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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 28 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 WMB WILLIAMS COS INC Energy 281.0 $18K 0.00% NEW $63.35 +23.9%
542 SPY PUT SPDR S&P 500 ETF TR Financial Services 17,400.0 $18K 0.00% NEW $1.02 +73442.9%
543 ITUB ITAU UNIBANCO HLDG S A Financial Services 2,415.0 $18K 0.00% NEW $7.34 +8.2%
544 DIV GLOBAL X FDS 1,000.0 $18K 0.00% NEW $17.69 +9.9%
545 F FORD MTR CO Consumer Cyclical 1,470.0 $18K 0.00% NEW $11.96 +28.1%
546 VICI VICI PPTYS INC Real Estate 533.0 $17K 0.00% NEW $32.62 -12.3%
547 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 175.0 $17K 0.00% NEW $98.50 -13.2%
548 HII HUNTINGTON INGALLS INDS INC Industrials 60.0 $17K 0.00% NEW $285.98 +12.2%
549 XJR ISHARES TR 400.0 $17K 0.00% NEW $42.56 +15.9%
550 CGNX COGNEX CORP Technology 372.0 $17K 0.00% NEW $45.30 +50.8%
551 PANW PALO ALTO NETWORKS INC Technology 82.0 $17K 0.00% NEW $203.62 +26.1%
552 APOS APOLLO GLOBAL MGMT INC Financial Services 124.0 $17K 0.00% NEW $133.35 -80.4%
553 REGN REGENERON PHARMACEUTICALS Healthcare 29.0 $16K 0.00% NEW $562.28 +12.9%
554 EPAM EPAM SYS INC Technology 108.0 $16K 0.00% NEW $150.79 -33.9%
555 STLD STEEL DYNAMICS INC Basic Materials 115.0 $16K 0.00% NEW $139.43 +79.7%
556 IBOTTA INC 568.0 $16K 0.00% NEW $27.85
557 SHW SHERWIN WILLIAMS CO Basic Materials 45.0 $16K 0.00% NEW $346.27 -10.1%
558 MRNA MODERNA INC Healthcare 602.0 $16K 0.00% NEW $25.83 +82.1%
559 FNDC SCHWAB STRATEGIC TR 345.0 $15K 0.00% NEW $44.51 +13.5%
560 WS WORTHINGTON STL INC Basic Materials 500.0 $15K 0.00% NEW $30.39 +31.9%
Page 28 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%