Tortoise Investment Management, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwhite plains, NY
- CIK0001599511
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,300 | $1.05 B | IVV, STIP, AVUS, SGOV | 13F-HR | Aug 8, 2025 | 000158064225005011 | ||
826 | $960.32 M | IVV, STIP, SGOV, AVUS | RESTATEMENT | Aug 7, 2025 | 000159951125000014 | ||
870 | $947.24 M | IVV, STIP, AVUS, SGOV | RESTATEMENT | Aug 7, 2025 | 000159951125000013 | ||
883 | $957.20 M | IVV, STIP, SGOV, AVUS | RESTATEMENT | Aug 7, 2025 | 000159951125000012 | ||
885 | $876.89 M | IVV, STIP, SGOV, AVUS | RESTATEMENT | Aug 7, 2025 | 000159951125000011 | ||
871 | $823.74 M | IVV, STIP, SGOV, AVUS | RESTATEMENT | Aug 7, 2025 | 000159951125000010 | ||
791 | $737.07 M | IVV, STIP, SGOV, MBB | RESTATEMENT | Aug 7, 2025 | 000159951125000009 | ||
791 | $737.07 M | IVV, STIP, SGOV, MBB | RESTATEMENT | Feb 29, 2024 | 000158064224001265 | ||
805 | $671.54 M | IVV, STIP, MBB, SGOV | RESTATEMENT | Aug 7, 2025 | 000159951125000008 | ||
776 | $673.59 M | IVV, STIP, MBB, SGOV | 13F-HR | Aug 7, 2023 | 000158064223004079 | ||
779 | $627.53 M | IVV, STIP, SGOV, MBB | 13F-HR | May 9, 2023 | 000158064223002631 | ||
774 | $570.90 M | IVV, STIP, CMBS, IEMG | 13F-HR | Feb 3, 2023 | 000158064223000709 | ||
764 | $514.30 M | IVV, CMBS, BAB, STIP | 13F-HR | Nov 4, 2022 | 000158064222005589 | ||
747 | $509.89 M | IVV, CMBS, BAB, IEMG | 13F-HR | Aug 3, 2022 | 000158064222003847 | ||
692 | $540.04 M | IVV, BAB, CMBS, IEMG | 13F-HR | May 6, 2022 | 000158064222002651 | ||
664 | $534.30 M | IVV, BAB, SPY, IEMG | 13F-HR | Feb 10, 2022 | 000158064222000765 | ||
627 | $494.97 M | IVV, BAB, MBB, IEMG | 13F-HR | Nov 4, 2021 | 000158064221005245 | ||
608 | $484.52 M | IVV, BAB, MBB, IEMG | 13F-HR | Jul 30, 2021 | 000158064221003370 | ||
594 | $455.19 M | IVV, MBB, BAB, IEMG | 13F-HR | May 5, 2021 | 000158064221002208 | ||
552 | $438.48 M | IVV, MBB, BAB, IEMG | 13F-HR | Feb 5, 2021 | 000158064221000569 | ||
533 | $409.99 M | IVV, MBB, VRIG, BAB | 13F-HR | Nov 4, 2020 | 000158064220004049 | ||
516 | $386.99 M | IVV, MBB, VRIG, SPY | 13F-HR | Aug 6, 2020 | 000158064220002904 | ||
565 | $344.78 M | IVV, MBB, VRIG, SPY | 13F-HR | May 5, 2020 | 000158064220002019 | ||
611 | $424.28 M | IVV, VRIG, MBB, IEMG | 13F-HR | Feb 6, 2020 | 000158064220000571 | ||
621 | $387.59 M | IVV, VRIG, IEMG, SPY | 13F-HR | Nov 6, 2019 | 000158064219005047 | ||
646 | $395.68 M | IVV, IEMG, SPY, SLQD | 13F-HR | Aug 7, 2019 | 000158064219003575 | ||
645 | $382.28 M | IVV, IEMG, SPY, ITOT | 13F-HR | May 7, 2019 | 000158064219002380 | ||
555 | $369.63 M | IVV, NBB, IEMG, SPY | 13F-HR | Feb 8, 2019 | 000158064219000692 | ||
554 | $380.60 M | IVV, NBD, IEMG, SPY | 13F-HR | Nov 20, 2018 | 000158064218005535 | ||
576 | $363.90 M | IVV, NBD, IEMG, SPY | 13F-HR | Aug 9, 2018 | 000158064218003808 | ||
559 | $361.23 M | IVV, NBD, IEMG, SPY | 13F-HR | May 11, 2018 | 000158064218002544 | ||
573 | $348.59 M | IVV, NBD, IEMG, SPY | 13F-HR | Jan 31, 2018 | 000158064218000535 | ||
502 | $329.03 M | IVV, NBD, IEMG, SPY | 13F-HR | Nov 15, 2017 | 000158064217006113 | ||
503 | $309.65 M | IVV, NBD, IEMG, SPY | 13F-HR | Aug 2, 2017 | 000158064217004169 | ||
487 | $305.58 M | IVV, NBD, IEMG, VCSH | 13F-HR | May 9, 2017 | 000158064217002897 | ||
499 | $290.44 M | IVV, NBD, SPY, IEMG | 13F-HR | Feb 16, 2017 | 000158064217000986 | ||
448 | $294.92 M | IVV, NBD, NAN, XJQCX | 13F-HR | Nov 9, 2016 | 000158064216011986 | ||
507 | $287.10 M | IVV, NBD, NAN, XJQCX | 13F-HR | Aug 3, 2016 | 000158064216010004 | ||
405 | $278.18 M | IVV, NBD, NAN, XJQCX | 13F-HR | May 6, 2016 | 000158064216008566 | ||
434 | $279.26 M | IVV, NAN, NBD, NBB | 13F-HR | Feb 5, 2016 | 000158064216006673 | ||
422 | $263.19 M | IVV, NAN, NBB, NBD | 13F-HR | Oct 23, 2015 | 000158064215004774 | ||
448 | $266.45 M | IVV, NAN, NBB, NBD | 13F-HR | Jul 23, 2015 | 000158064215003082 | ||
436 | $262.32 M | IVV, NBB, NBD, NXK | 13F-HR | Apr 20, 2015 | 000158064215001727 | ||
486 | $249.65 M | IVV, NBB, NBD, NXK | 13F-HR | Feb 12, 2015 | 000158064215000669 | ||
407 | $238.42 M | IVV, NBB, NBD, NXK | 13F-HR | Oct 21, 2014 | 000091047214004620 | ||
441 | $239.54 M | IVV, NBB, NBD, SPY | 13F-HR | Jul 29, 2014 | 000091047214003168 | ||
368 | $216.58 M | IVV, NBB, SPY, NXK | 13F-HR | May 2, 2014 | 000091047214001958 | ||
339 | $182.25 M | IVV, SPY, NBB, BABUSD | NEW HOLDINGS | Feb 28, 2014 | 000159951114000007 | ||
322 | $182.12 M | IVV, SPY, NBB, BABUSD | 13F-HR | Feb 12, 2014 | 000159951114000001 | ||
364 | $165.64 M | IVV, SPY, BABUSD, KMR | 13F-HR | Mar 10, 2014 | 000159951114000010 | ||
383 | $151.41 M | KMR, IVV, SPY, BABUSD | 13F-HR | Mar 14, 2014 | 000159951114000011 | ||
319 | $139.56 M | KMR, HYG, JNK, SPY | 13F-HR | Mar 7, 2014 | 000159951114000008 | ||
319 | $126.21 M | HYG, JNK, KMR, SPSB | 13F-HR | Mar 7, 2014 | 000159951114000009 |