$455 Million is the total value of Tortoise Investment Management, LLC's 597 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 3.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
EEM | ISHARES TRmsci emg mkt etf | $1,486,000 | +3.3% | 27,855 | 0.0% | 0.33% | -0.6% | |
SCZ | ISHARES TReafe sml cp etf | $1,441,000 | +5.1% | 20,052 | 0.0% | 0.32% | +1.3% | |
PZT | INVESCO EXCH TRADED FD TR IIny amt fre mun | $1,382,000 | -1.6% | 53,716 | 0.0% | 0.30% | -5.0% | |
SPDW | SPDR INDEX SHS FDSportfolio devlpd | $956,000 | +4.8% | 27,025 | 0.0% | 0.21% | +1.0% | |
COST | COSTCO WHSL CORP NEW | $706,000 | -6.5% | 2,003 | 0.0% | 0.16% | -9.9% | |
IJH | ISHARES TRcore s&p mcp etf | $628,000 | +13.4% | 2,412 | 0.0% | 0.14% | +9.5% | |
UNP | UNION PAC CORP | $554,000 | +5.9% | 2,512 | 0.0% | 0.12% | +2.5% | |
IWF | ISHARES TRrus 1000 grw etf | $535,000 | +0.8% | 2,203 | 0.0% | 0.12% | -2.5% | |
QQQ | INVESCO QQQ TRunit ser 1 | $494,000 | +1.6% | 1,548 | 0.0% | 0.11% | -1.8% | |
NZF | NUVEEN MUNICIPAL CREDIT INC | $492,000 | +0.2% | 30,436 | 0.0% | 0.11% | -3.6% | |
TROW | PRICE T ROWE GROUP INC | $484,000 | +13.3% | 2,819 | 0.0% | 0.11% | +9.3% | |
ZTS | ZOETIS INCcl a | $448,000 | -4.9% | 2,847 | 0.0% | 0.10% | -8.4% | |
PEP | PEPSICO INC | $430,000 | -4.7% | 3,039 | 0.0% | 0.09% | -8.7% | |
NYF | ISHARES TRnew york mun etf | $428,000 | -0.9% | 7,412 | 0.0% | 0.09% | -5.1% | |
V | VISA INC | $390,000 | -3.0% | 1,840 | 0.0% | 0.09% | -6.5% | |
IWD | ISHARES TRrus 1000 val etf | $382,000 | +11.0% | 2,518 | 0.0% | 0.08% | +7.7% | |
DIS | DISNEY WALT CO | $379,000 | +1.9% | 2,053 | 0.0% | 0.08% | -2.4% | |
CL | COLGATE PALMOLIVE CO | $344,000 | -7.8% | 4,367 | 0.0% | 0.08% | -10.6% | |
SPYX | SPDR SER TRspdr s&p 500 etf | $325,000 | +5.9% | 3,305 | 0.0% | 0.07% | +1.4% | |
ACWX | ISHARES TRmsci acwi ex us | $300,000 | +4.2% | 5,430 | 0.0% | 0.07% | 0.0% | |
EPD | ENTERPRISE PRODS PARTNERS L | $302,000 | +12.3% | 13,720 | 0.0% | 0.07% | +8.2% | |
NKX | NUVEEN CALIFORNIA AMT QLT MU | $295,000 | -2.0% | 19,091 | 0.0% | 0.06% | -5.8% | |
DAL | DELTA AIR LINES INC DEL | $298,000 | +20.2% | 6,172 | 0.0% | 0.06% | +14.0% | |
CVX | CHEVRON CORP NEW | $284,000 | +24.0% | 2,708 | 0.0% | 0.06% | +19.2% | |
VNQI | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $271,000 | +2.7% | 4,867 | 0.0% | 0.06% | 0.0% | |
VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $271,000 | +4.2% | 1,841 | 0.0% | 0.06% | +1.7% | |
IWR | ISHARES TRrus mid cap etf | $251,000 | +7.7% | 3,400 | 0.0% | 0.06% | +3.8% | |
RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $241,000 | +11.1% | 1,700 | 0.0% | 0.05% | +8.2% | |
IVW | ISHARES TRs&p 500 grwt etf | $235,000 | +2.2% | 3,608 | 0.0% | 0.05% | 0.0% | |
NAC | NUVEEN CA QUALTY MUN INCOME | $238,000 | -2.1% | 16,000 | 0.0% | 0.05% | -5.5% | |
NVG | NUVEEN AMT FREE MUN CR INC F | $234,000 | +0.9% | 13,844 | 0.0% | 0.05% | -3.8% | |
CRDF | CARDIFF ONCOLOGY INC | $232,000 | -48.4% | 25,000 | 0.0% | 0.05% | -50.5% | |
GNMA | ISHARES TRgnma bond etf | $227,000 | -1.7% | 4,520 | 0.0% | 0.05% | -5.7% | |
VFL | DELAWARE INVTS NATL MUN INCOsh ben int | $196,000 | -0.5% | 14,970 | 0.0% | 0.04% | -4.4% | |
MCD | MCDONALDS CORP | $189,000 | +5.0% | 841 | 0.0% | 0.04% | +2.4% | |
SBI | WESTERN ASSET INTER MUNI FD | $192,000 | +1.1% | 20,645 | 0.0% | 0.04% | -2.3% | |
ROST | ROSS STORES INC | $172,000 | -2.8% | 1,438 | 0.0% | 0.04% | -5.0% | |
IWV | ISHARES TRrussell 3000 etf | $167,000 | +5.7% | 705 | 0.0% | 0.04% | +2.8% | |
FMAT | FIDELITY COVINGTON TRUSTmsci matls index | $170,000 | +10.4% | 3,849 | 0.0% | 0.04% | +5.7% | |
AXP | AMERICAN EXPRESS CO | $164,000 | +17.1% | 1,158 | 0.0% | 0.04% | +12.5% | |
LNT | ALLIANT ENERGY CORP | $164,000 | +5.1% | 3,025 | 0.0% | 0.04% | 0.0% | |
VXF | VANGUARD INDEX FDSextend mkt etf | $157,000 | +7.5% | 885 | 0.0% | 0.03% | +3.0% | |
SHOP | SHOPIFY INCcl a | $155,000 | -1.9% | 140 | 0.0% | 0.03% | -5.6% | |
HEFA | ISHARES TRhdg msci eafe | $157,000 | +8.3% | 4,767 | 0.0% | 0.03% | +3.0% | |
ES | EVERSOURCE ENERGY | $156,000 | +0.6% | 1,797 | 0.0% | 0.03% | -2.9% | |
RLMD | RELMADA THERAPEUTICS INC | $153,000 | +10.1% | 4,335 | 0.0% | 0.03% | +6.2% | |
APD | AIR PRODS & CHEMS INC | $149,000 | +2.8% | 530 | 0.0% | 0.03% | 0.0% | |
BTT | BLACKROCK MUN TARGET TERM TR | $145,000 | -0.7% | 5,700 | 0.0% | 0.03% | -3.0% | |
EEMS | ISHARES INCem mkt sm-cp etf | $145,000 | +9.0% | 2,527 | 0.0% | 0.03% | +6.7% | |
SHY | ISHARES TR1 3 yr treas bd | $143,000 | 0.0% | 1,661 | 0.0% | 0.03% | -6.1% | |
VNQ | VANGUARD INDEX FDSreal estate etf | $141,000 | +7.6% | 1,538 | 0.0% | 0.03% | +3.3% | |
BMY | BRISTOL-MYERS SQUIBB CO | $140,000 | +1.4% | 2,224 | 0.0% | 0.03% | 0.0% | |
VPU | VANGUARD WORLD FDSutilities etf | $141,000 | +2.9% | 1,000 | 0.0% | 0.03% | 0.0% | |
DTE | DTE ENERGY CO | $132,000 | +10.0% | 988 | 0.0% | 0.03% | +7.4% | |
SWK | STANLEY BLACK & DECKER INC | $127,000 | +11.4% | 637 | 0.0% | 0.03% | +7.7% | |
DVY | ISHARES TRselect divid etf | $125,000 | +17.9% | 1,098 | 0.0% | 0.03% | +12.5% | |
NUAG | NUSHARES ETF TRnuveen enhnc yld | $124,000 | -3.9% | 5,000 | 0.0% | 0.03% | -6.9% | |
SDY | SPDR SER TRs&p divid etf | $114,000 | +11.8% | 964 | 0.0% | 0.02% | +8.7% | |
YUM | YUM BRANDS INC | $114,000 | 0.0% | 1,050 | 0.0% | 0.02% | -3.8% | |
RARE | ULTRAGENYX PHARMACEUTICAL IN | $108,000 | -17.6% | 945 | 0.0% | 0.02% | -20.0% | |
LEN | LENNAR CORPcl a | $107,000 | +32.1% | 1,059 | 0.0% | 0.02% | +33.3% | |
CHD | CHURCH & DWIGHT INC | $105,000 | 0.0% | 1,206 | 0.0% | 0.02% | -4.2% | |
PNM | PNM RES INC | $105,000 | +1.0% | 2,134 | 0.0% | 0.02% | -4.2% | |
NI | NISOURCE INC | $106,000 | +5.0% | 4,400 | 0.0% | 0.02% | 0.0% | |
BPMC | BLUEPRINT MEDICINES CORP | $94,000 | -13.0% | 966 | 0.0% | 0.02% | -16.0% | |
ONCT | ONCTERNAL THERAPEUTICS INC | $96,000 | +71.4% | 11,500 | 0.0% | 0.02% | +61.5% | |
IBB | ISHARES TRnasdaq biotech | $91,000 | 0.0% | 603 | 0.0% | 0.02% | -4.8% | |
SPLG | SPDR SER TRportfolio s&p500 | $90,000 | +5.9% | 1,925 | 0.0% | 0.02% | +5.3% | |
XLU | SELECT SECTOR SPDR TRsbi int-utils | $88,000 | +2.3% | 1,377 | 0.0% | 0.02% | -5.0% | |
PDP | INVESCO EXCHANGE TRADED FD Tdwa momentum | $85,000 | -3.4% | 1,000 | 0.0% | 0.02% | -5.0% | |
HE | HAWAIIAN ELEC INDUSTRIES | $87,000 | +26.1% | 1,947 | 0.0% | 0.02% | +18.8% | |
SPSM | SPDR SER TRportfolio s&p600 | $87,000 | +19.2% | 2,048 | 0.0% | 0.02% | +11.8% | |
DEO | DIAGEO PLCspon adr new | $79,000 | +3.9% | 479 | 0.0% | 0.02% | 0.0% | |
SNA | SNAP ON INC | $76,000 | +33.3% | 331 | 0.0% | 0.02% | +30.8% | |
VGSH | VANGUARD SCOTTSDALE FDSshort term treas | $77,000 | 0.0% | 1,250 | 0.0% | 0.02% | -5.6% | |
IWN | ISHARES TRrus 2000 val etf | $77,000 | +22.2% | 481 | 0.0% | 0.02% | +21.4% | |
NSC | NORFOLK SOUTHN CORP | $78,000 | +13.0% | 289 | 0.0% | 0.02% | +6.2% | |
MLI | MUELLER INDS INC | $75,000 | +17.2% | 1,819 | 0.0% | 0.02% | +6.7% | |
WRE | WASHINGTON REAL ESTATE INVTsh ben int | $72,000 | +2.9% | 3,250 | 0.0% | 0.02% | 0.0% | |
IWO | ISHARES TRrus 2000 grw etf | $75,000 | +5.6% | 249 | 0.0% | 0.02% | 0.0% | |
AMGN | AMGEN INC | $75,000 | +8.7% | 300 | 0.0% | 0.02% | 0.0% | |
WY | WEYERHAEUSER CO MTN BE | $72,000 | +5.9% | 2,020 | 0.0% | 0.02% | 0.0% | |
GTHX | G1 THERAPEUTICS INC | $72,000 | +33.3% | 2,988 | 0.0% | 0.02% | +33.3% | |
HEIA | HEICO CORP NEWcl a | $68,000 | -2.9% | 600 | 0.0% | 0.02% | -6.2% | |
IJJ | ISHARES TRs&p mc 400vl etf | $67,000 | +17.5% | 656 | 0.0% | 0.02% | +15.4% | |
BDX | BECTON DICKINSON & CO | $63,000 | -3.1% | 260 | 0.0% | 0.01% | -6.7% | |
YUMC | YUM CHINA HLDGS INC | $62,000 | +3.3% | 1,050 | 0.0% | 0.01% | 0.0% | |
EXAS | EXACT SCIENCES CORP | $62,000 | -1.6% | 474 | 0.0% | 0.01% | 0.0% | |
ITW | ILLINOIS TOOL WKS INC | $62,000 | +8.8% | 281 | 0.0% | 0.01% | +7.7% | |
EXPD | EXPEDITORS INTL WASH INC | $57,000 | +14.0% | 529 | 0.0% | 0.01% | +18.2% | |
MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $57,000 | +14.0% | 120 | 0.0% | 0.01% | +18.2% | |
LYV | LIVE NATION ENTERTAINMENT IN | $57,000 | +16.3% | 669 | 0.0% | 0.01% | +18.2% | |
TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $59,000 | +9.3% | 499 | 0.0% | 0.01% | +8.3% | |
XRAY | DENTSPLY SIRONA INC | $57,000 | +21.3% | 900 | 0.0% | 0.01% | +18.2% | |
HSIC | HENRY SCHEIN INC | $59,000 | +3.5% | 848 | 0.0% | 0.01% | 0.0% | |
ROL | ROLLINS INC | $58,000 | -12.1% | 1,690 | 0.0% | 0.01% | -13.3% | |
AEP | AMERICAN ELEC PWR CO INC | $59,000 | +1.7% | 697 | 0.0% | 0.01% | 0.0% | |
ISRG | INTUITIVE SURGICAL INC | $60,000 | -9.1% | 81 | 0.0% | 0.01% | -13.3% | |
ABT | ABBOTT LABS | $53,000 | +8.2% | 444 | 0.0% | 0.01% | +9.1% | |
EXC | EXELON CORP | $53,000 | +3.9% | 1,210 | 0.0% | 0.01% | 0.0% | |
WST | WEST PHARMACEUTICAL SVSC INC | $56,000 | -1.8% | 200 | 0.0% | 0.01% | -7.7% | |
PGJ | INVESCO EXCHANGE TRADED FD Tglobal drgn cn | $51,000 | 0.0% | 800 | 0.0% | 0.01% | -8.3% | |
SPYV | SPDR SER TRprtflo s&p500 vl | $51,000 | +8.5% | 1,353 | 0.0% | 0.01% | 0.0% | |
GBT | GLOBAL BLOOD THERAPEUTICS IN | $52,000 | -5.5% | 1,267 | 0.0% | 0.01% | -15.4% | |
EPAM | EPAM SYS INC | $48,000 | +11.6% | 120 | 0.0% | 0.01% | +10.0% | |
ZBRA | ZEBRA TECHNOLOGIES CORPORATIcl a | $49,000 | +28.9% | 100 | 0.0% | 0.01% | +22.2% | |
DRE | DUKE REALTY CORP | $50,000 | +4.2% | 1,200 | 0.0% | 0.01% | 0.0% | |
ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $51,000 | -3.8% | 158 | 0.0% | 0.01% | -8.3% | |
TXRH | TEXAS ROADHOUSE INC | $50,000 | +22.0% | 519 | 0.0% | 0.01% | +22.2% | |
VO | VANGUARD INDEX FDSmid cap etf | $49,000 | +6.5% | 223 | 0.0% | 0.01% | +10.0% | |
CB | CHUBB LIMITED | $48,000 | +2.1% | 306 | 0.0% | 0.01% | 0.0% | |
TRP | TC ENERGY CORP | $52,000 | +13.0% | 1,130 | 0.0% | 0.01% | +10.0% | |
AMAT | APPLIED MATLS INC | $46,000 | +53.3% | 345 | 0.0% | 0.01% | +42.9% | |
NBB | NUVEEN TAXABLE MUNICPAL INM | $44,000 | -4.3% | 1,944 | 0.0% | 0.01% | 0.0% | |
PM | PHILIP MORRIS INTL INC | $44,000 | +7.3% | 500 | 0.0% | 0.01% | +11.1% | |
PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $43,000 | +13.2% | 284 | 0.0% | 0.01% | 0.0% | |
JCI | JOHNSON CTLS INTL PLC | $43,000 | +26.5% | 728 | 0.0% | 0.01% | +12.5% | |
SUB | ISHARES TRshrt nat mun etf | $41,000 | 0.0% | 380 | 0.0% | 0.01% | 0.0% | |
VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $41,000 | +2.5% | 500 | 0.0% | 0.01% | 0.0% | |
BA | BOEING CO | $42,000 | +20.0% | 165 | 0.0% | 0.01% | +12.5% | |
VGT | VANGUARD WORLD FDSinf tech etf | $39,000 | +2.6% | 108 | 0.0% | 0.01% | 0.0% | |
HON | HONEYWELL INTL INC | $43,000 | 0.0% | 200 | 0.0% | 0.01% | -10.0% | |
CATC | CAMBRIDGE BANCORP | $42,000 | +20.0% | 500 | 0.0% | 0.01% | +12.5% | |
AMP | AMERIPRISE FINL INC | $35,000 | +20.7% | 150 | 0.0% | 0.01% | +14.3% | |
IFF | INTERNATIONAL FLAVORS&FRAGRA | $38,000 | +31.0% | 270 | 0.0% | 0.01% | +14.3% | |
ED | CONSOLIDATED EDISON INC | $35,000 | +6.1% | 463 | 0.0% | 0.01% | 0.0% | |
DOCU | DOCUSIGN INC | $36,000 | -10.0% | 180 | 0.0% | 0.01% | -11.1% | |
TYL | TYLER TECHNOLOGIES INC | $36,000 | -2.7% | 84 | 0.0% | 0.01% | 0.0% | |
EPI | WISDOMTREE TRindia erngs fd | $30,000 | +11.1% | 940 | 0.0% | 0.01% | +16.7% | |
HUM | HUMANA INC | $31,000 | 0.0% | 75 | 0.0% | 0.01% | 0.0% | |
UL | UNILEVER PLCspon adr new | $33,000 | -5.7% | 585 | 0.0% | 0.01% | -12.5% | |
WPC | WP CAREY INC | $34,000 | 0.0% | 477 | 0.0% | 0.01% | -12.5% | |
FNDE | SCHWAB STRATEGIC TRschwb fdt emk lg | $31,000 | +6.9% | 1,021 | 0.0% | 0.01% | 0.0% | |
MSGN | MSG NETWORK INCcl a | $30,000 | +3.4% | 2,000 | 0.0% | 0.01% | 0.0% | |
AMD | ADVANCED MICRO DEVICES INC | $31,000 | -16.2% | 400 | 0.0% | 0.01% | -12.5% | |
IYR | ISHARES TRu.s. real es etf | $30,000 | +7.1% | 328 | 0.0% | 0.01% | +16.7% | |
CGNX | COGNEX CORP | $31,000 | +3.3% | 371 | 0.0% | 0.01% | 0.0% | |
BX | BLACKSTONE GROUP INC | $30,000 | +15.4% | 400 | 0.0% | 0.01% | +16.7% | |
FM | ISHARES INCmsci frontier | $31,000 | +6.9% | 1,035 | 0.0% | 0.01% | 0.0% | |
MO | ALTRIA GROUP INC | $34,000 | +25.9% | 656 | 0.0% | 0.01% | +16.7% | |
WH | WYNDHAM HOTELS & RESORTS INC | $33,000 | +13.8% | 480 | 0.0% | 0.01% | 0.0% | |
EUSC | WISDOMTREE TReur hdg smlcap | $34,000 | +9.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
TIPX | SPDR SER TRblomberg 1 10 yr | $33,000 | 0.0% | 1,595 | 0.0% | 0.01% | -12.5% | |
EDIT | EDITAS MEDICINE INC | $29,000 | -39.6% | 685 | 0.0% | 0.01% | -45.5% | |
UFPI | UFP INDUSTRIES INC | $26,000 | +36.8% | 348 | 0.0% | 0.01% | +50.0% | |
ZBH | ZIMMER BIOMET HOLDINGS INC | $26,000 | +4.0% | 165 | 0.0% | 0.01% | 0.0% | |
GILD | GILEAD SCIENCES INC | $29,000 | +11.5% | 445 | 0.0% | 0.01% | 0.0% | |
DWM | WISDOMTREE TRintl equity fd | $26,000 | +4.0% | 500 | 0.0% | 0.01% | 0.0% | |
POWI | POWER INTEGRATIONS INC | $28,000 | 0.0% | 348 | 0.0% | 0.01% | 0.0% | |
TTC | TORO CO | $26,000 | +8.3% | 254 | 0.0% | 0.01% | +20.0% | |
PRU | PRUDENTIAL FINL INC | $26,000 | +13.0% | 289 | 0.0% | 0.01% | +20.0% | |
LOW | LOWES COS INC | $29,000 | +16.0% | 154 | 0.0% | 0.01% | 0.0% | |
WDFC | WD-40 CO | $26,000 | +13.0% | 85 | 0.0% | 0.01% | +20.0% | |
EL | LAUDER ESTEE COS INCcl a | $26,000 | +8.3% | 89 | 0.0% | 0.01% | +20.0% | |
O | REALTY INCOME CORP | $26,000 | +4.0% | 408 | 0.0% | 0.01% | 0.0% | |
MA | MASTERCARD INCORPORATEDcl a | $24,000 | 0.0% | 67 | 0.0% | 0.01% | 0.0% | |
COG | CABOT OIL & GAS CORP | $22,000 | +15.8% | 1,165 | 0.0% | 0.01% | +25.0% | |
COF | CAPITAL ONE FINL CORP | $21,000 | +31.2% | 166 | 0.0% | 0.01% | +25.0% | |
CAT | CATERPILLAR INC | $24,000 | +26.3% | 105 | 0.0% | 0.01% | +25.0% | |
CHNG | CHANGE HEALTHCARE INC | $25,000 | +19.0% | 1,129 | 0.0% | 0.01% | 0.0% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $23,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% | |
AGNC | AGNC INVT CORP | $21,000 | +5.0% | 1,257 | 0.0% | 0.01% | 0.0% | |
ALLO | ALLOGENE THERAPEUTICS INC | $22,000 | +37.5% | 628 | 0.0% | 0.01% | +25.0% | |
XYL | XYLEM INC | $25,000 | 0.0% | 241 | 0.0% | 0.01% | -16.7% | |
AJG | GALLAGHER ARTHUR J & CO | $22,000 | 0.0% | 174 | 0.0% | 0.01% | 0.0% | |
ICUI | ICU MED INC | $25,000 | -3.8% | 120 | 0.0% | 0.01% | -16.7% | |
IEUR | ISHARES TRcore msci euro | $21,000 | +5.0% | 395 | 0.0% | 0.01% | 0.0% | |
KMB | KIMBERLY-CLARK CORP | $21,000 | 0.0% | 154 | 0.0% | 0.01% | 0.0% | |
L | LOEWS CORP | $24,000 | +14.3% | 476 | 0.0% | 0.01% | 0.0% | |
NYCB | NEW YORK CMNTY BANCORP INC | $23,000 | +15.0% | 1,854 | 0.0% | 0.01% | 0.0% | |
NULV | NUSHARES ETF TRnuveen esg lrgvl | $24,000 | +9.1% | 665 | 0.0% | 0.01% | 0.0% | |
CHKP | CHECK POINT SOFTWARE TECH LTord | $24,000 | -14.3% | 210 | 0.0% | 0.01% | -16.7% | |
ORCL | ORACLE CORP | $25,000 | +8.7% | 350 | 0.0% | 0.01% | 0.0% | |
XLF | SELECT SECTOR SPDR TRsbi int-finl | $24,000 | +20.0% | 694 | 0.0% | 0.01% | 0.0% | |
XLK | SELECT SECTOR SPDR TRtechnology | $25,000 | +4.2% | 186 | 0.0% | 0.01% | 0.0% | |
EVRG | EVERGY INC | $19,000 | +11.8% | 312 | 0.0% | 0.00% | 0.0% | |
PYPL | PAYPAL HLDGS INC | $16,000 | +6.7% | 65 | 0.0% | 0.00% | +33.3% | |
ASH | ASHLAND GLOBAL HLDGS INC | $18,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% | |
ATSG | AIR TRANSPORT SERVICES GRP I | $20,000 | -9.1% | 700 | 0.0% | 0.00% | -20.0% | |
LIGHTBRIDGE CORP | $20,000 | +53.8% | 3,180 | 0.0% | 0.00% | +33.3% | ||
NKE | NIKE INCcl b | $20,000 | -9.1% | 152 | 0.0% | 0.00% | -20.0% | |
LHX | L3HARRIS TECHNOLOGIES INC | $16,000 | +6.7% | 81 | 0.0% | 0.00% | +33.3% | |
CCI | CROWN CASTLE INTL CORP NEW | $17,000 | +6.2% | 100 | 0.0% | 0.00% | 0.0% | |
KO | COCA COLA CO | $16,000 | 0.0% | 296 | 0.0% | 0.00% | 0.0% | |
KEY | KEYCORP | $16,000 | +23.1% | 800 | 0.0% | 0.00% | +33.3% | |
DTD | WISDOMTREE TRus total dividnd | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% | |
NOW | SERVICENOW INC | $20,000 | -9.1% | 40 | 0.0% | 0.00% | -20.0% | |
ADBE | ADOBE SYSTEMS INCORPORATED | $18,000 | -5.3% | 38 | 0.0% | 0.00% | 0.0% | |
MDT | MEDTRONIC PLC | $18,000 | 0.0% | 152 | 0.0% | 0.00% | 0.0% | |
TDF | TEMPLETON DRAGON FD INC | $16,000 | 0.0% | 668 | 0.0% | 0.00% | 0.0% | |
PNW | PINNACLE WEST CAP CORP | $16,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
IJT | ISHARES TRs&p sml 600 gwt | $16,000 | +14.3% | 124 | 0.0% | 0.00% | +33.3% | |
TPR | TAPESTRY INC | $18,000 | +38.5% | 430 | 0.0% | 0.00% | +33.3% | |
WPP | WPP PLC NEWadr | $20,000 | +17.6% | 308 | 0.0% | 0.00% | 0.0% | |
NKG | NUVEEN GEORGIA QLTY MUN INC | $20,000 | 0.0% | 1,500 | 0.0% | 0.00% | -20.0% | |
NOC | NORTHROP GRUMMAN CORP | $17,000 | +6.2% | 53 | 0.0% | 0.00% | 0.0% | |
UNH | UNITEDHEALTH GROUP INC | $16,000 | +6.7% | 42 | 0.0% | 0.00% | +33.3% | |
FBT | FIRST TR EXCHANGE-TRADED FDny arca biotech | $17,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% | |
VVV | VALVOLINE INC | $14,000 | +7.7% | 549 | 0.0% | 0.00% | 0.0% | |
FXR | FIRST TR EXCHANGE TRADED FDindls prod dur | $14,000 | +16.7% | 246 | 0.0% | 0.00% | 0.0% | |
SJM | SMUCKER J M CO | $13,000 | +8.3% | 102 | 0.0% | 0.00% | 0.0% | |
PRFZ | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $15,000 | +15.4% | 84 | 0.0% | 0.00% | 0.0% | |
MVF | BLACKROCK MUNIVEST FD INC | $13,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% | |
BLK | BLACKROCK INC | $12,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
PAYX | PAYCHEX INC | $13,000 | +8.3% | 131 | 0.0% | 0.00% | 0.0% | |
VEEV | VEEVA SYS INC | $14,000 | -6.7% | 55 | 0.0% | 0.00% | 0.0% | |
LMT | LOCKHEED MARTIN CORP | $15,000 | +7.1% | 40 | 0.0% | 0.00% | 0.0% | |
SNPS | SYNOPSYS INC | $13,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
GIS | GENERAL MLS INC | $15,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
UPS | UNITED PARCEL SERVICE INCcl b | $13,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $14,000 | +7.7% | 52 | 0.0% | 0.00% | 0.0% | |
PRGO | PERRIGO CO PLC | $12,000 | -7.7% | 300 | 0.0% | 0.00% | 0.0% | |
IJK | ISHARES TRs&p mc 400gr etf | $14,000 | +7.7% | 180 | 0.0% | 0.00% | 0.0% | |
MET | METLIFE INC | $12,000 | +20.0% | 204 | 0.0% | 0.00% | +50.0% | |
BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $14,000 | -12.5% | 225 | 0.0% | 0.00% | -25.0% | |
ADI | ANALOG DEVICES INC | $13,000 | +8.3% | 84 | 0.0% | 0.00% | 0.0% | |
FNDC | SCHWAB STRATEGIC TRschwb fdt int sc | $13,000 | +8.3% | 345 | 0.0% | 0.00% | 0.0% | |
FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $15,000 | +7.1% | 198 | 0.0% | 0.00% | 0.0% | |
CTSH | COGNIZANT TECHNOLOGY SOLUTIOcl a | $12,000 | -7.7% | 160 | 0.0% | 0.00% | 0.0% | |
DOX | AMDOCS LTD | $14,000 | -6.7% | 205 | 0.0% | 0.00% | 0.0% | |
ASML | ASML HOLDING N V | $14,000 | +27.3% | 23 | 0.0% | 0.00% | 0.0% | |
ADP | AUTOMATIC DATA PROCESSING IN | $14,000 | +7.7% | 72 | 0.0% | 0.00% | 0.0% | |
QQXT | FIRST TR EXCHANGE-TRADED FDnasdaq 100 ex | $15,000 | 0.0% | 190 | 0.0% | 0.00% | 0.0% | |
ANSS | ANSYS INC | $12,000 | -7.7% | 35 | 0.0% | 0.00% | 0.0% | |
SPMB | SPDR SER TRportfli mortgage | $13,000 | -7.1% | 516 | 0.0% | 0.00% | 0.0% | |
PSX | PHILLIPS 66 | $12,000 | +20.0% | 150 | 0.0% | 0.00% | +50.0% | |
NVO | NOVO-NORDISK A Sadr | $15,000 | -6.2% | 228 | 0.0% | 0.00% | -25.0% | |
DOW | DOW INC | $10,000 | +11.1% | 155 | 0.0% | 0.00% | 0.0% | |
WM | WASTE MGMT INC DEL | $10,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
INMD | INMODE LTD | $7,000 | +40.0% | 100 | 0.0% | 0.00% | +100.0% | |
ANTM | ANTHEM INC | $10,000 | +11.1% | 28 | 0.0% | 0.00% | 0.0% | |
AZN | ASTRAZENECA PLCsponsored adr | $11,000 | 0.0% | 228 | 0.0% | 0.00% | -33.3% | |
MTCH | MATCH GROUP INC NEW | $8,000 | -11.1% | 59 | 0.0% | 0.00% | 0.0% | |
MMC | MARSH & MCLENNAN COS INC | $11,000 | 0.0% | 90 | 0.0% | 0.00% | -33.3% | |
PGR | PROGRESSIVE CORP | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
NOBL | PROSHARES TRs&p 500 dv arist | $9,000 | 0.0% | 109 | 0.0% | 0.00% | 0.0% | |
LULU | LULULEMON ATHLETICA INC | $7,000 | -12.5% | 24 | 0.0% | 0.00% | 0.0% | |
VFC | V F CORP | $8,000 | -11.1% | 101 | 0.0% | 0.00% | 0.0% | |
RES | RPC INC | $9,000 | +80.0% | 1,593 | 0.0% | 0.00% | +100.0% | |
VNO | VORNADO RLTY TRsh ben int | $9,000 | +12.5% | 209 | 0.0% | 0.00% | 0.0% | |
REGN | REGENERON PHARMACEUTICALS | $9,000 | -10.0% | 20 | 0.0% | 0.00% | 0.0% | |
ZTR | VIRTUS GLOBAL DIVID & INCOME | $10,000 | +11.1% | 1,075 | 0.0% | 0.00% | 0.0% | |
RADA | RADA ELECTR INDS LTD | $8,000 | +14.3% | 700 | 0.0% | 0.00% | 0.0% | |
JBGS | JBG SMITH PPTYS | $11,000 | 0.0% | 341 | 0.0% | 0.00% | -33.3% | |
DGRO | ISHARES TRcore div grwth | $10,000 | +11.1% | 205 | 0.0% | 0.00% | 0.0% | |
DSI | ISHARES TRmsci kld400 soc | $11,000 | +10.0% | 142 | 0.0% | 0.00% | 0.0% | |
IDU | ISHARES TRu.s. utilits etf | $8,000 | +14.3% | 96 | 0.0% | 0.00% | 0.0% | |
CUT | INVESCO EXCH TRADED FD TR IImsci gbl timbr | $11,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% | |
IP | INTERNATIONAL PAPER CO | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% | |
IAC | IAC INTERACTIVECORP NEW | $10,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% | |
AAL | AMERICAN AIRLS GROUP INC | $8,000 | +60.0% | 330 | 0.0% | 0.00% | +100.0% | |
GBCI | GLACIER BANCORP INC NEW | $11,000 | +22.2% | 186 | 0.0% | 0.00% | 0.0% | |
FE | FIRSTENERGY CORP | $9,000 | +12.5% | 249 | 0.0% | 0.00% | 0.0% | |
NVST | ENVISTA HOLDINGS CORPORATION | $11,000 | +22.2% | 262 | 0.0% | 0.00% | 0.0% | |
EMR | EMERSON ELEC CO | $8,000 | +14.3% | 84 | 0.0% | 0.00% | 0.0% | |
EA | ELECTRONIC ARTS INC | $7,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
CRM | SALESFORCE COM INC | $11,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% | |
DD | DUPONT DE NEMOURS INC | $7,000 | +16.7% | 91 | 0.0% | 0.00% | +100.0% | |
DG | DOLLAR GEN CORP NEW | $11,000 | -8.3% | 55 | 0.0% | 0.00% | -33.3% | |
CTVA | CORTEVA INC | $7,000 | +16.7% | 155 | 0.0% | 0.00% | +100.0% | |
AON | AON PLC | $8,000 | +14.3% | 34 | 0.0% | 0.00% | 0.0% | |
XLV | SELECT SECTOR SPDR TRsbi healthcare | $9,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
XLY | SELECT SECTOR SPDR TRsbi cons discr | $11,000 | 0.0% | 66 | 0.0% | 0.00% | -33.3% | |
XLI | SELECT SECTOR SPDR TRsbi int-inds | $8,000 | +14.3% | 79 | 0.0% | 0.00% | 0.0% | |
XLRE | SELECT SECTOR SPDR TRrl est sel sec | $10,000 | +11.1% | 258 | 0.0% | 0.00% | 0.0% | |
SHW | SHERWIN WILLIAMS CO | $7,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
CNQ | CANADIAN NAT RES LTD | $10,000 | +25.0% | 340 | 0.0% | 0.00% | 0.0% | |
CPB | CAMPBELL SOUP CO | $10,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
STT | STATE STR CORP | $8,000 | +14.3% | 100 | 0.0% | 0.00% | 0.0% | |
BLL | BALL CORP | $8,000 | -11.1% | 98 | 0.0% | 0.00% | 0.0% | |
AFL | AFLAC INC | $9,000 | +12.5% | 175 | 0.0% | 0.00% | 0.0% | |
BIIB | BIOGEN INC | $11,000 | +10.0% | 40 | 0.0% | 0.00% | 0.0% | |
NVDA | NVIDIA CORPORATION | $9,000 | +12.5% | 16 | 0.0% | 0.00% | 0.0% | |
AAPL | APPLE INCput | $9,000 | -25.0% | 1,600 | 0.0% | 0.00% | -33.3% | |
ETN | EATON CORP PLC | $10,000 | +25.0% | 70 | 0.0% | 0.00% | 0.0% | |
VRSN | VERISIGN INC | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
AMED | AMEDISYS INC | $6,000 | -14.3% | 23 | 0.0% | 0.00% | -50.0% | |
BKNG | BOOKING HOLDINGS INC | $5,000 | +25.0% | 2 | 0.0% | 0.00% | 0.0% | |
CDK | CDK GLOBAL INC | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
CME | CME GROUP INC | $3,000 | +50.0% | 13 | 0.0% | 0.00% | – | |
CCL | CARNIVAL CORPunit 99/99/9999 | $3,000 | +50.0% | 100 | 0.0% | 0.00% | – | |
LNG | CHENIERE ENERGY INC | $4,000 | +33.3% | 52 | 0.0% | 0.00% | 0.0% | |
GLW | CORNING INC | $4,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
DAL | DELTA AIR LINES INC DELput | $5,000 | 0.0% | 3,500 | 0.0% | 0.00% | 0.0% | |
EBAY | EBAY INC. | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
ELAN | ELANCO ANIMAL HEALTH INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
EXPE | EXPEDIA GROUP INC | $5,000 | +25.0% | 30 | 0.0% | 0.00% | 0.0% | |
FISV | FISERV INC | $6,000 | +20.0% | 48 | 0.0% | 0.00% | 0.0% | |
HBAN | HUNTINGTON BANCSHARES INC | $5,000 | +25.0% | 300 | 0.0% | 0.00% | 0.0% | |
EELV | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $3,000 | 0.0% | 120 | 0.0% | 0.00% | 0.0% | |
IQV | IQVIA HLDGS INC | $6,000 | +20.0% | 30 | 0.0% | 0.00% | 0.0% | |
KDP | KEURIG DR PEPPER INC | $3,000 | 0.0% | 84 | 0.0% | 0.00% | 0.0% | |
KR | KROGER CO | $3,000 | +50.0% | 75 | 0.0% | 0.00% | – | |
MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
MKTX | MARKETAXESS HLDGS INC | $3,000 | -25.0% | 7 | 0.0% | 0.00% | 0.0% | |
MED | MEDIFAST INC | $5,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
MNST | MONSTER BEVERAGE CORP NEW | $5,000 | 0.0% | 51 | 0.0% | 0.00% | 0.0% | |
NAZ | NUVEEN ARIZONA QLTY MUN INC | $6,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
NUSC | NUSHARES ETF TRnuveen esg smlcp | $4,000 | 0.0% | 102 | 0.0% | 0.00% | 0.0% | |
OLN | OLIN CORP | $3,000 | +50.0% | 87 | 0.0% | 0.00% | – | |
ONEM | 1LIFE HEALTHCARE INC | $6,000 | -14.3% | 165 | 0.0% | 0.00% | -50.0% | |
PDFS | PDF SOLUTIONS INC | $4,000 | -20.0% | 250 | 0.0% | 0.00% | 0.0% | |
PENN | PENN NATL GAMING INC | $5,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% | |
SPXC | SPX CORP | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% | |
SLB | SCHLUMBERGER LTD | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
IIVI | II-VI INC | $5,000 | -16.7% | 80 | 0.0% | 0.00% | 0.0% | |
UE | URBAN EDGE PPTYS | $6,000 | +50.0% | 340 | 0.0% | 0.00% | 0.0% | |
V | VISA INCput | $5,000 | -58.3% | 1,500 | 0.0% | 0.00% | -66.7% | |
WBS | WEBSTER FINL CORP CONN | $6,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
WRI | WEINGARTEN RLTY INVSsh ben int | $6,000 | +20.0% | 225 | 0.0% | 0.00% | 0.0% | |
LYB | LYONDELLBASELL INDUSTRIES N | $4,000 | +33.3% | 38 | 0.0% | 0.00% | 0.0% | |
SWN | SOUTHWESTERN ENERGY CO | $1,000 | 0.0% | 250 | 0.0% | 0.00% | – | |
BGCP | BGC PARTNERS INCcl a | $2,000 | 0.0% | 500 | 0.0% | 0.00% | – | |
AVNS | AVANOS MED INC | $2,000 | 0.0% | 39 | 0.0% | 0.00% | – | |
APTX | APTINYX INC | $1,000 | 0.0% | 205 | 0.0% | 0.00% | – | |
ASIX | ADVANSIX INC | $0 | – | 8 | 0.0% | 0.00% | – | |
GDX | VANECK VECTORS ETF TRgold miners etf | $2,000 | -33.3% | 75 | 0.0% | 0.00% | -100.0% | |
TRIP | TRIPADVISOR INC | $2,000 | +100.0% | 37 | 0.0% | 0.00% | – | |
ODP | THE ODP CORP | $1,000 | – | 15 | 0.0% | 0.00% | – | |
TELL | TELLURIAN INC NEW | $0 | – | 12 | 0.0% | 0.00% | – | |
TMUS | T-MOBILE US INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
VIAV | VIAVI SOLUTIONS INC | $0 | – | 2 | 0.0% | 0.00% | – | |
RIBT | RICEBRAN TECHNOLOGIES | $0 | – | 39 | 0.0% | 0.00% | – | |
VNT | VONTIER CORPORATION | $0 | – | 9 | 0.0% | 0.00% | – | |
RWT | REDWOOD TR INC | $2,000 | 0.0% | 200 | 0.0% | 0.00% | – | |
QRTEA | QURATE RETAIL INC | $0 | – | 33 | 0.0% | 0.00% | – | |
TBT | PROSHARES TR | $1,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
WAB | WABTEC | $1,000 | 0.0% | 7 | 0.0% | 0.00% | – | |
OVV | OVINTIV INC | $1,000 | 0.0% | 53 | 0.0% | 0.00% | – | |
ONVO | ORGANOVO HLDGS INC | $0 | – | 18 | 0.0% | 0.00% | – | |
SYF | SYNCHRONY FINANCIAL | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
NMRK | NEWMARK GROUP INCcl a | $2,000 | 0.0% | 231 | 0.0% | 0.00% | – | |
MTEM | MOLECULAR TEMPLATES INC | $1,000 | 0.0% | 90 | 0.0% | 0.00% | – | |
MSFT | MICROSOFT CORPput | $2,000 | – | 1,500 | 0.0% | 0.00% | – | |
MAT | MATTEL INC | $0 | – | 15 | 0.0% | 0.00% | – | |
LENB | LENNAR CORPcl b | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
TREE | LENDINGTREE INC NEW | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – | |
SUSB | ISHARES TResg awre 1 5 yr | $2,000 | 0.0% | 75 | 0.0% | 0.00% | – | |
BKF | ISHARES INCmsci bric indx | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
HD | HOME DEPOT INCput | $1,000 | 0.0% | 1,000 | 0.0% | 0.00% | – | |
FTV | FORTIVE CORP | $2,000 | 0.0% | 23 | 0.0% | 0.00% | – | |
FIS | FIDELITY NATL INFORMATION SV | $2,000 | 0.0% | 15 | 0.0% | 0.00% | – | |
ITEQ | ETF MANAGERS TRbluestar israel | $2,000 | 0.0% | 24 | 0.0% | 0.00% | – | |
CCOI | COGENT COMMUNICATIONS HLDGS | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
CIM | CHIMERA INVT CORP | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
CC | CHEMOURS CO | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
BHF | BRIGHTHOUSE FINL INC | $0 | – | 7 | 0.0% | 0.00% | – | |
XAIR | BEYOND AIR INC | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
BKR | BAKER HUGHES COMPANYcl a | $2,000 | 0.0% | 113 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-05
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 44 | Q3 2023 | 18.3% |
SPDR S&P 500 ETF TR | 44 | Q3 2023 | 4.9% |
ISHARES TR | 44 | Q3 2023 | 4.3% |
NUVEEN NY DIVID ADVNTG MUN F | 44 | Q3 2023 | 7.2% |
ISHARES TR | 44 | Q3 2023 | 2.2% |
VANGUARD SCOTTSDALE FDS | 44 | Q3 2023 | 4.2% |
ISHARES TR | 44 | Q3 2023 | 1.9% |
SPDR DOW JONES INDL AVRG ETF | 44 | Q3 2023 | 2.8% |
VANGUARD INTL EQUITY INDEX F | 44 | Q3 2023 | 1.8% |
VANGUARD INTL EQUITY INDEX F | 44 | Q3 2023 | 1.4% |
View Tortoise Investment Management, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | January 07, 2021 | 330,552 | 1.8% |
STONE RIDGE TRUST | December 11, 2020 | 571,715 | 10.5% |
Tortoise Investment Management, LLCSold out | January 09, 2019 | 0 | 0.0% |
MARKET VECTORS ETF TRUST | February 13, 2015 | 163,919 | 5.3% |
NUVEEN NEW YORK DIVIDEND ADVANTAGE MUNICIPAL FUND | February 13, 2015 | 470,295 | 5.1% |
NUVEEN NEW YORK DIVIDEND ADVANTAGE MUNICIPAL FUND 2 | February 13, 2015 | 807,057 | 12.4% |
PowerShares Exchange-Traded Fund Trust II | February 13, 2015 | 105,996 | 5.4% |
PIMCO ETF Trust | September 09, 2014 | 1,000 | 0.0% |
SPDR SERIES TRUST | February 13, 2014 | 70,952 | 8.9% |
View Tortoise Investment Management, LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-09 |
13F-HR/A | 2024-02-29 |
13F-HR | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-03 |
13F-HR | 2022-11-04 |
13F-HR | 2022-08-03 |
13F-HR | 2022-05-06 |
View Tortoise Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.