Tortoise Investment Management, LLC New Holdings in Q3 2025

Tortoise Investment Management, LLC

  • $1.04 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FNDF
Schwab Fundamental Intl Large

ETFs
6.2K
New
$39.84 - $43.15 $247K - $267K
6.2K $266K
HYPR
Hyperfine, Inc.

Healthcare
45K
New
$0.69 - $1.52 $31K - $68.4K
45K $65K
PCQ
Pimco California Municipal Income Fund

Financial Services
6.26K
New
$8.19 - $8.8 $51.3K - $55.1K
6.26K $54K
RWL
Invesco Exchange Traded Fd Tr

ETFs
350
New
$102.17 - $110.66 $35.8K - $38.7K
350 $38K
BKIE
Bny Mellon ETF Tr Internationa

ETFs
425
New
$83.41 - $89.78 $35.4K - $38.2K
425 $38K
FNDX
Schwab Fundamental U S Large C

ETFs
840
New
$24.38 - $26.34 $20.5K - $22.1K
840 $22K
ITA
Ishares Tr

ETFs
100
New
$184.73 - $209.26 $18.5K - $20.9K
100 $20K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
237
New
$70.85 - $76.96 $16.8K - $18.2K
237 $18K
XAR
Spdr S&P Aerospace & Defense E

ETFs
60
New
$205.52 - $234.96 $12.3K - $14.1K
60 $14K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
2.83K
New
$4.36 - $5.16 $12.4K - $14.6K
2.83K $14K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
38
New
$275.84 - $326.36 $10.5K - $12.4K
38 $12K
IXP
Ishares Global Comm Services E

ETFs
100
New
$109.97 - $126.56 $11K - $12.7K
100 $12K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
226
New
$45.07 - $47.56 $10.2K - $10.7K
226 $10K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
82
New
$121.46 - $130.92 $9.96K - $10.7K
82 $10K
IFRA
Ishares Tr

ETFs
180
New
$49.77 - $52.82 $8.96K - $9.51K
180 $9K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
206
New
$42.43 - $45.05 $8.74K - $9.28K
206 $9K
INDA
Ishares Msci India Index Fund

ETFs
170
New
$51.98 - $55.84 $8.84K - $9.49K
170 $8K
HGLB
Highland Global Allocation Fund

N/A
863
New
$8.15 - $9.04 $7.03K - $7.8K
863 $7K
LVHI
Franklin International Low Vol

ETFs
227
New
$32.69 - $35.19 $7.42K - $7.99K
227 $7K
RACE
Ferrari N.V.

Consumer Cyclical
14
New
$436.24 - $517.65 $6.11K - $7.25K
14 $6K
SATS
Echo Star Corp

Technology
66
New
$26.33 - $83.57 $1.74K - $5.52K
66 $5K
SPMD
Spdr Portfolio

ETFs
87
New
$54.43 - $58.29 $4.74K - $5.07K
87 $4K
XLE
Energy Sector Spdr

ETFs
54
New
$84.25 - $91.99 $4.55K - $4.97K
54 $4K
FNF
Fidelity National Financial, Inc.

Financial Services
68
New
$51.22 - $61.07 $3.48K - $4.15K
68 $4K
DMAC
Dia Medica Therapeutics Inc.

Healthcare
500
New
$3.57 - $7.16 $1.79K - $3.58K
500 $3K
TSN
Tyson Foods, Inc.

Consumer Defensive
42
New
$52.3 - $57.69 $2.2K - $2.42K
42 $2K
XLB
Select Sector Spdr Fd Material

ETFs
16
New
$86.72 - $92.61 $1.39K - $1.48K
16 $1K
MSEX
Middlesex Water CO

Utilities
23
New
$51.52 - $56.15 $1.18K - $1.29K
23 $1K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
20
New
$53.57 - $54.48 $1.07K - $1.09K
20 $1K
PLOW
Douglas Dynamics, Inc

Consumer Cyclical
41
New
$27.91 - $34.0 $1.14K - $1.39K
41 $1K
CWT
California Water Service Group

Utilities
29
New
$44.32 - $47.59 $1.29K - $1.38K
29 $1K
FAF
First American Financial Corp

Financial Services
21
New
$54.73 - $68.13 $1.15K - $1.43K
21 $1K
MBUU
Malibu Boats, Inc.

Consumer Cyclical
40
New
$31.74 - $39.52 $1.27K - $1.58K
40 $1K
MHO
M/I Homes, Inc.

Consumer Cyclical
9
New
$111.91 - $157.22 $1.01K - $1.41K
9 $1K
CRDO
Credo Technology Group Holding LTD

Technology
8
New
$87.59 - $172.31 $701 - $1.38K
8 $1K
ENR
Energizer Holdings, Inc.

Industrials
1
New
$21.07 - $29.86 $21.1 - $29.9
1 $0
GKOS
Glaukos Corp

Healthcare
7
New
$79.92 - $106.55 $559 - $746
7 $0
ALRM
Alarm.Com Holdings, Inc.

Technology
1
New
$51.29 - $59.16 $51.3 - $59.2
1 $0
PR
Permian Resources Corporation

Energy
3
New
$12.8 - $14.51 $38.4 - $43.5
3 $0
LITE
Lumentum Holdings Inc.

Technology
5
New
$90.44 - $171.5 $452 - $858
5 $0
TPB
Turning Point Brands, Inc.

Consumer Defensive
1
New
$71.37 - $102.95 $71.4 - $103
1 $0
LAUR
Laureate Education, Inc.

Consumer Defensive
1
New
$22.6 - $31.57 $22.6 - $31.6
1 $0
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1
New
$104.99 - $166.52 $105 - $167
1 $0
INSW
International Seaways, Inc.

Energy
1
New
$37.03 - $49.12 $37 - $49.1
1 $0
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
1
New
$42.9 - $46.83 $42.9 - $46.8
1 $0
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1
New
$48.04 - $60.86 $48 - $60.9
1 $0
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
1
New
$73.9 - $84.4 $73.9 - $84.4
1 $0
Cidara Therapeutics Inc
1
New
N/A
1 $0
CRSP
Crispr Therapeutics Ag

Healthcare
1
New
$48.51 - $68.14 $48.5 - $68.1
1 $0
Activity Summary
Buys All Purchases 989 New Holdings 300 Increased Positions 689 Sells All Sells 232 Reductions 232 Sold out 0 Options Calls 6 Puts 7
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