Tortoise Investment Management, LLC - Portfolio Stock Holdings
Tortoise Investment Management, LLC disclosed 264 stock positions in a recent SEC 13F filing. $1,330,555,472 of stock holdings were filed, with the largest holdings including IVV, STIP, and AVUS. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,067,860,526 and has 21 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
264Est. Stock Holding Value:
$1,330,555,472Top Stock Holdings By Sector
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Portfolio Stock Holdings - Tortoise Investment Management, LLC
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Portfolio Options Holdings - Tortoise Investment Management, LLC
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