Tortoise Investment Management
$1.3B 13F equity value
265 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Tortoise Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 142,937 | $107M | 8.0% |
| STIP | ISHARES TR | 900,987 | $92M | 6.9% |
| AVUS | AMERICAN CENTY ETF TR | 415,640 | $53M | 4.0% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 705,007 | $36M | 2.7% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 664,214 | $34M | 2.5% |
| BTT | BLACKROCK MUN TARGET TERM TR | 1,420,474 | $32M | 2.4% |
| VGLT | VANGUARD SCOTTSDALE FDS | 495,847 | $27M | 2.0% |
| SGOV | ISHARES TR | 262,915 | $26M | 2.0% |
| SCHP | SCHWAB STRATEGIC TR | 978,659 | $26M | 1.9% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 527,409 | $26M | 1.9% |
Track Tortoise Investment Management's 13F portfolio: $1.3B in reported holdings, 265 positions. Top holdings and quarterly changes on SentiSense.
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