Tortoise Investment Management, LLC Portfolio Holdings
Q3 2025•1,535 long positions•$1.1B portfolio value
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Holding1,583 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $101.5M 9.05% | +$1.4M Bought | — 151.6K shares | 149.5K → 151.6K +$1.4M | +1.4% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $54.8M 4.88% | +$1.6M Bought | — 529.8K shares | 514.0K → 529.8K +$1.6M | +3.07% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $37.4M 3.33% | +$117.9K Bought | — 343.8K shares | 342.7K → 343.8K +$117.9K | +0.32% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $31.4M 2.8% | -$2.0M Sold | — 311.5K shares | 331.0K → 311.5K −$2.0M | -5.88% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $27.5M 2.45% | +$743.8K Bought | — 1.2M shares | 1.2M → 1.2M +$743.8K | +2.78% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.3M 2.16% | -$733.4K Sold | — 426.9K shares | 439.8K → 426.9K −$733.4K | -2.93% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $24.0M 2.14% | +$9.3M Bought | — 476.4K shares | 292.5K → 476.4K +$9.3M | +62.85% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $22.9M 2.04% | +$2.1M Bought | — 849.1K shares | 772.0K → 849.1K +$2.1M | +9.99% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $21.1M 1.88% | +$3.8M Bought | — 418.3K shares | 343.5K → 418.3K +$3.8M | +21.79% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $20.8M 1.85% | -$223.7K Sold | — 315.2K shares | 318.6K → 315.2K −$223.7K | -1.07% | — — | Q1 2013 Held for 12y 8m | |
ETF ETF | $20.1M 1.79% | +$4.2M Bought | — 403.6K shares | 320.0K → 403.6K +$4.2M | +26.13% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $19.6M 1.74% | -$236.6K Sold | — 742.4K shares | 751.4K → 742.4K −$236.6K | -1.2% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $18.7M 1.67% | -$574.4K Sold | — 128.3K shares | 132.2K → 128.3K −$574.4K | -2.98% | — — | Q2 2014 Held for 11y 5m | |
ETF ETF | $17.7M 1.58% | -$228.1K Sold | — 48.4K shares | 49.0K → 48.4K −$228.1K | -1.27% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $16.8M 1.5% | -$678.8K Sold | — 367.4K shares | 382.2K → 367.4K −$678.8K | -3.88% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.2M 1.45% | -$63.3K Sold | — 24.3K shares | 24.4K → 24.3K −$63.3K | -0.39% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $15.9M 1.41% | +$592.8K Bought | — 277.6K shares | 267.2K → 277.6K +$592.8K | +3.89% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $15.8M 1.4% | +$212.4K Bought | — 84.5K shares | 83.3K → 84.5K +$212.4K | +1.37% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $15.7M 1.4% | -$41.1K Sold | — 345.3K shares | 346.2K → 345.3K −$41.1K | -0.26% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $15.5M 1.39% | -$271.0K Sold | — 136.5K shares | 138.8K → 136.5K −$271.0K | -1.71% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $15.0M 1.34% | +$370.6K Bought | — 321.0K shares | 313.1K → 321.0K +$370.6K | +2.53% | — — | Q3 2018 Held for 7y 2m | |
ETF ETF | $14.0M 1.25% | -$322.1K Sold | — 159.9K shares | 163.6K → 159.9K −$322.1K | -2.25% | — — | Q4 2012 Held for 12y 11m | |
Consumer Electronics Technology | $13.9M 1.24% | -$185.6K Sold | 0.0% 54.5K shares | 55.2K → 54.5K −$185.6K | -1.32% | $3.78T Mega Cap | Q4 2012 Held for 12y 11m | |
ETF ETF | $13.0M 1.16% | +$230.0K Bought | — 39.5K shares | 38.8K → 39.5K +$230.0K | +1.81% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $12.9M 1.15% | +$350.7K Bought | — 616.1K shares | 599.3K → 616.1K +$350.7K | +2.8% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.5M 1.12% | +$1.7M Bought | — 241.0K shares | 208.9K → 241.0K +$1.7M | +15.34% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $12.0M 1.07% | +$170.8K Bought | — 101.1K shares | 99.6K → 101.1K +$170.8K | +1.44% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $11.3M 1.0% | -$247.4K Sold | — 292.1K shares | 298.5K → 292.1K −$247.4K | -2.15% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $10.7M 0.957% | +$178.4K Bought | — 393.4K shares | 386.9K → 393.4K +$178.4K | +1.69% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $10.7M 0.953% | -$551.7K Sold | — 495.3K shares | 520.9K → 495.3K −$551.7K | -4.91% | — — | Q4 2012 Held for 12y 11m | |
ETF ETF | $10.7M 0.952% | -$759.2K Sold | — 106.8K shares | 114.4K → 106.8K −$759.2K | -6.64% | — — | Q2 2018 Held for 7y 5m | |
ETF ETF | $10.5M 0.94% | +$628.5K Bought | — 246.3K shares | 231.6K → 246.3K +$628.5K | +6.34% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $10.5M 0.934% | +$404.3K Bought | — 288.3K shares | 277.1K → 288.3K +$404.3K | +4.01% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.5M 0.932% | +$323.7K Bought | — 331.7K shares | 321.4K → 331.7K +$323.7K | +3.19% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.2M 0.914% | -$53.5K Sold | — 171.0K shares | 171.9K → 171.0K −$53.5K | -0.52% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $9.8M 0.874% | +$97.4K Bought | — 181.0K shares | 179.2K → 181.0K +$97.4K | +1.0% | — — | Q4 2012 Held for 12y 11m | |
Unknown Unknown | $9.7M 0.865% | -$1.9M Sold | — 683.8K shares | 816.2K → 683.8K −$1.9M | -16.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 0.835% | -$464.6K Sold | — 30.4K shares | 31.9K → 30.4K −$464.6K | -4.73% | — — | Q4 2012 Held for 12y 11m | |
Insurance - Diversified Financial Services | $9.3M 0.831% | +$3.0K Bought | 0.001% 18.5K shares | 18.5K → 18.5K +$3.0K | +0.03% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $9.2M 0.824% | +$862.1K Bought | — 118.0K shares | 107.0K → 118.0K +$862.1K | +10.29% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $9.2M 0.817% | +$24.8K Bought | — 122.0K shares | 121.6K → 122.0K +$24.8K | +0.27% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $8.9M 0.798% | +$94.4K Bought | — 175.2K shares | 173.4K → 175.2K +$94.4K | +1.07% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $8.9M 0.797% | +$160.7K Bought | — 511.5K shares | 502.3K → 511.5K +$160.7K | +1.83% | — — | Q1 2017 Held for 8y 8m | |
ETF ETF | $8.9M 0.797% | +$305.0K Bought | — 192.9K shares | 186.3K → 192.9K +$305.0K | +3.53% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $8.4M 0.75% | +$80.8K Bought | — 264.1K shares | 261.5K → 264.1K +$80.8K | +0.97% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.3M 0.738% | +$62.0K Bought | — 179.5K shares | 178.2K → 179.5K +$62.0K | +0.75% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.7M 0.691% | +$93.6K Bought | — 152.6K shares | 150.7K → 152.6K +$93.6K | +1.22% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Property & Casualty Financial Services | $7.4M 0.66% | -$1.2K Sold | 0.005% 30.0K shares | 30.0K → 30.0K −$1.2K | -0.02% | $144.81B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.9M 0.617% | -$208.5K Sold | — 69.5K shares | 71.6K → 69.5K −$208.5K | -2.93% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $6.8M 0.605% | -$106.6K Sold | — 243.3K shares | 247.1K → 243.3K −$106.6K | -1.55% | — — | Q4 2012 Held for 12y 11m |
