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Tortoise Investment Management, LLC
Tortoise Investment Management, LLC is an independent asset management firm headquartered in White Plains, New York, USA. The firm specializes in serving institutional and high-net-worth individual clients with a focus on investment management and advisory services. It is registered in New York and reports regular filings with the SEC. As of 2025, the company employs approximately 18 professionals, 89% of whom are investors.
Investment Strategy
Tortoise Investment Management, LLC manages diversified portfolios with an emphasis on fixed income, ETF strategies, and selective equity allocations. The firm utilizes quantitative analysis and disciplined research to construct portfolios that enhance risk-adjusted returns for clients, focusing on both core and opportunistic strategies implemented in public markets.
Latest 13F Filing Activity
Tortoise Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 1,272 equity positions and 15 options positions with a total 13F market value of $1B. The fund increased holdings in J P Morgan Exchange Traded F, Doubleline Etf Trust, Ishares TR among other positions. Tortoise Investment Management, LLC reduced exposure to Ishares TR, Nuveen Mun Value FD Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (1,272)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 8.85% | $92.8M | 149,510 | $209.06 | $620.90 | +$9.1M |
S STIP | ISHARES TR | 5.04% | $52.9M | 513,987 | $98.42 | $102.91 | +$1.9M |
A AVUS | AMERICAN CENTY ETF TR | 3.30% | $34.6M | 342,698 | $80.69 | $100.82 | +$5.0M |
S SGOV | ISHARES TR | 3.18% | $33.3M | 331,023 | $100.36 | $100.69 | +$935.8K |
B BTT | BLACKROCK MUN TARGET TERM TR | 2.48% | $26.0M | 1,189,486 | $21.09 | $21.89 | +$3.0M |
Options Positions (15)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | Sold | Put | $46.0K | 80 | $205.17 | $203.61 | -15 | -$11.9K |
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $22.0K | 193 | $617.85 | $591.70 | +164 | +$368 |
L LLY | ELI LILLY & CO | Sold | Put | $20.0K | 4 | $779.53 | $763.30 | -10 | -$21.0K |
C COST | COSTCO WHSL CORP NEW | New | Put | $3.0K | 3 | $989.94 | $989.94 | +3 | +$3.0K |
S SHAK | SHAKE SHACK INC | New | Call | $2.7K | 1 | $140.60 | $140.60 | +1 | +$2.7K |
Industry Allocation
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