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.
Portfolio value
$981 Million
ETFs: $838 Million
Financial Services: $83.4 Million
Technology: $22.6 Million
Industrials: $5.39 Million
Healthcare: $4.84 Million
Consumer Defensive: $4.73 Million
Consumer Cyclical: $4.47 Million
Communication Services: $3.02 Million
Other: $3.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
