Tortoise Investment Management, LLC
Tortoise Investment Management, LLC reported 255 positions worth $1.34B as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (8.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $107.0M | 7.98% | 142,937 | — | — | |
| ▸ 2 | STIP | SH | $92.0M | 6.86% | 900,987 | — | — | |
| ▸ 3 | AVUS | SH | $53.2M | 3.97% | 415,640 | — | — | |
| ▸ 4 | JMTG | SH | $35.7M | 2.66% | 705,007 | — | — | |
| ▸ 5 | JMUB | SH | $33.6M | 2.51% | 664,214 | — | — | |
| ▸ 6 | BTT | SH | $32.3M | 2.41% | 1,420,474 | — | — | |
| ▸ 7 | VGLT | SH | $27.4M | 2.04% | 495,847 | — | — | |
| ▸ 8 | SGOV | SH | $26.5M | 1.97% | 262,915 | — | — | |
| ▸ 9 | SCHP | SH | $25.9M | 1.93% | 978,659 | — | — | |
| ▸ 10 | MTBA | SH | $25.9M | 1.93% | 527,409 | — | — |
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Frequently Asked Questions
What stocks does Tortoise Investment Management, LLC hold as of Q2 2026?
Tortoise Investment Management, LLC reported 255 positions worth $1.34B in its Q2 2026 13F filing. Largest positions: IVV (8.0%), STIP (6.9%), AVUS (4.0%), JMTG (2.7%) and JMUB (2.5%).
What did Tortoise Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Tortoise Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.