Tortoise Investment Management, LLC
CIK
1599511
City
WHITE PLAINS
State / Country
NY
Top Portfolio Positions
74 positions ·
$1,000,957,439 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
1,344,387 | $874,308,641 | 87.35% | |
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
1,401,152 | $31,806,150 | 3.18% | |
| AXSM |
Axsome Therapeutics, Inc.
Healthcare
|
81,879 | $13,839,188 | 1.38% | |
| AAPL |
Apple Inc.
Technology
|
50,826 | $12,899,130 | 1.29% | |
| NUW |
Nuveen AMT-Free Municipal Value Fund
Financial Services
|
525,107 | $7,524,783 | 0.75% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
29,668 | $5,881,384 | 0.59% | |
| NIM |
Nuveen Select Maturities Municipal Fund
Financial Services
|
571,194 | $5,397,783 | 0.54% | |
| NNY |
Nuveen New York Municipal Value Fund
Financial Services
|
549,648 | $4,589,560 | 0.46% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
9,367 | $4,338,700 | 0.43% | |
| MSFT |
Microsoft Corp
Technology
|
9,498 | $3,515,874 | 0.35% |
Portfolio Trend
Holdings in FXB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $200,463 | 1,545 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $199,969 | 1,545 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $204,187 | 1,545 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||