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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 9 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EEMX SPDR INDEX SHS FDS 11,183.0 $477K 0.04% -1K -10.5% $42.64 +21.1%
162 IGM ISHARES TR 3,674.0 $475K 0.04% -152.0 -4.0% $129.16 +21.7%
163 IWD ISHARES TR 2,251.0 $473K 0.04% $210.34 +12.4%
164 AXP AMERICAN EXPRESS CO Financial Services 1,274.0 $471K 0.04% -136.0 -9.7% $369.95 -15.7%
165 IWC ISHARES TR 2,969.0 $468K 0.04% $157.70 +18.4%
166 GE GE AEROSPACE Industrials 1,507.0 $464K 0.04% -9.0 -0.6% $307.95 -1.7%
167 IAU ISHARES GOLD TR Financial Services 5,593.0 $454K 0.04% +101.0 +1.8% $81.17 +4.5%
168 AVSD AMERICAN CENTY ETF TR 6,070.0 $451K 0.04% $74.26 +7.4%
169 VCSH VANGUARD SCOTTSDALE FDS 5,630.0 $449K 0.04% -2K -29.6% $79.73 -1.1%
170 ESML ISHARES TR 9,516.0 $438K 0.04% +2K +21.7% $45.98 +13.5%
171 CL COLGATE PALMOLIVE CO Consumer Defensive 5,481.0 $433K 0.04% +39.0 +0.7% $79.02 +14.7%
172 VGIT VANGUARD SCOTTSDALE FDS 7,177.0 $430K 0.04% -37.0 -0.5% $59.93 -2.0%
173 SHV ISHARES TR 3,862.0 $425K 0.04% -360.0 -8.5% $110.14 +0.2%
174 VSGX VANGUARD WORLD FD 5,927.0 $424K 0.04% -67.0 -1.1% $71.62 +12.0%
175 SYK STRYKER CORPORATION Healthcare 1,173.0 $412K 0.04% +6.0 +0.5% $351.35 -9.9%
176 AVSU AMERICAN CENTY ETF TR 5,320.0 $406K 0.04% $76.30 +12.1%
177 DFLV DIMENSIONAL ETF TRUST 11,807.0 $404K 0.04% $34.21 +13.3%
178 MLI MUELLER INDS INC Industrials 3,472.0 $399K 0.04% -168.0 -4.6% $114.80 +16.2%
179 USXF ISHARES TR 6,912.0 $398K 0.04% -350.0 -4.8% $57.58 +15.2%
180 VO VANGUARD INDEX FDS 1,354.0 $393K 0.04% +380.0 +39.0% $290.14 -73.1%
Page 9 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%