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
BRO
Brown & Brown, Inc.

Financial Services
2
+ 6.06%
$104.48 - $124.43 $209 - $249
35 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
4
+ 2.53%
$175.97 - $201.36 $704 - $805
162 $30K
HSY
Hershey CO

Consumer Defensive
6
+ 1.32%
$151.29 - $173.13 $908 - $1.04K
460 $76K
SSNC
Ss&C Technologies Holdings Inc

Technology
9
+ 0.45%
$71.96 - $83.42 $648 - $751
2.01K $166K
DVA
Davita Inc.

Healthcare
2
+ 1.33%
$133.5 - $155.51 $267 - $311
152 $21K
HES
Hess Corp

Energy
9
+ 9.38%
$126.32 - $161.29 $1.14K - $1.45K
105 $14K
HUM
Humana Inc

Healthcare
1
+ 1.33%
$224.93 - $295.04 $225 - $295
76 $18K
DUK
Duke Energy Corp

Utilities
10
+ 2.76%
$112.46 - $124.05 $1.12K - $1.24K
372 $43K
AJG
Arthur J. Gallagher & Co.

Financial Services
10
+ 4.9%
$310.86 - $348.77 $3.11K - $3.49K
214 $68K
BAX
Baxter International Inc

Healthcare
29
+ 5.16%
$27.8 - $34.02 $806 - $987
591 $17K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
22
+ 7.91%
$212.1 - $244.27 $4.67K - $5.37K
300 $65K
SHEL
Shell PLC

Energy
1
+ 0.2%
$59.75 - $73.05 $59.8 - $73.1
508 $35K
KHC
Kraft Heinz CO

Consumer Defensive
10
+ 2.16%
$25.61 - $30.81 $256 - $308
473 $12K
LNT
Alliant Energy Corp

Utilities
36
+ 3.29%
$58.79 - $64.85 $2.12K - $2.33K
1.13K $68K
EXPD
Expeditors International Of Washington Inc

Industrials
6
+ 1.36%
$102.84 - $122.24 $617 - $733
448 $51K
SJM
J M Smucker CO

Consumer Defensive
14
+ 6.51%
$94.41 - $118.52 $1.32K - $1.66K
229 $22K
AEP
American Electric Power CO Inc

Utilities
8
+ 0.96%
$98.59 - $109.11 $789 - $873
839 $87K
EXC
Exelon Corp

Utilities
12
+ 1.0%
$42.2 - $47.37 $506 - $568
1.22K $52K
RPM
Rpm International Inc

Basic Materials
7
+ 1.32%
$96.97 - $117.58 $679 - $823
537 $58K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
7
+ 4.24%
$90.21 - $112.66 $631 - $789
172 $15K
ED
Consolidated Edison Inc

Utilities
3
+ 0.64%
$98.05 - $113.3 $294 - $340
469 $47K
AMGN
Amgen Inc

Healthcare
22
+ 7.33%
$262.28 - $309.85 $5.77K - $6.82K
322 $89K
ABBV
Abb Vie Inc.

Healthcare
86
+ 9.49%
$170.16 - $206.27 $14.6K - $17.7K
992 $184K
SNA
Snap On Inc

Industrials
3
+ 1.3%
$292.36 - $342.2 $877 - $1.03K
234 $72K
SWK
Stanley Black & Decker, Inc.

Industrials
4
+ 0.63%
$55.86 - $76.98 $223 - $308
641 $43K
GIS
General Mills Inc

Consumer Defensive
18
+ 1.7%
$50.37 - $60.97 $907 - $1.1K
1.08K $55K
OKE
Oneok Inc

Energy
28
+ 4.87%
$78.71 - $100.37 $2.2K - $2.81K
603 $49K
KMB
Kimberly Clark Corp

Consumer Defensive
17
+ 2.25%
$126.84 - $145.22 $2.16K - $2.47K
773 $99K
TMO
Thermo Fisher Scientific Inc.

Healthcare
3
+ 2.91%
$390.26 - $489.06 $1.17K - $1.47K
106 $42K
YUM
Yum Brands Inc

Consumer Cyclical
22
+ 1.55%
$138.36 - $161.45 $3.04K - $3.55K
1.44K $213K
MCD
Mcdonalds Corp

Consumer Cyclical
32
+ 3.14%
$285.55 - $321.23 $9.14K - $10.3K
1.05K $307K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.14%
$41.37 - $53.28 $82.7 - $107
1.46K $65K
CHD
Church & Dwight CO Inc

Consumer Defensive
2
+ 0.24%
$91.57 - $110.76 $183 - $222
848 $81K
CL
Colgate Palmolive CO

Consumer Defensive
32
+ 0.59%
$87.57 - $96.0 $2.8K - $3.07K
5.45K $495K
BDX
Becton Dickinson & CO

Healthcare
2
+ 0.79%
$165.15 - $226.42 $330 - $453
254 $43K
UNP
Union Pacific Corp

Industrials
4
+ 0.17%
$208.27 - $238.46 $833 - $954
2.4K $552K
JNJ
Johnson & Johnson

Healthcare
107
+ 4.37%
$146.36 - $159.82 $15.7K - $17.1K
2.55K $389K
BMY
Bristol Myers Squibb CO

Healthcare
63
+ 4.94%
$44.12 - $59.6 $2.78K - $3.75K
1.34K $61K
PG
Procter & Gamble CO

Consumer Defensive
108
+ 3.13%
$157.66 - $172.39 $17K - $18.6K
3.56K $567K
XOM
Exxon Mobil Corp

Energy
151
+ 4.13%
$99.93 - $119.04 $15.1K - $18K
3.81K $410K
AXSM
Axsome Therapeutics, Inc.

Healthcare
1
+ 0.05%
$95.65 - $116.49 $95.7 - $116
2.14K $222K
MRK
Merck & Co., Inc.

Healthcare
75
+ 2.19%
$73.47 - $87.12 $5.51K - $6.53K
3.51K $277K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
459
+ 2.54%
$483.48 - $539.8 $222K - $248K
18.5K $9M
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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