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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 18 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IGV ISHARES TR 680.0 $78K 0.01% NEW $115.01 -18.3%
342 PLD PROLOGIS INC. Real Estate 682.0 $78K 0.01% NEW $114.52 +28.3%
343 BBCA J P MORGAN EXCHANGE TRADED F 883.0 $77K 0.01% NEW $87.23 +15.5%
344 LNT ALLIANT ENERGY CORP Utilities 1,137.0 $77K 0.01% NEW $67.41 +9.3%
345 CHD CHURCH & DWIGHT CO INC Consumer Defensive 859.0 $75K 0.01% NEW $87.63 +10.3%
346 KR KROGER CO Consumer Defensive 1,116.0 $75K 0.01% NEW $67.38 -4.2%
347 EFV ISHARES TR 1,095.0 $74K 0.01% NEW $67.83 +17.0%
348 ES EVERSOURCE ENERGY Utilities 1,024.0 $73K 0.01% NEW $71.16 -2.0%
349 ACWI ISHARES TR 527.0 $73K 0.01% NEW $138.24 +14.2%
350 DFSE DIMENSIONAL ETF TRUST 1,720.0 $71K 0.01% NEW $41.09 +21.6%
351 VTIP VANGUARD MALVERN FDS 1,385.0 $70K 0.01% NEW $50.63 -0.7%
352 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 422.0 $70K 0.01% NEW $166.15 +9.7%
353 QTUM ETF SER SOLUTIONS 650.0 $68K 0.01% NEW $104.91 +51.2%
354 ROL ROLLINS INC Consumer Cyclical 1,137.0 $67K 0.01% NEW $58.74 -9.5%
355 FLMX FRANKLIN TEMPLETON ETF TR 2,000.0 $66K 0.01% NEW $33.18 +16.3%
356 WM WASTE MGMT INC DEL Industrials 299.0 $66K 0.01% NEW $220.83 -2.4%
357 NRK NUVEEN NEW YORK AMT QLT MUNI Financial Services 6,400.0 $65K 0.01% NEW $10.20 +2.5%
358 HYPR HYPERFINE INC Healthcare 45,000.0 $65K 0.01% NEW $1.45 +14.5%
359 MS MORGAN STANLEY Financial Services 406.0 $65K 0.01% NEW $159.15 +26.8%
360 VOT VANGUARD INDEX FDS 219.0 $64K 0.01% NEW $293.79 +0.2%
Page 18 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%