Tortoise Investment Management, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $905 Million distributed in 892 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 $87.8M, Ishares Barclays 0 5 Year Tips with a value of $47.4M, Ishares Trishares 0 3 Mnth Tre with a value of $30.7M, American Centy ETF Tr Avantis with a value of $26.9M, and Vanguard Long Term Treasury Et with a value of $26.3M.
Examining the 13F form we can see an increase of $55.5M in the current position value, from $849M to 905M.
Below you can find more details about Tortoise Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$905 Million
ETFs: $740 Million
Financial Services: $93.9 Million
Technology: $31.8 Million
Healthcare: $6.97 Million
Industrials: $5.65 Million
Consumer Cyclical: $5.41 Million
Consumer Defensive: $4.76 Million
Communication Services: $3.52 Million
Other: $3.86 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
