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
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.7K
New
$50.34 - $51.86 $388K - $399K
7.7K $395K
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 1.01%
$210.28 - $289.91 $16.8K - $23.2K
8.03K $2.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.43K
+ 23.99%
$55.54 - $69.09 $191K - $237K
17.7K $1.22M
DIHP
Dimensional ETF Tr Dimensional

ETFs
3.27K
+ 3.48%
$24.32 - $29.74 $79.5K - $97.2K
97.4K $2.87M
DISV
Dimensional ETF Tr Dimensional

ETFs
6.19K
+ 19.1%
$25.93 - $32.91 $161K - $204K
38.6K $1.27M
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.74K
+ 10.97%
$23.55 - $27.67 $182K - $214K
78.3K $2.17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
25
+ 0.89%
$416.06 - $551.64 $10.4K - $13.8K
2.85K $1.57M
DFIP
Dimensional ETF Tr Inflation P

ETFs
6.02K
+ 28.82%
$41.11 - $42.42 $247K - $255K
26.9K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.89%
$462.22 - $707.75 $5.55K - $8.49K
1.37K $967K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
676
+ 0.87%
$24.38 - $30.18 $16.5K - $20.4K
78K $2.35M
AMZN
Amazon Com Inc

Consumer Cyclical
435
+ 11.2%
$167.32 - $223.3 $72.8K - $97.1K
4.32K $947K
GE
General Electric CO

Industrials
623
+ 74.79%
$166.81 - $257.39 $104K - $160K
1.46K $374K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
1.55K
New
$122.45 - $132.19 $189K - $204K
1.55K $204K
AVGO
Broadcom Inc.

Technology
194
+ 14.15%
$146.29 - $275.65 $28.4K - $53.5K
1.57K $431K
META
Meta Platforms, Inc.

Communication Services
64
+ 7.52%
$484.66 - $738.09 $31K - $47.2K
915 $675K
AXP
American Express CO

Financial Services
395
+ 38.95%
$231.39 - $318.98 $91.4K - $126K
1.41K $449K
GOOGL
Alphabet Inc.

Communication Services
493
+ 14.09%
$144.7 - $178.6 $71.3K - $88K
3.99K $703K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
63
+ 0.49%
$86.93 - $109.64 $5.48K - $6.91K
13K $1.43M
COF
Capital One Financial Corp

Financial Services
644
+ 166.84%
$150.57 - $212.76 $97K - $137K
1.03K $219K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
9K
New
$11.71 - $19.37 $105K - $174K
9K $144K
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 127.76%
$68.37 - $73.9 $134K - $145K
3.49K $246K
IGM
Ishares Expanded Tech Sector E

ETFs
600
+ 19.93%
$79.8 - $112.34 $47.9K - $67.4K
3.61K $405K
AVMU
American Centy ETF Travantis C

ETFs
2.89K
+ 113.56%
$43.44 - $45.67 $126K - $132K
5.44K $243K
VT
Vanguard Total World Stk Index

ETFs
49
+ 0.51%
$103.16 - $128.52 $5.05K - $6.3K
9.74K $1.25M
IBM
International Business Machines Corp

Technology
1
+ 0.04%
$221.03 - $294.78 $221 - $295
2.7K $796K
MMM
3 M CO

Industrials
796
+ 222.35%
$126.09 - $154.15 $100K - $123K
1.15K $175K
IJS
Ishares S&P Smallcap 600 Value

ETFs
597
+ 2.21%
$83.54 - $100.04 $49.9K - $59.7K
27.6K $2.75M
AMP
Ameriprise Financial Inc

Financial Services
159
+ 37.59%
$422.19 - $533.73 $67.1K - $84.9K
582 $310K
IGOV
Ishares 1 3 International Trea

ETFs
2.41K
New
$39.53 - $43.1 $95.3K - $104K
2.41K $103K
FXE
Invesco Currency Shares Euro Trust

ETFs
925
New
$99.56 - $108.79 $92.1K - $101K
925 $100K
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.05%
$82.96 - $110.1 $249 - $330
5.72K $629K
COST
Costco Wholesale Corp

Consumer Defensive
31
+ 2.09%
$908.13 - $1056.85 $28.2K - $32.8K
1.52K $1.5M
VNQ
Vanguard Specialized Funds Van

ETFs
1.29K
+ 8.89%
$79.79 - $91.42 $103K - $118K
15.8K $1.41M
EMR
Emerson Electric CO

Industrials
34
+ 0.94%
$94.15 - $133.33 $3.2K - $4.53K
3.66K $488K
BK
Bank Of New York Mellon Corp

Financial Services
973
+ 556.0%
$73.31 - $91.62 $71.3K - $89.1K
1.15K $104K
CSCO
Cisco Systems, Inc.

Technology
194
+ 2.24%
$53.19 - $69.38 $10.3K - $13.5K
8.84K $613K
GOOG
Alphabet Inc.

Communication Services
141
+ 5.76%
$146.58 - $180.01 $20.7K - $25.4K
2.59K $459K
CEG
Constellation Energy Corp

Utilities
13
+ 2.47%
$170.96 - $322.76 $2.22K - $4.2K
539 $173K
PH
Parker Hannifin Corp

Industrials
6
+ 1.05%
$517.23 - $700.54 $3.1K - $4.2K
578 $403K
CAT
Caterpillar Inc

Industrials
12
+ 1.45%
$273.94 - $388.21 $3.29K - $4.66K
839 $325K
NFLX
Netflix Inc

Communication Services
18
+ 27.69%
$855.86 - $1339.13 $15.4K - $24.1K
83 $111K
APH
Amphenol Corp

Technology
55
+ 4.0%
$59.09 - $98.75 $3.25K - $5.43K
1.43K $141K
ORCL
Oracle Corp

Technology
68
+ 14.88%
$122.82 - $218.63 $8.35K - $14.9K
525 $114K
VGT
Vanguard Information Technolog

ETFs
19
+ 7.12%
$470.37 - $663.28 $8.94K - $12.6K
286 $189K
V
Visa Inc.

Financial Services
115
+ 14.88%
$308.27 - $373.31 $35.5K - $42.9K
888 $315K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
157
+ 9.21%
$108.06 - $135.3 $17K - $21.2K
1.86K $251K
WMT
Walmart Inc.

Consumer Defensive
415
+ 126.14%
$81.79 - $99.98 $33.9K - $41.5K
744 $72K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
850
+ 158.88%
$49.57 - $50.27 $42.1K - $42.7K
1.39K $69K
ETN
Eaton Corp PLC

Industrials
14
+ 3.2%
$246.52 - $356.99 $3.45K - $5K
452 $161K
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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