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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 5 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AVDE AMERICAN CENTY ETF TR 37,725.0 $3.1M 0.27% +3K +8.6% $82.32 +10.3%
82 MEAR ISHARES U S ETF TR 61,470.0 $3.1M 0.27% -9K -12.9% $50.32 -0.1%
83 IJS ISHARES TR 26,456.0 $3.0M 0.26% -800.0 -2.9% $113.72 +13.8%
84 SLYV SPDR SERIES TRUST 32,441.0 $3.0M 0.26% -1K -4.2% $90.97 +13.6%
85 VGSH VANGUARD SCOTTSDALE FDS 49,756.0 $2.9M 0.26% +19K +60.4% $58.73 -0.9%
86 LTPZ PIMCO ETF TR 55,967.0 $2.9M 0.25% +4K +6.7% $51.75 -1.9%
87 LTBR LIGHTBRIDGE CORP Industrials 215,937.0 $2.7M 0.24% +52K +32.0% $12.64 -11.2%
88 JPM JPMORGAN CHASE & CO. Financial Services 7,804.0 $2.5M 0.22% -263.0 -3.3% $322.22 -4.9%
89 SCHV SCHWAB STRATEGIC TR 83,497.0 $2.5M 0.22% -737.0 -0.9% $29.61 +12.5%
90 SCHE SCHWAB STRATEGIC TR 75,116.0 $2.5M 0.22% -2K -2.6% $32.75 +9.2%
91 AVLV AMERICAN CENTY ETF TR 32,351.0 $2.5M 0.21% -989.0 -3.0% $75.77 +17.9%
92 OEF ISHARES TR 6,947.0 $2.4M 0.21% -193.0 -2.7% $342.97 +8.2%
93 ESGV VANGUARD WORLD FD 16,898.0 $2.0M 0.18% +2K +15.5% $120.96 +8.7%
94 JMTG J P MORGAN EXCHANGE TRADED F 38,660.0 $2.0M 0.17% NEW $51.06 -1.4%
95 SCHO SCHWAB STRATEGIC TR 77,348.0 $1.9M 0.17% $24.37 -1.0%
96 SPTL SPDR SERIES TRUST 68,382.0 $1.8M 0.16% +350.0 +0.5% $26.47 -2.9%
97 WULF TERAWULF INC Financial Services 153,218.0 $1.8M 0.15% $11.49 +98.6%
98 QQQ INVESCO QQQ TR Financial Services 2,829.0 $1.7M 0.15% +161.0 +6.0% $614.40 +16.8%
99 AVMU AMERICAN CENTY ETF TR 37,585.0 $1.7M 0.15% +9K +31.9% $46.24 -0.7%
100 IJH ISHARES TR 25,934.0 $1.7M 0.15% $66.00 +11.4%
Page 5 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%