§ 13F · FUND PROFILE
Tortoise Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $957.2T (13F)Positions · 892Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 147K | $100.7T | 8.8% | −3% |
| 2 | STIP | ISHARES TR | 567K | $58.0T | 5.1% | +7% |
| 3 | AVUS | AMERICAN CENTY ETF TR | 359K | $40.2T | 3.5% | +5% |
| 4 | BTT | BLACKROCK MUN TARGET TERM TR | 1.36M | $31.1T | 2.7% | +11% |
| 5 | SGOV | ISHARES TR | 286K | $28.7T | 2.5% | −8% |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | 530K | $26.8T | 2.4% | +11% |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | 439K | $24.5T | 2.1% | +3% |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | 471K | $23.7T | 2.1% | +13% |
| 9 | SCHP | SCHWAB STRATEGIC TR | 895K | $23.7T | 2.1% | +5% |
| 10 | DMBS | DOUBLELINE ETF TRUST | 446K | $22.1T | 1.9% | +10% |
§ 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 $957197.6 trillion in assets. The fund runs a broad portfolio of 892 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed