SEC 13F Intelligence

Foster & Motley Inc / TPYP

Foster & Motley Inc’s Tortoise Capital Series Trus Position

Does Foster & Motley Inc own Tortoise Capital Series Trus (TPYP)? Yes641.0K shares worth $27M (+1.40% of its 13F portfolio) as of Q1 2026, down from 651.0K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
641.0K
% of Portfolio
+1.40%
Quarters Held
4
currently held

Position History TPYP

Reported value by quarter
Q2 ’25: $23MQ2 ’25Q3 ’25: $23MQ3 ’25Q4 ’25: $23MQ4 ’25Q1 ’26: $27MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026641.0K$27M+1.40%
Q4 2025651.0K$23M+1.23%
Q3 2025643.4K$23M+1.26%
Q2 2025640.0K$23M+1.32%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foster & Motley Inc’s full portfolio or all institutional holders of TPYP.