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Showing Q1 2024 data
Tortoise Index Solutions, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Tortoise Index Solutions, LLC
โขCIK: 1650373โขFiling: Q1 2024
**Tortoise Index Solutions, LLC** manages $497M across a portfolio of 64 positions, exhibiting a concentrated, value-oriented approach. Top holdings are heavily weighted toward energy infrastructure, notably WMB ($37.5M), OKE ($36.3M), and ENB ($36.3M). The fund maintains significant exposure to key energy plays, including TRP ($35.3M) and LNG ($34.9M). This structure suggests a strategic focus on stable, yield-generating assets within the industrial and energy sectors.
Total AUM
$496.8M
QoQ Performance
-7.7%
Positions
64
Top 10 Concentration
58.7%
Latest Filing
Q1 2024
Top Holdings Allocation
WMB
OKE
ENB
TRP
LNG
KMI
WMB7.6%
OKE7.3%
ENB7.3%
TRP7.1%
LNG7.0%
KMI6.6%
TRGP4.1%
EPD3.9%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.2%
Materials0.8%
๐ช Exited Positionssold since Q4 2023
Changes from Q4 2023
NEW2 new positions
โ5 increased
โ57 decreased
Historical Filings
Q1 2024Q4 2023