Tortoise Investment Management, LLC Reduced Holdings in Q1 2025

Tortoise Investment Management, LLC

  • $901 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ISRG
Intuitive Surgical Inc

Healthcare
-87
- 25.97%
$476.63 - $610.45 $41.5K - $53.1K
248 $122K
TDY
Teledyne Technologies Inc

Technology
-111
- 89.52%
$455.51 - $518.84 $50.6K - $57.6K
13 $6K
PH
Parker Hannifin Corp

Industrials
-55
- 8.77%
$591.65 - $707.05 $32.5K - $38.9K
572 $347K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-278
- 50.0%
$208.48 - $244.03 $58K - $67.8K
278 $67K
INTU
Intuit Inc

Technology
-80
- 94.12%
$555.63 - $630.23 $44.5K - $50.4K
5 $3K
LEN
Lennar Corp

Consumer Cyclical
-240
- 22.64%
$113.93 - $141.54 $27.3K - $34K
820 $94K
ROL
Rollins Inc

Consumer Cyclical
-1.26K
- 53.18%
$45.65 - $54.03 $57.3K - $67.8K
1.11K $59K
LLY
Eli Lilly & CO

Healthcare
-182
- 9.67%
$725.72 - $929.72 $132K - $169K
1.7K $1.4M
AMP
Ameriprise Financial Inc

Financial Services
-52
- 10.95%
$472.29 - $575.13 $24.6K - $29.9K
423 $204K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-527
- 99.62%
$88.0 - $115.5 $46.4K - $60.9K
2 $0
TMO
Thermo Fisher Scientific Inc.

Healthcare
-79
- 43.41%
$497.6 - $606.74 $39.3K - $47.9K
103 $51K
OLED
Universal Display Corp Pa

Technology
-287
- 58.81%
$139.48 - $161.59 $40K - $46.4K
201 $28K
MCD
Mcdonalds Corp

Consumer Cyclical
-227
- 18.22%
$279.74 - $321.29 $63.5K - $72.9K
1.02K $318K
ABBV
Abb Vie Inc.

Healthcare
-400
- 30.63%
$169.2 - $216.66 $67.7K - $86.7K
906 $189K
PANW
Palo Alto Networks Inc

Technology
-227
- 85.98%
$167.82 - $208.28 $38.1K - $47.3K
37 $6K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-225
- 13.24%
$169.43 - $182.84 $38.1K - $41.1K
1.48K $255K
JSCP
Jp Morgan Exch Traded Fd Tr Sh

ETFs
-1K
- 9.54%
$46.45 - $47.26 $46.5K - $47.3K
9.49K $447K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-840
- 24.56%
$47.6 - $51.91 $40K - $43.6K
2.58K $124K
ASML
Asml Holding Nv

Technology
-57
- 67.06%
$662.63 - $776.99 $37.8K - $44.3K
28 $18K
SHW
Sherwin Williams CO

Basic Materials
-118
- 79.73%
$330.16 - $365.55 $39K - $43.1K
30 $10K
COST
Costco Wholesale Corp

Consumer Defensive
-92
- 5.83%
$890.62 - $1076.86 $81.9K - $99.1K
1.49K $1.4M
QCOM
Qualcomm Inc

Technology
-254
- 60.77%
$151.94 - $175.86 $38.6K - $44.7K
164 $25K
BSX
Boston Scientific Corp

Healthcare
-447
- 91.04%
$89.38 - $106.18 $40K - $47.5K
44 $4K
DIS
Walt Disney CO

Communication Services
-130
- 6.57%
$96.87 - $114.0 $12.6K - $14.8K
1.85K $182K
EBND
Spdr Bloomberg Emerging Market

ETFs
-2K
- 33.06%
$19.47 - $20.36 $38.9K - $40.7K
4.05K $81K
NKE
Nike, Inc.

Consumer Cyclical
-456
- 68.67%
$63.29 - $81.72 $28.9K - $37.3K
208 $13K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-30
- 96.77%
$1187.71 - $1432.58 $35.6K - $43K
1 $1K
SPGI
S&P Global Inc.

Financial Services
-74
- 26.24%
$478.26 - $543.77 $35.4K - $40.2K
208 $105K
VOE
Vanguard Mid Cap Value Index F

ETFs
-207
- 31.27%
$156.61 - $168.02 $32.4K - $34.8K
455 $73K
OEF
Ishares S&P 100 ETF

ETFs
-125
- 1.64%
N/A
7.5K $2M
BX
Blackstone Inc.

Financial Services
-30
- 3.71%
$136.53 - $186.74 $4.1K - $5.6K
778 $108K
VFH
Vanguard Financial ETF

ETFs
-240
- 20.94%
$114.07 - $127.34 $27.4K - $30.6K
906 $108K
WFC
Wells Fargo & Company

Financial Services
-400
- 47.06%
$66.78 - $81.42 $26.7K - $32.6K
450 $32K
AMT
American Tower Corp

Real Estate
-152
- 73.79%
$173.46 - $217.6 $26.4K - $33.1K
54 $11K
KLAC
Kla Corp

Technology
-42
- 87.5%
$636.62 - $777.63 $26.7K - $32.7K
6 $4K
IVE
Ishares S&P 500 Value ETF

ETFs
-77
- 0.24%
$185.78 - $198.58 $14.3K - $15.3K
31.6K $6.03M
VRIG
Invesco Actively Managed ETF F

ETFs
-1.01K
- 16.95%
$25.06 - $25.19 $25.3K - $25.4K
4.95K $124K
NOW
Service Now, Inc.

Technology
-12
- 23.08%
$783.83 - $1170.39 $9.41K - $14K
40 $31K
DVY
Ishares Tr

ETFs
-191
- 12.4%
$128.58 - $138.1 $24.6K - $26.4K
1.35K $181K
VGIT
Vanguard Intermediate Term Tre

ETFs
-436
- 9.74%
$57.44 - $59.4 $25K - $25.9K
4.04K $240K
XOM
Exxon Mobil Corp

Energy
-556
- 13.19%
$105.44 - $118.93 $58.6K - $66.1K
3.66K $435K
KBH
Kb Home

Consumer Cyclical
-159
- 14.22%
$57.73 - $70.05 $9.18K - $11.1K
959 $55K
IWN
Ishares Russell2000 Val ETF

ETFs
-64
- 10.05%
$149.27 - $169.4 $9.55K - $10.8K
573 $86K
VOX
Vanguard Communication Service

ETFs
-74
- 7.32%
$147.73 - $169.24 $10.9K - $12.5K
937 $139K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-70
- 0.29%
$44.81 - $46.22 $3.14K - $3.24K
24K $1.08M
SNPS
Synopsys Inc

Technology
-25
- 31.65%
$428.58 - $551.54 $10.7K - $13.8K
54 $23K
DHR
Danaher Corp

Healthcare
-55
- 58.51%
$201.62 - $250.59 $11.1K - $13.8K
39 $7K
SBUX
Starbucks Corp

Consumer Cyclical
-200
- 22.75%
$91.75 - $115.81 $18.4K - $23.2K
679 $66K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-360
- 49.32%
$38.99 - $40.37 $14K - $14.5K
370 $14K
Activity Summary
Buys All Purchases 153 New Holdings 18 Increased Positions 135 Sells All Sells 212 Reductions 211 Sold out 1 Options Calls 7 Puts 3
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