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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VT VANGUARD INTL EQUITY INDEX F 9,809.0 $1.4M 0.12% -70.0 -0.7% $141.06 +10.3%
42 VXUS VANGUARD STAR FDS 17,831.0 $1.3M 0.12% -226.0 -1.2% $75.44 +12.0%
43 SCZ ISHARES TR 16,102.0 $1.2M 0.11% -500.0 -3.0% $77.53 +9.8%
44 SCHR SCHWAB STRATEGIC TR 49,160.0 $1.2M 0.11% -23K -32.3% $25.08 -2.0%
45 EEM ISHARES TR 21,407.0 $1.2M 0.10% -641.0 -2.9% $54.71 +20.4%
46 HD HOME DEPOT INC Consumer Cyclical 3,366.0 $1.2M 0.10% -69.0 -2.0% $344.10 -9.0%
47 DLS WISDOMTREE TR 13,439.0 $1.1M 0.10% -680.0 -4.8% $81.01 +7.2%
48 NUV NUVEEN MUN VALUE FD INC Financial Services 112,749.0 $1.0M 0.09% -324K -74.2% $9.06 -0.7%
49 EEMV ISHARES INC 15,505.0 $993K 0.09% -610.0 -3.8% $64.04 +13.3%
50 VMBS VANGUARD SCOTTSDALE FDS 21,041.0 $991K 0.09% -563.0 -2.6% $47.08 -1.1%
51 AVSC AMERICAN CENTY ETF TR 15,943.0 $936K 0.08% -160.0 -1.0% $58.74 +15.9%
52 MUB ISHARES TR 8,660.0 $928K 0.08% -3K -23.0% $107.12 -0.9%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 2,590.0 $767K 0.07% -65.0 -2.5% $296.18 -14.3%
54 HEICO CORP NEW 2,917.0 $736K 0.07% -100.0 -3.3% $252.44
55 CSCO CISCO SYS INC Technology 8,236.0 $634K 0.06% -701.0 -7.8% $77.03 +56.3%
56 META META PLATFORMS INC Communication Services 933.0 $616K 0.05% -27.0 -2.8% $659.96 -7.5%
57 VXF VANGUARD INDEX FDS 2,712.0 $567K 0.05% -237.0 -8.0% $209.12 +10.4%
58 DFEM DIMENSIONAL ETF TRUST 15,952.0 $528K 0.05% -372.0 -2.3% $33.08 +20.1%
59 PG PROCTER AND GAMBLE CO Consumer Defensive 3,570.0 $512K 0.04% -43.0 -1.2% $143.31 +0.8%
60 TFI SPDR SERIES TRUST 11,080.0 $506K 0.04% -750.0 -6.3% $45.71 -1.1%
Page 3 of 5  ·  86 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%