Data as of Q4 2025 (Dec 31, 2025)

Tortoise Investment Management, LLC

•CIK: 1599511•Filing: Q4 2025

**Tortoise Investment Management, LLC** manages $1.1B across a diversified portfolio of 236 positions. The firm exhibits notable allocations to core market indices and fixed income, highlighted by a $100.7M holding in IVV. Significant tactical weight is maintained in STIP ($58.0M) and AVUS ($40.2M). This structure suggests a disciplined, multi-asset approach targeting stability and measured growth.

Total AUM
$1.1B
+ $68.9K in options
QoQ Performance
-0.1%
Positions
110
+ 3 options
Top 10 Concentration
34.5%
Latest Filing
Q4 2025

Top Holdings Allocation

IVV
STIP
IVV9.1%
STIP5.2%
AVUS3.6%
BTT2.8%
SGOV2.6%
JMUB2.4%
VGLT2.2%
MTBA2.1%

📈 Biggest Buys

VBIL
VANGUARD INSTL INDEX FD
+849.5%
0.5% of portfolio
SPYM
SPDR SERIES TRUST
+41.9%
1.2% of portfolio
STIP
ISHARES TR
+6.9%
5.2% of portfolio
BTT
BLACKROCK MUN TARGET TERM TR
+11.3%
2.8% of portfolio
JMUB
J P MORGAN EXCHANGE TRADED F
+11.3%
2.4% of portfolio

📉 Biggest Sells

IVV
ISHARES TR
-3.0%
9.1% of portfolio
NUV
NUVEEN MUN VALUE FD INC
-74.2%
0.1% of portfolio
SGOV
ISHARES TR
-8.3%
2.6% of portfolio
MBB
ISHARES TR
-28.7%
0.3% of portfolio
ITOT
ISHARES TR
-7.1%
1.6% of portfolio

Sector Breakdown

Other87.3%
ETF9.5%
Financial1.3%
Technology1.0%
Consumer0.4%
Healthcare0.2%
Industrial0.2%
Consumer Staples0.1%

🚪 Exited Positionssold since Q3 2025

SPY
SPDR S&P 500 ETF TR
SOLD
$16.2M
JSCP
J P MORGAN EXCHANGE TRADED F
SOLD
$451.6K
SRLN
SSGA ACTIVE ETF TR
SOLD
$353.6K
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
SOLD
$285.3K
A4S
AMERIPRISE FINL INC
SOLD
$272.2K
+1334 more exited positions

Changes from Q3 2025

NEW1 new position
↑97 increased
↓84 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

IVV9.1%
ISHARES TR
$100.7M
STIP5.2%
ISHARES TR
$58.0M
AVUS3.6%
AMERICAN CENTY ETF TR
$40.2M
BTT2.8%
BLACKROCK MUN TARGET TERM TR
$31.1M
SGOV2.6%
ISHARES TR
$28.7M

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