Tortoise Investment Management, LLC Portfolio Holdings
Tortoise Investment Management, LLC
- $981 Million
- Q2 2025
Tortoise Investment Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $981 Million distributed in 1311 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 $92.8M, Ishares Barclays 0 5 Year Tips with a value of $52.9M, American Centy ETF Tr Avantis with a value of $34.6M, Ishares Trishares 0 3 Mnth Tre with a value of $33.3M, and Black Rock Municipal 2030 Target Term Trust with a value of $26M.
Examining the 13F form we can see an increase of $80.1M in the current position value, from $901M to 981M.
Below you can find more details about Tortoise Investment Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 1,311
- Current Value $981 Million
- Prior Value $901 Million
- Filing
- Period Q2 2025
- Filing Date August 08, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 491 stocks
- Additional Purchases 403 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks