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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 2 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 53,180.0 $14.5M 1.27% -1K -2.4% $271.86 +13.6%
22 BOXX EA SERIES TRUST 125,336.0 $14.4M 1.27% -11K -8.2% $115.10 +1.5%
23 IEFA ISHARES TR 158,462.0 $14.2M 1.25% -1K -0.9% $89.46 +8.7%
24 DCRE DOUBLELINE ETF TRUST 264,905.0 $13.7M 1.21% +24K +9.9% $51.90 -0.4%
25 CARY ANGEL OAK FUNDS TRUST 647,945.0 $13.5M 1.19% +32K +5.2% $20.83 -0.2%
26 SPYM SPDR SERIES TRUST 167,397.0 $13.4M 1.18% +49K +41.9% $80.22 +9.4%
27 VTI VANGUARD INDEX FDS 39,536.0 $13.3M 1.16% $335.27 +9.4%
28 SPDW SPDR INDEX SHS FDS 270,291.0 $12.0M 1.05% +24K +9.8% $44.41 +13.1%
29 IJR ISHARES TR 99,296.0 $11.9M 1.05% -2K -1.8% $120.18 +14.3%
30 BAB INVESCO EXCH TRADED FD TR II 415,867.0 $11.3M 0.99% +22K +5.7% $27.20 -2.4%
31 DFAC DIMENSIONAL ETF TRUST 284,441.0 $11.3M 0.99% -8K -2.6% $39.59 +10.1%
32 DFAE DIMENSIONAL ETF TRUST 339,794.0 $11.1M 0.97% +8K +2.5% $32.57 +19.9%
33 DFAI DIMENSIONAL ETF TRUST 289,962.0 $11.1M 0.97% +2K +0.6% $38.11 +9.0%
34 SCHH SCHWAB STRATEGIC TR 523,909.0 $10.9M 0.96% +29K +5.8% $20.89 +13.4%
35 VEA VANGUARD TAX-MANAGED FDS 170,856.0 $10.7M 0.94% $62.47 +12.8%
36 IUSV ISHARES TR 103,711.0 $10.6M 0.93% -3K -2.9% $102.54 +7.6%
37 VWO VANGUARD INTL EQUITY INDEX F 181,448.0 $9.8M 0.86% $53.76 +9.7%
38 SPSM SPDR SERIES TRUST 207,692.0 $9.7M 0.85% +15K +7.7% $46.86 +14.0%
39 VV VANGUARD INDEX FDS 30,753.0 $9.7M 0.85% +340.0 +1.1% $314.80 +9.0%
40 BERKSHIRE HATHAWAY INC DEL 18,508.0 $9.3M 0.82% $502.65
Page 2 of 12  ·  240 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%