Institutions / Tortoise Investment Management, LLC
Tortoise Investment Management, LLC
CIK 1599511 · Institution · as of Jun 30, 2026
Portfolio value
$1.34B
Positions
252
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$1.34B+17.9%Positions
252+6.8%Top holdings
Jun 30, 2026View all 252 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $107.04M | 8.0% |
| iShares MSCI UAE ETF | $92.04M | 6.9% |
| American Centy ETF Tr | $53.24M | 4.0% |
| J P Morgan Exchange Traded F | $35.73M | 2.7% |
| J P Morgan Exchange Traded F | $33.65M | 2.5% |
| BlackRock Municipal 2030 Target Term TrustBTT | $32.32M | 2.4% |
| Vanguard Scottsdale Fds | $27.36M | 2.0% |
| iShares Tr | $26.47M | 2.0% |
| Schwab Strategic Tr | $25.93M | 1.9% |
| Simplify Exchange Traded Fun | $25.88M | 1.9% |
| iShares Inc | $24.48M | 1.8% |
| Schwab Strategic Tr | $21.71M | 1.6% |
| Dimensional ETF Trust | $20.90M | 1.6% |
| Vanguard Index Fds | $19.75M | 1.5% |
| iShares MSCI UAE ETF | $19.12M | 1.4% |
| iShares Tr | $19.05M | 1.4% |
| Vanguard Scottsdale Fds | $18.83M | 1.4% |
| State Str SPDR S&P 500 ETF T | $17.97M | 1.3% |
| Ea Series Trust | $17.85M | 1.3% |
| Schwab Strategic Tr | $17.58M | 1.3% |
| SPDR Index Shs Fds | $17.41M | 1.3% |
| SPDR Series Trust | $16.72M | 1.2% |
| Vanguard Instl Index Fd | $15.58M | 1.2% |
| Apple Inc. | $14.93M | 1.1% |
| iShares Tr | $14.72M | 1.1% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | iShares MSCI UAE ETF | $34.17M | +334K +59.04% | 900,987 6.86% of portfolio | medium |
| Q2 2026 as of | Add | 46654Q575 | $33.77M | +666K +1723.61% | 705,007 2.66% of portfolio | medium |
| Q2 2026 as of | Trim | 25861R402 | $-20.93M | -426K -95.66% | 19,336 0.07% of portfolio | medium |
| Q2 2026 as of | Add | 92206C706 | $18.40M | +312K +4347.81% | 319,219 1.40% of portfolio | medium |
| Q2 2026 as of | Add | 025072141 | $11.90M | +172K +1319.09% | 184,695 0.95% of portfolio | medium |
| Q2 2026 as of | Trim | 97717W281 | $-10.17M | -157K -55.07% | 128,217 0.62% of portfolio | medium |
| Q2 2026 as of | Add | 922040845 | $9.59M | +127K +159.98% | 205,882 1.16% of portfolio | medium |
| Q2 2026 as of | Exit | 47103U845 | $-7.72M | -153K -100.00% | — | medium |
| Q2 2026 as of | Add | 025072885 | $7.20M | +56K +15.64% | 415,640 3.97% of portfolio | medium |
| Q2 2026 as of | Add | 46641Q647 | $6.79M | +134K +25.29% | 664,214 2.51% of portfolio | medium |