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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 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AVEM AMERICAN CENTY ETF TR 120,434.0 $9.3M 0.81% -2K -1.2% $77.02 +20.8%
42 DFSV DIMENSIONAL ETF TRUST 279,622.0 $9.2M 0.81% +16K +5.9% $32.89 +13.8%
43 DFIV DIMENSIONAL ETF TRUST 181,586.0 $9.1M 0.80% +2K +1.2% $49.90 +11.3%
44 MLN VANECK ETF TRUST 513,476.0 $9.0M 0.79% $17.53 -1.1%
45 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 617,823.0 $8.8M 0.78% -66K -9.7% $14.31 -2.5%
46 JMST J P MORGAN EXCHANGE TRADED F 155,119.0 $7.9M 0.69% -20K -11.5% $50.94 -0.1%
47 JAAA JANUS DETROIT STR TR 152,728.0 $7.7M 0.68% $50.58 +0.2%
48 AVUV AMERICAN CENTY ETF TR 70,754.0 $7.2M 0.63% +1K +1.8% $101.98 +17.7%
49 SCHA SCHWAB STRATEGIC TR 249,586.0 $7.1M 0.62% +6K +2.6% $28.48 +17.0%
50 PGR PROGRESSIVE CORP Financial Services 30,100.0 $6.9M 0.60% $227.72 -12.4%
51 DFUS DIMENSIONAL ETF TRUST 90,811.0 $6.7M 0.59% $74.17 +9.4%
52 DFEV DIMENSIONAL ETF TRUST 194,412.0 $6.6M 0.58% +5K +2.5% $33.74 +22.9%
53 AVIV AMERICAN CENTY ETF TR 91,451.0 $6.5M 0.57% -881.0 -0.9% $71.23 +11.1%
54 IVE ISHARES TR 28,782.0 $6.1M 0.54% -2K -5.1% $212.07 +7.5%
55 PZA INVESCO EXCH TRADED FD TR II 258,557.0 $6.0M 0.53% -6K -2.2% $23.19 -1.0%
56 VBIL VANGUARD INSTL INDEX FD 79,192.0 $6.0M 0.53% +71K +849.5% $75.43 +0.3%
57 DFSD DIMENSIONAL ETF TRUST 124,188.0 $6.0M 0.52% +11K +10.1% $47.95 -0.5%
58 NIM NUVEEN SELECT MAT MUN FD Financial Services 618,713.0 $5.8M 0.51% -9K -1.4% $9.31 -1.0%
59 NNY NUVEEN N Y MUN VALUE FD Financial Services 662,306.0 $5.7M 0.50% -142K -17.6% $8.56 -1.8%
60 DFAS DIMENSIONAL ETF TRUST 78,062.0 $5.4M 0.48% +487.0 +0.6% $69.67 +11.3%
Page 3 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%