Tortuga Wealth Management, Inc
Long book
$106.9M
Q1 2026
Positions
119
Top-10 weight
45%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
20%
of book per quarter
Strategy in plain words
auto-generated from filingsTortuga Wealth Management, Inc is a diversified fundamental manager, running a $106.9M US long book across 119 positions.
The portfolio is moderately concentrated (top 10 ≈ 45% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL C, APPLE INC, MICROSOFT CORP, MCKESSON CORP.
We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.6%
Q1 2026
+18.6%
Sector allocation
Technology 51%
Consumer discretionary 14%
Healthcare 9%
Financials 8%
Communications 4%
Industrials 4%
Energy 3%
Utilities 3%
Long book by quarter
What does Tortuga Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 44.3K | $7.7M | 7.2% | +9.5% |
| GOOG ALPHABET INC-CL C | Technology | 26.7K | $7.6M | 7.2% | +10.5% |
| AAPL APPLE INC | Technology | 28.4K | $7.2M | 6.7% | +9.0% |
| MSFT MICROSOFT CORP | Technology | 17.9K | $6.6M | 6.2% | +51.8% |
| MCK MCKESSON CORP | Consumer discretionary | 6.6K | $5.7M | 5.4% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 17.5K | $3.6M | 3.4% | +8.9% |
| JPM JPMORGAN CHASE & CO | Financials | 8.1K | $2.4M | 2.2% | +16.0% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 9.7K | $2.4M | 2.2% | +10.5% |
| AMGN AMGEN INC | Healthcare | 6.2K | $2.2M | 2.0% | +17.0% |
| AVGO BROADCOM INC | Technology | 6.8K | $2.1M | 2.0% | +101.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 7.4K | $1.8M | 1.7% | +18.4% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 35.9K | $1.8M | 1.7% | +0.4% |
| BAC BANK OF AMERICA CORP | Financials | 31.8K | $1.6M | 1.5% | +15.0% |
| CVX CHEVRON CORP | Energy | 7.2K | $1.5M | 1.4% | -35.2% |
| META META PLATFORMS INC-CLASS A | Technology | 2.5K | $1.4M | 1.3% | +7.5% |
| CSCO CISCO SYSTEMS INC | Technology | 16.7K | $1.3M | 1.2% | +22.7% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 1.3K | $1.3M | 1.2% | +5.3% |
| QCOM QUALCOMM INC | Technology | 9.6K | $1.2M | 1.2% | +63.3% |
| T AT&T INC | Communications | 40.7K | $1.2M | 1.1% | +1.3% |
| TSLA TESLA INC | Industrials | 2.9K | $1.1M | 1.0% | -3.5% |
| DUK DUKE ENERGY CORP | Utilities | 8.1K | $1.1M | 1.0% | New |
| GOOGL ALPHABET INC-CL A | Technology | 3.4K | $970K | 0.9% | +6.3% |
| SO SOUTHERN CO/THE | Utilities | 9.0K | $867K | 0.8% | +0.6% |
| BMY BRISTOL-MYERS SQUIBB CO | Healthcare | 12.8K | $774K | 0.7% | +17.9% |
| ABBV ABBVIE INC | Healthcare | 3.5K | $766K | 0.7% | +7.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.6K | $748K | 0.7% | +27.2% |
| RTX RTX CORP | Industrials | 3.9K | $746K | 0.7% | +28.2% |
| NFLX NETFLIX INC | Services media | 7.0K | $673K | 0.6% | +39.6% |
| CRM SALESFORCE INC | Technology | 3.5K | $652K | 0.6% | +46.2% |
| XOM EXXON MOBIL CORP | Energy | 3.8K | $643K | 0.6% | -1.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 2.3K | $622K | 0.6% | +44.6% |
| PFE PFIZER INC | Healthcare | 21.9K | $616K | 0.6% | +15.0% |
| SPOT SPOTIFY TECHNOLOGY SA | Communications | 1.2K | $599K | 0.6% | +1.1% |
| ORCL ORACLE CORP | Technology | 3.3K | $490K | 0.5% | +72.2% |
| C CITIGROUP INC | Financials | 3.9K | $448K | 0.4% | +108.6% |
| LLY ELI LILLY & CO | Healthcare | 472 | $434K | 0.4% | +30.7% |
| ENB ENBRIDGE INC | Energy | 7.9K | $426K | 0.4% | New |
| BKNG BOOKING HOLDINGS INC | Industrials | 101 | $425K | 0.4% | +1.0% |
| TOST TOAST INC-CLASS A | Technology | 15.8K | $420K | 0.4% | +48.8% |
| GE GENERAL ELECTRIC | Industrials | 1.4K | $387K | 0.4% | New |
| INTC INTEL CORP | Technology | 8.6K | $379K | 0.4% | -47.4% |
| GS GOLDMAN SACHS GROUP INC | Financials | 404 | $342K | 0.3% | +1.8% |
| TGT TARGET CORP | Consumer discretionary | 2.7K | $330K | 0.3% | -17.2% |
| CVS CVS HEALTH CORP | Healthcare | 4.5K | $321K | 0.3% | -0.5% |
| HUBB HUBBELL INC | Technology | 634 | $311K | 0.3% | New |
| BA BOEING CO/THE | Industrials | 1.5K | $304K | 0.3% | +7.1% |
| MRK MERCK & CO. INC. | Healthcare | 2.5K | $303K | 0.3% | New |
| GEV GE VERNOVA INC | Industrials | 330 | $288K | 0.3% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 1.9K | $279K | 0.3% | New |
| CAT CATERPILLAR INC | Industrials | 380 | $269K | 0.3% | +5.0% |
13F filing history
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