Tortoise Investment Management, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $901 Million distributed in 831 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 $83.8M, Ishares Barclays 0 5 Year Tips with a value of $51M, Ishares Trishares 0 3 Mnth Tre with a value of $32.4M, American Centy ETF Tr Avantis with a value of $29.5M, and Vanguard Long Term Treasury Et with a value of $27.1M.
Examining the 13F form we can see an increase of $6.23M in the current position value, from $895M to 901M.
Also it can be appreciated an additional of 18 stocks purchases and 1 closed positions.
Below you can find more details about Tortoise Investment Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$901 Million
ETFs: $754 Million
Financial Services: $90.1 Million
Technology: $22.3 Million
Healthcare: $6.11 Million
Industrials: $4.35 Million
Consumer Defensive: $4.22 Million
Consumer Cyclical: $4.21 Million
Communication Services: $2.5 Million
Other: $3.78 Million
Stock Holdings Table Market Cap. of $200 Billions or more
