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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 29 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PHO INVESCO EXCHANGE TRADED FD T 210.0 $15K 0.00% NEW $72.11 -8.7%
562 MU MICRON TECHNOLOGY INC Technology 90.0 $15K 0.00% NEW $167.32 +435.4%
563 TOTL SSGA ACTIVE ETF TR 370.0 $15K 0.00% NEW $40.57 -2.8%
564 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 2,834.0 $15K 0.00% NEW $5.16 +0.3%
565 IAC IAC INC Technology 420.0 $14K 0.00% NEW $34.07 +24.6%
566 XAR SPDR SERIES TRUST 60.0 $14K 0.00% NEW $234.97 +17.7%
567 KLAC KLA CORP Technology 13.0 $14K 0.00% NEW $1078.62 +86.5%
568 POWI POWER INTEGRATIONS INC Technology 348.0 $14K 0.00% NEW $40.21 +109.1%
569 AMT AMERICAN TOWER CORP NEW Real Estate 72.0 $14K 0.00% NEW $192.32 -3.8%
570 LRCX LAM RESEARCH CORP Technology 103.0 $14K 0.00% NEW $133.90 +141.0%
571 VLUE ISHARES TR 110.0 $14K 0.00% NEW $125.05 +55.6%
572 KD KYNDRYL HLDGS INC Technology 455.0 $14K 0.00% NEW $30.03 -59.9%
573 SBRA SABRA HEALTH CARE REIT INC Real Estate 726.0 $14K 0.00% NEW $18.64 +11.6%
574 DBND DOUBLELINE ETF TRUST 290.0 $13K 0.00% NEW $46.53 -2.2%
575 VIRTUS DIVIDEND INTEREST & P 1,036.0 $13K 0.00% NEW $13.01
576 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive 225.0 $13K 0.00% NEW $59.61 +38.3%
577 YOU CLEAR SECURE INC Technology 401.0 $13K 0.00% NEW $33.38 +79.9%
578 CRWD CROWDSTRIKE HLDGS INC Technology 27.0 $13K 0.00% NEW $490.37 +36.9%
579 KHC KRAFT HEINZ CO Consumer Defensive 508.0 $13K 0.00% NEW $26.04 -8.4%
580 FHN FIRST HORIZON CORPORATION Financial Services 578.0 $13K 0.00% NEW $22.61 +7.9%
Page 29 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%