Tortoise Investment Management, LLC
Tortoise Investment Management, LLC reported 255 holdings worth US$1.34B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Tortoise Investment Management, LLC reported 255 holdings worth US$1.34B as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Progressive Corporation (the). Filed Aug 7, 2026 (Form 13F).
- Holdings
- 255
- Value as reported
- US$1.34B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 51,606 | US$14.9M | 1.1% |
| Berkshire Hathaway Inc. | 18,159 | US$9.09M | 0.68% |
| Progressive Corporation (the) | 29,699 | US$6.49M | 0.48% |
| Terawulf Inc. | 153K | US$3.78M | 0.28% |
| Microsoft Corp. | 9,549 | US$3.56M | 0.27% |
| Alphabet Inc (google) Class C | 8,485 | US$3.03M | 0.23% |
| Jp Morgan Chase & Co. | 7,492 | US$2.45M | 0.18% |
| Nvidia Corporation | 11,950 | US$2.39M | 0.18% |
| Lightbridge Corporation | 216K | US$1.9M | 0.14% |
| Eli Lilly And Company | 1,314 | US$1.58M | 0.12% |
| Amazon.com, Inc. | 6,243 | US$1.49M | 0.11% |
| Costco Wholesale Corporation | 1,444 | US$1.35M | 0.10% |
| Home Depot, Inc. (the) | 3,407 | US$1.2M | 0.09% |
| Broadcom Inc. | 2,363 | US$893K | 0.07% |
| Heico Corporation | 2,919 | US$753K | 0.06% |
| International Business Machines Corporation | 2,550 | US$717K | 0.05% |
| Goldman Sachs Group, Inc. (the) | 708 | US$716K | 0.05% |
| Cisco Systems, Inc. | 6,030 | US$708K | 0.05% |
| Union Pacific Corporation | 2,468 | US$671K | 0.05% |
| Exxon Mobil Corporation | 4,804 | US$657K | 0.05% |
| Tesla, Inc. | 1,511 | US$636K | 0.05% |
| Meta Platforms, Inc. | 1,095 | US$617K | 0.05% |
| Parker-hannifin Corporation | 629 | US$615K | 0.05% |
| Emerson Electric Company | 3,916 | US$561K | 0.04% |
| Ge Aerospace | 1,431 | US$535K | 0.04% |
| Pepsico, Inc. | 3,885 | US$526K | 0.04% |
| Caterpillar, Inc. | 485 | US$517K | 0.04% |
| Johnson & Johnson | 1,890 | US$480K | 0.04% |
| American Express Company | 1,407 | US$476K | 0.04% |
| Advanced Micro Devices Inc | 815 | US$473K | 0.04% |
| Reddit, Inc. | 2,722 | US$472K | 0.04% |
| Axsome Therapeutics, Inc. | 1,885 | US$461K | 0.03% |
| Ge Vernova Inc. | 391 | US$459K | 0.03% |
| Merck & Company, Inc. | 3,462 | US$445K | 0.03% |
| Mueller Industries, Inc. | 3,478 | US$428K | 0.03% |
| Colgate-palmolive Company | 4,438 | US$407K | 0.03% |
| Applied Materials, Inc. | 535 | US$387K | 0.03% |
| Visa Inc. | 1,087 | US$373K | 0.03% |
| Rtx Corporation | 1,959 | US$372K | 0.03% |
| Procter & Gamble Company (the) | 2,462 | US$361K | 0.03% |
| Chevron Corporation | 2,134 | US$354K | 0.03% |
| T. Rowe Price Group, Inc. | 2,935 | US$334K | 0.02% |
| The Travelers Companies, Inc. | 970 | US$320K | 0.02% |
| Bath & Body Works, Inc. | 13,400 | US$310K | 0.02% |
| Amphenol Corporation | 1,632 | US$288K | 0.02% |
| Abbvie Inc. | 1,128 | US$284K | 0.02% |
| Mcdonald's Corporation | 1,034 | US$280K | 0.02% |
| Eastern Bankshares, Inc. | 12,478 | US$278K | 0.02% |
| Texas Instruments Incorporated | 906 | US$270K | 0.02% |
| Mettler-toledo International, Inc. | 205 | US$262K | 0.02% |
| Philip Morris International Inc | 1,441 | US$261K | 0.02% |
| Palantir Technologies Inc. | 2,181 | US$254K | 0.02% |
| Cvs Health Corporation | 2,451 | US$254K | 0.02% |
| Kinder Morgan, Inc. | 7,702 | US$246K | 0.02% |
| Micron Technology, Inc. | 206 | US$238K | 0.02% |
| Marathon Petroleum Corporation | 924 | US$236K | 0.02% |
| Yum! Brands, Inc. | 1,475 | US$236K | 0.02% |
| Bank Of America Corporation | 4,134 | US$236K | 0.02% |
| Huntington Bancshares Incorporated | 12,147 | US$215K | 0.02% |
| Boeing Company (the) | 969 | US$210K | 0.02% |
| The Hartford Insurance Group, Inc. | 1,566 | US$208K | 0.02% |
| Empire State Realty Op, L.p. Series Es Operating Partnership | 18,897 | US$105K | <0.01% |
| Hyperfine, Inc. | 72,000 | US$97,200 | <0.01% |
| Nuvation Bio Inc. | 13,752 | US$78,111 | <0.01% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
| Zebra Technologies Corporation | 0 | US$0 | 0.00% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Enterprise Products Partners L.p. | 0 | US$0 | 0.00% |
| Honeywell International Inc. | 0 | US$0 | 0.00% |
| Invitation Homes Inc. | 0 | US$0 | 0.00% |
| Nasdaq, Inc. | 0 | US$0 | 0.00% |
| Qxo, Inc. | 0 | US$0 | 0.00% |
| Sofi Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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