Tortoise Investment Management, LLC Incresed Positions in Q1 2025

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHQ
Schwab Strategic Tr Long Term

ETFs
1.37K
+ 43.26%
$30.72 - $33.22 $41.9K - $45.3K
4.52K $148K
VNQ
Vanguard Specialized Funds Van

ETFs
300
+ 2.11%
$85.55 - $94.34 $25.7K - $28.3K
14.5K $1.32M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26
+ 0.18%
$58.01 - $64.46 $1.51K - $1.68K
14.3K $887K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
525
+ 9.25%
$55.47 - $61.45 $29.1K - $32.3K
6.2K $365K
HON
Honeywell International Inc

Industrials
251
+ 33.33%
$202.75 - $226.52 $50.9K - $56.9K
1K $212K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
416
+ 7.62%
$76.94 - $78.28 $32K - $32.6K
5.88K $459K
XLC
Select Sector Spdr Tr Communic

ETFs
375
+ 46.88%
$94.84 - $105.31 $35.6K - $39.5K
1.18K $113K
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.06%
$114.1 - $135.66 $114 - $136
1.72K $227K
VZ
Verizon Communications Inc

Communication Services
21
+ 0.52%
$37.81 - $46.49 $794 - $976
4.05K $183K
VHT
Vanguard Health Care ETF

ETFs
51
+ 5.96%
$254.06 - $273.83 $13K - $14K
906 $239K
AVSU
American Centy ETF Tr Avantis

ETFs
590
+ 12.47%
$61.4 - $69.08 $36.2K - $40.8K
5.32K $331K
KEY
Keycorp

Financial Services
1.21K
+ 54.07%
$15.15 - $18.3 $18.3K - $22.1K
3.44K $55K
DFAR
Dimensional ETF Tr Dimensional

ETFs
420
+ 3.5%
$22.35 - $24.52 $9.39K - $10.3K
12.4K $295K
NYF
Ishares New York Muni Bond ETF

ETFs
300
+ 8.79%
$52.33 - $53.92 $15.7K - $16.2K
3.71K $195K
KMI
Kinder Morgan, Inc.

Energy
20
+ 0.18%
$26.1 - $31.22 $522 - $624
11.2K $318K
SJM
J M Smucker CO

Consumer Defensive
100
+ 86.96%
$100.41 - $118.41 $10K - $11.8K
215 $25K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
24
+ 0.76%
$39.43 - $44.62 $946 - $1.07K
3.19K $137K
BND
Vanguard Bd Index Fd Inc Total

ETFs
110
+ 5.86%
$71.17 - $73.66 $7.83K - $8.1K
1.99K $146K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.15%
$161.24 - $173.33 $322 - $347
1.38K $234K
COP
Conocophillips

Energy
1
+ 0.06%
$88.6 - $105.85 $88.6 - $106
1.77K $185K
TRC
Tejon Ranch CO

Industrials
600
+ 6.9%
$15.02 - $16.47 $9.01K - $9.88K
9.3K $147K
DVA
Davita Inc.

Healthcare
50
+ 50.0%
$140.0 - $177.35 $7K - $8.87K
150 $22K
VIS
Vanguard Industrial ETF

ETFs
44
+ 7.33%
$243.63 - $273.99 $10.7K - $12.1K
644 $159K
MPC
Marathon Petroleum Corp

Energy
5
+ 0.58%
$134.72 - $159.03 $674 - $795
865 $126K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
2
+ 0.14%
$42.3 - $53.69 $84.6 - $107
1.46K $76K
SHEL
Shell PLC

Energy
1
+ 0.2%
$62.84 - $73.29 $62.8 - $73.3
507 $37K
TFSL
Tfs Financial Corp

Financial Services
500
+ 125.0%
$12.02 - $13.88 $6.01K - $6.94K
900 $11K
MO
Altria Group, Inc.

Consumer Defensive
4
+ 0.55%
$50.81 - $60.02 $203 - $240
732 $43K
BMY
Bristol Myers Squibb CO

Healthcare
1
+ 0.08%
$53.9 - $63.11 $53.9 - $63.1
1.28K $77K
VRT
Vertiv Holdings CO

Industrials
50
+ 50.0%
N/A
150 $12K
ITUB
Itau Unibanco Holding S.A.

Financial Services
219
+ 9.97%
$4.87 - $6.28 $1.07K - $1.38K
2.42K $13K
DRI
Darden Restaurants Inc

Consumer Cyclical
1
+ 0.95%
$180.02 - $208.56 $180 - $209
106 $22K
BAX
Baxter International Inc

Healthcare
2
+ 0.36%
$29.26 - $36.57 $58.5 - $73.1
562 $19K
VCR
Vanguard Consumer Discretionar

ETFs
83
+ 16.63%
$318.51 - $391.75 $26.4K - $32.5K
582 $189K
MDT
Medtronic PLC

Healthcare
1
+ 0.74%
$79.84 - $94.5 $79.8 - $94.5
136 $12K
VICI
Vici Properties Inc.

Real Estate
5
+ 1.24%
$28.21 - $32.68 $141 - $163
407 $13K
CCI
Crown Castle International Corp

Real Estate
1
+ 0.48%
$84.33 - $106.39 $84.3 - $106
211 $21K
LECO
Lincoln Electric Holdings Inc

Industrials
2
+ 0.36%
$180.51 - $216.81 $361 - $434
563 $106K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 46.67%
$95.85 - $99.25 $671 - $695
22 $2K
F
Ford Motor CO

Consumer Cyclical
31
+ 2.61%
$9.12 - $10.43 $283 - $323
1.22K $12K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 0.29%
$39.18 - $43.52 $78.4 - $87
703 $29K
BDX
Becton Dickinson & CO

Healthcare
1
+ 0.4%
$222.79 - $249.08 $223 - $249
252 $57K
Ea Series Trust
29.6K
+ 30.89%
N/A
125K $0
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.18%
$34.5 - $43.01 $34.5 - $43
569 $21K
CARY
Angel Oak Fds Tr Income Etf(De
19.3K
+ 3.39%
N/A
590K $0
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
2
+ 1.19%
$16.54 - $17.22 $33.1 - $34.4
170 $2K
EEMX
Spdr Idx Shs Fds Msci Emerging
200
+ 1.58%
N/A
12.8K $0
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
10
+ 1.93%
$10.77 - $11.29 $108 - $113
528 $5K
HEIA
Heico Crp Cl A
1
+ 0.03%
N/A
3.01K $0
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 212 Reductions 211 Sold out 1 Options Calls 7 Puts 3
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