StockDriftsStockDriftsTop 50 Tortoise Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.84% | 145.3K | $94.9M | -1.16%(-1.70K) | $114.63(+550.57%) | 2026-03-31 | |
| STIP | ISHARES TR | 7.18% | 840.2K | $86.9M | +48.32%(+273.73K) | $101.82(+1.86%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 3.6% | 392.3K | $43.6M | +9.14%(+32.85K) | $83.37(+50.02%) | 2026-03-31 | |
| BTT | BLACKROCK MUN TARGET TERM TR | 2.63% | 1.40M | $31.8M | +2.94%(+40.02K) | $21.26(+7.01%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 2.59% | 615.2K | $31.4M | +1491.41%(+576.58K) | $51.03(-0.76%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.44% | 591.1K | $29.6M | +11.50%(+60.99K) | $50.18(+0.08%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.4% | 288.8K | $29.1M | +1.06%(+3.04K) | $100.40(+0.11%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 2.1% | 515.2K | $25.5M | +9.46%(+44.54K) | $50.57(-2.50%) | 2026-03-31 | |
| SCHP | SCHWAB STRATEGIC TR | 2.04% | 929.7K | $24.7M | +3.86%(+34.54K) | $26.57(+0.84%) | 2026-03-31 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 2% | 438.7K | $24.3M | -0.00%(-16) | $59.69(-9.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.46% | +27.60% |
| Top 20 Holdings Unweighted | +7.94% | +25.77% |
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