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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 8 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 4,352.0 $625K 0.06% $143.52 +4.9%
142 META META PLATFORMS INC Communication Services 933.0 $616K 0.05% -27.0 -2.8% $659.96 -7.5%
143 ESGE ISHARES INC 13,612.0 $601K 0.05% +3K +28.4% $44.17 +18.9%
144 MUNI PIMCO ETF TR 11,390.0 $597K 0.05% $52.41 -0.7%
145 AVGO BROADCOM INC Technology 1,693.0 $586K 0.05% +66.0 +4.1% $346.06 +19.7%
146 VXF VANGUARD INDEX FDS 2,712.0 $567K 0.05% -237.0 -8.0% $209.12 +10.4%
147 TSLA TESLA INC Consumer Cyclical 1,240.0 $558K 0.05% +461.0 +59.2% $449.72 -5.3%
148 UNP UNION PAC CORP Industrials 2,406.0 $557K 0.05% $231.32 +14.9%
149 BSV VANGUARD BD INDEX FDS 6,744.0 $531K 0.05% +387.0 +6.1% $78.81 -1.2%
150 VIG VANGUARD SPECIALIZED FUNDS 2,402.0 $528K 0.05% +702.0 +41.3% $219.78 +6.1%
151 DFEM DIMENSIONAL ETF TRUST 15,952.0 $528K 0.05% -372.0 -2.3% $33.08 +20.1%
152 PH PARKER-HANNIFIN CORP Industrials 583.0 $512K 0.04% $878.55 -1.3%
153 PG PROCTER AND GAMBLE CO Consumer Defensive 3,570.0 $512K 0.04% -43.0 -1.2% $143.31 +0.8%
154 HYMB SPDR SERIES TRUST 20,355.0 $508K 0.04% $24.94 +0.1%
155 TFI SPDR SERIES TRUST 11,080.0 $506K 0.04% -750.0 -6.3% $45.71 -1.1%
156 JNJ JOHNSON & JOHNSON Healthcare 2,446.0 $506K 0.04% -153.0 -5.9% $206.95 +13.2%
157 EMR EMERSON ELEC CO Industrials 3,694.0 $490K 0.04% $132.71 +2.8%
158 CAT CATERPILLAR INC Industrials 851.0 $488K 0.04% $572.91 +53.6%
159 XOM EXXON MOBIL CORP Energy 4,002.0 $482K 0.04% +102.0 +2.6% $120.35 +28.7%
160 CVX CHEVRON CORP NEW Energy 3,144.0 $479K 0.04% +26.0 +0.8% $152.39 +25.6%
Page 8 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%