Tortoise Investment Management
$1.2B Assets Reported
258 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 145,300 | $95M | 7.8% |
| STIP | ISHARES TR | 840,231 | $87M | 7.2% |
| AVUS | AMERICAN CENTY ETF TR | 392,287 | $44M | 3.6% |
| BTT | BLACKROCK MUN TARGET TERM TR | 1,401,152 | $32M | 2.6% |
| JMTG | J P MORGAN EXCHANGE TRADED F | 615,239 | $31M | 2.6% |
| JMUB | J P MORGAN EXCHANGE TRADED F | 591,139 | $30M | 2.4% |
| SGOV | ISHARES TR | 288,750 | $29M | 2.4% |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 515,238 | $25M | 2.1% |
| SCHP | SCHWAB STRATEGIC TR | 929,663 | $25M | 2.0% |
| VGLT | VANGUARD SCOTTSDALE FDS | 438,652 | $24M | 2.0% |
Track Tortoise Investment Management's 13F portfolio: $1.2B in reported holdings, 258 positions. Top holdings, AUM, and quarterly changes on SentiSense.