Tortoise Investment Management, LLC New Holdings in Q2 2025

Tortoise Investment Management, LLC

  • $981 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
293K
New
$48.46 - $50.2 $14.2M - $14.7M
293K $14.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.7K
New
$50.34 - $51.86 $388K - $399K
7.7K $395K
FXB
Invesco Currency Shares British Pound Sterling Trust

ETFs
1.55K
New
$122.45 - $132.19 $189K - $204K
1.55K $204K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
9K
New
$11.71 - $19.37 $105K - $174K
9K $144K
IGOV
Ishares 1 3 International Trea

ETFs
2.41K
New
$39.53 - $43.1 $95.3K - $104K
2.41K $103K
FXE
Invesco Currency Shares Euro Trust

ETFs
925
New
$99.56 - $108.79 $92.1K - $101K
925 $100K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
300
New
$54.27 - $63.01 $16.3K - $18.9K
300 $18K
XJR
Ishares Tresg Screened S&P Sma

ETFs
400
New
$32.75 - $39.55 $13.1K - $15.8K
400 $15K
IYT
Ishares Tr U.S. Transportation

ETFs
200
New
$55.22 - $68.54 $11K - $13.7K
200 $13K
FHN
First Horizon Corp

Financial Services
577
New
$16.21 - $21.2 $9.35K - $12.2K
577 $12K
TDG
Trans Digm Group Inc

Industrials
5
New
$1231.75 - $1520.64 $6.16K - $7.6K
5 $7K
DE
Deere & CO

Industrials
10
New
$412.99 - $531.48 $4.13K - $5.31K
10 $5K
GILD
Gilead Sciences, Inc.

Healthcare
43
New
$96.91 - $113.0 $4.17K - $4.86K
43 $4K
GHC
Graham Holdings CO

Consumer Defensive
5
New
$876.56 - $1003.53 $4.38K - $5.02K
5 $4K
CRON
Cronos Group Inc.

Healthcare
2.5K
New
$1.62 - $2.14 $4.05K - $5.35K
2.5K $4K
CME
Cme Group Inc.

Financial Services
17
New
$252.37 - $290.71 $4.29K - $4.94K
17 $4K
SPOT
Spotify Technology S.A.

Communication Services
5
New
$503.3 - $775.9 $2.52K - $3.88K
5 $3K
CACC
Credit Acceptance Corp

Financial Services
7
New
$443.32 - $529.8 $3.1K - $3.71K
7 $3K
MSGS
Madison Square Garden Sports Corp.

Communication Services
18
New
$175.61 - $208.95 $3.16K - $3.76K
18 $3K
HCA
Hca Healthcare, Inc.

Healthcare
8
New
$317.61 - $387.52 $2.54K - $3.1K
8 $3K
EQIX
Equinix Inc

Real Estate
4
New
$740.07 - $914.43 $2.96K - $3.66K
4 $3K
CTAS
Cintas Corp

Industrials
14
New
$190.11 - $227.66 $2.66K - $3.19K
14 $3K
RNR
Renaissancere Holdings LTD

Financial Services
15
New
$220.37 - $253.95 $3.31K - $3.81K
15 $3K
APP
App Lovin Corp

Technology
9
New
$219.37 - $417.89 $1.97K - $3.76K
9 $3K
GEF
Greif, Inc

Consumer Cyclical
48
New
$49.01 - $66.46 $2.35K - $3.19K
48 $3K
MSTR
Microstrategy Inc

Technology
9
New
$237.95 - $421.61 $2.14K - $3.79K
9 $3K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
206
New
$12.23 - $15.46 $2.52K - $3.18K
206 $3K
KAI
Kadant Inc

Industrials
11
New
$286.24 - $350.17 $3.15K - $3.85K
11 $3K
BUG
Global X Fds Cybersecurity ETF

ETFs
100
New
$29.9 - $37.1 $2.99K - $3.71K
100 $3K
WELL
Welltower Inc.

Real Estate
26
New
$136.49 - $155.22 $3.55K - $4.04K
26 $3K
KKR
Kkr & Co. Inc.

Financial Services
25
New
$92.79 - $134.29 $2.32K - $3.36K
25 $3K
GWW
W.W. Grainger, Inc.

Industrials
3
New
$919.93 - $1101.66 $2.76K - $3.3K
3 $3K
XEL
Xcel Energy Inc

Utilities
57
New
$65.65 - $72.39 $3.74K - $4.13K
57 $3K
CDNS
Cadence Design Systems Inc

Technology
11
New
$231.64 - $323.08 $2.55K - $3.55K
11 $3K
GD
General Dynamics Corp

Industrials
11
New
$247.68 - $291.66 $2.72K - $3.21K
11 $3K
OSIS
Osi Systems Inc

Technology
14
New
$174.22 - $239.05 $2.44K - $3.35K
14 $3K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
9
New
$177.93 - $313.14 $1.6K - $2.82K
9 $2K
MRVL
Marvell Technology, Inc.

Technology
33
New
$49.38 - $79.97 $1.63K - $2.64K
33 $2K
CENTA
Central Garden & Pet Company C

Consumer Defensive
82
New
$29.57 - $32.86 $2.42K - $2.69K
82 $2K
TFC
Truist Financial Corp

Financial Services
66
New
$34.79 - $42.99 $2.3K - $2.84K
66 $2K
ITT
Itt Inc.

Industrials
13
New
$112.67 - $157.95 $1.46K - $2.05K
13 $2K
FDX
Fedex Corp

Industrials
9
New
$198.07 - $245.17 $1.78K - $2.21K
9 $2K
MSCI
Msci Inc.

Financial Services
4
New
$506.56 - $576.74 $2.03K - $2.31K
4 $2K
PFG
Principal Financial Group Inc

Financial Services
28
New
$69.56 - $86.19 $1.95K - $2.41K
28 $2K
SPG
Simon Property Group Inc

Real Estate
13
New
$140.37 - $171.44 $1.82K - $2.23K
13 $2K
ADSK
Autodesk, Inc.

Technology
9
New
N/A
9 $2K
DLR
Digital Realty Trust, Inc.

Real Estate
15
New
$136.11 - $177.69 $2.04K - $2.67K
15 $2K
SAM
Boston Beer CO Inc

Consumer Defensive
13
New
$187.06 - $249.73 $2.43K - $3.25K
13 $2K
ROP
Roper Technologies Inc

Industrials
4
New
$519.19 - $590.78 $2.08K - $2.36K
4 $2K
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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