Tortoise Investment Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $895 Million distributed in 873 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $88.3M, Ishares Barclays 0 5 Year Tips with a value of $46.5M, American Centy ETF Tr Avantis with a value of $29.1M, Ishares Trishares 0 3 Mnth Tre with a value of $28.1M, and Vanguard Long Term Treasury Et with a value of $25.1M.
Examining the 13F form we can see an decrease of $9.94M in the current position value, from $905M to 895M.
Below you can find more details about Tortoise Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$895 Million
ETFs: $734 Million
Financial Services: $90.3 Million
Technology: $32.7 Million
Healthcare: $6.15 Million
Consumer Cyclical: $5.89 Million
Industrials: $5.43 Million
Consumer Defensive: $4.42 Million
Communication Services: $3.83 Million
Other: $3.81 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
