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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 35 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 CASY CASEYS GEN STORES INC Consumer Cyclical 10.0 $6K 0.00% NEW $565.30 +40.6%
682 EOG EOG RES INC Energy 50.0 $6K NEW $112.12 +21.2%
683 FXH FIRST TR EXCHANGE TRADED FD 51.0 $6K NEW $109.67 +4.8%
684 SPOT SPOTIFY TECHNOLOGY S A Communication Services 8.0 $6K NEW $698.00 -26.1%
685 FDVV FIDELITY COVINGTON TRUST 100.0 $6K NEW $55.71 +9.1%
686 BALL BALL CORP Consumer Cyclical 109.0 $5K NEW $50.42 +12.2%
687 NVST ENVISTA HOLDINGS CORPORATION Healthcare 262.0 $5K NEW $20.37 +15.2%
688 NEM NEWMONT CORP Basic Materials 63.0 $5K NEW $84.32 +27.8%
689 NMRK NEWMARK GROUP INC Real Estate 283.0 $5K NEW $18.65 -22.5%
690 VIMEO INC 681.0 $5K NEW $7.75
691 CRH PLC 44.0 $5K NEW $119.91
692 AAPL PUT APPLE INC Technology 10,000.0 $5K NEW $0.52 +59852.7%
693 GD GENERAL DYNAMICS CORP Industrials 15.0 $5K NEW $341.00 +1.0%
694 DD DUPONT DE NEMOURS INC Basic Materials 65.0 $5K NEW $77.91 -38.9%
695 CCL CARNIVAL CORP Consumer Cyclical 175.0 $5K NEW $28.91 -3.6%
696 SATS ECHOSTAR CORP Technology 66.0 $5K NEW $76.36 +61.5%
697 ALK ALASKA AIR GROUP INC Industrials 101.0 $5K NEW $49.78 -10.0%
698 CACI CACI INTL INC Technology 10.0 $5K NEW $498.80 +2.1%
699 SPMD SPDR SERIES TRUST 87.0 $5K NEW $57.20 +14.1%
700 CSL CARLISLE COS INC Industrials 15.0 $5K NEW $328.93 +4.7%
Page 35 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%