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
AMT
American Tower Corp

Real Estate
18
+ 33.33%
$203.96 - $228.19 $3.67K - $4.11K
72 $15K
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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
66
+ 0.28%
$45.2 - $46.6 $2.98K - $3.08K
23.9K $1.11M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
11
+ 23.91%
$160.22 - $209.35 $1.76K - $2.3K
57 $11K
SHW
Sherwin Williams CO

Basic Materials
9
+ 30.0%
$313.51 - $363.51 $2.82K - $3.27K
39 $13K
HSIC
Henry Schein Inc

Healthcare
4
+ 0.67%
$62.7 - $73.66 $251 - $295
602 $43K
SPXC
Spx Corp

Industrials
2
+ 3.45%
$120.66 - $167.68 $241 - $335
60 $10K
AIG
American International Group, Inc.

Financial Services
40
+ 102.56%
$77.56 - $87.72 $3.1K - $3.51K
79 $6K
FISV
Fiserv Inc

Technology
23
+ 29.49%
N/A
101 $12K
WM
Waste Management Inc

Industrials
15
+ 5.38%
$216.47 - $242.1 $3.25K - $3.63K
294 $67K
CCL
Carnival Corp

Consumer Cyclical
59
+ 59.0%
$16.43 - $28.12 $969 - $1.66K
159 $4K
HII
Huntington Ingalls Industries, Inc.

Industrials
5
+ 9.62%
$183.31 - $241.46 $917 - $1.21K
57 $13K
F
Ford Motor CO

Consumer Cyclical
239
+ 19.62%
$8.69 - $10.85 $2.08K - $2.59K
1.46K $15K
TYL
Tyler Technologies Inc

Technology
3
+ 3.57%
$521.68 - $592.84 $1.57K - $1.78K
87 $51K
OLED
Universal Display Corp Pa

Technology
2
+ 1.0%
$106.6 - $161.02 $213 - $322
203 $31K
UPS
United Parcel Service Inc

Industrials
31
+ 119.23%
$91.92 - $110.2 $2.85K - $3.42K
57 $5K
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
PCAR
Paccar Inc

Industrials
25
+ 138.89%
$86.4 - $99.09 $2.16K - $2.48K
43 $4K
ITW
Illinois Tool Works Inc

Industrials
13
+ 6.37%
$218.41 - $252.43 $2.84K - $3.28K
217 $53K
VRSN
Verisign Inc

Technology
5
+ 27.78%
$234.49 - $288.8 $1.17K - $1.44K
23 $6K
TDY
Teledyne Technologies Inc

Technology
3
+ 23.08%
$435.54 - $512.31 $1.31K - $1.54K
16 $8K
PPG
Ppg Industries Inc

Basic Materials
9
+ 4.39%
$91.66 - $115.04 $825 - $1.04K
214 $24K
IR
Ingersoll Rand Inc.

Industrials
22
+ 314.29%
$66.75 - $84.94 $1.47K - $1.87K
29 $2K
DRI
Darden Restaurants Inc

Consumer Cyclical
5
+ 4.72%
$186.58 - $225.78 $933 - $1.13K
111 $24K
ATI
Allegheny Technologies Inc

Industrials
3
+ 6.0%
$41.97 - $86.8 $126 - $260
53 $4K
SBUX
Starbucks Corp

Consumer Cyclical
66
+ 9.72%
$79.69 - $99.41 $5.26K - $6.56K
745 $68K
MKL
Markel Corp

Financial Services
1
+ 100.0%
$1678.5 - $1997.36 $1.68K - $2K
2 $3K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1
+ 2.0%
$87.64 - $143.29 $87.6 - $143
51 $7K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
43
+ 1.82%
$7.42 - $8.86 $319 - $381
2.41K $21K
MTD
Mettler Toledo International Inc

Healthcare
3
+ 1.5%
$970.15 - $1216.57 $2.91K - $3.65K
203 $238K
LII
Lennox International Inc

Industrials
3
+ 75.0%
$508.76 - $605.77 $1.53K - $1.82K
7 $4K
WDFC
Wd 40 CO

Basic Materials
14
+ 16.47%
$217.49 - $248.93 $3.04K - $3.49K
99 $22K
POOL
Pool Corp

Industrials
6
+ 300.0%
$285.0 - $325.66 $1.71K - $1.95K
8 $2K
ROK
Rockwell Automation, Inc

Industrials
4
+ 66.67%
$218.97 - $332.17 $876 - $1.33K
10 $3K
CCI
Crown Castle International Corp

Real Estate
19
+ 9.0%
$94.83 - $107.06 $1.8K - $2.03K
230 $23K
FE
Firstenergy Corp

Utilities
43
+ 18.53%
$38.31 - $43.17 $1.65K - $1.86K
275 $11K
EOG
Eog Resources Inc

Energy
20
+ 95.24%
$104.61 - $129.97 $2.09K - $2.6K
41 $4K
VRSK
Verisk Analytics, Inc.

Industrials
5
+ 33.33%
$277.03 - $321.33 $1.39K - $1.61K
20 $6K
NOC
Northrop Grumman Corp

Industrials
9
+ 4.46%
$456.3 - $540.39 $4.11K - $4.86K
211 $105K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
3
+ 150.0%
$328.01 - $475.68 $984 - $1.43K
5 $2K
TLRY
Tilray Brands, Inc.

Healthcare
5K
+ 952.38%
$0.36 - $0.65 $1.8K - $3.25K
5.53K $2K
O
Realty Income Corp

Real Estate
35
+ 8.58%
$52.27 - $58.52 $1.83K - $2.05K
443 $25K
MORN
Morningstar, Inc.

Financial Services
4
+ 44.44%
$255.31 - $313.93 $1.02K - $1.26K
13 $4K
CMCSA
Comcast Corp

Communication Services
219
+ 4.63%
$32.84 - $36.72 $7.19K - $8.04K
4.95K $176K
EL
Estee Lauder Companies Inc

Consumer Defensive
17
+ 27.42%
$50.06 - $80.8 $851 - $1.37K
79 $6K
VLO
Valero Energy Corp

Energy
10
+ 22.22%
$104.69 - $141.77 $1.05K - $1.42K
55 $7K
WRB
Berkley W R Corp

Financial Services
22
+ 28.57%
$64.28 - $75.17 $1.41K - $1.65K
99 $7K
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
Track This Portfolio

Track Tortoise Investment Management, LLC Portfolio

Follow Tortoise Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tortoise Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tortoise Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email