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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM 240 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 4 New 89 Added 86 Reduced 1318 Exited
Page 1 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 147,003.0 $100.7M 8.84% -5K -3.0% $684.94 +9.4%
2 SGOV ISHARES TR 285,711.0 $28.7M 2.52% -26K -8.3% $100.38 +0.2%
3 IEMG ISHARES INC 308,861.0 $20.8M 1.82% -6K -2.0% $67.22 +19.9%
4 SCHX SCHWAB STRATEGIC TR 705,007.0 $19.0M 1.67% -37K -5.0% $26.91 +9.0%
5 IWB ISHARES TR 47,607.0 $17.8M 1.56% -816.0 -1.7% $373.44 +8.9%
6 ITOT ISHARES TR 119,211.0 $17.7M 1.56% -9K -7.0% $148.69 +9.6%
7 SPY SPDR S&P 500 ETF TR Financial Services 23,737.0 $16.2M 1.42% -602.0 -2.5% $681.93 +9.3%
8 AAPL APPLE INC Technology 53,180.0 $14.5M 1.27% -1K -2.4% $271.86 +13.6%
9 BOXX EA SERIES TRUST 125,336.0 $14.4M 1.27% -11K -8.2% $115.10 +1.5%
10 IEFA ISHARES TR 158,462.0 $14.2M 1.25% -1K -0.9% $89.46 +8.7%
11 IJR ISHARES TR 99,296.0 $11.9M 1.05% -2K -1.8% $120.18 +14.3%
12 DFAC DIMENSIONAL ETF TRUST 284,441.0 $11.3M 0.99% -8K -2.6% $39.59 +10.1%
13 IUSV ISHARES TR 103,711.0 $10.6M 0.93% -3K -2.9% $102.54 +7.6%
14 AVEM AMERICAN CENTY ETF TR 120,434.0 $9.3M 0.81% -2K -1.2% $77.02 +20.8%
15 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 617,823.0 $8.8M 0.78% -66K -9.7% $14.31 -2.5%
16 JMST J P MORGAN EXCHANGE TRADED F 155,119.0 $7.9M 0.69% -20K -11.5% $50.94 -0.1%
17 AVIV AMERICAN CENTY ETF TR 91,451.0 $6.5M 0.57% -881.0 -0.9% $71.23 +11.1%
18 IVE ISHARES TR 28,782.0 $6.1M 0.54% -2K -5.1% $212.07 +7.5%
19 PZA INVESCO EXCH TRADED FD TR II 258,557.0 $6.0M 0.53% -6K -2.2% $23.19 -1.0%
20 NIM NUVEEN SELECT MAT MUN FD Financial Services 618,713.0 $5.8M 0.51% -9K -1.4% $9.31 -1.0%
Page 1 of 5  ·  86 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 66.7%
Technology 17.2%
Industrials 4.5%
Healthcare 2.9%
Consumer Cyclical 2.7%
Consumer Defensive 2.5%
Communication Services 2.4%
Energy 0.9%
Utilities 0.2%