13F Insight
DOSSIER · 13F-HR · Q2 2026

Tortoise Investment Management, LLC

$1.3B in tracked AUM across 255 positions as of Q2 2026.

TI
CIK 0001599511 · last filed Jun 30, 2026
Total AUM
$1.3B
as of Q2 2026
Holdings
255
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tortoise Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$107M143K8.0%02
STIP
ISHARES TR
$92M901K6.9%03
AVUS
AMERICAN CENTY ETF TR
$53M416K4.0%04
JMTG
J P MORGAN EXCHANGE TRADED F
$36M705K2.7%05
JMUB
J P MORGAN EXCHANGE TRADED F
$34M664K2.5%06
BTT
BLACKROCK MUN TARGET TERM TR
$32M1.4M2.4%07
VGLT
VANGUARD SCOTTSDALE FDS
$27M496K2.0%08
SGOV
ISHARES TR
$26M263K2.0%09
SCHP
SCHWAB STRATEGIC TR
$26M979K1.9%10
MTBA
SIMPLIFY EXCHANGE TRADED FUN
$26M527K1.9%

Filing history

2026Q2Jun 30
$1.3B▲ 10.8%
255 positionsView →2026Q1Mar 31
$1.2B▲ 6.4%
252 positionsView →2025Q4Dec 31
$1.1B▲ 1.4%
240 positionsView →2025Q3Sep 30
$1.1B▲ 7.1%
1,569 positionsView →2025Q2Jun 30
$1.0B▲ 9.2%
1,311 positionsLocked2025Q1Mar 31
$960M▲ 1.4%
831 positionsLocked2024Q4Dec 31
$947M▼ 1.0%
873 positionsLocked2024Q3Sep 30
$957M▲ 9.2%
892 positionsLocked2024Q2Jun 30
$877M▲ 6.5%
894 positionsLocked2024Q1Mar 31
$824M▲ 6.8%
876 positionsLocked2023Q4Dec 31
$771M▲ 14.8%
814 positionsLocked2023Q3Sep 30
$672M▼ 0.3%
810 positionsLocked
Showing 12 of 52