Tortoise Investment Management, LLC: 13F holdings
CIK 15995112026Q2
| Positions | 252 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 252 (+6 vs prior quarter) |
|---|
| Reported value | $1.3bn (+10.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 142,937 | $107.0m | 8.0% |
| STIP ISHARES TR | 900,987 | $92.0m | 6.9% |
| AVUS AMERICAN CENTY ETF TR | 415,640 | $53.2m | 4.0% |
| JMTG J P MORGAN EXCHANGE TRADED F | 705,007 | $35.7m | 2.7% |
| JMUB J P MORGAN EXCHANGE TRADED F | 664,214 | $33.6m | 2.5% |
| BTT BLACKROCK MUN TARGET TERM TR | 1,420,474 | $32.3m | 2.4% |
| VGLT VANGUARD SCOTTSDALE FDS | 495,847 | $27.4m | 2.0% |
| SGOV ISHARES TR | 262,915 | $26.5m | 2.0% |
| SCHP SCHWAB STRATEGIC TR | 978,659 | $25.9m | 1.9% |
| MTBA SIMPLIFY EXCHANGE TRADED FUN | 527,409 | $25.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1599511")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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