATION ENERGY CORP Utilities 541.0 $178K 0.02% NEW $329.07 -7.8%
243 ZIM ZIM INTEGRATED SHIPPING SERV Industrials 13,000.0 $176K 0.02% NEW $13.55 +85.7%
244 VOX VANGUARD WORLD FD 937.0 $176K 0.02% NEW $187.73 +4.5%
245 DIS DISNEY WALT CO Communication Services 1,523.0 $174K 0.02% NEW $114.52 -10.0%
246 CVS CVS HEALTH CORP Healthcare 2,311.0 $174K 0.02% NEW $75.38 +20.7%
247 ETN EATON CORP PLC Industrials 459.0 $172K 0.01% NEW $373.94 +8.2%
248 EEMS ISHARES INC 2,527.0 $172K 0.01% NEW $67.91 +16.3%
249 MPC MARATHON PETE CORP Energy 887.0 $171K 0.01% NEW $192.73 +30.4%
250 TXN TEXAS INSTRS INC Technology 909.0 $167K 0.01% NEW $183.73 +76.0%
251 ISCG ISHARES TR 2,922.0 $159K 0.01% NEW $54.31 +15.3%
252 TT TRANE TECHNOLOGIES PLC Industrials 375.0 $158K 0.01% NEW $421.96 +8.9%
253 EFAX SPDR INDEX SHS FDS 3,191.0 $157K 0.01% NEW $49.31 +10.5%
254 BAC BANK AMERICA CORP Financial Services 3,003.0 $155K 0.01% NEW $51.59 +0.8%
255 CMCSA COMCAST CORP NEW Communication Services 4,893.0 $154K 0.01% NEW $31.42 -20.1%
256 ORCL ORACLE CORP Technology 545.0 $153K 0.01% NEW $281.24 -31.8%
257 FLJP FRANKLIN TEMPLETON ETF TR 4,400.0 $152K 0.01% NEW $34.56 +15.0%
258 NYF ISHARES TR 2,847.0 $152K 0.01% NEW $53.35 +0.0%
259 BND VANGUARD BD INDEX FDS 2,029.0 $151K 0.01% NEW $74.37 -1.6%
260 TRC TEJON RANCH CO Industrials 9,300.0 $149K 0.01% NEW $15.98 +21.9%
Page 13 of 78  ·  1,554 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 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%