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
BAC
Bank Of America Corp

Financial Services
395
+ 15.92%
$34.39 - $47.46 $13.6K - $18.7K
2.88K $136K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
316
+ 4.6%
$33.46 - $41.33 $10.6K - $13.1K
7.19K $297K
RTX
Raytheon Technologies Corp

Industrials
60
+ 3.5%
$113.75 - $148.48 $6.83K - $8.91K
1.78K $259K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
361
+ 6.14%
$77.74 - $78.78 $28.1K - $28.4K
6.24K $490K
NOW
Service Now, Inc.

Technology
20
+ 50.0%
$721.65 - $1040.18 $14.4K - $20.8K
60 $61K
SOFI
So Fi Technologies, Inc.

Financial Services
38
+ 0.86%
$9.5 - $18.21 $361 - $692
4.48K $81K
HON
Honeywell International Inc

Industrials
32
+ 3.19%
$182.86 - $232.88 $5.85K - $7.45K
1.04K $241K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
40
+ 0.83%
$40.79 - $50.93 $1.63K - $2.04K
4.84K $246K
AMD
Advanced Micro Devices Inc

Technology
65
+ 14.84%
$78.21 - $143.81 $5.08K - $9.35K
503 $71K
TRV
Travelers Companies, Inc.

Financial Services
86
+ 8.95%
$233.83 - $276.34 $20.1K - $23.8K
1.05K $280K
ZBRA
Zebra Technologies Corp

Technology
6
+ 0.69%
$213.54 - $309.26 $1.28K - $1.86K
880 $271K
JCI
Johnson Controls International PLC

Industrials
33
+ 3.82%
$71.14 - $105.62 $2.35K - $3.49K
897 $94K
T
At&T Inc.

Communication Services
588
+ 6.75%
$26.33 - $28.94 $15.5K - $17K
9.3K $269K
AMAT
Applied Materials Inc

Technology
37
+ 9.25%
$126.95 - $183.52 $4.7K - $6.79K
437 $80K
INTU
Intuit Inc

Technology
27
+ 540.0%
$544.07 - $787.63 $14.7K - $21.3K
32 $25K
MA
Mastercard Inc

Financial Services
34
+ 37.36%
$479.92 - $590.74 $16.3K - $20.1K
125 $70K
SNPS
Synopsys Inc

Technology
30
+ 55.56%
$380.9 - $517.66 $11.4K - $15.5K
84 $43K
HEI
Heico Corp

Industrials
4
+ 1.33%
$236.44 - $328.0 $946 - $1.31K
305 $100K
MPC
Marathon Petroleum Corp

Energy
14
+ 1.62%
$118.55 - $170.08 $1.66K - $2.38K
879 $146K
IGV
Ishares Expanded Tech Software

ETFs
100
+ 26.67%
$80.15 - $109.5 $8.02K - $11K
475 $52K
ISRG
Intuitive Surgical Inc

Healthcare
13
+ 5.24%
$451.58 - $565.94 $5.87K - $7.36K
261 $141K
UBER
Uber Technologies, Inc

Technology
193
+ 9650.0%
$64.62 - $93.3 $12.5K - $18K
195 $18K
ADBE
Adobe Inc.

Technology
44
+ 17.12%
$340.0 - $420.68 $15K - $18.5K
301 $116K
HBAN
Huntington Bancshares Inc

Financial Services
168
+ 2.02%
$12.49 - $16.76 $2.1K - $2.82K
8.47K $141K
MS
Morgan Stanley

Financial Services
52
+ 15.62%
$99.83 - $140.86 $5.19K - $7.32K
385 $54K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
165
+ 35.11%
$59.98 - $74.92 $9.9K - $12.4K
635 $47K
BPMC
Blueprint Medicines Corp

Healthcare
1
+ 0.25%
$79.22 - $128.4 $79.2 - $128
397 $50K
WFC
Wells Fargo & Company

Financial Services
148
+ 32.89%
$60.98 - $80.12 $9.03K - $11.9K
598 $47K
TROW
Price T Rowe Group Inc

Financial Services
11
+ 0.39%
$80.27 - $98.06 $883 - $1.08K
2.83K $273K
URI
United Rentals, Inc.

Industrials
3
+ 3.0%
$551.94 - $753.4 $1.66K - $2.26K
103 $77K
ET
Energy Transfer LP

Energy
912
+ 15.42%
$15.65 - $18.93 $14.3K - $17.3K
6.83K $123K
ABT
Abbott Laboratories

Healthcare
77
+ 10.72%
$123.95 - $138.08 $9.54K - $10.6K
795 $108K
XLY
Select Sector Spdr Consumer Di

ETFs
50
+ 75.76%
$176.34 - $218.59 $8.82K - $10.9K
116 $25K
BX
Blackstone Inc.

Financial Services
30
+ 3.86%
$120.07 - $151.11 $3.6K - $4.53K
808 $120K
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 0.91%
$335.24 - $380.78 $10.4K - $11.8K
3.43K $1.26M
C
Citigroup Inc

Financial Services
87
+ 31.18%
$58.13 - $85.12 $5.06K - $7.41K
366 $31K
LECO
Lincoln Electric Holdings Inc

Industrials
5
+ 0.89%
$167.18 - $211.38 $836 - $1.06K
568 $117K
ADI
Analog Devices Inc

Technology
20
+ 12.82%
$164.6 - $238.02 $3.29K - $4.76K
176 $41K
VST
Vistra Corp.

Utilities
12
+ 12.0%
$98.07 - $195.04 $1.18K - $2.34K
112 $21K
IAU
Ishares Gold Trust

ETFs
115
+ 12.78%
$56.1 - $64.74 $6.45K - $7.45K
1.02K $63K
EW
Edwards Lifesciences Corp

Healthcare
30
+ 2.3%
$67.07 - $78.22 $2.01K - $2.35K
1.34K $104K
VRT
Vertiv Holdings CO

Industrials
115
+ 76.67%
N/A
265 $22K
XLU
Utilities Sector Spdr

ETFs
90
+ 10.18%
$73.09 - $82.77 $6.58K - $7.45K
974 $79K
MCHP
Microchip Technology Inc

Technology
1
+ 0.22%
$35.34 - $71.6 $35.3 - $71.6
449 $31K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2
+ 0.48%
$153.22 - $199.8 $306 - $400
421 $78K
CRM
Salesforce, Inc.

Technology
34
+ 109.68%
$236.26 - $291.15 $8.03K - $9.9K
65 $17K
CVS
Cvs Health Corp

Healthcare
66
+ 2.98%
$60.04 - $70.18 $3.96K - $4.63K
2.28K $157K
BSX
Boston Scientific Corp

Healthcare
71
+ 161.36%
$89.7 - $107.41 $6.37K - $7.63K
115 $12K
PYPL
Pay Pal Holdings, Inc.

Financial Services
48
+ 9.32%
$57.41 - $74.81 $2.76K - $3.59K
563 $41K
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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