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
AME
Ametek Inc

Industrials
9
New
$151.41 - $182.75 $1.36K - $1.64K
9 $1K
WTW
Willis Towers Watson PLC

Financial Services
4
New
$295.96 - $337.43 $1.18K - $1.35K
4 $1K
PSA
Public Storage

Real Estate
5
New
$266.31 - $309.77 $1.33K - $1.55K
5 $1K
NTRS
Northern Trust Corp

Financial Services
8
New
$84.45 - $126.79 $676 - $1.01K
8 $1K
FITB
Fifth Third Bancorp

Financial Services
40
New
$33.32 - $41.51 $1.33K - $1.66K
40 $1K
TRGP
Targa Resources Corp.

Energy
7
New
$157.32 - $205.72 $1.1K - $1.44K
7 $1K
STT
State Street Corp

Financial Services
16
New
$75.33 - $106.34 $1.21K - $1.7K
16 $1K
DXCM
Dexcom Inc

Healthcare
16
New
$59.83 - $87.57 $957 - $1.4K
16 $1K
CVCO
Cavco Industries Inc.

Consumer Cyclical
4
New
$396.53 - $537.62 $1.59K - $2.15K
4 $1K
MTB
M&T Bank Corp

Financial Services
6
New
$156.58 - $193.99 $939 - $1.16K
6 $1K
THC
Tenet Healthcare Corp

Healthcare
7
New
$110.41 - $176.0 $773 - $1.23K
7 $1K
PIPR
Piper Sandler Companies

Financial Services
6
New
$210.78 - $281.82 $1.26K - $1.69K
6 $1K
SQ
Block, Inc.

Technology
23
New
N/A
23 $1K
HST
Host Hotels & Resorts, Inc.

Real Estate
78
New
$12.7 - $16.07 $991 - $1.25K
78 $1K
SYY
Sysco Corp

Consumer Defensive
26
New
$68.0 - $75.91 $1.77K - $1.97K
26 $1K
FIS
Fidelity National Information Services, Inc.

Technology
16
New
$68.14 - $82.13 $1.09K - $1.31K
16 $1K
CLH
Clean Harbors Inc

Industrials
5
New
$182.1 - $233.5 $911 - $1.17K
5 $1K
LUV
Southwest Airlines CO

Industrials
40
New
$24.04 - $34.36 $962 - $1.37K
40 $1K
WDC
Western Digital Corp

Technology
20
New
$30.54 - $63.99 $611 - $1.28K
20 $1K
KEYS
Keysight Technologies, Inc.

Technology
8
New
$127.02 - $165.4 $1.02K - $1.32K
8 $1K
NXST
Nexstar Media Group, Inc.

Communication Services
6
New
$144.68 - $181.86 $868 - $1.09K
6 $1K
PFGC
Performance Food Group CO

Consumer Defensive
12
New
$71.62 - $89.56 $859 - $1.07K
12 $1K
DUOL
Duolingo, Inc.

Technology
3
New
$292.88 - $540.68 $879 - $1.62K
3 $1K
LAMR
Lamar Advertising CO

Real Estate
10
New
$102.35 - $121.67 $1.02K - $1.22K
10 $1K
RMD
Resmed Inc

Healthcare
6
New
$204.54 - $258.0 $1.23K - $1.55K
6 $1K
CHE
Chemed Corp

Healthcare
4
New
$486.93 - $619.21 $1.95K - $2.48K
4 $1K
CW
Curtiss Wright Corp

Industrials
3
New
$283.18 - $488.55 $850 - $1.47K
3 $1K
IP
International Paper CO

Consumer Cyclical
30
New
$43.89 - $54.46 $1.32K - $1.63K
30 $1K
EME
Emcor Group, Inc.

Industrials
3
New
$342.02 - $534.89 $1.03K - $1.6K
3 $1K
DJCO
Daily Journal Corp

Technology
3
New
$365.66 - $435.19 $1.1K - $1.31K
3 $1K
CVNA
Carvana Co.

Consumer Cyclical
4
New
$162.57 - $345.64 $650 - $1.38K
4 $1K
DAL
Delta Air Lines, Inc.

Industrials
27
New
$35.88 - $52.99 $969 - $1.43K
27 $1K
HPQ
Hp Inc

Technology
47
New
$21.88 - $29.32 $1.03K - $1.38K
47 $1K
ALLE
Allegion PLC

Industrials
9
New
$118.52 - $145.64 $1.07K - $1.31K
9 $1K
A
Agilent Technologies, Inc.

Healthcare
11
New
$99.29 - $120.52 $1.09K - $1.33K
11 $1K
FIX
Comfort Systems Usa Inc

Industrials
3
New
$296.51 - $536.21 $890 - $1.61K
3 $1K
EVR
Evercore Inc.

Financial Services
4
New
$163.77 - $271.5 $655 - $1.09K
4 $1K
GPN
Global Payments Inc

Industrials
24
New
$67.47 - $99.6 $1.62K - $2.39K
24 $1K
EQT
Eqt Corp

Energy
21
New
$46.11 - $60.44 $968 - $1.27K
21 $1K
LPLA
Lpl Financial Holdings Inc.

Financial Services
4
New
$283.31 - $388.96 $1.13K - $1.56K
4 $1K
FCNCA
First Citizens Bancshares Inc

Financial Services
1
New
$1561.69 - $1966.55 $1.56K - $1.97K
1 $1K
DDOG
Datadog, Inc.

Technology
11
New
$87.0 - $134.33 $957 - $1.48K
11 $1K
PRI
Primerica, Inc.

Financial Services
5
New
$244.39 - $290.62 $1.22K - $1.45K
5 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
15
New
$56.17 - $75.73 $843 - $1.14K
15 $1K
RSG
Republic Services, Inc.

Industrials
8
New
$227.2 - $258.07 $1.82K - $2.06K
8 $1K
JKHY
Henry Jack & Associates Inc

Technology
8
New
$163.54 - $186.02 $1.31K - $1.49K
8 $1K
WU
Western Union CO

Financial Services
206
New
$8.37 - $10.63 $1.72K - $2.19K
206 $1K
CPT
Camden Property Trust

Real Estate
9
New
$106.53 - $122.8 $959 - $1.11K
9 $1K
VMI
Valmont Industries Inc

Industrials
4
New
$263.86 - $333.86 $1.06K - $1.34K
4 $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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