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 NIM
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,397,783 | 571,194 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,760,218 | 618,713 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,808,918 | 627,313 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,767,586 | 636,599 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,563,442 | 704,232 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $6,544,127 | 751,335 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $5,810,853 | 627,522 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $5,410,593 | 598,517 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $4,785,439 | 532,307 | Shares | Sole | 2025-08-07 | |
| 2023-12-31 | $3,317,422 | 376,125 | Shares | Sole | 2025-08-07 | |
| 2023-09-30 | $2,270,273 | 268,037 | Shares | Sole | 2025-08-07 | |
| 2023-06-30 | $1,182,294 | 131,366 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $758,752 | 82,205 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $744,777 | 82,205 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $432,935 | 48,864 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $371,799 | 40,501 | Shares | Sole | 2022-08-03 | |
| No 13F history on record for this holder in this stock. | ||||||