Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tortoise Investment Management, LLC (CIK 1599511) reported $1.21B across 239 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($94.9M, 7.84%), STIP ($86.9M, 7.18%), AVUS ($43.6M, 3.60%), BTT ($31.8M, 2.63%), JMTG ($31.4M, 2.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $94.9M | 7.84% | 145,300 | Trimmed |
| 2 | STIP | ISHARES TR | $86.9M | 7.18% | 840,231 | Added |
| 3 | AVUS | AMERICAN CENTY ETF TR | $43.6M | 3.60% | 392,287 | Added |
| 4 | BTT | BLACKROCK MUN TARGET TERM TR | $31.8M | 2.63% | 1.4M | Added |
| 5 | JMTG | J P MORGAN EXCHANGE TRADED F | $31.4M | 2.59% | 615,239 | Added |
| 6 | JMUB | J P MORGAN EXCHANGE TRADED F | $29.6M | 2.44% | 591,139 | Added |
| 7 | SGOV | ISHARES TR | $29.1M | 2.40% | 288,750 | Added |
| 8 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $25.5M | 2.10% | 515,238 | Added |
| 9 | SCHP | SCHWAB STRATEGIC TR | $24.7M | 2.04% | 929,663 | Added |
| 10 | VGLT | VANGUARD SCOTTSDALE FDS | $24.3M | 2.00% | 438,652 | Trimmed |
| 11 | IEMG | ISHARES INC | $21.4M | 1.77% | 306,530 | Trimmed |
| 12 | SCHX | SCHWAB STRATEGIC TR | $19.1M | 1.58% | 745,894 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $18.1M | 1.49% | 401,124 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $17.5M | 1.44% | 89,094 | Added |
| 15 | SCHC | SCHWAB STRATEGIC TR | $16.9M | 1.39% | 360,627 | Added |
| 16 | BOXX | EA SERIES TRUST | $16.8M | 1.39% | 144,816 | Added |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $16.9M | 1.39% | 283,471 | Added |
| 18 | IWB | ISHARES TR | $16.7M | 1.38% | 46,963 | Trimmed |
| 19 | ITOT | ISHARES TR | $16.4M | 1.36% | 115,343 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $15.9M | 1.31% | 1.3M | Added |
| 21 | SPEM | SPDR INDEX SHS FDS | $15.8M | 1.30% | 336,843 | Added |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $15.6M | 1.28% | 205,702 | Added |
| 23 | SPLG | SPDR SERIES TRUST | $15.0M | 1.23% | 195,424 | Added |
| 24 | DCRE | DOUBLELINE ETF TRUST | $14.1M | 1.17% | 271,791 | Added |
| 25 | IEFA | ISHARES TR | $14.1M | 1.16% | 155,530 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31