Tortoise Investment Management, LLC

Q4 2023 13F Holdings Report, Restatement, Stock Holdings

Signature - Title: Mike Mattern - CCO
Location: White Plains, NY
Holdings as of: 31 Dec 2023
Value $: $737M
Num holdings: 787
Filing time: 07 Aug 2025, 16:09:47 UTC
Form type: 13F-HR/A-1 - Restatement
Description: All US holdings of this investor are reported in this report. Top holdings included IVV, STIP, SGOV, MBB, and AVUS.
Previous filing: Q3 2023 - 07 Aug 2025
Next filing: Q1 2024 - 07 Aug 2025
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares	Principal

Filing 2023 Q4 - Restatement compared to 2023 Q3 - Restatement by default.

Compare Q4 2023 to

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Mike Mattern	CCO	White Plains, New York	06 Aug 2025