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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JMTG J P MORGAN EXCHANGE TRADED F 38,660.0 $2.0M 0.17% NEW $51.06 -1.4%
2 PUTNAM ETF TRUST 27,757.0 $218K 0.02% NEW $7.85
3 AXSM PUT AXSOME THERAPEUTICS INC Healthcare 800.0 $480.0 NEW $0.60 +39228.3%
4 PGR CALL PROGRESSIVE CORP Financial Services 400.0 $108.0 NEW $0.27 +73792.6%

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%