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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 17 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LOW LOWES COS INC Consumer Cyclical 370.0 $93K 0.01% NEW $251.31 -14.4%
322 VDC VANGUARD WORLD FD 431.0 $92K 0.01% NEW $213.73 +7.5%
323 DFAT DIMENSIONAL ETF TRUST 1,550.0 $90K 0.01% NEW $58.21 +15.0%
324 NSC NORFOLK SOUTHN CORP Industrials 300.0 $90K 0.01% NEW $300.41 +4.7%
325 AMAT APPLIED MATLS INC Technology 437.0 $89K 0.01% NEW $204.74 +111.1%
326 WMT WALMART INC Consumer Defensive 848.0 $87K 0.01% NEW $103.06 +16.7%
327 IBB ISHARES TR 603.0 $87K 0.01% NEW $144.37 +16.9%
328 PAA PLAINS ALL AMERN PIPELINE L Energy 5,100.0 $87K 0.01% NEW $17.06 +41.6%
329 AMD ADVANCED MICRO DEVICES INC Technology 537.0 $87K 0.01% NEW $161.79 +189.0%
330 MET METLIFE INC Financial Services 1,054.0 $87K 0.01% NEW $82.38 +2.0%
331 EBND SPDR SERIES TRUST 4,050.0 $87K 0.01% NEW $21.36 -2.7%
332 HSY HERSHEY CO Consumer Defensive 462.0 $86K 0.01% NEW $186.99 +4.2%
333 MA MASTERCARD INCORPORATED Financial Services 151.0 $86K 0.01% NEW $568.81 -12.4%
334 VOE VANGUARD INDEX FDS 480.0 $84K 0.01% NEW $174.58 +11.3%
335 TMUS T-MOBILE US INC Communication Services 343.0 $82K 0.01% NEW $239.38 -20.0%
336 CMBS ISHARES TR 1,667.0 $82K 0.01% NEW $49.07 -1.2%
337 SNA SNAP ON INC Industrials 236.0 $82K 0.01% NEW $346.53 +5.8%
338 TSI TCW STRATEGIC INCOME FD INC Financial Services 16,325.0 $80K 0.01% NEW $4.92 -8.3%
339 XLU SELECT SECTOR SPDR TR 916.0 $80K 0.01% NEW $87.21 -48.0%
340 IWO ISHARES TR 249.0 $80K 0.01% NEW $320.04 +16.3%
Page 17 of 78  ·  1,554 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 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%