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
MCHP
Microchip Technology Inc

Technology
1
+ 0.22%
$35.34 - $71.6 $35.3 - $71.6
449 $31K
IAU
Ishares Gold Trust

ETFs
115
+ 12.78%
$56.1 - $64.74 $6.45K - $7.45K
1.02K $63K
VST
Vistra Corp.

Utilities
12
+ 12.0%
$98.07 - $195.04 $1.18K - $2.34K
112 $21K
ADI
Analog Devices Inc

Technology
20
+ 12.82%
$164.6 - $238.02 $3.29K - $4.76K
176 $41K
EW
Edwards Lifesciences Corp

Healthcare
30
+ 2.3%
$67.07 - $78.22 $2.01K - $2.35K
1.34K $104K
XLU
Utilities Sector Spdr

ETFs
90
+ 10.18%
$73.09 - $82.77 $6.58K - $7.45K
974 $79K
CRM
Salesforce, Inc.

Technology
34
+ 109.68%
$236.26 - $291.15 $8.03K - $9.9K
65 $17K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2
+ 0.48%
$153.22 - $199.8 $306 - $400
421 $78K
ICE
Intercontinental Exchange, Inc.

Financial Services
26
+ 8.78%
$151.62 - $183.47 $3.94K - $4.77K
322 $59K
SCHW
Schwab Charles Corp

Financial Services
75
+ 58.14%
$69.06 - $91.24 $5.18K - $6.84K
204 $18K
CVS
Cvs Health Corp

Healthcare
66
+ 2.98%
$60.04 - $70.18 $3.96K - $4.63K
2.28K $157K
QCOM
Qualcomm Inc

Technology
46
+ 28.05%
$124.66 - $159.48 $5.73K - $7.34K
210 $33K
PYPL
Pay Pal Holdings, Inc.

Financial Services
48
+ 9.32%
$57.41 - $74.81 $2.76K - $3.59K
563 $41K
TXN
Texas Instruments Inc

Technology
39
+ 4.52%
N/A
902 $175K
TDG
Trans Digm Group Inc

Industrials
5
New
$1231.75 - $1520.64 $6.16K - $7.6K
5 $7K
LYV
Live Nation Entertainment, Inc.

Communication Services
6
+ 2.09%
$118.81 - $151.28 $713 - $908
293 $44K
ANSS
Ansys Inc

Technology
4
+ 2.37%
$284.19 - $351.22 $1.14K - $1.4K
173 $60K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
73
+ 146.0%
$60.61 - $87.72 $4.42K - $6.4K
123 $10K
MU
Micron Technology Inc

Technology
49
+ 125.64%
$64.72 - $127.91 $3.17K - $6.27K
88 $10K
NEE
Nextera Energy Inc

Utilities
103
+ 25.56%
$64.11 - $75.0 $6.6K - $7.73K
506 $35K
LMT
Lockheed Martin Corp

Industrials
9
+ 4.57%
$430.82 - $486.45 $3.88K - $4.38K
206 $95K
DKNG
Draft Kings Inc.

Consumer Cyclical
18
+ 2.6%
$31.67 - $42.89 $570 - $772
711 $30K
PANW
Palo Alto Networks Inc

Technology
28
+ 75.68%
$152.44 - $204.64 $4.27K - $5.73K
65 $13K
CRWD
Crowd Strike Holdings, Inc.

Technology
9
+ 64.29%
$321.63 - $509.31 $2.89K - $4.58K
23 $11K
USB
Us Bancorp \De\

Financial Services
75
+ 7.04%
$36.4 - $45.76 $2.73K - $3.43K
1.14K $51K
ADP
Automatic Data Processing Inc

Industrials
17
+ 3.86%
$276.76 - $326.81 $4.7K - $5.56K
457 $140K
NSC
Norfolk Southern Corp

Industrials
3
+ 1.02%
$206.34 - $257.46 $619 - $772
296 $75K
CSX
Csx Corp

Industrials
80
+ 7.96%
$26.69 - $32.91 $2.14K - $2.63K
1.09K $35K
COIN
Coinbase Global, Inc.

Technology
8
+ 40.0%
$151.47 - $375.07 $1.21K - $3K
28 $9K
CARR
Carrier Global Corp

Industrials
44
+ 12.57%
$55.55 - $75.83 $2.44K - $3.34K
394 $28K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
67
+ 13.4%
$45.98 - $56.15 $3.08K - $3.76K
567 $31K
FCX
Freeport Mcmoran Inc

Basic Materials
57
+ 10.02%
$29.15 - $44.46 $1.66K - $2.53K
626 $27K
PLD
Prologis, Inc.

Real Estate
88
+ 15.44%
$89.76 - $112.34 $7.9K - $9.89K
658 $69K
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 0.79%
$109.83 - $131.67 $1.32K - $1.58K
1.54K $194K
TJX
Tjx Companies Inc

Consumer Cyclical
51
+ 67.11%
$119.13 - $135.03 $6.08K - $6.89K
127 $15K
DNP
Dnp Select Income Fund Inc

Financial Services
1.27K
+ 2.03%
$8.89 - $9.88 $11.3K - $12.5K
63.8K $624K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 5.17%
$452.51 - $568.19 $1.36K - $1.7K
61 $33K
EBAY
Ebay Inc

Consumer Cyclical
23
+ 4.45%
$59.52 - $79.36 $1.37K - $1.83K
540 $40K
KLAC
Kla Corp

Technology
5
+ 83.33%
$576.53 - $902.94 $2.88K - $4.51K
11 $9K
CAH
Cardinal Health Inc

Healthcare
11
+ 10.68%
$125.0 - $168.0 $1.38K - $1.85K
114 $19K
VEEV
Veeva Systems Inc

Healthcare
5
+ 9.09%
$209.39 - $289.94 $1.05K - $1.45K
60 $17K
DE
Deere & CO

Industrials
10
New
$412.99 - $531.48 $4.13K - $5.31K
10 $5K
KR
Kroger CO

Consumer Defensive
7
+ 0.64%
$64.62 - $74.0 $452 - $518
1.1K $78K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 10.96%
$200.21 - $256.99 $1.6K - $2.06K
81 $20K
MO
Altria Group, Inc.

Consumer Defensive
93
+ 12.7%
$55.56 - $60.91 $5.17K - $5.66K
825 $48K
MDLZ
Mondelez International, Inc.

Consumer Defensive
83
+ 5.35%
$63.54 - $68.5 $5.27K - $5.69K
1.63K $110K
JLL
Jones Lang Lasalle Inc

Real Estate
13
+ 185.71%
$204.57 - $256.96 $2.66K - $3.34K
20 $5K
AMT
American Tower Corp

Real Estate
18
+ 33.33%
$203.96 - $228.19 $3.67K - $4.11K
72 $15K
CRON
Cronos Group Inc.

Healthcare
2.5K
New
$1.62 - $2.14 $4.05K - $5.35K
2.5K $4K
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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