IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Tortoise Investment Management, LLC

Q2 2014 Holdings

Filed 2014-07-29 | 456 holdings | $642.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares(HYG)IBOXX HI YD ETF464288513$2792,9340.0%
Nuveen Mass Prem Income MUN(NMT)COM67061E104$28821,6030.0%
Nuveen Select TAX Free IncmSH BEN INT67063C106$29021,2000.0%
Delaware Invt NAT Muni Inc F(VFL)SH BEN INT24610T108$29923,1500.0%
Chevron Corp New(CVX)COM166764100$3122,3910.0%
Ishares(NYF)NY AMTFRE MU ETF464288323$3192,9000.0%
General Electric CoCOM369604103$32112,2240.1%
Ishares(IJH)CORE S&P MCP ETF464287507$3292,3010.1%
Ishares(IGIB)INTERM CR BD ETF464288638$3313,0000.1%
Nuveen NY Select TAX Free PR(XNXNX)SH BEN INT67063V104$33324,6100.1%
Price T Rowe Group Inc(TROW)COM74144T108$3384,0000.1%
Claymore Exchange TRD FD TRGUGG TIMBER ETF18383Q879$35213,9700.1%
Ishares(IEF)7-10 Y TR BD ETF464287440$3563,4380.1%
Nuveen CAL Amt-Free MUN Inc(XNCMX)COM670651108$37727,5940.1%
Vanguard Scottsdale FDS(VCIT)INT-TERM CORP92206C870$3804,3950.1%
Nuveen NJ DIV Advantage MUN(NXJ)COM67069Y102$39128,7620.1%
Spdr SER TR(SJNK)SHT TRM HGH YLD78468R408$40313,0250.1%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$4124,5720.1%
Vanguard Index FDS(VNQ)REIT ETF922908553$4285,7230.1%
Union PAC Corp(UNP)COM907818108$4404,4160.1%
Procter & Gamble Co(PG)COM742718109$4415,6160.1%
Wal-Mart Stores Inc(WMT)COM931142103$4896,5160.1%
Ishares(ACWX)MSCI ACWI US ETF464288240$50710,5510.1%
Unitedhealth Group Inc(UNH)COM91324P102$5206,3650.1%
Merck & Co Inc New(MRK)COM58933Y105$5599,6650.1%
Wisdomtree TRAUST NEW ZEAL DB97717W216$56326,4280.1%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$57030.1%
Powershares ETF Trust IISENIOR LN PORT73936Q769$57723,2000.1%
Pepsico Inc(PEP)COM713448108$5776,4640.1%
Pimco ETF TR7-15 YR US TRS72201R700$5857,0200.1%
Johnson & Johnson(JNJ)COM478160104$6105,8300.1%
Ishares TR(IXUS)CORE MSCITOTAL46432F834$63610,6650.1%
Nuveen Divid ADV MUN FD 3(NZF)COM SH BEN INT67070X101$66448,5580.1%
Boeing Co(BA)COM097023105$7505,8960.1%
L Brands IncCOM501797104$80413,7000.1%
Wisdomtree TR(DGS)EMG MKTS SMCAP97717W281$81516,9820.1%
Ishares(IWD)RUS 1000 VAL ETF464287598$8198,0840.1%
Schwab Strategic TR(SCHE)EMRG MKTEQ ETF808524706$84632,5000.1%
Ishares(IWM)RUSSELL 2000 ETF464287655$9978,3890.2%
Cisco SYS Inc(CSCO)COM17275R102$1.0K400.2%
Exxon Mobil Corp(XOM)COM30231G102$1.0K9,9550.2%
Spdr Index SHS FDS(EWX)S&P EMKTSC ETF78463X756$1.0K20,0010.2%
Apple Inc(AAPL)COM037833100$1.0K11,1040.2%
Vanguard Intl Equity Index F(VEU)ALLWRLD EX US922042775$1.0K20,0490.2%
Nuveen Select TAX Free IncmSH BEN INT67063X100$1.1K78,5000.2%
Spdr Series Trust(SPSB)BARC SHT TR CP78464A474$1.1K36,7080.2%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$1.1K26,4230.2%
Western Asset Intm Muni FD I(SBI)COM958435109$1.2K118,2830.2%
Nuveen DIV Advantage MUN FDCOM67070F100$1.2K88,0500.2%
International Business Machs(IBM)COM459200101$1.3K6,9200.2%
PreviousPage 8 of 9Next