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
GGG
Graco Inc

Industrials
3
+ 27.27%
$74.02 - $87.26 $222 - $262
14 $1K
DD
Du Pont De Nemours, Inc.

Basic Materials
19
+ 45.24%
$55.13 - $75.25 $1.05K - $1.43K
61 $4K
DHR
Danaher Corp

Healthcare
4
+ 10.26%
$174.64 - $205.16 $699 - $821
43 $8K
STLD
Steel Dynamics Inc

Basic Materials
6
+ 6.0%
N/A
106 $10K
FDS
Factset Research Systems Inc

Financial Services
3
+ 13.64%
$398.85 - $473.32 $1.2K - $1.42K
25 $11K
ODFL
Old Dominion Freight Line, Inc.

Industrials
8
+ 200.0%
$146.74 - $176.07 $1.17K - $1.41K
12 $1K
SYF
Synchrony Financial

Financial Services
17
+ 85.0%
$43.81 - $66.74 $745 - $1.13K
37 $2K
VMC
Vulcan Materials CO

Basic Materials
5
+ 100.0%
$226.49 - $276.01 $1.13K - $1.38K
10 $2K
VTRS
Viatris Inc

Healthcare
122
+ 642.11%
$7.26 - $9.12 $886 - $1.11K
141 $1K
ZTS
Zoetis Inc.

Healthcare
17
+ 8.02%
$144.41 - $170.3 $2.45K - $2.9K
229 $35K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
19
+ 22.62%
$32.56 - $35.71 $619 - $678
103 $3K
SO
Southern CO

Utilities
17
+ 3.39%
$84.91 - $92.56 $1.44K - $1.57K
519 $47K
PJT
Pjt Partners Inc.

Financial Services
3
+ 13.64%
$125.44 - $166.41 $376 - $499
25 $4K
KIM
Kimco Realty Corp

Real Estate
43
+ 13.61%
$18.7 - $21.69 $804 - $933
359 $7K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
9
+ 1.27%
$16.37 - $18.59 $147 - $167
718 $13K
OTIS
Otis Worldwide Corp

Industrials
15
+ 12.0%
$90.88 - $104.3 $1.36K - $1.56K
140 $13K
CHY
Calamos Convertible & High Income Fund

Financial Services
31
+ 3.04%
$9.18 - $10.99 $285 - $341
1.05K $11K
GDDY
Go Daddy Inc.

Technology
5
+ 19.23%
$162.11 - $192.36 $811 - $962
31 $5K
MKTX
Marketaxess Holdings Inc

Financial Services
4
+ 57.14%
$203.19 - $231.09 $813 - $924
11 $2K
BIIB
Biogen Inc.

Healthcare
9
+ 22.5%
$113.38 - $135.49 $1.02K - $1.22K
49 $6K
PAYX
Paychex Inc

Industrials
14
+ 10.69%
$137.01 - $159.78 $1.92K - $2.24K
145 $21K
OXY
Occidental Petroleum Corp

Energy
25
+ 178.57%
$36.11 - $49.33 $903 - $1.23K
39 $1K
TOL
Toll Brothers, Inc.

Consumer Cyclical
3
+ 6.0%
$90.5 - $114.3 $272 - $343
53 $6K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
+ 37.5%
$143.35 - $197.67 $430 - $593
11 $2K
CACI
Caci International Inc

Technology
3
+ 50.0%
N/A
9 $3K
AFL
Aflac Inc

Financial Services
22
+ 9.69%
$99.77 - $112.45 $2.19K - $2.47K
249 $26K
BKR
Baker Hughes CO

Energy
31
+ 27.43%
$35.0 - $44.92 $1.09K - $1.39K
144 $5K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
29
+ 2900.0%
$87.84 - $1441.89 $2.55K - $41.8K
30 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
13
+ 1.69%
$126.62 - $154.26 $1.65K - $2.01K
782 $99K
WPC
W. P. Carey Inc.

Real Estate
11
+ 1.58%
$56.12 - $64.53 $617 - $710
708 $44K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 40.0%
$415.82 - $510.91 $832 - $1.02K
7 $3K
TRU
Trans Union

Industrials
9
+ 64.29%
$69.26 - $91.89 $623 - $827
23 $2K
PTC
Ptc Inc.

Technology
4
+ 26.67%
$136.74 - $173.24 $547 - $693
19 $3K
WEX
Wex Inc.

Technology
1
+ 16.67%
$113.47 - $161.8 $113 - $162
7 $1K
BR
Broadridge Financial Solutions, Inc.

Technology
4
+ 57.14%
$217.22 - $246.25 $869 - $985
11 $2K
PCYO
Pure Cycle Corp

Utilities
105
+ 1050.0%
$9.86 - $11.0 $1.04K - $1.16K
115 $1K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
24
+ 2.43%
$10.6 - $12.44 $254 - $299
1.01K $12K
VZ
Verizon Communications Inc

Communication Services
221
+ 5.46%
$41.67 - $45.62 $9.21K - $10.1K
4.27K $184K
IEX
Idex Corp

Industrials
4
+ 44.44%
$160.66 - $191.29 $643 - $765
13 $2K
MANH
Manhattan Associates Inc

Technology
2
+ 40.0%
$143.9 - $197.47 $288 - $395
7 $1K
NUE
Nucor Corp

Basic Materials
7
+ 13.73%
$103.22 - $131.43 $723 - $920
58 $7K
IRM
Iron Mountain Inc

Real Estate
12
+ 240.0%
$76.93 - $105.25 $923 - $1.26K
17 $1K
BALL
Ball Corp

Consumer Cyclical
23
+ 23.47%
$44.94 - $56.99 $1.03K - $1.31K
121 $6K
PSX
Phillips 66

Energy
13
+ 8.13%
$92.87 - $125.73 $1.21K - $1.63K
173 $20K
JBHT
Hunt J B Transport Services Inc

Industrials
10
+ 125.0%
$124.73 - $152.78 $1.25K - $1.53K
18 $2K
CSL
Carlisle Companies Inc

Industrials
3
+ 23.08%
$317.1 - $408.5 $951 - $1.23K
16 $5K
NBIX
Neurocrine Biosciences Inc

Healthcare
9
+ 75.0%
$87.54 - $128.18 $788 - $1.15K
21 $2K
TGT
Target Corp

Consumer Defensive
22
+ 11.17%
$88.76 - $105.77 $1.95K - $2.33K
219 $21K
PRU
Prudential Financial Inc

Financial Services
15
+ 9.15%
$95.12 - $112.71 $1.43K - $1.69K
179 $19K
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