Tortoise Investment Management, LLC Incresed Positions in Q2 2025

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
424
+ 0.28%
$498.8 - $620.9 $211K - $263K
150K $92.8M
AVUS
American Centy ETF Tr Avantis

ETFs
23.3K
+ 7.31%
$81.38 - $100.82 $1.9M - $2.35M
343K $34.6M
MLN
Vaneck Long Muni ETF

ETFs
211K
+ 72.53%
$16.49 - $17.52 $3.48M - $3.7M
502K $8.48M
SCHP
Schwab Strategic Us Tips ETF

ETFs
130K
+ 20.23%
$26.18 - $26.93 $3.4M - $3.5M
772K $20.6M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
149K
+ 111.77%
$22.18 - $23.36 $3.3M - $3.48M
282K $6.32M
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
103K
+ 9.49%
$20.46 - $21.89 $2.11M - $2.26M
1.19M $26M
DFAS
Dimensional ETF Tr U S Small C

ETFs
36.3K
+ 83.83%
$52.31 - $63.72 $1.9M - $2.31M
79.5K $5.07M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
47.2K
+ 1963.99%
$50.47 - $54.75 $2.38M - $2.59M
49.6K $2.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
2.34K
+ 0.68%
$32.41 - $42.59 $75.7K - $99.4K
346K $14.7M
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.5K
+ 3.95%
$19.6 - $24.44 $559K - $697K
751K $18.4M
DFSV
Dimensional ETF Tr Dimensional

ETFs
64.5K
+ 32.74%
$24.21 - $29.47 $1.56M - $1.9M
262K $7.7M
AVEM
American Centy ETF Tr Avantis

ETFs
17.6K
+ 16.93%
$53.08 - $68.54 $935K - $1.21M
122K $8.34M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.64K
+ 2.03%
$108.12 - $135.04 $285K - $356K
132K $17.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
21K
+ 4.27%
$102.02 - $103.5 $2.15M - $2.18M
514K $52.9M
DFAE
Dimensional ETF Tr

ETFs
33.3K
+ 11.55%
$22.87 - $28.95 $761K - $963K
321K $9.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
28.5K
+ 10.55%
$29.12 - $35.84 $830K - $1.02M
298K $10.7M
VTI
Vanguard Total Stock Market Et

ETFs
1.82K
+ 4.91%
$243.75 - $303.93 $442K - $552K
38.8K $11.8M
DFUS
Dimensional ETF Tr U S Equity

ETFs
16.5K
+ 21.55%
$53.65 - $67.02 $886K - $1.11M
93.2K $6.25M
DFAI
Dimensional ETF Tr

ETFs
14.1K
+ 5.36%
$28.02 - $34.71 $395K - $489K
277K $9.58M
VV
Vanguard Large Cap ETF

ETFs
1.45K
+ 4.77%
$228.25 - $285.3 $332K - $415K
31.9K $9.11M
VEA
Vanguard Ftse Developed Market

ETFs
3.39K
+ 2.01%
$45.65 - $57.01 $155K - $193K
172K $9.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.83K
+ 67.14%
$152.42 - $182.82 $888K - $1.07M
14.5K $2.65M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
943
+ 0.3%
$34.72 - $42.74 $32.7K - $40.3K
313K $13.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.98K
+ 4.88%
$58.41 - $72.69 $291K - $362K
107K $7.78M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
19.7K
+ 12.16%
$23.66 - $29.99 $466K - $591K
182K $5.45M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
16.6K
+ 9.78%
$35.35 - $42.68 $587K - $708K
186K $7.94M
MSFT
Microsoft Corp

Technology
392
+ 5.98%
$354.56 - $497.45 $139K - $195K
6.95K $3.46M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.3K
+ 30.07%
$456.74 - $568.03 $593K - $737K
5.61K $3.19M
SCHA
Schwab Strategic Tr Us Small C

ETFs
20.9K
+ 9.23%
$20.42 - $25.3 $427K - $529K
247K $6.25M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.23K
+ 2.87%
$100.35 - $100.71 $926K - $930K
331K $33.3M
VTV
Vanguard Value ETF

ETFs
3.48K
+ 4.35%
$153.67 - $176.74 $534K - $615K
83.3K $14.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
16.9K
+ 10.77%
$50.52 - $50.92 $852K - $859K
173K $8.83M
AVUV
American Centy ETF Tr Avantis

ETFs
6.73K
+ 10.37%
$75.17 - $91.21 $506K - $613K
71.6K $6.52M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.69K
+ 0.95%
$39.89 - $49.46 $67.3K - $83.5K
179K $8.86M
DFIV
Dimensional ETF Tr

ETFs
4.16K
+ 2.39%
$34.67 - $43.21 $144K - $180K
178K $7.63M
TLT
Ishares Barclays 20+ Year Trea

ETFs
9.32K
+ 25.23%
$83.97 - $92.85 $783K - $865K
46.2K $4.08M
AVIV
American Centy ETF Tr Avantis
3.22K
+ 3.66%
$50.27 - $62.84 $162K - $203K
91.3K $5.69M
SCHR
Schwab Intermediate Term Us Tr

ETFs
25.1K
+ 37.91%
$24.54 - $25.07 $617K - $630K
91.4K $2.29M
NVDA
Nvidia Corp

Technology
1.58K
+ 21.69%
$94.31 - $157.99 $149K - $250K
8.88K $1.4M
VB
Vanguard Small Cap ETF

ETFs
1.78K
+ 14.96%
$193.73 - $237.37 $346K - $423K
13.7K $3.25M
DFIS
Dimensional ETF Tr Dimensional

ETFs
17.4K
+ 102.48%
$23.2 - $29.84 $403K - $518K
34.3K $1.02M
AVDE
American Centy ETF Tr Avantis

ETFs
4.69K
+ 15.59%
$59.32 - $74.36 $278K - $349K
34.8K $2.58M
AVLV
American Centy ETF Tr Avantis
7.06K
+ 27.82%
$56.85 - $68.21 $401K - $482K
32.4K $2.21M
MEAR
Blackrock Short Maturity Munic

ETFs
10.6K
+ 18.93%
$49.74 - $50.27 $527K - $533K
66.6K $3.35M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.28K
+ 5.12%
$29.36 - $35.56 $155K - $188K
108K $3.85M
AVDV
American Centy ETF Tr Avantis

ETFs
178
+ 0.41%
$61.76 - $79.32 $11K - $14.1K
43.9K $3.48M
VXF
Vanguard Extended Market ETF

ETFs
2.06K
+ 233.22%
$150.43 - $192.71 $310K - $398K
2.95K $568K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.93K
+ 1.27%
$19.1 - $23.83 $36.9K - $46K
154K $3.68M
JPM
Jpmorgan Chase & CO

Financial Services
80
+ 1.01%
$210.28 - $289.91 $16.8K - $23.2K
8.03K $2.33M
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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