Tortoise Investment Management, LLC Purchases in Q2 2025

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MKC
Mccormick & CO Inc

Consumer Defensive
16
New
$71.11 - $82.25 $1.14K - $1.32K
16 $1K
HPQ
Hp Inc

Technology
47
New
$21.88 - $29.32 $1.03K - $1.38K
47 $1K
DAL
Delta Air Lines, Inc.

Industrials
27
New
$35.88 - $52.99 $969 - $1.43K
27 $1K
TTD
Trade Desk, Inc.

Technology
18
New
$45.27 - $79.4 $815 - $1.43K
18 $1K
DHR
Danaher Corp

Healthcare
4
+ 10.26%
$174.64 - $205.16 $699 - $821
43 $8K
WDC
Western Digital Corp

Technology
20
New
$30.54 - $63.99 $611 - $1.28K
20 $1K
PRI
Primerica, Inc.

Financial Services
5
New
$244.39 - $290.62 $1.22K - $1.45K
5 $1K
FITB
Fifth Third Bancorp

Financial Services
40
New
$33.32 - $41.51 $1.33K - $1.66K
40 $1K
DJCO
Daily Journal Corp

Technology
3
New
$365.66 - $435.19 $1.1K - $1.31K
3 $1K
STLD
Steel Dynamics Inc

Basic Materials
6
+ 6.0%
N/A
106 $10K
CACI
Caci International Inc

Technology
3
+ 50.0%
N/A
9 $3K
TRU
Trans Union

Industrials
9
+ 64.29%
$69.26 - $91.89 $623 - $827
23 $2K
CW
Curtiss Wright Corp

Industrials
3
New
$283.18 - $488.55 $850 - $1.47K
3 $1K
GDDY
Go Daddy Inc.

Technology
5
+ 19.23%
$162.11 - $192.36 $811 - $962
31 $5K
VZ
Verizon Communications Inc

Communication Services
221
+ 5.46%
$41.67 - $45.62 $9.21K - $10.1K
4.27K $184K
DPZ
Dominos Pizza Inc

Consumer Cyclical
3
New
$430.72 - $497.52 $1.29K - $1.49K
3 $1K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
24
+ 2.43%
$10.6 - $12.44 $254 - $299
1.01K $12K
GPC
Genuine Parts CO

Consumer Cyclical
11
New
$105.54 - $129.09 $1.16K - $1.42K
11 $1K
CFG
Citizens Financial Group Inc

Financial Services
41
New
$34.27 - $44.75 $1.41K - $1.83K
41 $1K
WEX
Wex Inc.

Technology
1
+ 16.67%
$113.47 - $161.8 $113 - $162
7 $1K
DXCM
Dexcom Inc

Healthcare
16
New
$59.83 - $87.57 $957 - $1.4K
16 $1K
KEYS
Keysight Technologies, Inc.

Technology
8
New
$127.02 - $165.4 $1.02K - $1.32K
8 $1K
MANH
Manhattan Associates Inc

Technology
2
+ 40.0%
$143.9 - $197.47 $288 - $395
7 $1K
EME
Emcor Group, Inc.

Industrials
3
New
$342.02 - $534.89 $1.03K - $1.6K
3 $1K
NUE
Nucor Corp

Basic Materials
7
+ 13.73%
$103.22 - $131.43 $723 - $920
58 $7K
MTB
M&T Bank Corp

Financial Services
6
New
$156.58 - $193.99 $939 - $1.16K
6 $1K
CVCO
Cavco Industries Inc.

Consumer Cyclical
4
New
$396.53 - $537.62 $1.59K - $2.15K
4 $1K
FTV
Fortive Corp

Technology
16
+ 69.57%
$52.13 - $74.29 $834 - $1.19K
39 $2K
VRTS
Virtus Investment Partners, Inc.

Financial Services
6
New
$143.2 - $185.33 $859 - $1.11K
6 $1K
DOV
Dover Corp

Industrials
6
New
$151.14 - $186.7 $907 - $1.12K
6 $1K
FIX
Comfort Systems Usa Inc

Industrials
3
New
$296.51 - $536.21 $890 - $1.61K
3 $1K
GPI
Group 1 Automotive Inc

Consumer Cyclical
4
New
$372.3 - $448.86 $1.49K - $1.8K
4 $1K
THC
Tenet Healthcare Corp

Healthcare
7
New
$110.41 - $176.0 $773 - $1.23K
7 $1K
SYF
Synchrony Financial

Financial Services
17
+ 85.0%
$43.81 - $66.74 $745 - $1.13K
37 $2K
DVN
Devon Energy Corp

Energy
23
+ 109.52%
$26.8 - $37.92 $616 - $872
44 $1K
NEU
Newmarket Corp

Basic Materials
2
New
$519.95 - $690.86 $1.04K - $1.38K
2 $1K
PODD
Insulet Corp

Healthcare
4
New
$238.57 - $327.47 $954 - $1.31K
4 $1K
BIIB
Biogen Inc.

Healthcare
9
+ 22.5%
$113.38 - $135.49 $1.02K - $1.22K
49 $6K
TGT
Target Corp

Consumer Defensive
22
+ 11.17%
$88.76 - $105.77 $1.95K - $2.33K
219 $21K
SRE
Sempra Energy

Utilities
23
New
$63.78 - $78.91 $1.47K - $1.81K
23 $1K
PAYC
Paycom Software, Inc.

Technology
5
New
$193.07 - $265.71 $965 - $1.33K
5 $1K
KIM
Kimco Realty Corp

Real Estate
43
+ 13.61%
$18.7 - $21.69 $804 - $933
359 $7K
WTS
Watts Water Technologies Inc

Industrials
7
New
$180.4 - $247.22 $1.26K - $1.73K
7 $1K
CMI
Cummins Inc

Industrials
6
New
$267.12 - $336.65 $1.6K - $2.02K
6 $1K
FICO
Fair Isaac Corp

Technology
1
New
$1503.62 - $2206.01 $1.5K - $2.21K
1 $1K
NDAQ
Nasdaq, Inc.

Financial Services
22
New
$66.4 - $89.42 $1.46K - $1.97K
22 $1K
SO
Southern CO

Utilities
17
+ 3.39%
$84.91 - $92.56 $1.44K - $1.57K
519 $47K
ECL
Ecolab Inc.

Basic Materials
7
New
$225.65 - $270.95 $1.58K - $1.9K
7 $1K
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 75.0%
$87.54 - $128.18 $788 - $1.15K
21 $2K
Activity Summary
Buys All Purchases 894 New Holdings 491 Increased Positions 403 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 10 Puts 5
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