Tortoise Investment Management, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1599511
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.2B
incl. option notional
Equity Holdings
ⓘ$1.2B
Option Notional
ⓘ$67,299
$66,926 puts / $373 calls
Holdings
252
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tortoise Investment Management, LLC disclosed 252 positions worth $1.2B in its Form 13F-HR for Q1 2026 — $1.2B in common stock plus $67,299 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 14 new positions and exited 12 — including a new stake in $GLD. The portfolio is most concentrated in Other (92.0% of disclosed assets). All figures are sourced directly from Tortoise Investment Management, LLC’s Form 13F-HR filing with the SEC under CIK 1599511.
AI Fund Analysis
ConcentratingISHARES TR
7.8% weight
Held 9 quarters
ISHARES TR
7.2% weight
Held 9 quarters
AMERICAN CENTY ETF TR
3.6% weight
Held 9 quarters
$BTT2.6% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
2.4% weight
Held 4 quarters
AMERICAN CENTY ETF TR
8 quarters accumulating
$BTT8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
SPDR INDEX SHS FDS
8 quarters accumulating
SPDR SERIES TRUST
8 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$SPYPUT$59K notional
$AXSMPUT$8K notional
$SOFICALL$143 notional
$INVHCALL$120 notional
$NDAQCALL$49 notional
$QXOCALL$46 notional
$MBLYCALL$15 notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$94.9M145,300 shISHARES TR
—Quality
$86.9M840,231 shAMERICAN CENTY ETF TR
—Quality
$43.6M392,287 sh- $31.8M1,401,152 sh
J P MORGAN EXCHANGE TRADED F
—Quality
$31.4M615,239 shJ P MORGAN EXCHANGE TRADED F
—Quality
$29.6M591,139 shISHARES TR
—Quality
$29.1M288,750 shSIMPLIFY EXCHANGE TRADED FUN
—Quality
$25.5M515,238 shSCHWAB STRATEGIC TR
—Quality
$24.7M929,663 shVANGUARD SCOTTSDALE FDS
—Quality
$24.3M438,652 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $94.9M | 145,300 |
| ISHARES TR | — | $86.9M | 840,231 |
| AMERICAN CENTY ETF TR | — | $43.6M | 392,287 |
| BlackRock Municipal 2030 Target Term Trust$BTT | — | $31.8M | 1,401,152 |
| J P MORGAN EXCHANGE TRADED F | — | $31.4M | 615,239 |
| J P MORGAN EXCHANGE TRADED F | — | $29.6M | 591,139 |
| ISHARES TR | — | $29.1M | 288,750 |
| SIMPLIFY EXCHANGE TRADED FUN | — | $25.5M | 515,238 |
| SCHWAB STRATEGIC TR | — | $24.7M | 929,663 |
| VANGUARD SCOTTSDALE FDS | — | $24.3M | 438,652 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tortoise Investment Management, LLC's 252 positions.
Showing top 10 of 252 holdings.
Sector Allocation
Other
$1.1B
Financials
$52.8M
Technology
$24.7M
Industrials
$5.4M
Consumer Discretionary
$4.5M
Healthcare
$2.8M
Materials
$2.7M
Energy
$1.9M
Full Holdings — Tortoise Investment Management, LLC (Q1 2026)
All 252 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $94.9M | 7.8% | -1% | — |
| 2 | — | ISHARES TR | $86.9M | 7.2% | +48% | — |
| 3 | — | AMERICAN CENTY ETF TR | $43.6M | 3.6% | +9% | — |
| 4 | $BTT | BlackRock Municipal 2030 Target Term Trust | $31.8M | 2.6% | +3% | — |
| 5 | — | J P MORGAN EXCHANGE TRADED F | $31.4M | 2.6% | +1491% | — |
| 6 | — | J P MORGAN EXCHANGE TRADED F | $29.6M | 2.4% | +12% | — |
| 7 | — | ISHARES TR | $29.1M | 2.4% | +1% | — |
| 8 | — | SIMPLIFY EXCHANGE TRADED FUN | $25.5M | 2.1% | +9% | — |
| 9 | — | SCHWAB STRATEGIC TR | $24.7M | 2.0% | +4% | — |
| 10 | — | VANGUARD SCOTTSDALE FDS | $24.3M | 2.0% | -0% | — |
| 11 | — | ISHARES INC | $21.4M | 1.8% | -1% | — |
| 12 | — | SCHWAB STRATEGIC TR | $19.1M | 1.6% | +6% | — |
| 13 | — | DIMENSIONAL ETF TRUST | $18.1M | 1.5% | +9% | — |
| 14 | — | VANGUARD INDEX FDS | $17.5M | 1.4% | +1% | — |
| 15 | — | VANGUARD SCOTTSDALE FDS | $16.9M | 1.4% | +3850% | — |
| 16 | — | SCHWAB STRATEGIC TR | $16.9M | 1.4% | +1% | — |
| 17 | — | EA SERIES TRUST | $16.8M | 1.4% | +16% | — |
| 18 | — | ISHARES TR | $16.7M | 1.4% | -1% | — |
| 19 | — | ISHARES TR | $16.4M | 1.4% | -3% | — |
| 20 |  $SPY | SPDR S&P 500 ETF TRUST | $15.9M | 1.3% | +3% | — |
| 21 | — | SPDR INDEX SHS FDS | $15.8M | 1.3% | +1% | — |
| 22 | — | VANGUARD INSTL INDEX FD | $15.6M | 1.3% | +160% | — |
| 23 | — | SPDR SERIES TRUST | $15.0M | 1.2% | +17% | — |
| 24 | — | DOUBLELINE ETF TRUST | $14.1M | 1.2% | +3% | — |
| 25 | — | ISHARES TR | $14.1M | 1.2% | -2% | — |
| 26 | — | ANGEL OAK FUNDS TRUST | $13.8M | 1.1% | +2% | — |
| 27 |  $AAPL | Apple Inc. | $12.9M | 1.1% | -4% | 76.1 |
| 28 | — | SPDR INDEX SHS FDS | $12.6M | 1.0% | +2% | — |
| 29 | — | VANGUARD INDEX FDS | $12.6M | 1.0% | -1% | — |
| 30 | — | ISHARES TR | $12.3M | 1.0% | -0% | — |
| 31 | — | SCHWAB STRATEGIC TR | $12.1M | 1.0% | +7% | — |
| 32 | — | DIMENSIONAL ETF TRUST | $12.0M | 1.0% | +6% | — |
| 33 | — | DIMENSIONAL ETF TRUST | $11.9M | 1.0% | +3% | — |
| 34 |  $IVZ | Invesco Ltd. | $11.6M | 0.9% | +3% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $11.5M | 0.9% | +4% | — |
| 36 | — | AMERICAN CENTY ETF TR | $11.5M | 0.9% | +1288% | — |
| 37 | — | VANGUARD TAX-MANAGED FDS | $10.9M | 0.9% | -0% | — |
| 38 | — | SPDR SERIES TRUST | $10.7M | 0.9% | +7% | — |
| 39 | — | VANECK ETF TRUST | $10.4M | 0.9% | +16% | — |
| 40 | — | ISHARES TR | $10.4M | 0.9% | -2% | — |
| 41 | — | VANGUARD INDEX FDS | $10.3M | 0.8% | +12% | — |
| 42 | — | DIMENSIONAL ETF TRUST | $10.2M | 0.8% | +4% | — |
| 43 | — | VANGUARD INTL EQUITY INDEX F | $10.0M | 0.8% | +2% | — |
| 44 | — | AMERICAN CENTY ETF TR | $9.9M | 0.8% | +2% | — |
| 45 | — | DIMENSIONAL ETF TRUST | $9.5M | 0.8% | -0% | — |
| 46 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.5M | 0.7% | -4% | 64.5 |
| 47 | — | AMERICAN CENTY ETF TR | $8.1M | 0.7% | +3% | — |
| 48 |  $WT | WisdomTree, Inc. | $7.9M | 0.7% | -54% | 62.9 |
| 49 |  $NUW | Nuveen AMT-Free Municipal Value Fund | $7.5M | 0.6% | -15% | — |
| 50 | — | SCHWAB STRATEGIC TR | $7.4M | 0.6% | +2% | — |
| 51 | — | DIMENSIONAL ETF TRUST | $7.3M | 0.6% | +5% | — |
| 52 | — | DIMENSIONAL ETF TRUST | $6.9M | 0.6% | +7% | — |
| 53 | — | AMERICAN CENTY ETF TR | $6.8M | 0.6% | -0% | — |
| 54 | — | DIMENSIONAL ETF TRUST | $6.3M | 0.5% | +26% | — |
| 55 | $IVZ | Invesco Ltd. | $6.2M | 0.5% | +4% | — |
| 56 | — | AMERICAN CENTY ETF TR | $5.9M | 0.5% | +2259% | — |
| 57 |  $PGR | PROGRESSIVE CORP/OH/ | $5.9M | 0.5% | -1% | 83.6 |
| 58 | — | ISHARES TR | $5.9M | 0.5% | -3% | — |
| 59 | — | DIMENSIONAL ETF TRUST | $5.6M | 0.5% | +1% | — |
| 60 |  $NIM | NUVEEN SELECT MATURITIES MUNICIPAL FUND | $5.4M | 0.5% | -8% | — |
| 61 | — | PIMCO ETF TR | $5.0M | 0.4% | +52% | — |
| 62 | — | AMERICAN CENTY ETF TR | $4.7M | 0.4% | +4% | — |
| 63 | — | VANGUARD INTL EQUITY INDEX F | $4.6M | 0.4% | -2% | — |
| 64 |  $NNY | NUVEEN NEW YORK MUNICIPAL VALUE FUND | $4.6M | 0.4% | -17% | — |
| 65 | — | ISHARES TR | $4.6M | 0.4% | -2% | — |
| 66 | — | VANGUARD INDEX FDS | $4.4M | 0.4% | -3% | — |
| 67 | — | STATE STR SPDR DOW JONES IND | $4.3M | 0.4% | -8% | — |
| 68 | — | AMERICAN CENTY ETF TR | $4.1M | 0.3% | -1% | — |
| 69 | — | VANGUARD INDEX FDS | $3.8M | 0.3% | -4% | — |
| 70 | — | ISHARES TR | $3.8M | 0.3% | +3% | — |
| 71 | — | SCHWAB STRATEGIC TR | $3.7M | 0.3% | -2% | — |
| 72 | — | VANGUARD INDEX FDS | $3.6M | 0.3% | +4% | — |
| 73 | — | AMERICAN CENTY ETF TR | $3.5M | 0.3% | +11% | — |
| 74 | — | VANGUARD SCOTTSDALE FDS | $3.5M | 0.3% | +21% | — |
| 75 |  $MSFT | MICROSOFT CORP | $3.5M | 0.3% | -1% | 83.7 |
| 76 | — | SCHWAB STRATEGIC TR | $3.4M | 0.3% | -0% | — |
| 77 | — | ISHARES TR | $3.4M | 0.3% | +8% | — |
| 78 | — | SPDR INDEX SHS FDS | $3.4M | 0.3% | -17% | — |
| 79 | — | VANGUARD INTL EQUITY INDEX F | $3.3M | 0.3% | -2% | — |
| 80 | — | VANGUARD MUN BD FDS | $3.3M | 0.3% | -1% | — |
| 81 | — | DIMENSIONAL ETF TRUST | $3.3M | 0.3% | +0% | — |
| 82 | — | PIMCO ETF TR | $3.1M | 0.3% | +10% | — |
| 83 | — | ISHARES TR | $3.1M | 0.3% | -0% | — |
| 84 | — | SPDR SERIES TRUST | $3.1M | 0.3% | -1% | — |
| 85 | — | AMERICAN CENTY ETF TR | $2.9M | 0.2% | +69% | — |
| 86 | — | AMERICAN CENTY ETF TR | $2.8M | 0.2% | +6% | — |
| 87 | — | VANGUARD NY TAX FREE FDS | $2.7M | 0.2% | +99% | — |
| 88 | — | SCHWAB STRATEGIC TR | $2.6M | 0.2% | +1% | — |
| 89 | — | SCHWAB STRATEGIC TR | $2.6M | 0.2% | +4% | — |
| 90 | — | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.2% | -68% | — |
| 91 |  $LTBR | LIGHTBRIDGE Corp | $2.3M | 0.2% | +0% | — |
| 92 |  $WULF | TERAWULF INC. | $2.2M | 0.2% | +0% | 25.2 |
| 93 | — | ISHARES TR | $2.2M | 0.2% | -0% | — |
| 94 | — | PUTNAM ETF TRUST | $2.2M | 0.2% | +905% | — |
| 95 |  $JPM | JPMORGAN CHASE & CO | $2.2M | 0.2% | -6% | 35.6 |
| 96 | — | VANGUARD WORLD FD | $2.0M | 0.2% | +4% | — |
| 97 | — | SCHWAB STRATEGIC TR | $1.8M | 0.1% | -2% | — |
| 98 | — | ISHARES TR | $1.7M | 0.1% | -1% | — |
| 99 | — | SPDR SERIES TRUST | $1.7M | 0.1% | -3% | — |
| 100 |  $NVDA | NVIDIA CORP | $1.6M | 0.1% | +14% | 90.2 |
| 101 | — | SCHWAB STRATEGIC TR | $1.6M | 0.1% | +32% | — |
| 102 | — | FIDELITY COVINGTON TRUST | $1.6M | 0.1% | +14% | — |
| 103 | — | DOUBLELINE ETF TRUST | $1.6M | 0.1% | -93% | — |
| 104 | — | DIMENSIONAL ETF TRUST | $1.6M | 0.1% | +6% | — |
| 105 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.1% | +1% | — |
| 106 | — | VANGUARD INDEX FDS | $1.5M | 0.1% | -1% | — |
| 107 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.5M | 0.1% | -9% | — |
| 108 | — | ISHARES TR | $1.5M | 0.1% | +5% | — |
| 109 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.1% | -11% | 67 |
| 110 | — | ISHARES TR | $1.4M | 0.1% | -3% | — |
| 111 | $IVZ | Invesco Ltd. | $1.4M | 0.1% | +17% | — |
| 112 |  $DOV | DOVER Corp | $1.4M | 0.1% | +0% | 63.1 |
| 113 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.1% | +18% | — |
| 114 | — | VANGUARD STAR FDS | $1.4M | 0.1% | -2% | — |
| 115 | — | ISHARES TR | $1.3M | 0.1% | +0% | — |
| 116 |  $GOOG | Alphabet Inc. | $1.3M | 0.1% | +6% | 80.2 |
| 117 | — | ISHARES TR | $1.2M | 0.1% | -3% | — |
| 118 | — | DIMENSIONAL ETF TRUST | $1.2M | 0.1% | -4% | — |
| 119 |  $AMZN | AMAZON COM INC | $1.2M | 0.1% | +13% | 74.6 |
| 120 | — | ISHARES TR | $1.1M | 0.1% | -6% | — |
| 121 |  $LLY | ELI LILLY & Co | $1.1M | 0.1% | -15% | 89.3 |
| 122 | — | DIMENSIONAL ETF TRUST | $1.1M | 0.1% | +0% | — |
| 123 |  $HD | HOME DEPOT, INC. | $1.1M | 0.1% | +0% | 69.2 |
| 124 | — | VANGUARD MALVERN FDS | $1.1M | 0.1% | +0% | — |
| 125 | — | AMERICAN CENTY ETF TR | $1.0M | 0.1% | +248% | — |
| 126 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +17% | — |
| 127 | $WT | WisdomTree, Inc. | $1.0M | 0.1% | -6% | 62.9 |
| 128 |  $GOOGL | Alphabet Inc. | $1.0M | 0.1% | +31% | 80.2 |
| 129 | — | AMERICAN CENTY ETF TR | $993,249 | 0.1% | +0% | — |
| 130 | — | ISHARES INC | $956,062 | 0.1% | -5% | — |
| 131 | — | VANGUARD SCOTTSDALE FDS | $948,997 | 0.1% | -54% | — |
| 132 | — | SPDR SERIES TRUST | $889,425 | 0.1% | +133% | — |
| 133 | — | ISHARES TR | $877,425 | 0.1% | -5% | — |
| 134 | — | ISHARES U S ETF TR | $855,780 | 0.1% | -72% | — |
| 135 | — | PIMCO ETF TR | $829,299 | 0.1% | +40% | — |
| 136 |  $XOM | EXXON MOBIL CORP | $724,767 | 0.1% | +7% | 61.8 |
| 137 |  $DNP | DNP SELECT INCOME FUND INC | $710,805 | 0.1% | +4% | — |
| 138 | — | DIMENSIONAL ETF TRUST | $707,570 | 0.1% | +10% | — |
| 139 | — | VANGUARD SCOTTSDALE FDS | $696,456 | 0.1% | -29% | — |
| 140 | — | DIMENSIONAL ETF TRUST | $671,598 | 0.1% | +59% | — |
| 141 | — | ISHARES TR | $647,450 | 0.1% | +0% | — |
| 142 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $630,760 | 0.1% | +2% | — |
| 143 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $628,955 | 0.1% | +0% | 66.7 |
| 144 |  $HEI.A | HEICO CORP | $616,198 | 0.1% | +0% | 79.2 |
| 145 | — | ISHARES TR | $616,131 | 0.1% | -82% | — |
| 146 |  $AVGO | Broadcom Inc. | $602,632 | 0.1% | +15% | 86.4 |
| 147 |  $PEP | PEPSICO INC | $598,290 | 0.1% | -11% | 62.7 |
| 148 |  $GS | GOLDMAN SACHS GROUP INC | $593,363 | 0.1% | -49% | — |
| 149 |  $UNP | UNION PACIFIC CORP | $591,022 | 0.1% | +1% | 74 |
| 150 |  $META | Meta Platforms, Inc. | $590,959 | 0.1% | +11% | 80.9 |
| 151 |  $GLD | SPDR GOLD TRUST | $568,843 | 0.1% | NEW | — |
| 152 | $META | Meta Platforms, Inc. | $561,360 | 0.1% | +6% | 80.9 |
| 153 | — | VANGUARD INDEX FDS | $558,130 | 0.1% | +0% | — |
| 154 | — | FRANKLIN TEMPLETON ETF TR | $555,296 | 0.1% | NEW | — |
| 155 | — | DIMENSIONAL ETF TRUST | $551,175 | 0.1% | +0% | — |
| 156 |  $JNJ | JOHNSON & JOHNSON | $529,946 | 0.0% | -11% | 72.8 |
| 157 |  $IAU | ISHARES GOLD TRUST | $529,224 | 0.0% | +7% | — |
| 158 |  $PH | Parker-Hannifin Corp | $528,908 | 0.0% | +1% | 73.8 |
| 159 |  $TSLA | Tesla, Inc. | $526,398 | 0.0% | +14% | 50.1 |
| 160 | — | VANGUARD CALIF TAX FREE FDS | $517,396 | 0.0% | +98% | — |
| 161 | — | VANGUARD SPECIALIZED FUNDS | $510,552 | 0.0% | -1% | — |
| 162 | — | SPDR SERIES TRUST | $504,804 | 0.0% | +0% | — |
| 163 | — | SPDR SERIES TRUST | $499,057 | 0.0% | -1% | — |
| 164 | — | SPDR INDEX SHS FDS | $495,616 | 0.0% | +0% | — |
| 165 |  $EMR | EMERSON ELECTRIC CO | $487,452 | 0.0% | +1% | 65.9 |
| 166 | — | ISHARES TR | $480,971 | 0.0% | +0% | — |
| 167 | — | ISHARES TR | $473,882 | 0.0% | +0% | — |
| 168 |  $CSCO | CISCO SYSTEMS, INC. | $453,386 | 0.0% | -29% | 72.3 |
| 169 | — | ISHARES TR | $447,630 | 0.0% | +0% | — |
| 170 | — | AMERICAN CENTY ETF TR | $447,037 | 0.0% | +0% | — |
| 171 | — | DIMENSIONAL ETF TRUST | $438,637 | 0.0% | +54% | — |
| 172 | — | ISHARES TR | $435,406 | 0.0% | +0% | — |
| 173 | — | J P MORGAN EXCHANGE TRADED F | $429,124 | 0.0% | -80% | — |
| 174 | — | VANGUARD WORLD FD | $427,583 | 0.0% | +1% | — |
| 175 |  $CVX | CHEVRON CORP | $426,181 | 0.0% | -34% | 54.7 |
| 176 | — | ISHARES TR | $426,105 | 0.0% | -0% | — |
| 177 |  $MRK | Merck & Co., Inc. | $417,045 | 0.0% | -5% | 70.9 |
| 178 | — | VANGUARD SCOTTSDALE FDS | $398,728 | 0.0% | -11% | — |
| 179 |  $AXP | AMERICAN EXPRESS CO | $397,156 | 0.0% | +3% | 73.2 |
| 180 | — | AMERICAN CENTY ETF TR | $393,281 | 0.0% | +0% | — |
| 181 |  $GE | GENERAL ELECTRIC CO | $388,416 | 0.0% | -9% | 74.8 |
| 182 |  $MLI | MUELLER INDUSTRIES INC | $385,252 | 0.0% | +0% | 77.5 |
| 183 | — | ISHARES TR | $382,370 | 0.0% | +0% | — |
| 184 |  $CL | COLGATE PALMOLIVE CO | $373,563 | 0.0% | -20% | 72.4 |
| 185 |  $PG | PROCTER & GAMBLE Co | $371,594 | 0.0% | -28% | 72.9 |
| 186 |  $RTX | RTX Corp | $371,313 | 0.0% | +4% | 70 |
| 187 | — | AMERICAN CENTY ETF TR | $370,208 | 0.0% | +58% | — |
| 188 |  $RDDT | Reddit, Inc. | $364,363 | 0.0% | +145% | 79.3 |
| 189 |  $GEV | GE Vernova Inc. | $336,143 | 0.0% | -7% | 70.1 |
| 190 |  $CAT | CATERPILLAR INC | $329,479 | 0.0% | -45% | 67.8 |
| 191 | — | DIMENSIONAL ETF TRUST | $328,512 | 0.0% | +0% | — |
| 192 | — | ISHARES TR | $326,602 | 0.0% | -2% | — |
| 193 |  $MCD | MCDONALDS CORP | $324,300 | 0.0% | +4% | 73.9 |
| 194 | — | SELECT SECTOR SPDR TR | $321,234 | 0.0% | -8% | — |
| 195 |  $AXSM | Axsome Therapeutics, Inc. | $317,589 | 0.0% | +0% | 36.6 |
| 196 |  $KMI | KINDER MORGAN, INC. | $311,381 | 0.0% | -16% | 74.6 |
| 197 |  $PLTR | Palantir Technologies Inc. | $307,334 | 0.0% | +7% | 85.8 |
| 198 |  $V | VISA INC. | $306,471 | 0.0% | +7% | 83.5 |
| 199 | — | SCHWAB STRATEGIC TR | $303,170 | 0.0% | +0% | — |
| 200 | $WT | WisdomTree, Inc. | $292,580 | 0.0% | NEW | 62.9 |
| 201 | — | ISHARES TR | $286,478 | 0.0% | +2% | — |
| 202 | — | VANGUARD INDEX FDS | $284,363 | 0.0% | -27% | — |
| 203 |  $T | AT&T INC. | $284,343 | 0.0% | +8% | 71.9 |
| 204 |  $TRV | TRAVELERS COMPANIES, INC. | $281,131 | 0.0% | -9% | 71.5 |
| 205 | — | NUSHARES ETF TR | $273,683 | 0.0% | -9% | — |
| 206 | — | J P MORGAN EXCHANGE TRADED F | $269,374 | 0.0% | +0% | — |
| 207 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $264,852 | 0.0% | +3% | 68.8 |
| 208 | — | SSGA ACTIVE ETF TR | $264,121 | 0.0% | +0% | — |
| 209 | — | ISHARES TR | $263,324 | 0.0% | +0% | — |
| 210 |  $TROW | PRICE T ROWE GROUP INC | $262,127 | 0.0% | +3% | 75.8 |
| 211 |  $BBWI | Bath & Body Works, Inc. | $257,646 | 0.0% | -0% | 59.8 |
| 212 | — | ISHARES TR | $257,465 | 0.0% | +0% | — |
| 213 | — | SPDR SERIES TRUST | $256,400 | 0.0% | +0% | — |
| 214 | — | J P MORGAN EXCHANGE TRADED F | $253,385 | 0.0% | -86% | — |
| 215 | — | VANGUARD WORLD FD | $252,629 | 0.0% | -7% | — |
| 216 | — | VANECK ETF TRUST | $250,733 | 0.0% | +0% | — |
| 217 | — | ISHARES TR | $250,710 | 0.0% | -99% | — |
| 218 |  $HON | HONEYWELL INTERNATIONAL INC | $250,390 | 0.0% | +3% | 65.7 |
| 219 |  $EBC | Eastern Bankshares, Inc. | $244,070 | 0.0% | +0% | 62.3 |
| 220 |  $IBIT | iShares Bitcoin Trust ETF | $239,049 | 0.0% | +12% | — |
| 221 | — | ISHARES INC | $234,600 | 0.0% | +0% | — |
| 222 |  $YUM | YUM BRANDS INC | $230,669 | 0.0% | +2% | 71.7 |
| 223 |  $PM | Philip Morris International Inc. | $230,045 | 0.0% | +6% | 80.5 |
| 224 |  $ABBV | AbbVie Inc. | $227,933 | 0.0% | +7% | 59.3 |
| 225 | — | ISHARES TR | $223,048 | 0.0% | +0% | — |
| 226 |  $MPC | Marathon Petroleum Corp | $222,119 | 0.0% | NEW | 50.7 |
| 227 | $IVZ | Invesco Ltd. | $218,789 | 0.0% | +0% | — |
| 228 | — | SELECT SECTOR SPDR TR | $214,608 | 0.0% | -19% | — |
| 229 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $212,000 | 0.0% | +2% | 69.5 |
| 230 | — | ISHARES TR | $211,077 | 0.0% | -100% | — |
| 231 | — | SCHWAB STRATEGIC TR | $208,471 | 0.0% | -91% | — |
| 232 | — | ISHARES TR | $205,754 | 0.0% | +0% | — |
| 233 |  $VZ | VERIZON COMMUNICATIONS INC | $202,604 | 0.0% | NEW | 71.6 |
| 234 | — | ISHARES TR | $202,574 | 0.0% | -98% | — |
| 235 | — | VANGUARD WORLD FD | $202,134 | 0.0% | +0% | — |
| 236 | $WT | WisdomTree, Inc. | $201,360 | 0.0% | NEW | 62.9 |
| 237 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $200,552 | 0.0% | NEW | 66.4 |
| 238 |  $ZBRA | ZEBRA TECHNOLOGIES CORP | $200,090 | 0.0% | +0% | 65.9 |
| 239 |  $ESBA | Empire State Realty OP, L.P. | $95,241 | 0.0% | +0% | 34.7 |
| 240 |  $SOFI | SoFi Technologies, Inc. | $87,769 | 0.0% | NEW | 53.8 |
| 241 |  $HYPR | Hyperfine, Inc. | $77,760 | 0.0% | +0% | — |
| 242 | $SPYPUT | SPDR S&P 500 ETF TRUST | $59,390 | — | +5332% | — |
| 243 |  $NUVB | Nuvation Bio Inc. | $58,996 | 0.0% | +0% | 29.5 |
| 244 |  $NDAQ | NASDAQ, INC. | $12,982 | 0.0% | NEW | 78.5 |
| 245 | $AXSMPUT | Axsome Therapeutics, Inc. | $7,536 | — | +9900% | 36.6 |
| 246 |  $QXO | QXO, Inc. | $4,603 | 0.0% | NEW | 53.5 |
| 247 |  $INVH | Invitation Homes Inc. | $3,032 | 0.0% | NEW | 59.7 |
| 248 | $SOFICALL | SoFi Technologies, Inc. | $143 | — | NEW | 53.8 |
| 249 | $INVHCALL | Invitation Homes Inc. | $120 | — | NEW | 59.7 |
| 250 | $NDAQCALL | NASDAQ, INC. | $49 | — | NEW | 78.5 |
| 251 | $QXOCALL | QXO, Inc. | $46 | — | NEW | 53.5 |
| 252 |  $MBLYCALL | Mobileye Global Inc. | $15 | — | NEW | 38.8 |
New Positions (14)
$GLD SPDR GOLD TRUST$568,843 FRANKLIN TEMPLETON ETF TR$555,296
$MPC Marathon Petroleum Corp$222,119$VZ VERIZON COMMUNICATIONS INC$202,604$EPD ENTERPRISE PRODUCTS PARTNERS L.P.$200,552$SOFI SoFi Technologies, Inc.$87,769$NDAQ NASDAQ, INC.$12,982$QXO QXO, Inc.$4,603$INVH Invitation Homes Inc.$3,032$SOFICALL SoFi Technologies, Inc.$143$INVHCALL Invitation Homes Inc.$120$NDAQCALL NASDAQ, INC.$49$QXOCALL QXO, Inc.$46$MBLYCALL Mobileye Global Inc.$15Exited Positions (12)
JANUS DETROIT STR TR
$NUV NUVEEN MUNICIPAL VALUE FUND INC
$SYK STRYKER CORP
$COF CAPITAL ONE FINANCIAL CORP
$AMP AMERIPRISE FINANCIAL INC
$KO COCA COLA CO
$SHOP SHOPIFY INC.
$ACN Accenture plc
$FXB Invesco CurrencyShares British Pound Sterling Trust
$RLMD RELMADA THERAPEUTICS, INC.$AAPLPUT Apple Inc.$PGRCALL PROGRESSIVE CORP/OH/Browse Top Institutional Investors
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