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
EPAM
Epam Systems, Inc.

Technology
2
+ 1.89%
N/A
108 $20K
DHI
Horton D R Inc

Consumer Cyclical
8
+ 160.0%
$115.1 - $129.63 $921 - $1.04K
13 $1K
CHK
Chesapeake Energy Corp

Energy
7
+ 33.33%
N/A
28 $2K
DVN
Devon Energy Corp

Energy
23
+ 109.52%
$26.8 - $37.92 $616 - $872
44 $1K
TFSL
Tfs Financial Corp

Financial Services
11
+ 1.22%
$11.62 - $13.54 $128 - $149
911 $11K
CHH
Choice Hotels International Inc

Consumer Cyclical
1
+ 6.25%
$117.49 - $134.0 $117 - $134
17 $2K
Ea Series Trust
13.4K
+ 10.64%
N/A
139K $0
NDSN
Nordson Corp

Industrials
2
+ 40.0%
$167.51 - $223.5 $335 - $447
7 $1K
LSTR
Landstar System Inc

Industrials
2
+ 25.0%
$131.55 - $151.93 $263 - $304
10 $1K
AEE
Ameren Corp

Utilities
2
+ 9.09%
$94.23 - $101.68 $188 - $203
24 $2K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
4
+ 16.67%
$225.56 - $335.19 $902 - $1.34K
28 $6K
MSI
Motorola Solutions, Inc.

Technology
6
+ 4.76%
$394.72 - $440.39 $2.37K - $2.64K
132 $55K
ATR
Aptargroup, Inc.

Healthcare
2
+ 20.0%
$133.66 - $158.53 $267 - $317
12 $1K
Ge Healthcare Technologies I
79
+ 33.19%
N/A
317 $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3
+ 150.0%
$107.83 - $119.94 $323 - $360
5 $0
Lam Research Corp
58
+ 193.33%
N/A
88 $0
VICI
Vici Properties Inc.

Real Estate
4
+ 0.98%
$29.41 - $32.97 $118 - $132
411 $13K
DLTR
Dollar Tree, Inc.

Consumer Defensive
8
+ 400.0%
$67.22 - $100.51 $538 - $804
10 $0
L
Loews Corp

Financial Services
6
+ 1.33%
$80.89 - $92.09 $485 - $553
456 $41K
ELV
Elevance Health, Inc.

Healthcare
4
+ 14.29%
$372.27 - $452.69 $1.49K - $1.81K
32 $12K
INSP
Inspire Medical Systems, Inc.

Healthcare
1
+ 20.0%
$127.18 - $161.88 $127 - $162
6 $0
Veralto Corp
22
+ 550.0%
N/A
26 $0
FLC
Flaherty & Crumrine Total Return Fund Inc

Financial Services
3
+ 1.76%
$15.35 - $17.0 $46.1 - $51
173 $2K
CI
Cigna Corp

Healthcare
2
+ 4.08%
$301.89 - $340.04 $604 - $680
51 $16K
WST
West Pharmaceutical Services Inc

Healthcare
4
+ 2.47%
$190.39 - $227.7 $762 - $911
166 $36K
BAH
Booz Allen Hamilton Holding Corp

Industrials
4
+ 33.33%
$99.97 - $129.69 $400 - $519
16 $1K
Doubleline ETF Trust
20.8K
+ 6.94%
N/A
320K $0
EEMX
Spdr Idx Shs Fds Msci Emerging
56
+ 0.44%
N/A
12.9K $0
American Centy ETF Tr
2.21K
+ 43.85%
N/A
7.26K $0
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
11
+ 2.08%
$10.28 - $11.04 $113 - $121
539 $5K
Ishares Ethereum Tr
1.5K
+ 60.0%
N/A
4K $0
HEIA
Heico Crp Cl A
5
+ 0.17%
N/A
3.01K $0
IT
Gartner Inc

Technology
4
+ 2.55%
$377.5 - $449.52 $1.51K - $1.8K
161 $65K
AON
Aon PLC

Financial Services
6
+ 13.04%
$335.85 - $398.81 $2.02K - $2.39K
52 $18K
Grayscale Bitcoin Mini Tr Et
14
+ 140.0%
N/A
24 $0
Blackrock Inc
5
+ 13.51%
N/A
42 $0
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
4
+ 1.8%
$11.45 - $12.35 $45.8 - $49.4
226 $2K
SLB
Schlumberger Limited

Energy
46
+ 23.0%
$31.95 - $42.2 $1.47K - $1.94K
246 $8K
RKT
Rocket Companies, Inc.

Financial Services
11
+ 5.5%
$11.11 - $15.4 $122 - $169
211 $2K
Linde PLC
19
+ 19.0%
N/A
119 $0
RGA
Reinsurance Group Of America Inc

Financial Services
2
+ 12.5%
$168.32 - $209.71 $337 - $419
18 $3K
UAE
Ishares Tr Ishares Msci Uae Et

ETFs
4
+ 2.0%
$15.58 - $18.78 $62.3 - $75.1
204 $3K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
7
+ 31.82%
$96.84 - $99.46 $678 - $696
29 $2K
IQV
Iqvia Holdings Inc.

Healthcare
6
+ 20.0%
$137.0 - $174.37 $822 - $1.05K
36 $5K
BURL
Burlington Stores, Inc.

Consumer Cyclical
3
+ 33.33%
$215.78 - $270.12 $647 - $810
12 $2K
Ge Vernova Inc
204
+ 100.49%
N/A
407 $0
Doubleline ETF Trust
199K
+ 1912.68%
N/A
209K $0
OKTA
Okta, Inc.

Technology
4
+ 200.0%
$91.24 - $127.3 $365 - $509
6 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
5
+ 41.67%
$100.44 - $129.37 $502 - $647
17 $1K
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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