Institutional Fund
Tortoise Investment Management, LLC
White Plains, NYCIK 159951112 filings on record
Portfolio Value
$1.21B
Q1 2026
Holdings
245
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+6.4%
from $1.14B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.8%
- Ishares Tr7.2%
- American Centy ETF Tr3.6%
- Blackrock Mun Target Term Tr2.6%
- J P Morgan Exchange Traded F2.6%
- J P Morgan Exchange Traded F2.4%
- Other73.7%
Portfolio Holdings
245 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 145.3K | $94.91M | 7.8% | −1.7K | Reduced |
| 2 | Ishares Tr | 840.2K | $86.91M | 7.2% | +273.7K | Added |
| 3 | American Centy ETF Tr | 392.3K | $43.61M | 3.6% | +32.9K | Added |
| 4 | Blackrock Mun Target Term Tr | 1.40M | $31.81M | 2.6% | +40.0K | Added |
| 5 | J P Morgan Exchange Traded F | 615.2K | $31.38M | 2.6% | +576.6K | Added |
| 6 | J P Morgan Exchange Traded F | 591.1K | $29.55M | 2.4% | +61.0K | Added |
| 7 | Ishares Tr | 288.8K | $29.07M | 2.4% | +3.0K | Added |
| 8 | Simplify Exchange Traded Fun | 515.2K | $25.48M | 2.1% | +44.5K | Added |
| 9 | Schwab Strategic Tr | 929.7K | $24.74M | 2.0% | +34.5K | Added |
| 10 | Vanguard Scottsdale Fds | 438.7K | $24.28M | 2.0% | −16 | Reduced |
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