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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
85
16
29
3
8
1
52
23
28
TORTOISE INVESTMENT MANAGEMENT LLC

Time Period2018-12-31

Total Holdings555

Total Value ($x1000)369,633
Activities
New30

Increased79

Unchanged331

Decreased115

Sold Out29

Top 10 Stock Holdingstotal 45.63%
IVV16.72

NBB7.4

IEMG4.43

SPY3.46

ITOT3.2

 
IWB2.77

JQC2.13

IVE1.96

IEFA1.84

IJR1.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
16.72%
CORE S&P500 ETF
NBB
7.4%
COM
IEMG
4.43%
CORE MSCI EMKT
SPY
3.46%
TR UNIT
ITOT
3.2%
CORE S&P TTL STK
IWB
2.77%
RUS 1000 ETF
JQC
2.13%
COM SHS
IVE
1.96%
S&P 500 VAL ETF
IEFA
1.84%
CORE MSCI EAFE
IJR
1.72%
CORE S&P SCP ETF
IXUS
1.69%
CORE MSCITOTAL
NAN
1.66%
COM
VRIG
1.57%
VAR RATE INVT
NUV
1.56%
COM
VWO
1.46%
FTSE EMR MKT ETF
VCSH
1.39%
SHRT TRM CORP BD
IJS
1.35%
SP SMCP600VL ETF
DIA
1.24%
UT SER 1
NRK
1.22%
COM
VSS
1.22%
FTSE SMCAP ETF
SCZ
1.18%
EAFE SML CP ETF
VTI
1.16%
TOTAL STK MKT
FAX
1.13%
COM
VT
1.1%
TT WRLD ST ETF
SLQD
1.01%
0-5YR INVT GR CP
NXQ
0.94%
SH BEN INT
BAB
0.94%
TAXABLE MUN BD
BRK.B
0.92%
CL B NEW
VTV
0.91%
VALUE ETF
IWW
0.89%
RUS 3000 VAL ETF
NMY
0.88%
COM
STIP
0.87%
0-5 YR TIPS ETF
SCHX
0.83%
US LRG CAP ETF
NNY
0.74%
COM
NXR
0.7%
SH BEN INT
DGS
0.69%
EMG MKTS SMCAP
EFA
0.68%
MSCI EAFE ETF
VEA
0.68%
FTSE DEV MKT ETF
IEI
0.67%
3-7 YR TR BD ETF
NXN
0.66%
SH BEN INT
EEMV
0.64%
EM MK MINVOL ETF
SCHP
0.59%
US TIPS ETF
AAPL
0.57%
COM
NXP
0.56%
SH BEN INT
BGIO
0.49%
COM
VEU
0.48%
ALLWRLD EX US
BBN
0.47%
SHS
HIO
0.43%
COM
NCA
0.41%
COM
HYD
0.36%
HIGH YLD MUN ETF
SHYD
0.35%
SHORT HIGH YIELD
VBR
0.35%
SM CP VAL ETF
NID
0.35%
COM
UNH
0.34%
COM
DLS
0.34%
INTL SMCAP DIV
SHV
0.32%
SHRT TRS BD ETF
PZT
0.32%
NY AMT FRE MUN
SCHC
0.32%
INTL SCEQT ETF
EEM
0.32%
MSCI EMG MKT ETF
IWM
0.3%
RUSSELL 2000 ETF
SCHE
0.3%
EMRG MKTEQ ETF
IWD
0.29%
RUS 1000 VAL ETF
IWC
0.29%
MICRO-CAP ETF
MSFT
0.27%
COM
SCHR
0.27%
INTRM TRM TRES
PZA
0.27%
NATL AMT MUNI
JLS
0.26%
COM
NXJ
0.23%
COM
MNE
0.23%
COM
HD
0.23%
COM
EWX
0.22%
S&P EMKTSC ETF
NZF
0.21%
COM SH BEN INT
SCPB
0.2%
BARC SHT TR CP
WOOD
0.19%
GL TIMB FORE ETF
VXUS
0.18%
VG TL INTL STK F
SCHO
0.18%
SHT TM US TRES
MMM
0.18%
COM
MUB
0.18%
NAT AMT FREE BD
TFI
0.18%
NUVN BRCLY MUNI
SCHF
0.17%
INTL EQTY ETF
VV
0.17%
LARGE CAP ETF
MYN
0.17%
COM
BRK.A
0.17%
CL A
OEF
0.16%
S&P 100 ETF
GMM
0.15%
EMERG MKTS ETF
VB
0.15%
SMALL CP ETF
EMB
0.15%
JP MOR EM MK ETF
SHM
0.14%
NUVN BR SHT MUNI
JPM
0.14%
COM
IBM
0.13%
COM
JNJ
0.13%
COM
IWF
0.13%
RUS 1000 GRW ETF
PEP
0.13%
COM
NIQ
0.12%
COM
COST
0.12%
COM
SCHB
0.12%
US BRD MKT ETF
IJH
0.12%
CORE S&P MCP ETF
SCHA
0.12%
US SML CAP ETF
BND
0.12%
TOTAL BND MRKT
VOO
0.11%
SHS
DAL
0.11%
COM NEW
SCHV
0.11%
US LCAP VA ETF
EMPIRE S...
0.11%
UNIT LTD PRTNSP
CVX
0.1%
COM
VIG
0.1%
DIV APP ETF
KMI
0.1%
COM
UNP
0.1%
COM
SHY
0.1%
1-3 YR TR BD ETF
LB
0.09%
COM
PFE
0.09%
COM
CMCSA
0.09%
CL A
NVG
0.09%
COM
EPD
0.09%
COM
CZR
0.09%
COM
V
0.09%
COM CL A
VNQ
0.09%
REIT ETF
FREL
0.08%
MSCI RL EST ETF
CL
0.08%
COM
VNQI
0.08%
GLB EX US ETF
ZTS
0.08%
CL A
FMAT
0.07%
MSCI MATLS INDEX
IEF
0.07%
7-10 Y TR BD ETF
DIS
0.07%
COM DISNEY
TROW
0.07%
COM
NKX
0.07%
COM
MUNI
0.07%
INTER MUN BD ST
NUAG
0.07%
ENHANCED YIELD
TIPX
0.06%
BARC 1-10YRTIP
ACWX
0.06%
MSCI ACWI US ETF
BFO
0.06%
COM SHS
QQQ
0.06%
UNIT SER 1
XOM
0.06%
COM
PG
0.06%
COM
BTT
0.06%
COM SHS BEN IN
MRK
0.06%
COM
TIP
0.06%
TIPS BD ETF
MLN
0.06%
AMT FREE LONG MU
MCD
0.06%
COM
SBI
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
IVW
0.05%
S&P 500 GRWT ETF
VGSH
0.05%
SHTRM GVT BD ETF
HE
0.05%
COM
NMT
0.05%
COM
AMZN
0.05%
COM
RSP
0.05%
S&P500 EQL WGT
T
0.05%
COM
MDLZ
0.05%
CL A
STWD
0.05%
COM
BMY
0.05%
COM
IWR
0.04%
RUS MID-CAP ETF
CSCO
0.04%
COM
LNT
0.04%
COM
JPGE
0.04%
DIV RTN GLB EQ
VCIT
0.04%
INT-TERM CORP
DEM
0.04%
EMERG MKTS ETF
DVY
0.04%
SELECT DIVID ETF
APH
0.04%
CL A
DTE
0.04%
COM
VZ
0.03%
COM
VXF
0.03%
EXTEND MKT ETF
VTIP
0.03%
STRM INFPROIDX
HEFA
0.03%
HDG MSCI EAFE
ROST
0.03%
COM
CHD
0.03%
COM
WY
0.03%
COM
VPU
0.03%
UTILITIES ETF
YUM
0.03%
COM
KO
0.03%
COM
NI
0.03%
COM
UTX
0.03%
COM
MYOK
0.03%
COM
JMF
0.03%
COM
GWX
0.03%
S&P INTL SMLCP
MTB
0.03%
COM
IT
0.03%
COM
IWV
0.03%
RUSSELL 3000 ETF
VFL
0.03%
SH BEN INT
HON
0.03%
COM
ES
0.03%
COM
FB
0.03%
CL A
FM
0.03%
MSCI FRNTR100ETF
CNP
0.03%
COM
SDY
0.03%
S&P DIVID ETF
EUSC
0.03%
EUR HDG SMLCAP
L
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
MO
0.02%
COM
GOOGL
0.02%
CAP STK CL A
PNM
0.02%
COM
XLU
0.02%
SBI INT-UTILS
SBUX
0.02%
COM
NYF
0.02%
NY AMTFRE MU ETF
APD
0.02%
COM
MAR
0.02%
CL A
DWDP
0.02%
COM
NAC
0.02%
COM
MDY
0.02%
UTSER1 S&PDCRP
SWK
0.02%
COM
COP
0.02%
COM
WRE
0.02%
SH BEN INT
USB
0.02%
COM NEW
TXN
0.02%
COM
INTC
0.02%
COM
DEO
0.02%
SPON ADR NEW
ACWI
0.02%
MSCI ACWI ETF
HSIC
0.02%
COM
BA
0.02%
COM
SNA
0.02%
COM
VDC
0.02%
CONSUM STP ETF
ABBV
0.02%
COM
TRV
0.02%
COM
EXAS
0.02%
COM
GOOG
0.02%
CAP STK CL C
GD
0.02%
COM
BDX
0.02%
COM
DUK
0.02%
COM NEW
IBB
0.02%
NASDQ BIOTEC ETF
GE
0.02%
COM
ACN
0.02%
SHS CLASS A
GTHX
0.02%
COM
ANTM
0.02%
COM
ABT
0.01%
COM
DHR
0.01%
COM
LLY
0.01%
COM
EXPD
0.01%
COM
BOLD
0.01%
COM
VRP
0.01%
VAR RATE PFD
BPMC
0.01%
COM
GBT
0.01%
COM
PSX
0.01%
COM
LEN
0.01%
CL A
O
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
RTN
0.01%
COM NEW
IJJ
0.01%
S&P MC 400VL ETF
CSJ
0.01%
1-3 YR CR BD ETF
PDP
0.01%
DWA MOMENTUM
WPC
0.01%
COM
IWN
0.01%
RUS 2000 VAL ETF
USFD
0.01%
COM
IR
0.01%
SHS
ATHN
0.01%
COM
NEE
0.01%
COM
RARE
0.01%
COM
TOTL
0.01%
SPDR TR TACTIC
TRP
0.01%
COM
YUMC
0.01%
COM
TSLA
0.01%
COM
C
0.01%
COM NEW
CATC
0.01%
COM
MLI
0.01%
COM
ITW
0.01%
COM
CVS
0.01%
COM
ROL
0.01%
COM
VUG
0.01%
GROWTH ETF
ISRG
0.01%
COM NEW
AMGN
0.01%
COM
JCI
0.01%
SHS
CB
0.01%
COM
PM
0.01%
COM
HEI/A
0.01%
CL A
IFF
0.01%
COM
NSC
0.01%
COM
WFC
0.01%
COM
VWOB
0.01%
EMERG MKT BD ETF
XRAY
0.01%
COM
BAC
0.01%
COM
NXC
0.01%
SH BEN INT
IJK
0.01%
S&P MC 400GR ETF
VO
0.01%
MID CAP ETF
NYV
0.01%
COM
NKG
0.01%
COM
WPS
0.01%
INTL DEVPPTY ETF
APC
0.01%
COM
TXRH
0.01%
COM
DRE
0.01%
COM NEW
ONEK
0.01%
RUSSELL 1000 ETF
VPL
0.01%
MEGA CAP GRO ETF
AXP
0.01%
COM
GILD
0.01%
COM
FNDE
0.01%
SCHWB FDT EMK LG
ICUI
0.01%
COM
FDD
0.01%
COMMON SHS
DELL
0.01%
CL C
IYR
0.01%
U.S. REAL ES ETF
SHPG
0.01%
SPONSORED ADR
NFLX
0.01%
COM
KMB
0.01%
COM
WST
0.01%
COM
SPYV
0.01%
S&P 500 VALUE
CELG
0.01%
COM
COG
0.01%
COM
GSK
0.01%
SPONSORED ADR
CAT
0.01%
COM
PGJ
0.01%
GLOBAL DRGN CN
DAL
0.01%
PUT
FXH
0.01%
HLTH CARE ALPH
DWM
0.01%
DEFA FD
ENB
0.01%
COM
CHKP
0.01%
ORD
WH
0.01%
COM
SCHZ
0.01%
US AGGREGATE B
ZMH
0.01%
COM
ZTR
0.01%
COM
OKE
0.01%
COM
SST
0.01%
SHRT TRSRY ETF
NUE
0.01%
COM
LTBR
0.01%
COM NEW
UN
0.01%
N Y SHS NEW
PCH
0.01%
COM
ED
0.01%
COM
KHC
0.01%
COM
FTV
0.01%
COM
ORCL
0.01%
COM
UA/C
0.01%
CL C
PRF
< 0.01%
FTSE RAFI 1000
GWL
< 0.01%
S&P WRLD EX US
GLD
< 0.01%
GOLD SHS
EXC
< 0.01%
COM
MAS
< 0.01%
COM
COO
< 0.01%
COM NEW
FDN
< 0.01%
DJ INTERNT IDX
ESS
< 0.01%
COM
FXG
< 0.01%
CONSUMR STAPLE
TWOK
< 0.01%
SPDR RUSSEL 2000
FXD
< 0.01%
CONSUMR DISCRE
SLG
< 0.01%
COM
XLF
< 0.01%
SBI INT-FINL
NYCB
< 0.01%
COM
WPP
< 0.01%
ADR
WYN
< 0.01%
COM
IEUR
< 0.01%
CORE MSCI EURO
TYL
< 0.01%
COM
RES
< 0.01%
COM
AEP
< 0.01%
COM
XYL
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
WDFC
< 0.01%
COM
ATSG
< 0.01%
COM
LDOS
< 0.01%
COM
EDIT
< 0.01%
COM
VTEB
< 0.01%
TAX-EXEMPT BD
COF
< 0.01%
COM
TPR
< 0.01%
COM
TTC
< 0.01%
COM
SCHH
< 0.01%
US REIT ETF
VSM
< 0.01%
COM
BIIB
< 0.01%
COM
FR
< 0.01%
COM
ASH
< 0.01%
COM
BABA
< 0.01%
SPONSORED ADS
EPAM
< 0.01%
COM
CGNX
< 0.01%
COM
EMR
< 0.01%
COM
LOGM
< 0.01%
COM
NTLA
< 0.01%
COM
ALLE
< 0.01%
ORD SHS
AAWW
< 0.01%
COM NEW
VNO
< 0.01%
SH BEN INT
AJG
< 0.01%
COM
CI
< 0.01%
COM
FBT
< 0.01%
NY ARCA BIOTECH
DTD
< 0.01%
TOTAL DIVID FD
NOC
< 0.01%
COM
IJT
< 0.01%
SP SMCP600GR ETF
XLK
< 0.01%
TECHNOLOGY
RDS/A
< 0.01%
SPONS ADR A
KEY
< 0.01%
COM
BX
< 0.01%
COM UNIT LTD
PAA
< 0.01%
UNIT LTD PARTN
EL
< 0.01%
CL A
JBGS
< 0.01%
COM
MVF
< 0.01%
COM
PRGO
< 0.01%
SHS
NVO
< 0.01%
ADR
POWI
< 0.01%
COM
FNDX
< 0.01%
SCHWAB FDT US LG
LQD
< 0.01%
IBOXX INV CP ETF
VVV
< 0.01%
COM
MDSO
< 0.01%
COM
AMAT
< 0.01%
COM
ETE
< 0.01%
COM UT LTD PTN
DNP
< 0.01%
COM
WWW
< 0.01%
COM
FNDC
< 0.01%
SCHWB FDT INT SC
SJM
< 0.01%
COM NEW
NHI
< 0.01%
COM
MPC
< 0.01%
COM
CTSH
< 0.01%
CL A
LMT
< 0.01%
COM
PRFZ
< 0.01%
FTSE RAFI 1500
PXF
< 0.01%
FTSE RAFI DEV
QCOM
< 0.01%
COM
ECOL
< 0.01%
COM
AMSF
< 0.01%
COM
QQXT
< 0.01%
NASDAQ 100 EX
BLKB
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
CMD
< 0.01%
COM
FIW
< 0.01%
COM
MET
< 0.01%
COM
UFPI
< 0.01%
COM
HTLD
< 0.01%
COM
FXR
< 0.01%
INDLS PROD DUR
FXO
< 0.01%
FINLS ALPHADEX
CNQ
< 0.01%
COM
FOXA
< 0.01%
CL A
TIF
< 0.01%
COM
XLRE
< 0.01%
RL EST SEL SEC
PRU
< 0.01%
COM
HEDJ
< 0.01%
EUROPE HEDGED EQ
SLB
< 0.01%
COM
HUYA
< 0.01%
ADS REP SHS A
UL
< 0.01%
SPON ADR NEW
GS
< 0.01%
COM
SJNK
< 0.01%
SHT TRM HGH YLD
AMD
< 0.01%
COM
IFGL
< 0.01%
INTL DEV RE ETF
RYT
< 0.01%
S&P500 EQL TEC
GBCI
< 0.01%
COM
IQ
< 0.01%
SPONSORED ADS
CUT
< 0.01%
MSCI GBL TIMBR
DGRO
< 0.01%
CORE DIV GRWTH
FXU
< 0.01%
UTILITIES ALPH
WM
< 0.01%
COM
CPB
< 0.01%
COM
DNKN
< 0.01%
COM
XLY
< 0.01%
SBI CONS DISCR
MMC
< 0.01%
COM
STT
< 0.01%
COM
ALL
< 0.01%
COM
UE
< 0.01%
COM
WRI
< 0.01%
SH BEN INT
FNDA
< 0.01%
SCHWAB FDT US SC
XLV
< 0.01%
SBI HEALTHCARE
IDU
< 0.01%
U.S. UTILITS ETF
DG
< 0.01%
COM
AAL
< 0.01%
COM
RYN
< 0.01%
COM
CDK
< 0.01%
COM
LOW
< 0.01%
COM
BKNG
< 0.01%
COM
CDR
< 0.01%
COM NEW
TSLA
< 0.01%
PUT
AON
< 0.01%
SHS CL A
HBAN
< 0.01%
COM
FLR
< 0.01%
COM
NKE
< 0.01%
CL B
LIN
< 0.01%
COM
XLI
< 0.01%
SBI INT-INDS
ANSS
< 0.01%
COM
WBS
< 0.01%
COM
ARNC
< 0.01%
COM
BLL
< 0.01%
COM
LLL
< 0.01%
COM
BSV
< 0.01%
SHORT TRM BOND
ITT
< 0.01%
COM
DHF
< 0.01%
SH BEN INT
EEMS
< 0.01%
EM MKT SM-CP ETF
VLO
< 0.01%
COM
ASML
< 0.01%
N Y REGISTRY SHS
DOX
< 0.01%
ORD
EA
< 0.01%
COM
KZR
< 0.01%
COM
SHW
< 0.01%
COM
PYPL
< 0.01%
COM
JD
< 0.01%
SPON ADR CL A
XLE
< 0.01%
SBI INT-ENERGY
AIG
< 0.01%
COM NEW
FISV
< 0.01%
COM
UAA
< 0.01%
CL A
FTY
< 0.01%
REAL EST 50 ETF
NXPI
< 0.01%
COM
VRSN
< 0.01%
COM
LYB
< 0.01%
SHS - A -
AMP
< 0.01%
COM
MNST
< 0.01%
COM
MDT
< 0.01%
SHS
LNG
< 0.01%
COM NEW
RWT
< 0.01%
COM
MED
< 0.01%
COM
XLP
< 0.01%
SBI CONS STPLS
UPS
< 0.01%
CL B
EELV
< 0.01%
S&P EMRNG MKTS
HPQ
< 0.01%
COM
REZI
< 0.01%
COM
DFS
< 0.01%
COM
IQV
< 0.01%
COM
FCX
< 0.01%
COM
ADP
< 0.01%
COM
TMHC
< 0.01%
CL A
BHGE
< 0.01%
CL A
FIS
< 0.01%
COM
MCK
< 0.01%
COM
HPE
< 0.01%
COM
S
< 0.01%
COM SER 1
PAYX
< 0.01%
COM
NOW
< 0.01%
COM
TBT
< 0.01%
PSHS ULTSH 20YRS
PDFS
< 0.01%
COM
PSA
< 0.01%
COM
RWO
< 0.01%
DJ GLB RL ES ETF
GWPH
< 0.01%
ADS
FGP
< 0.01%
UNIT LTD PART
OMF
< 0.01%
COM
BLD
< 0.01%
COM
CTL
< 0.01%
COM
MGA
< 0.01%
COM
KR
< 0.01%
COM
CIM
< 0.01%
COM NEW
KDP
< 0.01%
COM
CC
< 0.01%
COM
OLN
< 0.01%
COM PAR $1
TD
< 0.01%
COM NEW
DXC
< 0.01%
COM
VOE
< 0.01%
MCAP VL IDXVIP
NFX
< 0.01%
COM
ASIX
< 0.01%
COM
BKF
< 0.01%
MSCI BRIC INDX
F
< 0.01%
COM PAR $0.01
SCHD
< 0.01%
US DIVIDEND EQ
LEN/B
< 0.01%
CL B
AABA
< 0.01%
COM
GTX
< 0.01%
COM
AGN
< 0.01%
SHS
GIS
< 0.01%
COM
ITEQ
< 0.01%
BLUESTAR TA BIG
DNR
< 0.01%
COM NEW
PBD
< 0.01%
GBL CLEAN ENRG
CNDT
< 0.01%
COM
BNDX
< 0.01%
INTL BD IDX ETF
CCOI
< 0.01%
COM NEW
USMV
< 0.01%
USA MIN VOL ETF
AVNS
< 0.01%
COM
MFGP
< 0.01%
SPON ADR NEW
UGI
< 0.01%
COM
EBAY
< 0.01%
COM
FFIV
< 0.01%
COM
SWN
< 0.01%
COM
MKTX
< 0.01%
COM
MTEM
< 0.01%
COM
BHF
< 0.01%
COM
TELL
< 0.01%
COM
PRSP
< 0.01%
COM
RIBT
< 0.01%
COMNEW
AIG/WS
< 0.01%
*W EXP 01/19/202
APA
< 0.01%
COM
ONVO
< 0.01%
COM
SHAK
< 0.01%
CL A
SYF
< 0.01%
COM
ADM
< 0.01%
COM
MBOT
< 0.01%
COM NEW
ADNT
< 0.01%
ORD SHS
ODP
< 0.01%
COM
NBD
5.79%
COM
HYD
0.54%
HIGH YLD MUN ETF
PX
0.04%
COM
DES
0.02%
SMALLCAP DIVID
DVMT
0.01%
COM CL V
ESRX
0.01%
COM
HIG
0.01%
COM
KIM
0.01%
COM
VAC
0.01%
COM
EVR
< 0.01%
CLASS A
ETP
< 0.01%
UNIT LTD PRT INT
CY
< 0.01%
COM
LVS
< 0.01%
COM
HES
< 0.01%
COM
FNDF
< 0.01%
SCHWB FDT INT LG
WDC
< 0.01%
COM
AET
< 0.01%
COM
MCHP
< 0.01%
COM
ORI
< 0.01%
COM
SPY
< 0.01%
PUT
SPY
< 0.01%
CALL
ELD
< 0.01%
EM LCL DEBT FD
EEM
< 0.01%
CALL
D
< 0.01%
COM
COL
< 0.01%
COM
EWT
< 0.01%
MSCI TAIWAN ETF
IYZ
< 0.01%
U.S. TELECOM ETF
XLB
< 0.01%
SBI MATERIALS
CX
< 0.01%
SPON ADR NEW