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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  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 2,446.0 $506K 0.04% -153.0 -5.9% $206.95 +13.2%
62 EEMX SPDR INDEX SHS FDS 11,183.0 $477K 0.04% -1K -10.5% $42.64 +21.1%
63 IGM ISHARES TR 3,674.0 $475K 0.04% -152.0 -4.0% $129.16 +21.7%
64 AXP AMERICAN EXPRESS CO Financial Services 1,274.0 $471K 0.04% -136.0 -9.7% $369.95 -15.7%
65 GE GE AEROSPACE Industrials 1,507.0 $464K 0.04% -9.0 -0.6% $307.95 -1.7%
66 VCSH VANGUARD SCOTTSDALE FDS 5,630.0 $449K 0.04% -2K -29.6% $79.73 -1.1%
67 VGIT VANGUARD SCOTTSDALE FDS 7,177.0 $430K 0.04% -37.0 -0.5% $59.93 -2.0%
68 SHV ISHARES TR 3,862.0 $425K 0.04% -360.0 -8.5% $110.14 +0.2%
69 VSGX VANGUARD WORLD FD 5,927.0 $424K 0.04% -67.0 -1.1% $71.62 +12.0%
70 MLI MUELLER INDS INC Industrials 3,472.0 $399K 0.04% -168.0 -4.6% $114.80 +16.2%
71 USXF ISHARES TR 6,912.0 $398K 0.04% -350.0 -4.8% $57.58 +15.2%
72 AXSM AXSOME THERAPEUTICS INC Healthcare 1,870.0 $342K 0.03% -266.0 -12.4% $182.64 +29.2%
73 DFCA DIMENSIONAL ETF TRUST 6,590.0 $330K 0.03% -1K -15.4% $50.08 -0.7%
74 ACWX ISHARES TR 4,845.0 $325K 0.03% -375.0 -7.2% $67.13 +11.9%
75 MCD MCDONALDS CORP Consumer Cyclical 1,005.0 $307K 0.03% -58.0 -5.5% $305.65 -7.6%
76 BBWI BATH & BODY WORKS INC Consumer Cyclical 13,844.0 $278K 0.02% -900.0 -6.1% $20.08 -11.6%
77 DFAR DIMENSIONAL ETF TRUST 12,022.0 $275K 0.02% -405.0 -3.3% $22.90 +14.1%
78 SRLN SSGA ACTIVE ETF TR 6,580.0 $272K 0.02% -2K -22.6% $41.27 -2.0%
79 J P MORGAN EXCHANGE TRADED F 5,695.0 $271K 0.02% -4K -40.0% $47.56
80 AMP AMERIPRISE FINL INC Financial Services 551.0 $270K 0.02% -3.0 -0.5% $490.48 -7.8%
Page 4 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%