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
APO
Apollo Global Management, Inc.

Financial Services
22
+ 22.0%
$108.68 - $145.07 $2.39K - $3.19K
122 $17K
DASH
Door Dash, Inc.

Communication Services
16
+ 800.0%
$163.16 - $246.51 $2.61K - $3.94K
18 $4K
GILD
Gilead Sciences, Inc.

Healthcare
43
New
$96.91 - $113.0 $4.17K - $4.86K
43 $4K
CB
Chubb LTD

Financial Services
18
+ 29.51%
$274.32 - $302.46 $4.94K - $5.44K
79 $22K
FTNT
Fortinet, Inc.

Technology
27
+ 90.0%
$84.71 - $108.69 $2.29K - $2.93K
57 $6K
MDT
Medtronic PLC

Healthcare
50
+ 36.76%
$80.68 - $88.86 $4.03K - $4.44K
186 $16K
WMB
Williams Companies, Inc.

Energy
45
+ 21.03%
$54.33 - $62.87 $2.44K - $2.83K
259 $16K
INTC
Intel Corp

Technology
207
+ 27.2%
$18.13 - $22.69 $3.75K - $4.7K
968 $21K
MNST
Monster Beverage Corp

Consumer Defensive
35
+ 8.75%
$55.01 - $64.24 $1.93K - $2.25K
435 $27K
MAR
Marriott International Inc

Consumer Cyclical
9
+ 25.71%
$211.12 - $274.14 $1.9K - $2.47K
44 $12K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66
+ 0.28%
$45.2 - $46.6 $2.98K - $3.08K
23.9K $1.11M
AFRM
Affirm Holdings, Inc.

Technology
14
+ 12.73%
$35.75 - $69.14 $501 - $968
124 $8K
EA
Electronic Arts Inc.

Communication Services
11
+ 5.47%
$132.53 - $159.7 $1.46K - $1.76K
212 $33K
CME
Cme Group Inc.

Financial Services
17
New
$252.37 - $290.71 $4.29K - $4.94K
17 $4K
GHC
Graham Holdings CO

Consumer Defensive
5
New
$876.56 - $1003.53 $4.38K - $5.02K
5 $4K
CTVA
Corteva, Inc.

Basic Materials
38
+ 35.85%
$55.52 - $74.53 $2.11K - $2.83K
144 $10K
HWM
Howmet Aerospace Inc.

Industrials
19
+ 237.5%
$112.33 - $186.13 $2.13K - $3.54K
27 $5K
GLW
Corning Inc

Technology
45
+ 16.36%
$39.07 - $52.59 $1.76K - $2.37K
320 $16K
WBD
Warner Bros. Discovery, Inc.

Communication Services
237
+ 11.84%
$7.69 - $11.46 $1.82K - $2.72K
2.24K $25K
ROL
Rollins Inc

Consumer Cyclical
14
+ 1.27%
$50.65 - $58.58 $709 - $820
1.12K $63K
EQIX
Equinix Inc

Real Estate
4
New
$740.07 - $914.43 $2.96K - $3.66K
4 $3K
ITW
Illinois Tool Works Inc

Industrials
13
+ 6.37%
$218.41 - $252.43 $2.84K - $3.28K
217 $53K
OSIS
Osi Systems Inc

Technology
14
New
$174.22 - $239.05 $2.44K - $3.35K
14 $3K
SNOW
Snowflake Inc.

Technology
13
+ 650.0%
$130.53 - $223.77 $1.7K - $2.91K
15 $3K
MCK
Mckesson Corp

Healthcare
5
+ 166.67%
$652.83 - $732.78 $3.26K - $3.66K
8 $5K
APP
App Lovin Corp

Technology
9
New
$219.37 - $417.89 $1.97K - $3.76K
9 $3K
PCAR
Paccar Inc

Industrials
25
+ 138.89%
$86.4 - $99.09 $2.16K - $2.48K
43 $4K
GEF
Greif, Inc

Consumer Cyclical
48
New
$49.01 - $66.46 $2.35K - $3.19K
48 $3K
SHW
Sherwin Williams CO

Basic Materials
9
+ 30.0%
$313.51 - $363.51 $2.82K - $3.27K
39 $13K
SPOT
Spotify Technology S.A.

Communication Services
5
New
$503.3 - $775.9 $2.52K - $3.88K
5 $3K
MSTR
Microstrategy Inc

Technology
9
New
$237.95 - $421.61 $2.14K - $3.79K
9 $3K
UPS
United Parcel Service Inc

Industrials
31
+ 119.23%
$91.92 - $110.2 $2.85K - $3.42K
57 $5K
TYL
Tyler Technologies Inc

Technology
3
+ 3.57%
$521.68 - $592.84 $1.57K - $1.78K
87 $51K
FISV
Fiserv Inc

Technology
23
+ 29.49%
N/A
101 $12K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
206
New
$12.23 - $15.46 $2.52K - $3.18K
206 $3K
SPXC
Spx Corp

Industrials
2
+ 3.45%
$120.66 - $167.68 $241 - $335
60 $10K
CTAS
Cintas Corp

Industrials
14
New
$190.11 - $227.66 $2.66K - $3.19K
14 $3K
CACC
Credit Acceptance Corp

Financial Services
7
New
$443.32 - $529.8 $3.1K - $3.71K
7 $3K
F
Ford Motor CO

Consumer Cyclical
239
+ 19.62%
$8.69 - $10.85 $2.08K - $2.59K
1.46K $15K
BUG
Global X Fds Cybersecurity ETF

ETFs
100
New
$29.9 - $37.1 $2.99K - $3.71K
100 $3K
HII
Huntington Ingalls Industries, Inc.

Industrials
5
+ 9.62%
$183.31 - $241.46 $917 - $1.21K
57 $13K
HCA
Hca Healthcare, Inc.

Healthcare
8
New
$317.61 - $387.52 $2.54K - $3.1K
8 $3K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11
+ 23.91%
$160.22 - $209.35 $1.76K - $2.3K
57 $11K
WELL
Welltower Inc.

Real Estate
26
New
$136.49 - $155.22 $3.55K - $4.04K
26 $3K
KKR
Kkr & Co. Inc.

Financial Services
25
New
$92.79 - $134.29 $2.32K - $3.36K
25 $3K
KAI
Kadant Inc

Industrials
11
New
$286.24 - $350.17 $3.15K - $3.85K
11 $3K
CDNS
Cadence Design Systems Inc

Technology
11
New
$231.64 - $323.08 $2.55K - $3.55K
11 $3K
GD
General Dynamics Corp

Industrials
11
New
$247.68 - $291.66 $2.72K - $3.21K
11 $3K
RNR
Renaissancere Holdings LTD

Financial Services
15
New
$220.37 - $253.95 $3.31K - $3.81K
15 $3K
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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