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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 21 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 FV FIRST TR EXCHANGE TRADED FD 775.0 $48K 0.00% NEW $61.92 +16.3%
402 EVRG EVERGY INC Utilities 630.0 $48K 0.00% NEW $76.03 +10.6%
403 VNQI VANGUARD INTL EQUITY INDEX F 1,000.0 $48K 0.00% NEW $47.74 -3.7%
404 ED CONSOLIDATED EDISON INC Utilities 472.0 $47K 0.00% NEW $100.52 +7.1%
405 SWK STANLEY BLACK & DECKER INC Industrials 638.0 $47K 0.00% NEW $74.33 +6.2%
406 SPTI SPDR SERIES TRUST 1,615.0 $47K 0.00% NEW $28.90 -1.9%
407 TYL TYLER TECHNOLOGIES INC Technology 89.0 $47K 0.00% NEW $523.16 -41.2%
408 L LOEWS CORP Financial Services 462.0 $46K 0.00% NEW $100.35 +8.7%
409 WBD WARNER BROS DISCOVERY INC Communication Services 2,284.0 $45K 0.00% NEW $19.53 +38.4%
410 WST WEST PHARMACEUTICAL SVSC INC Healthcare 170.0 $45K 0.00% NEW $262.33 +20.6%
411 AVSE AMERICAN CENTY ETF TR 700.0 $44K 0.00% NEW $63.57 +27.5%
412 TPR TAPESTRY INC Consumer Cyclical 391.0 $44K 0.00% NEW $113.22 +24.2%
413 VPL VANGUARD INTL EQUITY INDEX F 500.0 $44K 0.00% NEW $87.84 +31.5%
414 EA ELECTRONIC ARTS INC Communication Services 217.0 $44K 0.00% NEW $201.70 -0.3%
415 ADI ANALOG DEVICES INC Technology 178.0 $44K 0.00% NEW $245.70 +70.9%
416 KEY KEYCORP Financial Services 2,335.0 $44K 0.00% NEW $18.69 +16.5%
417 OKE ONEOK INC NEW Energy 594.0 $43K 0.00% NEW $72.93 +24.0%
418 SNPS SYNOPSYS INC Technology 87.0 $43K 0.00% NEW $493.39 +8.3%
419 IT GARTNER INC Technology 161.0 $42K 0.00% NEW $262.87 -39.9%
420 IAK ISHARES TR 314.0 $42K 0.00% NEW $134.03 -0.5%
Page 21 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%