§ 13F · FUND PROFILE
Tortoise Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.1B (13F)Positions · 1569Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 145K | $95M | 7.8% | −1% |
| 2 | STIP | ISHARES TR | 840K | $87M | 7.2% | +48% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 392K | $44M | 3.6% | +9% |
| 4 | BTT | BLACKROCK MUN TARGET TERM TR | 1.40M | $32M | 2.6% | +3% |
| 5 | JMTG | J P MORGAN EXCHANGE TRADED F | 615K | $31M | 2.6% | +1491% |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | 591K | $30M | 2.4% | +12% |
| 7 | SGOV | ISHARES TR | 289K | $29M | 2.4% | +1% |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 515K | $25M | 2.1% | +9% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 930K | $25M | 2.0% | +4% |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | 439K | $24M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TORTOISE SIGNAL
AC read
Tortoise Investment Management, LLC is a Other fund managing $1.1 billion in assets. The fund runs a massive portfolio of 1,569 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed